VIP Exclusive: Tech Titans Surge as Geopolitical Tensions Rattle Markets

Markets are grappling with heightened uncertainty, yet again, as the conflict between Israel and Iran stretches into its fifth day.

Oil prices are fluctuating as tensions mount in the event of a broader regional escalation.

President Trump’s abrupt departure from the G7 summit in Canada showed the gravity of the situation, while his warning to evacuate Tehran sent crude futures sharply higher in overnight trading.

Funnily enough, despite the chaos, Monday saw a tech-led rebound as investors rotated back into growth names ahead of this week’s Fed decision.

The Nasdaq rose 1.5%, driven by significant gains in semiconductor and digital advertising platforms.

With central banks signaling a pause and oil prices cooling off, at least temporarily, tech stocks are back in focus.

Here are five names that stood out in Tuesday’s session:

Advanced Micro Devices | AMD

Price: $127.09

AMD surged 9% after Piper Sandler analysts issued a bullish note forecasting a Q4 “snapback” in GPU momentum.

The firm raised its price target from $125 to $140, citing confidence in AMD’s AI-driven product cycle, especially the newly unveiled Instinct MI400 series and Helios full-server racks.

The company also reassured investors that it would work through the bulk of its $800 million China export-related charges by the end of the year.

That clears the path for a stronger finish to 2025.

With AI infrastructure demand still ramping, AMD’s positioning alongside Nvidia may strengthen.

While the stock trades near its 2025 highs, upcoming results, and market share trends could make AMD a long-term contender, especially if enterprise spending picks up in the second half of the year.

Meta Platforms | META

Price: $697.14

Meta is gaining traction again after announcing plans to introduce ads into WhatsApp’s "Updates" tab, a long-anticipated move for its three billion-user messaging app.

The announcement comes amid investor optimism that Meta can finally monetize one of its most widely used platforms.

Adding fuel to the rally, Oppenheimer hiked its price target to $775, citing better-than-expected ad conditions and minimal tariff drag so far.

The firm expects capital expenditures (capex) to increase as Meta continues to pursue large language model (LLM) development, but remains bullish on revenuew growth.

Despite some investor anxiety over AI implementation, Meta's core business remains resilient, continuing to perform well.

The stock is up 8.5% for June and has reclaimed key levels, making it one of the top-performing names among the Magnificent Seven this year.

Reddit | RDDT

Price: $133.84

Reddit was upgraded to "Buy" by Wall Street Zen over the weekend, sparking renewed interest in the stock.

RDDT has bounced more than 20% in the past two weeks, with analysts citing strong revenue growth and increasing ad monetization as catalysts.

The social forum company posted a surprise Q1 profit and 61.5% YoY revenue growth, beating estimates handily.

Analysts expect full-year EPS of $1.12, not bad for a company still recovering from IPO volatility.

With multiple price target increases and insider buying activity totaling over $10 million, sentiment appears to be shifting.

The stock may still be volatile, but Reddit is beginning to look more like a serious mid-cap growth name than a meme-era flash in the pan.

Roku | ROKU

Price: $80.65

Roku popped 11% after announcing a major ad partnership with Amazon that will integrate its ad inventory into Amazon’s demand-side platform.

Together, the two companies can now reach up to 80 million U.S. households with unified targeting.

Benchmark analyst Daniel Kurnos called the deal a “significant pivot” for Roku, potentially transforming its ad sales platform.

Although the agreement doesn’t take effect until Q4, investors are already bidding the stock up in anticipation.

While Roku warned in May that macro uncertainty would weigh on revenue, this Amazon deal could shift the narrative.

With streaming competition heating up, Roku may now have the reach and platform depth to drive higher monetization. It’s still an underdog, but not one to count out.

Oscar Health | OSCR

Price: $16.11

Oscar Health is on the move again following strong Q1 earnings and a wave of bullish sentiment around AI integration in healthcare.

Revenue rose 42% year-over-year to $3.05 billion, crushing estimates, while adjusted EPS of $0.92 beat the $0.81 forecast.

Membership now exceeds 2 million, and the company continues to deploy AI across claims processing, telehealth triage, and member engagement.

CEO Mark Bertolini stated that the firm introduced 11 new AI use cases in 2024 and plans to add another 10 in 2025.

Oscar remains one of Michael Burry’s high-conviction holdings, and recent insider buys support the view that management sees value despite political uncertainty around ACA subsidies.

If AI can deliver cost efficiencies at scale, Oscar’s platform model may offer long-term upside. However, more volatility should be expected.

Markets are bracing for more turbulence as the Middle East crisis and shifting G7 dynamics dominate headlines.

President Trump’s early departure from the summit and his subsequent evacuation from Tehran note rattled global sentiment overnight, with oil prices spiking and stocks pulling back in early trading.

Still, the recent tech rally showed investors are looking past short-term shocks to longer-term secular trends.

AI, digital ads, and healthcare innovation remain key themes, especially as Fed policy stabilizes and earnings stay strong.

The path forward may not be smooth, but names like AMD, Meta, and Oscar are showing resilience.

For active investors, this could be a moment to tune out the noise and focus on the fundamentals driving the next cycle of growth.