It was records for the US stock market for a week – and for several shares in the portfolio of the CNBC Investing Club. The S&P 500 rose to an all-time high of 6,187,68 on Friday, while the Technical Haavy Nasdaq Composite rose to a new record of 20,311.51. Both benchmark measuring devices rose by around 4%compared to the last Friday. These milestones have been limiting a remarkable comeback for financial markets since April. The stocks were beaten by President Donald Trump's “mutual” tariff announcement on April 2 when Wall Street panic, which would mean higher taxes for economic growth and geopolitical relationships. The S&P 500 has risen by 24% since its lows from 2025 on April 8, although in three fronts it has been the uncertainty of the administration, the next monetary policy of the Federal Reserve, the continuous move of the Federal Reserve and the ongoing conflict in the Middle East. This rebound of shares has raised seven clubs at all -time highs, including Nvidia, Microsoft, Broadcom, GE Vernova, Capital One, Goldman Sachs and Crowdstrike. Many of the driving forces of the stock exchange underline the outperformance. In fact, we see three important topics: 1. The trade with artificial intelligence is back. Wall Street had feared a slowdown in AI spending when the tensions of the US-China threatened the semiconductor production and demand. Since then, investors have dropped this uncertainty, which comes from tariffs and Trump's chip export controls. This is partly due to a series of good news from AI giants like Nvidia, who made a record of over $ 158 per piece on Friday when the shares fight for a five-day winning streak. The recent growth has increased Nvidia's market capitalization to $ 3.8 trillion and is therefore the most valuable listed company in the world. A quarterly yield report at the end of May showed that the demand for the offers of the chipmaker was still strong. Around the same time, CEO Jensen Huang announced a large contract with Startup Humain, which would send 18,000 of his latest chips for artificial intelligence to Saudi Arabia. All of this also helped the Broadcom chipmaker, which achieved a record of 272 US dollars on Friday. This is because the more demand for AI chips exists, the more sales these two companies can use. Another beneficiary of the AI ​​trade are the hyperzallers. One of these mega caps, Microsoft, benefits due to its huge cloud computing business Azure, which generates a large part of his income. The stock reached a record high of over 499 US dollars on Friday. Club Holding GE Vernova has recently been a AI winner. GE Vernova supports the training of the data center-the-powered facilities that are used in order to cope with the calculation requirement of AI for the manufacture of its turbines. The industrial score has reached a number of heights this year, recently on Friday. In 2025, the stocks rose by over 61% compared to the 5% S&P 500. Geopolitical conflicts in the Middle East and around the world have companies looking for offers that they can protect against virtual attacks. The companies are regarded as safe ports for investors. This has made cyber security names such as crowdstrike on Thursday of 506 US dollars a new record. Club Holding and Peer Palo Alto Networks are only 3.5% discount at all -time high in February. 3. The US economy was more resistant than expected. Last week the chairman of the Federal Reserve, Jerome Powell, described the economy as “still solid” and said that the central bank was “well positioned to wait” before the interest rates are reduced. A resilient economy can lead to a pick -up in Wall Street Desalmaking as well as initial public offers. This means that more companies contribute to Goldman's decisive investment banking business to help with their public debuts. Goldman was appointed the main insurer in big names such as Chime and Etoro last month alone. The stock reached an all-time high of around $ 694 on Friday. For the first capital, a stable economic environment means a lower probability of slowing down consumer expenses, which is good news for the credit card issuer. Investment mood has also improved after the company had completed its 35 billion dollars -acquisition of discovers at the beginning of this month. We have long hit the table that the deal was an important catalyst for the stock. The shares of Capital One achieved a record high on Friday of almost 213 US dollars. “I think people should still buy the stock,” said Jim Cramer during the morning meeting on Friday and added that Capital One deals with a discount on rivals like American Express. (Here you will find a complete list of shares in Jim Cramers Charitible Trust.) As a subscriber of the CNBC Investing Club with Jim Cramer, you will receive a trade warning before Jim Handel. Jim waits for 45 minutes after he has sent a trade warning before bought or selling a share in the portfolio of his non -profit trust. When Jim spoke about a share on CNBC television, he waits 72 hours after the output of the trade war before he executed the trade. The above -mentioned investment club information is subject to our general terms and conditions and data protection guidelines together with our disclaimer. There is no trust or strategy or is created due to its receipt of information provided in connection with the Investing Club. It is not guaranteed to be a specific result or profit.