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There's a big shift happening in Big Tech as the AI transition enters a new era
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Investors are changing the way they price these superstar stocks, but judging by what happened in the market Tuesday, they are not totally sure how to do so.
Key facts
- The S&P 500 posted its biggest one-day gain since last
- There's a big shift happening in Big Tech as the AI transition enters a new era
- Stocks had a rough quarter, tossed around by war and AI
- Underneath the volatility driven by the Iran war, there's a wholesale disruption underway in how the tech business works
Summary
There's a big shift happening in Big Tech as the AI transition enters a new era. Where it stands: Stock markets surged Tuesday on hopes that the war would end, a familiar pattern by now after more than four weeks of conflict. President Trump told the New York Post that the U.S. is not going to be in Iran "too much longer" and that he believes the Strait of Hormuz will "automatically open. That's all the investors needed to hear, apparently.