US stock markets ended the session with modest gains, continuing a period of cautious optimism among investors.

The broad-based advance followed a week characterized by sharp sector divergence, with industrial stocks outperforming technology peers after the release of fresh labor market data.

The Dow Jones Industrial Average led the recovery, building on its previous session's 0.29% rise to 52,637.01 points.

The S&P 500 also posted gains, reflecting a shift in investor focus toward second-quarter earnings reports and the upcoming monetary policy decision.

Market breadth remained uneven, as traders balanced strong corporate fundamentals against lingering inflation concerns.

This latest move comes after a mixed close on Thursday, where the divergence between sectors was more pronounced.