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Microsoft’s strong forecast and AI-driven momentum helped lift the S&P 500 and Dow Jones, reinforcing bullish sentiment across major U.S. indices. However, tariff uncertainty, elevated Treasury yields and stretched valuation gauges may keep volatility high as traders assess the next leg of the rally.

Microsoft’s strong outlook and renewed confidence in artificial intelligence spending helped lift Wall Street, supporting weekly gains in the S&P 500 and Dow Jones. Yet tariff uncertainty, elevated Treasury yield risks and stretched valuation indicators may keep the path higher uneven.