The S & P 500 experienced its best week since November due to a temporary ceasefire between the United States and Iran, led to a 2.5% surge in shares. The Dow had its best day since April 2025. Despite this, all three major US stock markets posted their best weeks since November. The easing of tensions in the Middle East also contributed to a positive outlook for the market. The first updated read on inflation since the Iran war was received by Wall Street since February, indicating underlying inflation was held in check. The buy-hardware, sell-software trade saw a resurgence this week, with investors gravitating towards companies supporting data center and AI infrastructure buildout. However, the peace talks scheduled for the weekend between the U.S. and Iran in Pakistan are a concern, as are the fragile state of the ceasefire.