AI trade could be overdue for a rebound amid major stock rally

The major market indexes (^DJI, ^IXIC, ^GSPC) remain in striking distance to new record highs after recent rallies have erased the losses seen since the start of the US-Iran war. Mahoney Asset Management CEO Ken Mahoney and Yahoo Finance Senior Markets Reporter Ines Ferré further examine the AI outlook on tech giants like Microsoft (MSFT), Apple (AAPL), and ASML (ASML).