Big Tech Stocks Rasengan to Historic Highs

• Oracle's AI data center deal with Bloom Energy drives a 32% weekly gain.
• AMD hits an all-time high with a 12-day winning streak, boosted by chip advancements.
• Microsoft rebounds strongly after a tough quarter, fueled by positive market sentiment.
• The iShares Expanded Tech-Software ETF (IGV) eyes its best week since 2001, indicating broad sector recovery.

Oracle's Sage Mode: Data Centers and Deals

Believe it, things are getting intense in the tech world. Oracle, that name reminds me of Orochimaru, but this time it's good, the company is absolutely crushing it this week. They're up 32%, on track for their best week since, like, before I was even born. Turns out, expanding their AI data center power deal with Bloom Energy is like giving them a massive chakra boost. They even got a warrant to buy $400 million of Bloom shares. Talk about a shadow clone jutsu of profits

AMD's All-Time High: A Shinobi's Peak Performance

AMD is also on fire, reaching an all-time high. It is like when Sakura finally unlocked her true strength. They're up 13% this week, climbing over 40% during a 12-day win streak. That's their longest streak in over 20 years. I wonder if they've been training in the Hyperbolic Time Chamber? They are like a Super Saiyan and if you want to see more cool stuff happening, you should check out the PlayStation 5 Price Hike Giggity Giggity All Right, maybe we can see even more cool things happen

Microsoft's Comeback: From Zero to Hero, Just Like Me

Microsoft, believe it, is making a huge comeback. Up more than 14% this week, which is huge, since they just wrapped up their worst quarter since 2008. They lost almost a quarter of their value, which would make even Sasuke cry, but now they are on pace for their best week since 2007. This is like when I finally learned the Rasengan after failing a million times. Never give up, dattebayo

Tesla's AI5 Chip Milestone: Elon's Hidden Jutsu

Even Tesla's getting in on the action, believe it. They're up 14% this week, and Elon Musk, that crazy genius, said they hit a key milestone on their AI5 chip. It's like he's got some secret jutsu he's been hiding, and now he's finally unleashing it.

Broadcom, Micron, Marvell and ON Semiconductor Joining the Party

Oh, and it's not just those big names, believe it. Broadcom, Micron, Marvell, and ON Semiconductor are also up around 30% this month. It's like everyone's getting a power-up at the same time. Maybe we're all finally becoming Hokages of our own destinies. This is starting to feel like the Fourth Great Ninja War, but with profits instead of ninjas. And no one wants to die, believe it.

The Software Sector's Rasengan: Peace and Profits

The software sector, which had a rough year because of AI fears – like being scared of a shadow clone – is now bouncing back, like when I use my Talk No Jutsu on a villain. Apparently, hopes for a peace deal between the U.S. and Iran are fueling this rebound. So, peace and profits, who knew they went together like ramen and more ramen? The iShares Expanded Tech-Software ETF (IGV) is up about 15% this week, pacing for its best week since October 2001. And the SPDR Info Tech Fund (XLK) hit an all-time high this morning for the first time since October 2025. All in all, the software sector is starting to recover and everyone is on the right path to success.