Tech Stocks Have Propelled the Nasdaq Closer to a Record High. Why a Bubble Is Nowhere Close. - Barron's
1. MSFT leads gains in the tech sector, boosting Nasdaq performance this year. 2. Historical analysis suggests more rally ahead for tech stocks like MSFT. 3. AI advancements drive confidence in long-term tech stock performance, including MSFT. 4. Top tech firms seen as resilient, bolstered by solid financial positions. 5. Concerns about market valuations are tempered by ongoing momentum and AI trends.