In Today’s Masters in Trading: Live Two of the world's biggest tech giants just got a whole lot bigger. Microsoft (MSFT) and Meta (META) both rallied hard on strong earnings yesterday. And even with Trump tariffs and slower economic growth weighing on the stock market, both companies still delivered historic earnings beats. Here's the jaw-dropping number: MSFT and META combined have added about half a trillion dollars in market value since reporting yesterday. Think about that for a second. Half a trillion dollars. In one day. Both stocks are driving huge gains in the broader indexes today. But I believe only one of these major players is worth the long-term bet: Microsoft. Microsoft represents one of the strongest megacap names out there – and it's also one of my largest personal holdings. It’s been a long-term play in my portfolio for years. Back in 2023, I actually recommended this stock to my viewers as the AI wave started taking off. Flash forward a couple years. And Microsoft is still rapidly commanding market share from its nearest AI competitors. Now topping a $4 trillion market cap, this legacy tech giant is simply unstoppable. And it all comes down to MSFT’s head start in AI. Microsoft's AI platform integration with ChatGPT means it’s still the top dog in this space. ChatGPT has been the front runner in the AI race for the last few years. Now Meta also has its own competitive AI offerings and one of the biggest platforms in the world to deploy them on. Hell, you can use any of Meta’s offerings on Microsoft’s products. But the difference between them really comes down to scale. Microsoft was one of the first to introduce an industry-standard large language model to the masses. With that head start, they've built one of the most robust AI ecosystems out there. And with Microsoft stock still surging, all eyes should be on this name. That said, we shouldn’t lose sight of the bigger picture. A whole slew of other under-the-radar stocks are getting a boost as the ripple effects from MSFT's earnings flow through the markets. That gives us the opportunity to gain even more exposure to the AI wave and the key names driving it. So join me for today’s episode of Masters in Trading LIVE at 11 AM EST, where I’ll discuss: - Meta Vs. Microsoft – I’ll recap my reasons for being long on Microsoft stock and detail what big innovations I think are in store from this tech giant. I’ll also take a look at Meta’s recent outperformance and see how it stacks up against Microsoft.
- The “ripple effect” plays – I'll reveal the other names I’m watching that will likely get a boost from Microsoft and the other Magnificent Seven stocks.
| Recommended Link | | | | Nvidia’s own customers could soon become fierce competitors, dethroning the AI Chip King. But there’s a critical component that AI data centers need just as badly as chips. The demand is so massive that a single data center uses enough of it to stretch around the earth eight times. While the media hypes up AI chips, the smart money has found the next big thing. Discover Futurist Eric Fry’s “Nvidia-killer” stock ideas. Click here for complete analysis. |  | |  | Got a Question? | Be sure to join me live on YouTube and ask me anything. It’s a great way to connect directly with our trading community and make sure you’re getting the insights you need to help build a deeper understanding of the markets. Remember, the creative trader wins, | 
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