AI optimism, SpaceX hype and rising yields test markets 5/21/26

Markets are weighing surging AI demand, blockbuster tech earnings and excitement around the upcoming SpaceX IPO as investors look for the next phase of growth. Plus, Nvidia momentum, semiconductor expansion and AI infrastructure spending continue driving bullish sentiment across Wall Street. And later, rising bond yields, inflation concerns and questions around consumer strength keep pressure on markets as traders watch the Fed and global risks closely.