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.
Sergey Nivens/Shutterstock.com
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.
8. Netflix Inc. (NASDAQ:NFLX)
Market Cap: $521 Billion
Number of Hedge Fund Holders: 150
Netflix Inc. (NASDAQ:NFLX) is one of the best big tech stocks to buy right now. In a late-July note, Piper Sandler analyst Thomas Champion maintained a Buy rating on Netflix and kept his price target at $1,500. Champion’s positive stance is based on recent improvements in viewership trends and a strong content pipeline.
The analyst argues that June’s Nielsen’s Top 10 Viewership data showed a solid rebound in Netflix’s audience numbers after a period of softness. He linked the turnaround to the launch of popular titles such as Ginny & Georgia Season 3, Blindspot, and Squid Game Season 3.
Netflix has a heavy slate for the second half of the year, with new seasons of Stranger Things and Bridgerton expected to draw in more subscribers and keep momentum going. Champion also pointed to growth in Netflix’s advertising business as another potential revenue driver.
According to the analyst, the company’s subscriber and revenue targets remain within reach, and the combination of popular content and new monetization avenues supports the current bullish outlook on the stock.
Netflix Inc. (NASDAQ:NFLX) is a global streaming entertainment service that offers a diverse array of movies, TV shows, games, and more, with unlimited viewing on internet-connected devices.
7. Broadcom Inc. (NASDAQ:AVGO)
Market Cap: $1.5 Trillion
Number of Hedge Fund Holders: 158
Broadcom Inc. (NASDAQ:AVGO) is one of the best big tech stocks to buy right now. A nearly 35% rally so far in the year has brought Broadcom to the trillion-dollar market cap club. As per recent Bloomberg data, the company is expected to post sales growth of more than 20% both in 2025 and 2026. With that, there are already discussions about whether it should be considered as the next substitute in the Magnificent Seven.
Broadcom has benefitted from its custom chip design and networking semiconductor businesses, which help it capitalize on the AI spending. As evidence of its innovative solutions, the company launched its Jericho4 networking chip in early August. This product significantly boosts data capacity, enabling faster connections across multiple smaller data centers to function as a single extensive AI system.
With the ability to link over a million processors and move four times more data than its predecessor, Jericho4 addresses the power and space constraints of large-scale GPU clusters. This positions Broadcom to benefit from rising demand for AI workloads, cloud scalability, and low-latency computing in metropolitan data hubs.
Analyst opinions are overwhelmingly positive currently. In that regard, on July 30, Morgan Stanley raised its price target on Broadcom to $338 from $270 while keeping an Overweight rating on it, citing a strong long-term outlook for AI-exposed semiconductor companies.
Broadcom Inc. (NASDAQ:AVGO) is a global technology company that designs, develops, and supplies a wide range of semiconductor and infrastructure software solutions.
6. Apple Inc. (NASDAQ:AAPL)
Market Cap: $3.4 Trillion
Number of Hedge Fund Holders: 159
Apple Inc. (NASDAQ:AAPL) is one of the best big tech stocks to buy right now. Apple has posted one of the weakest performances among the mega-cap companies, with its shares having lost over 8% year-to-date. Much of the recent weakness has stemmed from uncertainty around the company’s AI strategy, but Evercore ISI analyst Amit Daryanani continues to be bullish on the name.
In an August 13 note, Daryanani reiterated his Buy rating on Apple, keeping a $250 price target. He believes several factors support a positive outlook for the stock.
While recent legal developments, including the Apple vs. Epic ruling, have raised questions, Daryanani expects minimal impact on App Store revenue. He notes that much of the platform’s earnings come from small, in-app gaming purchases that are likely to remain within Apple’s payment system, even with alternative payment options allowed.
He also views the upcoming iPhone launch as a near-term catalyst, given the historical boost in investor sentiment around product unveilings. In addition, more certainty on tariff policy has removed a source of operational risk. Together, these factors strengthen his view that Apple can maintain its market leadership and deliver steady financial results.
Apple Inc. (NASDAQ:AAPL) designs, manufactures, and markets innovative products, including the iPhone, iPad, Mac computers, Apple Watch, and Apple TV. The company also offers a range of software and services, such as the iOS and macOS operating systems, iCloud, advertising, payment services, Apple Music, and the App Store.
5. NVIDIA Corporation (NASDAQ:NVDA)
Market Cap: $4.5 Trillion
Number of Hedge Fund Holders: 212
NVIDIA Corporation (NASDAQ:NVDA) is one of the best big tech stocks to buy right now. The company again came under the radar after the Trump administration asked it to pay 15% sales tax on certain semiconductors it sells to China. However, the impact appears to be quite manageable for the company.
