According to CoinMeta, tech stocks experienced a strong rebound, driving the Nasdaq 100 index up by 9.3% in just four days, with a market value surge of $3.5 trillion, marking the strongest rebound since April 2025. Strong earnings boosted investors' confidence in the prospects of artificial intelligence (AI). The rebound across the tech sector was widespread, with increases seen in semiconductors, software companies, and large-scale data center operators that invest heavily in capital expenditures. The impressive performance in the second quarter convinced investors that massive AI investments will not only continue but have already begun to yield returns for some major corporations. The chief manager of a fund stated that the days of betting against companies with high capital expenditures and in favor of those with low capital expenditures are over, which he considered a positive development. The latest financial reporting period also revealed a clear divergence among tech giants: investors favor companies that demonstrate tangible AI revenue, while being more cautious about those with less obvious earnings.