Growth and technology stocks are leading a significant market upswing as investors return to the sector following a sharp sell-off last week. The rally is supported by easing Treasury yields and lower oil prices, which helps to relieve pressure on valuations for growth-oriented companies. Chipmakers are showing particular strength, partly driven by a JPMorgan upgrade of Intel. Investors are now positioning ahead of a crucial week of earnings reports from mega-cap tech firms like Meta, Tesla, and Netflix.