It May Not Feel Like It, but Markets Are Normal. That’s Good News.
1. U.S. Big Tech drove all S&P 500 gains in Q4 2024. 2. MSFT and Nvidia contributed nearly half of S&P 500's Q2 gains. 3. The third quarter of 2025 shows increased market stability. 4. Investor confidence is rising amid calmer market conditions. 5. Q4 is typically strong, fueled by AI enthusiasm and economic strength.