Their earnings helped lift the iShares Expanded Tech-Software Sector ETF 24%, putting it on course for its first four-week winning streak since last August or September.
The rebound has helped make technology the S&P 500's best-performing sector over the past month, far ahead of consumer discretionary, as fears that AI could displace software stocks ease.
Analysts said broader recovery needs participation from former leaders: Palantir, about 36% below its 52-week high, could reach $165, while Uber, down 22%, may climb toward $92 if it breaks $80.
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