U.S. stocks recovered Thursday from the previous session's Federal Reserve-driven sell-off, with the S&P 500 rising more than 1% and the Nasdaq gaining 1.6% as lower oil prices and bond yields supported the rally. CNBC Investing Club portfolio director Jeff Marks said investors had reacted to interest-rate increases by central bankers and Fed Chairman Kevin Warsh's tough inflation comments by worrying about another rate increase this year, but cautioned against forecasting future policy because inflation remains sensitive to oil-price swings. Intel and Micron rose nearly 10% and more than 5%, respectively, even as OpenAI disclosed six additional instances of unexpected model behavior over the past six months, following the previously disclosed Hugging Face hack. Officials in Loudoun County, Virginia, voted for a 12-month pause on data-center applications, an issue that has raised political concerns for Jim Cramer. Marks said the pause could help companies including GE Vernova and Eaton manage supply constraints during the data-center infrastructure buildout. Boeing shares slipped further after a 3.7% decline Wednesday, when the company said at Morgan Stanley's Laguna conference that stabilizing 737 Max production at 47 planes per month was taking longer than anticipated. Boeing cited wing-production problems but said a fix was in place. CFO Jay Malave said free cash flow was less likely to exceed the midpoint of the company's $1 billion to $3 billion outlook. Marks called Boeing's recent performance disappointing and said the stock tends to weaken when oil prices and interest rates are rising.