"Assessing the Tech Stock Bubble: Big-Tech Weakness vs. S&P 500 Gains"

Despite concerns of a potential market bubble, the strength of US stocks, particularly in the tech sector, is supported by the economy's resilience and robust corporate earnings. Signs of a broadening rally include the S&P 500 Equal Weight Index reaching a historic high and a higher share of S&P 500 stocks at all-time highs. Additionally, the limited enthusiasm for new IPOs and relatively contained valuations compared to past peaks suggest that the market may not be in a speculative frenzy.