The US tech sector surged 42% in two months, its biggest rally in 24 years. AI and semiconductor stocks lead as Gartner projects $1.3T in chip revenue for 2026.

The US tech sector surged 42% in two months, its biggest rally in 24 years. AI and semiconductor stocks lead as Gartner projects $1.3T in chip revenue for 2026.

U.S. technology stocks have surged to unprecedented market influence, driven by AI enthusiasm and now comprising over 39% of the S&P 500's market cap. This concentration raises…