Nasdaq Rips, Futures Dip: Where the Next AI Trades Are Hiding

In this episode of Breaking News to Trading Moves, we look at what is happening after tech’s biggest rally since May. US futures for the Dow, S&P 500 and Nasdaq are edging slightly lower as traders pause to digest a Fed driven rebound and a huge move in mega cap tech.

WINNERS –

Mega cap AI and cloud platforms

Why this group: Lower rate expectations and renewed belief in the AI boom pull investors back into the big platforms that dominate cloud and AI infrastructure. These names led the latest surge in the Nasdaq.

Names to watch long

$MSFT – Microsoft, at the centre of enterprise AI and cloud through Azure and Copilot.

$GOOGL – Alphabet, pushing hard into AI models and tools across search, cloud and productivity.