IXIC: Nasdaq Jumps 0.8% as Nvidia Gains Power Broad Tech Rally. Who Are the Winners?

Besides the AI king, a few other Mag 7 reps stood out on Tuesday and did the heavy lifting — Apple, Tesla, and Microsoft rose to the occasion.

🤖 Tech Titans Lead the Way

• The Nasdaq Composite IXIC jumped 0.8% on Tuesday, powered by gains in AI darling Nvidia NVDA and a handful of other megacap tech names.
• Nvidia led the charge with a 2.8% surge, reclaiming the title of most valuable US company by market cap — $3.45 trillion to Microsoft’s $3.44 trillion.
• Joining the rally were Apple AAPL, up 0.8%, Tesla TSLA, up 0.5%, and Microsoft MSFT, up 0.2%, as traders and investors rotated back into good (not so) old Big Tech after last week’s brief pullback.

🚨 Futures Wobble on New Worries

• The S&P 500 also closed in the green, notching a 0.6% gain, while the Dow Jones Industrial Average climbed 0.5%. Most of the strength, in typical style, was concentrated in the tech-heavy Nasdaq.
• But even as stocks closed higher, futures contracts began slipping in early Wednesday trade after fresh comments from President Trump added new pressure to US–China relations.
• Dow futures dropped 0.1%, with S&P and Nasdaq futures each off 0.2% — markets were once again on the fence over a possible stall in trade talks that had recently buoyed risk appetite.

💫 Trump Signals Fresh Trade Friction

• Because, you guessed it, Trump just shot a message on his Truth Social platform. “I like President XI of China, always have, and always will, but he is VERY TOUGH, AND EXTREMELY HARD TO MAKE A DEAL WITH!!!” Trump wrote.
• The remarks follow a string of back-and-forth tariff decisions, including a temporary 90-day delay on EU duties and ongoing speculation about further action against China.
• While markets have largely shrugged off the rhetoric in recent weeks, traders are now watching closely for signs of real breakdowns — and the return of headline-driven volatility.