Amid improving economic indicators and anticipation of fewer Federal Reserve rate cuts, big tech companies, particularly those focused on AI, are expected to drive the next market surge. Nvidia, set to release earnings next week, is among the leaders in this trend. Capital Economics predicts that AI-driven optimism will propel tech stocks higher, despite recent cautious investor sentiment. The resilience of cyclical sectors and robust economic outlook further support the potential for an AI-fueled equity bubble, with big tech poised to regain and extend its dominance in the market.