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Nvidia is increasingly seen as a value stock due to its strong cash returns and stable growth, while Apple maintains its premium valuation driven by consistent free cash flow returns amid innovation …
Tech sector earnings growth remains robust with MSFT and NVDA leading positive revisions and strong earnings expected through 2025 Q4 and 2026, driving half of S&P 500's overall gains.
Microsoft shows strong growth with nearly doubling revenue, high EPS gains, and excellent free cash flow, making it an attractive buy despite recent lagging share performance.
Alphabet surged over 5%, nearing a $4 trillion valuation after a strong yearlong rally driven by AI advancements, cloud growth, and major institutional investments including Berkshire Hathaway.