U.S. stocks rallied after a report showed manufacturing growth slowed, prompting optimism the Federal Reserve may limit the number of interest-rate increases this year. Cisco Systems Inc. and Oracle Corp. led the surge. Microsoft Corp. boosted major indexes after Goldman, Sachs & Co. analyst Rick Sherlund said the stock ``might be able to recover some lost ground'' after a judge's final ruling in the government's antitrust case against the No. 1 software maker.