Tech shares rebound as investors rotate back into growth companies

Technology stocks regained momentum after a week of pressure from interest rate expectations and broad market risk-off sentiment. Analysts reported renewed institutional inflows into major software and semiconductor names, citing improved earnings visibility for the next quarter. Large-cap tech companies led the gains, supported by strong guidance from enterprise customers and resilient global demand for digital transformation tools. Market strategists noted the rebound was driven by selective buying rather than broad speculative enthusiasm, suggesting a more measured return of confidence in the sector.

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