Nasdaq's 13-Day Winning Streak, $700B AI Spend Forecast, and 20-Year 1,000% Gain Shape AI Outlook

Investors have rotated between AI‑focused stocks and safer sectors amid geopolitical tension and valuation concerns. The recent easing of Iran‑U.S. tensions helped lift growth stocks, prompting the Nasdaq rebound. Over the last three years, AI‑related firms such as Nvidia (NVDA), Taiwan Semiconductor (TSM), and Amazon (AMZN) have driven much of the market’s advance.

- The Nasdaq Composite (^IXIC) rose 5.2% YTD after the 13‑day streak, the longest run since 1992. - Tech firms plan to spend roughly $700 billion on AI build‑out this year, covering chips, networking, memory and cloud capacity. - Over the past two decades, the Nasdaq has increased by 1,000%, reflecting the long‑term expansion of technology‑heavy companies.

The streak shows that market confidence can return quickly when macro worries ease, reinforcing the case for sustained AI investment. The $700 billion capex signals a multi‑year demand pipeline for semiconductors and cloud services, which could support earnings growth for names like NVDA, TSM and AMZN. The 1,000% 20‑year gain underscores that tech‑led indexes have historically rewarded long‑term holders despite periodic pullbacks.