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May 28, 2026 - Dell, AI, and a Ceasefire Rally Push Markets to Record Highs
Markets pushed to fresh record highs as AI momentum, Dell’s latest surge, and renewed ceasefire optimism combined to fuel risk appetite across Wall Street. In this episode of Market Pulse, we break down why investors are leaning back into the rally, how the AI infrastructure trade continues to shape market leadership, and what geopolitical de-escalation could mean for equities, rates, and broader sentiment.
But beneath the record highs, the question remains: is this a durable breakout — or another momentum-driven squeeze in a market still vulnerable to rates, earnings expectations, and macro…
The skinny
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