US stocks climbed Tuesday, marking a second consecutive day of gains as the S&P extended its upward trajectory. The broad market advance was led by semiconductor shares, with Nvidia Corp. among the top performers driving the rally across technology sectors.

Chipmakers are eyeing their strongest two-day gain in approximately a month, suggesting renewed investor confidence in the sector after a period of volatility. The concentrated leadership from semiconductor stocks indicates targeted buying rather than a broad-based rotation.

Market momentum appears to be building on Tuesday's performance, with investors returning to risk assets following Monday's gains. Technology shares have shown resilience amid mixed economic signals and corporate earnings reports.

The sustained advance through two sessions suggests short-term bullish sentiment, though traders will watch upcoming economic data and Federal Reserve communications for clues on whether this rally can maintain pace beyond the immediate term.