Major US equity indices were higher this week, locking in a second straight week of gains, with solid upside in big tech which included Netflix as a big gainer and Apple as a laggard. Stocks ended the week higher supported by some ongoing Trump optimism, though notable uncertainty remains around tariffs and legislative developments. Elsewhere, the announced $500B AI investment Stargate deal boosted the AI secular growth theme, though some noted skepticism about financing and prospects.