AI
AI Trade Resurgence: Mega-Cap Tech Stocks Surge as ‘Agentic AI’ and Blackwell Deployment Reach Critical Mass
Today, December 18, 2025, the financial markets are witnessing a powerful resurgence in the artificial intelligence trade, led by a familiar cohort of mega-cap technology giants. After a mid-year period of consolidation and "valuation reckoning," the sector has roared back to life, propelled by a convergence of favorable