EconomyTech Melt-Up Drives $3.5 Trillion Nasdaq 100 Gain in Four Days

A sharp reversal in technology stocks has lifted the Nasdaq 100’s market capitalization by $3.5 trillion in only four days. Strong earnings have encouraged investors to become more confident in the outlook for artificial intelligence. The technology benchmark has risen 9.3% during the period, marking its steepest advance since April 2025. Dan Ives, a partner at Yorkville & Ives, discusses the AI landscape as hyperscalers release their earnings.