Can AI stocks lead the market to a new bull?

 

NASDAQ stocks have been on a tear lately, led by AI-related plays. The relative performance of the NASDAQ 100 has begun to depart from macro factors such as the inverse relationship with the 10-year Treasury yield. 

 
I have had a number of discussions with investors and the question keeps coming up. Can the AI frenzy, which appears to be in its early stages, carry the stock market to a new bull?

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