Market participants are debating whether the current tech-driven rally mirrors the dot-com bubble, as the S&P and NASDAQ reach record highs. While some analysts draw parallels to the internet build-out of the late 1990s, others emphasize that current valuations are supported by fundamental growth in "agentic AI" and massive increases in compute power. Geopolitical tensions, particularly the upcoming summit between President Trump and President Xi, remain a focal point, with discussions centering on trade, export controls, and the Iran conflict. Meanwhile, the media industry is shifting its focus during the annual upfronts, where streaming ad spending is poised to overtake linear TV for the first time. Despite concerns over rising interest rates and energy costs, corporate software budgets remain resilient, though companies are increasingly strategic about capital deployment in an uncertain economic climate.
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