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'Liberation Day' losses erased: Microsoft and Meta spark a huge comeback for tech stocks

  • Tech stocks, including AI-related companies, experienced a significant comeback following strong earnings reports from Microsoft and Meta Platforms.
  • Both companies emphasized their commitment to investing in AI technology during their earnings calls.
  • Meta raised its capex guidance for 2025, signaling continued growth in AI infrastructure. AI-related stocks surged, with companies like Nvidia, Arista Networks, Vistra, and Vertiv seeing significant gains.
  • Microsoft's Azure cloud business showed strong growth, with a significant portion attributed to AI. Microsoft and Meta Platforms' positive results boosted tech stocks and helped indexes rally, erasing previous losses.

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