Nvidia and the broader AI trade continue to drive market gains, but upcoming earnings will test whether valuations are justified or have overshot. Financial sector strength is notable, with upcoming big bank earnings likely to set the tone for the season. SoFi stands out for product innovation.

AI-driven approaches are finally reaching retail traders and testing Wall Street's hegemony on investment technology.

Goldman Sachs led a parade of Wall Street firms boosting their price targets on the biggest AI-focused stocks as investors double down on the hottest tech-sector trade heading into the second-quarter earnings season.