A dramatic turnaround in technology stocks has powered a $3.5 trillion increase in the Nasdaq 100’s market capitalization in just four days, driven by strong earnings that have emboldened investors about the AI outlook.
The tech benchmark has jumped 9.3% over this period, its sharpest rally since April 2025.
Dan Ives, Partner at Yorkville & Ives, discusses the AI landscape as hyperscalers report earnings.
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