Microsoft Slips, But Big Tech Adds $420 Billion to the Stock Market

Tech Titans Flex Muscle With Massive Market Surge

While Microsoft stumbled slightly, the broader tech sector absolutely crushed it—pumping a staggering $420 billion into market valuations. That's not just a recovery; that's a full-scale market takeover engineered by Silicon Valley's heavyweights.

The Numbers Don't Lie

Forget modest gains—we're talking about pure, unadulterated value creation on a scale that would make traditional industries blush. The $420 billion injection showcases where real momentum lives in today's economy.

Market Dynamics Shift

This isn't about one company's performance—it's about ecosystem dominance. When tech sneezes, the entire market catches a cold... or in this case, gets a massive adrenaline shot straight to the portfolio.

Because nothing says 'healthy economy' like a few tech companies adding more value than some countries' GDP while the rest of us wonder if our 401(k) will ever recover.

In brief

• In three days, Big Tech added 420 billion dollars in the Stock Market, driven by Judge Mehta’s favorable decision in the Google antitrust case.
• Broadcom shone thanks to a major AI-related deal, while Google and Apple consolidated their position at the heart of Wall Street.
• Nvidia and Microsoft pulled back, but Tesla surprised with a rebound supported by Elon Musk’s compensation plan and its ambitions in AI.

Google at the center of the rebound

The decision of Judge Amit Mehta in the Google antitrust case triggered a positive shockwave in the markets and highlights Google searches on memecoins that have sparked persistent curiosity. Instead of dismantling the giant or imposing drastic measures, the court simply required Google to share certain search data with its competitors.

The result: Alphabet shares jumped 9% in a single day, sending the stock sharply higher. Apple also benefited, as its strategic agreement with Google — keeping Alphabet’s search engine as the default on the iPhone — remains intact.

This regulatory clarity was enough to lift a “dark cloud” hanging over Big Tech. Investors took it as an implicit green light to continue their business models, boosting confidence and stock prices.

Broadcom and AI: the Stock Market rewards innovation

Beyond Google and Apple, Broadcom also stood out. The semiconductor giant announced a $10 billion deal with a major client, which many analysts suspect is OpenAI.

This announcement propelled Broadcom’s share by 13% in one week, adding billions to its already colossal capitalization. In one year, the stock jumped 120%, a rare pace in the stock market world for a company of this size.

The takeaway was clear: AI is no longer just a promise but a powerful force reshaping valuations across the tech sector. Markets are now a barometer of the rapid adoption of generative AI, with Google, Meta, Apple, and Broadcom at the forefront.

Nvidia, Microsoft and Tesla: contrasts

While some gained billions, others faltered. Nvidia lost 4% over the week, its fourth straight decline — paradoxical given it remains the world’s most valuable company at over $4 trillion.

Microsoft followed a similar trend, logging a fifth consecutive weekly loss despite solid fundamentals. Many investors appear to be taking profits after a stellar 2024.

Against the tide, Tesla surprised with a 5% rebound. The company’s move to reinstate Elon Musk’s massive compensation plan — potentially worth $1 trillion — reignited market enthusiasm, especially around its ambitions in AI and automotive. If successful, the plan could nearly double Tesla’s market cap to $2 trillion.

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