Large-cap tech strengthened into the close, materially lifting MSFT, AMZN and META.
- MSFT — $513.53, +1.68% | Hold (medium-high) | Participated in the tech-led advance; no portfolio-relevant company development identified.
- RDDT — $152.93, -0.66% | Hold (medium) | Modest decline with no material company disclosure identified.
- NET — $299.55, -2.82% | Hold (medium) | Gave back part of Thursday’s sharp jump; avoid treating the pullback as a thesis change.
- AMZN — $266.43, +3.97% | Buy (medium) | Strong participation in the tech rebound; momentum is improving after the recent pullback.
- META — $578.02, +1.21% | Buy (medium) | Joined the tech advance, while remaining well below its recent high after the selloff.