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Global tech stocks remain bullish as AI investment drives infrastructure gains
Tech stocks lead global equities, boosted by AI infrastructure spending, while investors weigh valuation risk and execution challenges.
Technology sector stocks are riding high into Q4 2025 with the broader S&P 500 Technology Sector up roughly 23% year-to-date and communication-services rising ~25%, outpacing the S&P 500 at 15%.
Growth is being fuelled by massive capital spending on AI hardware, datacentres and connectivity infrastructure. Analysts say the current tailwinds reflect a structural uplift in enterprise digital-transformation, but caution valuation discipline is key as many names trade at elevated multiples.
Investors are advised to be selective amid strong momentum but growing execution risk.