US stock market rally hard today pushed the S&P 500 near record highs as the Dow Jones and Nasdaq surged after stronger-than-expected US jobs data shocked Wall Street. NVIDIA jumped above $214 while Apple climbed past $294 as investors poured money into AI stocks. The Nasdaq rose more than 1%, showing how artificial intelligence demand still dominates market momentum in 2026. Treasury yields fell toward 4.35%, easing pressure on growth stocks despite Iran tensions and $100 oil prices.