Big Tech capex remains intact, buoying sentiment and leading the market gains, including a 1.3% advance in the Vanguard IT ...

Big Tech has singlehandedly managed to pop the tariff balloon, with bullish capex plans and unrelenting demand for AI ...

The AI trade is back in vogue, with the likes of Meta, Palantir and Tesla all gaining at least 20% during the historic rally.

A possible thawing in US-China trade tensions boosted spirits after earnings from Apple and Amazon shed light on the likely cost of tariffs.