1. Microsoft announced a major restructuring with layoffs of approximately 4,800 to 6,400 global employees and the divestiture of five Xbox studios, signaling strategic shifts and cost-cutting measures.
2. President Trump publicly urged buying Dell computers, boosting its shares by 8.3%, and hinted that "Trump Accounts" (now launched by Robinhood) might include Bitcoin, influencing both stock and crypto market sentiment.
3. Broadcom extended its critical technology partnership with Apple until 2031, causing its shares to jump, while Goldman Sachs also raised price targets for several key semiconductor stocks.
Tech Shifts, Political Market Impact, and Semiconductor Strength Emerge