Overview

• The S&P 500 Index has gained 14% since January, marking its second-best start to a year since 2000.
• Artificial intelligence advancements have significantly boosted tech stocks, with Nvidia leading the charge.
• The Federal Reserve's potential rate cuts and the upcoming US presidential election add layers of uncertainty.
• Despite the tech sector's dominance, real estate has suffered due to high interest rates.
• Historical data suggests a strong first half often leads to continued growth, though market corrections are possible.