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Big Tech Just Reignited the Market: What's Moving Now

Big Tech Just Reignited the Market: What's Moving Now

The market is finally green again and the AI trade is waking back up.

In this episode of MarketBeat Monday, Bridget Bennett is joined by analysts Chris Markoch and Thomas Hughes to break down what is driving today’s rebound, why big tech and AI names are moving, and whether this is the start of a real recovery or just a holiday head fake.

We cover:
- Alphabet’s renewed role in the AI trade and what it means for hyperscalers
- Micron’s big move, HBM memory demand, and how analysts are pricing in AI growth
- Why small caps and the Russell are suddenly perking up after last week’s “doom and gloom”
- Bitcoin’s bounce and how miners like Applied Digital, Bitfarms, Terawulf and others are reacting
- AI infrastructure and GPU compute names viewers asked about, including CoreWeave vs Applied Digital
- Quantum stocks, drones, satellites and other high growth small caps that saw big swings today
- Whether we are in an AI bubble or just a very frothy long term growth trend
- How holiday trading, low volume and Thanksgiving seasonality can affect short term moves

Stocks Mentioned in This Episode

Company	MarketRank™	Current Price	Dividend Yield	P/E Ratio
GOOGL Alphabet	4.6624 of 5 stars	$336.19 -0.9%	0.26%	16.88
MSFT Microsoft	4.8338 of 5 stars	$501.60 -1.1%	0.73%	27.91
META Meta Platforms	4.9817 of 5 stars	$578.95 +1.2%	0.36%	21.79
MU Micron Technology	4.8273 of 5 stars	$955.68 -0.3%	0.06%	21.64
AMZN Amazon.com	4.8548 of 5 stars	$254.60 -2.0%	N/A	20.48
ORCL Oracle	4.9941 of 5 stars	$142.63 -4.4%	1.40%	24.41
AMD Advanced Micro Devices	4.0304 of 5 stars	$457.75 -2.8%	N/A	117.68
AVGO Broadcom	5 of 5 stars	$368.37 -0.5%	0.71%	61.40
NVDA NVIDIA	4.892 of 5 stars	$218.55 -1.0%	0.46%	27.63
APLD Applied Digital	4.0928 of 5 stars	$24.74 -2.6%	N/A	N/A
BITF Bitfarms	1.4789 of 5 stars	$3.15 -2.2%	N/A	N/A
WULF TeraWulf	4.0216 of 5 stars	$14.91 -1.5%	N/A	N/A
IREN IREN	3.202 of 5 stars	$36.83 -0.8%	N/A	N/A
RGTI Rigetti Computing	3.607 of 5 stars	$14.89 -4.9%	N/A	N/A
SOUN SoundHound AI	2.632 of 5 stars	$6.79 -5.2%	N/A	N/A
PATH UiPath	3.016 of 5 stars	$18.23 -2.3%	N/A	30.30
NBIS Nebius Group	2.5743 of 5 stars	$199.76 -3.2%	N/A	N/A
SMCI Super Micro Computer	4.615 of 5 stars	$36.66 -1.7%	N/A	11.44
RCAT Red Cat	3.9961 of 5 stars	$8.26 -3.8%	N/A	N/A
DPRO Draganfly	3.2845 of 5 stars	$5.02 -7.5%	N/A	N/A
ASTS AST SpaceMobile	2.8821 of 5 stars	$56.25 -4.8%	N/A	N/A
RKLB Rocket Lab	3.8573 of 5 stars	$62.27 -2.6%	N/A	N/A
NVO Novo Nordisk A/S	4.1111 of 5 stars	$45.60 +0.6%	1.80%	11.13

Compare These Stocks Add These Stocks to My Watchlist

Bridget Bennett

Bridget Bennett, Host

Digital Media Producer, MarketBeat

Always the talker, Bridget Bennett turned her passion for people and sharing stories into a career in communications. She started working as a journalist in high school at her local county paper in Ellendale, North Dakota. After moving to Dallas for college at Southern Methodist University, she quickly fell in love with visual storytelling and started her career as a news anchor and reporter.

Bridget brings her 12 years of experience in broadcast writing and video production to the MarketBeat content team. She's also an energetic, creative thinker and lifelong learner, so she's always bringing new ideas. Bridget is thrilled to be part of an innovative team that is constantly looking to create useful content people can connect with.

When she's not working, Bridget is a busy mom of three and can be found at just about every activity or outing in town. She is also an adoption and foster care advocate and helps support foster children and families through her nonprofit volunteer work. She and her husband, Jason, grew up together and have spent their lives exploring the world through travel, hiking and ministry.

Chris Markoch

Chris Markoch, Guest

MarketBeat Contributor, MarketBeat

Chris Markoch is a freelance financial copywriter with over five years of experience covering various aspects of the financial markets. You may find his writing a little different than other stock articles you’ve read. And that’s OK with him. Chris doesn’t have a traditional finance background. What he does bring to the table is a strong business and marketing background having worked for agencies that serviced Fortune 500 companies. With that in mind, he isn’t overly impressed with what companies say, and more focused on what they do. And because buyer behavior dictates so much of what happens with a stock, Chris always keeps the end consumer close in mind. Chris has been writing for MarketBeat since 2018.

Thomas Hughes

Thomas Hughes, Guest

MarketBeat Contributor, MarketBeat

Thomas got his start with the markets while working as a Chef. In 2005 a chance invitation to attend the seminar “How To Buy And Sell Your Own Stocks” altered his worldview. Soon trading and stocks consumed his every waking moment to the point of excluding all else. Thomas now enjoys a much different lifestyle engaged in his true passion, uncovering great investments.

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