In case you missed it, tech stocks are rallying again. After hitting an all-time high in December, the Nasdaq Composite index fell in January as DeepSeek upended the artificial intelligence (AI) universe with breakthroughs in training and inference efficiency.

The broader weakness in the stock market has weighed on shares of Twilio (NYSE: TWLO) so far this year, with the cloud communications specialist losing more than 4% of its value as of this writing. Twilio jumped more than 2% after releasing its first-quarter 2025 results on May 1.

Here’s what Macquarie thinks about these companies. The post ASX stocks Macquarie says are impacted by artificial intelligence appeared first on The Motley Fool Australia.