“The rally in tech stocks is coherent when one looks at the earnings and profits of both the supplier of AI infrastructure and the hyperscalers. There are those who claim there’s a bubble, but I simply see rising profits and a super cycle.”

Investors are closely watching the U.S. jobs report and Broadcom's earnings this week amid concerns that persistent inflation and potential interest rate hikes could derail the…

“The rally in tech stocks is coherent when one looks at the earnings and profits of both the supplier of AI infrastructure and the hyperscalers. There are those who claim there’s…