Global tech stocks rally on AI expansion

Markets opened the week with another broad rally in technology shares as investors continued to reward companies tied to AI infrastructure and software adoption. Executives have shifted from exploratory messaging to measurable rollouts, with spending plans increasingly tied to customer retention, automation savings, and new premium product tiers.

The strongest gains came from firms positioned in the middle layers of the AI stack: compute, data orchestration, and enterprise deployment. Traders remain cautious about valuation, but the current thesis is that near-term revenue visibility has improved enough to justify renewed appetite for risk across the sector.