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Source document· April 18, 2026

Here are 3 forces that drove a remarkable, record-setting week on Wall Street

Here are 3 forces that drove a remarkable, record-setting week on Wall Street You can call it a comeback…

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There is a coming rotation into stocks that were pressured by the war
60% confidence
The S&P 500 went from near correction territory (down about 9% from its all-time peak) back to an all-time high in just 11 trading days, the fastest move to record levels from a bottom of at least 9% since at least 1990
60% confidence
Before the war-driven surge in energy prices, gas accounted for 6% of total debit card spending and 4% of total credit spending, with each level rising 1%
60% confidence
Consumers are spending more than a year ago, which includes spending more on gas, but they haven't slowed spending on everything else
60% confidence
There could be more gains in stocks that have been pressured by the war if good news keeps coming
60% confidence
Microsoft management needs to allocate more of its available compute capacity to Microsoft Azure rather than to Copilot
60% confidence
The war was very close to over
60% confidence
The Club plans to eventually exit Palo Alto and put some of those funds into CrowdStrike
60% confidence
Goldman Sachs is the one bank you really want to own because that was actually a really good quarter
60% confidence
As AI models get more advanced, it should actually be a tailwind for cybersecurity companies including CrowdStrike and Palo Alto Networks
60% confidence
Consumers and small businesses remain resilient
60% confidence

NASDAQ · weekly return

6 percent