Storyline
Microsoft-led tech rally recovers market losses
U.S. stocks rebounded from prior-day losses as Microsoft surged on stronger-than-expected quarterly profits and cautious AI spending plans, with semiconductor companies like Micron Technology and Lam Research also gaining significantly. The S&P 500 and Nasdaq recovered most losses while some tech peers like Meta Platforms declined.
This is a long-running storyline that has developed over 6 days. The homepage highlights its most recent activity, so the outlet count there reflects the latest wave. The totals above cover the full run.
MicrosoftS&P 500NasdaqMicron TechnologySemiconductor sector
2026-08-05
- Wall Street stays steady at record highs as ‘coiled spring’ releases in August, with talks of deal to reopen Strait of Hormuz
- 3 reasons AMD’s stock is falling in the face of its latest earnings report
- Galaxy Digital shares slip 5% after second-quarter results
- Stocks Rally on Strong Earnings; SpaceX's AI Spending Hits Shares | Bloomberg Brief 08/05/26
- The Dow closed above 47,000 for the first time Tuesday, powered by earnings and falling oil
- AMD plummets 8% in premarket trading despite beating expectations
- SK Hynix Climbs as Investors Bet on Shareholder Return Plan
- SoftBank jumps 10% as Asia tech stocks track Wall Street AI rally
2026-08-04
2026-08-01
2026-07-30
- AMD and Micron surge, Lam Research climbs 17% as chip stocks rip higher
- Microsoft leads a rally on Wall Street, while worries about inflation remain in the bond market
- Microsoft leads a rally on Wall Street, while worries about inflation remain in the bond market
- Wall Street recovers most of the prior's day loss as Microsoft and many AI stocks rally
- Wall Street recovers most of the prior’s day loss as Microsoft and many AI stocks rally
- Wall Street recovers more than half of the prior's day loss as Microsoft and chip stocks rally