Tech stocks, especially those related to AI, once again became the vanguard driving the market surge.

Among the giants, those who proactively tell AI stories or have AI performance can see their stock prices continue to rise: for example, the recent $Tesla(TSLA.US). Previously, Elon Musk left the AI story unresolved due to equity issues, stating that if he didn't have enough control, he might not be willing to develop AI within Tesla. Now that this issue has been settled, Tesla's stock has started to rise.

Another example is $Apple(AAPL.US). Of course, after price cuts in China, its shipments have indeed improved. But after proactively talking about AI and focusing mainly on AI during the WWDC conference, the market now generally expects AI to catalyze a replacement peak. There is also a view that Apple's main competitor, Huawei, may face difficulties in implementing AI features due to hardware limitations, and Apple's AI capabilities could help it compete with its core rivals. In short, talking about AI solves everything.

Currently, the three giants in the internet's three-trillion-dollar market cap club—Microsoft, Apple, and NVIDIA—are all AI stocks.