Big Tech Leads Market Rally as AI Optimism, Easing Tariff Fears Fuel Fresh Gains

Tech stocks are driving a renewed market rally, with the Nasdaq 100 hitting record highs as investors return to growth amid easing tariff fears and persistent enthusiasm for AI. Nvidia nears a 4 trillion dollar valuation, with analysts like Wedbush’s Dan Ives predicting it could reach 5–6 trillion dollars as AI use cases expand. mi·zoo·ows Jordan Klein sees Alphabet, Amazon, and Meta offering value despite recent gains. Capital Economics notes tech remains below peak levels, suggesting room for continued upside. The rally has broadened beyond tech, with industrials, financials, and consumer discretionary stocks also rebounding, signaling strong market breadth. Wall Street strategists see robust fundamentals supporting Big Tech’s leadership, advising investors to stay focused despite lingering geopolitical and rate concerns.