Remember when everyone was freaking out about those tariffs? Economic forecasters were painting doomsday scenarios left and right. Plot twist: some of these same analysts are now quietly upgrading their growth outlooks.

What changed? Turns out, Big Tech's AI spending spree is hitting different. We're talking massive infrastructure investments that weren't fully baked into earlier models. The sheer scale of capital flowing into AI development is starting to offset some of the tariff-related headwinds economists initially worried about.

It's a classic case of one mega-trend potentially neutralizing another. Whether this optimism holds up remains to be seen, but the narrative shift is real. The market's always full of surprises, and this might be one of them.