US Tech 100 Powers to New Highs on AI Supercycle, 2027 Rally Predicted

The US Tech 100 has surged to fresh all-time highs after a March correction, driven by over $700B in hyperscaler AI infrastructure spending and a reversing 'Great Rotation' back into tech. From late March lows, the index rallied 18% with PHLX semiconductors up nearly 50% in an 18-session streak, boosted by Intel's Q1 earnings beat and strong chip demand. Investors anticipate further gains from April 29-30 megacap earnings by Alphabet, Microsoft, Amazon, Meta, and Apple, validating AI momentum despite elevated valuations and positioning the index for new highs by 2027.