In this article, we will look at the 10 Best Big Tech Stocks to Buy Right Now.
Big Tech, as the name suggests, comprises some of the largest and most influential technology companies in the world. These companies, along with the broader technology sector, have been recently driving both the S&P 500 and Nasdaq higher. According to an August 11 discussion on CNBC, Jefferies data was quoted to highlight the striking size of Nvidia as the stock now makes up over 8% of the S&P 500, the largest weighting for a single stock in the index’s history. Moreover, as per Piper Sandler, the tech sector’s overall share of the S&P has inched up to more than 34%, a level which is above the tech bubble peak.
The discussion featured Jeff Mills, chief investment officer at Bessemer Trust, who argued that the market has moved beyond an era where investors can indiscriminately buy mega-cap names. He said, investors are looking for companies that pair high-quality fundamentals with strong growth, that is, businesses that generate robust free cash flow, deliver rapid earnings growth, and can weather economic volatility. While mega-cap tech stocks dominate the headlines, Mills stressed that “quality” can be found across other sectors, making diversification a valuable strategy.
READ ALSO: 13 Best Defensive Stocks to Invest in According to Analysts and 10 Best Large Cap Tech Stocks to Buy Now.
On investor buying patterns, Mills explained:
“Whether you’re looking in discretionary or industrials, if you want to diversify outside of tech, I would think about that in terms of your asset allocation and security selection. Investors aren’t indiscriminately buying tech. So, it’s not about this sort of index-heavy growth chasing. It’s about companies that are able to execute on AI that have a strategy. So, I think being active now is maybe more important than it’s ever been before.”
Overall, Mills sees opportunity both inside and outside of big tech, as long as investors focus on high-quality businesses with durable growth prospects.
Against this backdrop, let’s look at the 10 best big tech stocks to buy right now.
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Our Methodology
To identify the best big tech stocks to buy right now, we first screened for U.S.-listed technology companies with market capitalizations of at least $100 billion. From this universe, we selected stocks that have a significant impact and influence on the technology landscape and are most widely held by hedge funds. Finally, we ranked the top 10 qualifying stocks in ascending order based on the number of hedge funds holding positions, using Q1 2025 data from Insider Monkey’s database.
Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).
Note: All pricing data is as of market close on August 12, 2025.
10 Best Big Tech Stocks to Buy Right Now
10. Oracle Corporation (NYSE:ORCL)
Market Cap: $713 Billion
Number of Hedge Fund Holders: 97
Oracle Corporation (NYSE:ORCL) is one of the best big tech stocks to buy right now. Oracle entered fiscal 2026 with one of its most ambitious growth blueprints to date. As per their latest guidance, management is targeting more than $67 billion in total revenue for 2026, representing 16% year-over-year expansion. The key driver is the company’s cloud business, where revenue is projected to climb over 40%, with cloud infrastructure surging more than 70%.
To keep pace with rising demand, Oracle plans to boost capital spending to more than $25 billion in FY 2026, up from $21.2 billion last year. The funds will go toward a large-scale expansion of its cloud footprint, with the company aiming to operate more data centers than any of its major cloud rivals.
The sales pipeline is also strengthening. Remaining performance obligations have climbed to $138 billion, up $8 billion from the previous quarter and 41% higher than a year ago, pointing to healthy forward revenue visibility. Management expects this figure to more than double in FY 2026, reflecting strong demand and long-term contract wins. Interestingly, this RPO figure partially includes some flow from the ambitious Project Stargate. But management believes that full benefits from these initiatives are still to be seen, and there is upside to it.
Not only that, Oracle has raised the bar on its longer-term guidance. The company now expects to surpass its prior revenue target for FY 2027 and is confident it will meet or beat its FY 2029 goal. For investors, the combination of high-velocity cloud growth, unprecedented infrastructure build-out, and robust contract backlog positions Oracle as a compelling large-cap growth opportunity in the enterprise technology sector.
Oracle Corporation (NYSE:ORCL) offers an extensive suite of cloud applications, platform services, and engineered hardware systems.
9. Tesla Inc. (NASDAQ:TSLA)
Market Cap: $1.1 Trillion
Number of Hedge Fund Holders: 104
Tesla Inc. (NASDAQ:TSLA) is one of the best big tech stocks to buy right now. Tesla’s Q2 2025 update raised concerns over its position as a leader in the EV and clean energy markets. Recent reports suggest that growth in its flagship automotive segment has declined considerably, as competition has eaten into its share with more affordable vehicles.
The company delivered over 384,000 cars in the quarter, which was a 13% decline year-over-year. Not only that, the vehicle average selling price (ASP) also decreased, which led to a 12% year-over-year decline in revenue of $22.5 billion. The near-term outlook remains challenging, with Elon Musk and his management team cautioning that the company faces some rough quarters ahead.
Still, Tesla maintains a strong balance sheet with over $37 billion in cash, which should help it weather the near-term headwinds. It also gives the company flexibility to invest aggressively in R&D, capacity expansion, and vertical integration of battery supply chains.
Investors are also watching to see if Musk can refocus on operational execution after his turbulent period in U.S. government affairs, as improvements here could restore analyst confidence.
Sentiment on Wall Street remains mixed, with some analysts taking a more cautious stance. Among the most bearish on the street is Guggenheim’s analyst Ronald Jewsikow. He recently reiterated his Sell rating on the stock with a $175 price target, expecting a staggering nearly 50% correction. His bearish outlook is due to doubts about whether the company can deliver on its Robotaxi and Full Self-Driving (FSD) timelines, despite recent announcements and strong investor interest. He also notes the absence of a firm plan for removing safety drivers and the limited rollout of the new FSD model, which could challenge the market’s upbeat outlook.
Tesla Inc. (NASDAQ:TSLA) is an EV manufacturer and clean energy company that designs, manufactures, and sells electric vehicles, battery energy storage systems, solar products, and related services.
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