The Nasdaq hits new highs fueled by big tech earnings and AI enthusiasm despite tariff concerns. Stocks like AMZN, META, V, and MSFT offer earnings growth and upward estimate revisions. Trade deals and AI-driven demand for semiconductors support the tech sector’s continued rebound. Wall Street remains optimistic despite concerns over tariffs and rate cuts, with the Dow, S&P 500, and Nasdaq hitting record highs. The Nasdaq rally is led by tech stocks, with Amazon, Meta, Visa, and Microsoft showing strong potential. NVIDIA leads in generative AI innovation, pushing other tech companies to invest more in this area. The semiconductor industry rebounds due to growing demand for advanced computing technologies. Despite a delay in rate cuts, the Federal Reserve may still implement cuts, boosting technology stocks. Amazon, Meta, Visa, and Microsoft are Nasdaq stocks with upside potential, offering expected earnings growth and strong Zacks Ranks.

Read more at Zacks Investment Research: 4 Stocks to Boost Your Portfolio as Nasdaq Continues to Rally – July 25, 2025