(These are the market notes on today's action by Mike Santoli, CNBC's Senior Markets Commentator. See today's video update from Mike above.) The headline indexes holding their breakouts from their two-week range and extending to fresh record highs, though we're back this week to a sharply bifurcated, top-heavy tape. The Nasdaq 100 up 0.8% on the day and 2.6% for the week, while the equal-weight S & P 500 was down 0.9% this session and slightly negative this week. It's nothing that indicates imminent danger for the rally, but it hints at a reversion to an "AI above all" mode for this phase. Unless and until proven otherwise, of course. The news flow in the AI infrastructure realm has been manic and almost entirely additive to the enthusiasm toward the theme, whether the terms of Microsoft '

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