Tech Melt-Up Drives $3.5T Nasdaq 100 Gain in Four Days

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. (Source: Bloomberg)