US-Iran Ceasefire Sends Big Tech Surging: These Mag7 Stocks May Be Back In The Green YTD Today

• Meta and Tesla stocks were up nearly 5% in Wednesday’s premarket session, leading gains in Mag7 stocks.
• Investors believe the market may have bottomed out.
• Stocktwits sentiment for AAPL was ‘extremely bullish,’ the only one among the group to have that reading.

Big Tech stocks rallied sharply in Wednesday’s premarket session after the U.S. and Iran agreed to a temporary ceasefire, putting Alphabet and Nvidia on track to turn positive for the year.

Shares of Alphabet, which were gaining sharply since its November 2025 rollout of Gemini 3 until a broader tech selloff and the war cast a brake, gained 4.2%. Nvidia shares gained 3.7% amid strong gains in semiconductor stocks led by memory chip firms.

Until the last close, Alphabet and Nvidia shares were down 2.5% and 4.5% year-to-date, respectively. Nvidia is of particular interest; amid macro volatility, its shares have fallen by over 10% since its blowout quarterly report on Feb. 25. 

Note: Stock move as of Tuesday’s market close.

Meta and Tesla stocks were up around 4.7% in premarket trading on Wednesday, leading the gains in the “Magnificent Seven” group of equities. Microsoft shares rose 3.7%, and Apple shares gained 2.1%.

US-Iran Truce Supercharges Stock Market

President Donald Trump announced the ceasefire on social media on Tuesday evening, hours after mediator Pakistan implored him to back off his deadline for a massive attack on Iran if it didn’t meet his demands. 

The deal buys time for the two sides to reach a longer agreement to end the conflict, which had entered its second month, killed thousands of people, and sparked a global energy crisis.

Iranian Foreign Minister Abbas Araghchi said in a statement that “for a period of two weeks, safe passage through the Strait of Hormuz will be possible via coordination” with Iran’s military and that if attacks on its territory are halted, “our Powerful Armed Forces will cease their defensive operations.”

U.S. futures gained early Wednesday, while oil prices dropped over 13% to $94.49.

Stock markets could be nearing a bottom as geopolitical tensions ease and positioning resets, investors and analysts said.

Retail View Improves

“$AMZN yes man! All that buying Jan though the end of last month gonna pay off!!” said a user, amid similar commentary on streams of other Big Tech stocks.

On Stocktwits, the retail sentiment turned a category higher for half of the Mag7 stocks. The sentiment turned ‘neutral’ for AMZN and GOOGL and ‘extremely bullish’ for AAPL, and ‘bearish’ for NVDA.

The sentiment remained ‘bearish’ for META, MSFT, and TSLA. 

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