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Big Tech Stocks Power S&P 500’s Rebound, Led by Nvidia and Microsoft

On June 1, 2025, financial markets buzzed as tech giants once again took center stage. Since early April, Nvidia shares surged roughly 40%, while Microsoft climbed about 30%, collectively fueling the S&P 500’s impressive comeback. Investors cheered the AI chipmaker’s bullish guidance and strong earnings, which overshadowed lingering concerns about global uncertainties. Meanwhile, Microsoft’s robust cloud and AI revenue continued to reassure shareholders.

This tech-driven rally underscores the sector’s resilience: even as broader economic headwinds persist, leading companies with solid balance sheets and compelling growth stories remain the market’s “go-to” assets. Analysts now watch closely to see if this momentum can sustain itself or if profit-taking pressures will emerge in the weeks ahead.

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