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Microsoft (MSFT) and Nvidia (NVDA) Rebound Amid AI Concerns and Geopolitical Tensions

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The Story

News Summary

  • US megacap tech stocks, including Nvidia and Microsoft, face a sharp valuation reset amid geopolitical tensions, rising yields, and AI spending concerns, but improved valuations and strong earnings growth prospects offer cautious optimism for long-term gains.
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MSFT price history

495.63 +5.23% over the displayed period

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