Tech stocks are propelling a market rally, driving the Nasdaq 100 to record highs as optimism about artificial intelligence and easing tariffs boost investor confidence. Nvidia approaches a 4 trillion dollar valuation, with forecasts of reaching 5 to 6 trillion as AI applications grow. Leaders like Alphabet, Amazon, and Meta are valued despite recent gains, while other sectors including industrials and financials show strong recovery. Analysts believe tech remains below peak levels, offering further upside potential and broad market strength.