$Invesco QQQ Trust(QQQ.US) opened lower last night due to weak economic data, but Trump's friendly remarks during the session, combined with a strong vertical rally in the last ten minutes of trading, suggest we may need to reassess whether there will be a pullback.
After hours, $Microsoft(MSFT.US) reported better-than-expected Azure growth and guidance, while $Meta Platforms(META.US) exceeded expectations on both capex and earnings guidance. Is the market returning to the AI narrative?
Stocks benefiting from the news are rising in after-hours trading: $NVIDIA(NVDA.US)$Vertiv(VRT.US)$Vistra(VST.US)$Broadcom(AVGO.US)$Marvell Tech(MRVL.US)
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