Technology stocks are on fire, with the SPX , NDX and $DJI hitting record highs. Olivier Blanchard attributes this surge to A.I.'s continued growth, with big players like Microsoft (MSFT), Alphabet (GOOGL), Apple (AAPL), and Amazon (AMZN) competing for dominance as all report earnings this week. Blanchard is bullish on Microsoft's AI partnership with OpenAI and Amazon's AlexaPlus, but has reservations about Tesla's (TSLA) ability to scale its Robotaxi ambitions. Meanwhile, Apple (AAPL) briefly hit a $4 trillion market cap, and AMD secured a $1 billion partnership with the US Department of Energy, solidifying its position in A.I. inference.
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