US stock markets approach critical earnings week near record highs as two dominant themes shape investor sentiment. The S&P 500 and Nasdaq Composite are being driven by artificial intelligence optimism and consumer spending resilience, though rising energy prices and geopolitical tensions add uncertainty. Nvidia's earnings report on Wednesday will be closely watched as a barometer for AI chip demand and semiconductor industry health. Major retailers including Walmart, Home Depot, and Target will also report, offering crucial insights into consumer behavior amid persistent inflation. Market analysts note the recent rally has been concentrated among a narrow group of stocks, raising questions about sustainability.
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