This marks a reversal after four consecutive down days totaling roughly 5% decline, largely driven by data center cost concerns. Today's bounce appears to reflect stabilization as investors digest the cost commitment news and refocus on AI growth catalysts. The Musk-OpenAI lawsuit heading to trial and Italian regulatory probe on Activision provided minor headwinds but didn't derail the recovery. MSFT outperformed its sector by 0.78%, suggesting stock-specific buying interest.
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