US Technology Stocks Surge 42% in Two Months: AI and Semiconductor Stocks Drive the Strongest Rally Since the Dot-Com Era
The US technology sector has delivered its strongest two-month rally in nearly a quarter century, powered by semiconductor stocks and relentless AI optimism. As Nvidia and chipmakers lead markets higher, investors are increasingly debating whether this is the beginning of a new investment cycle or a repeat of past excesses.
Key Highlights US technology stocks have surged 42% over the last two months. The rally marks the largest two-month gain in 24 years. Semiconductor stocks have jumped 66%, dramatically outperforming broader markets. The top 10 S&P 500 stocks contributed roughly 65% of recent index gains. AI infrastructure remains the dominant theme driving investor enthusiasm. Why the Technology Sector Is Experiencing a Historic Rally The US technology sector has staged one of the most powerful ra...
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