Wedbush Securities’ Daniel Ives and his team believe the decision allowing Nvidia and AMD to sell certain AI chips in China removes a major obstacle for sector growth. Under the arrangement, Nvidia will pay 15% of revenue from its H20 AI chips and AMD will do the same for its MI308 chips. While the imposition raises legal and policy scrutiny, Ives sees it as a meaningful growth driver not just for these companies but for the U.S. tech sector more broadly.
As per a Bloomberg report, considering the company’s $5 billion quarterly relevant sales exposure to China, Nvidia might end up paying $700 million per quarter. This would barely hurt the company, which generates $20 billion in quarterly profit.
Ives notes that if the previous blockade on Nvidia’s H20 chip had remained, it could have created a $15 billion annual opportunity for Huawei, strengthening China’s AI position and constraining U.S. firms. The current approach, he argues, strikes a balance between protecting national security and fostering American innovation.
Ives frames the situation as part of an “AI arms race” between the U.S. and China, crediting the administration for ensuring U.S. tech players remain competitive globally. He underscores that Nvidia’s role as the supplier of the core AI chip worldwide gives it a unique edge, and paying 15% to maintain access to China and other strategic markets is, in his words, a small trade-off for the potential upside.
NVIDIA Corp. (NASDAQ:NVDA) designs and manufactures graphics processing units (GPUs), system-on-a-chip units (SoCs), and AI hardware and software.
4. Alphabet Inc. (NASDAQ:GOOGL)
Market Cap: $2.5 Trillion
Number of Hedge Fund Holders (GOOGL: 227)
Number of Hedge Fund Holders (GOOG: 164)
Alphabet Inc. (NASDAQ:GOOGL) is one of the best big tech stocks to buy right now. Bank of America analyst Justin Post noted on August 12 that investors are awaiting a key Department of Justice ruling on remedies for Google’s search business, a development he sees as a critical near-term driver for Alphabet’s stock. While the legal process could stretch into 2027 due to appeals, even a neutral outcome could help remove some of the current regulatory overhang.
Post outlined three potential areas of action the DoJ may take: a possible divestiture of Chrome, changes to traffic acquisition cost (TAC) payments for default search placement, and requirements for broader search data sharing. He cautioned that a Chrome divestiture would be highly disruptive, given the integration benefits across Alphabet’s ecosystem.
The scene on the divestiture side has already become interesting after Perplexity, the AI-powered web search engine, made an offer to acquire the Chrome browser for $34.5 billion.
On the other side, the market is already anticipating the removal of exclusive search deals and the addition of “choice screens.” However, Post sees the greatest risk in any move to scale back traffic acquisition costs (TAC) agreements, which could reduce Google’s query share and open doors for AI-driven rivals. As a comparison, the company is expected to pay an estimated TAC of $17.5 billion to Apple in 2026. Expanded data-sharing rules could also erode Google’s advertising edge.
The analyst believes that the courts’ imposition of choice screens and limited changes on TAC/ data sharing should be positive for market sentiment, as well as for the stock.
Alphabet trades at a discount to the S&P 500, which Post attributes in part to these regulatory risks, but he maintains a Buy rating with a $217 target. This compares conservatively to the consensus high price target of $250.
Alphabet Inc. (NASDAQ:GOOGL) is the parent company of Google and a pioneer in internet-related services and products, including online advertising technologies, search engines, cloud computing, software, and hardware.
3. Meta Platforms Inc. (NASDAQ:META)
Market Cap: $2.0 Trillion
Number of Hedge Fund Holders: 273
Meta Platforms Inc. (NASDAQ:META) is one of the best big tech stocks to buy right now. The company posted a strong second quarter in 2025, driven by solid performance in its core advertising business and tight control over expenses. Revenue rose 22% year-over-year to $47.5 billion, helped by an 11% increase in ad impressions and a 9% gain in average ad prices. Operating income climbed 38% to $20.4 billion, pushing the operating margin to 43%.
User engagement remains a key growth pillar, with daily active people across the Family of Apps reaching 3.48 billion in June, up 6% from last year.
Moreover, capital investment remains a strategic priority for the company, with $17 billion spent in Q2 alone and full-year 2025 capex now guided to $66-$72 billion. These investments should support the company’s AI initiatives and in expanding its platform capacity to handle rising demand.
For the third quarter, management expects revenue between $47.5 billion and $50.5 billion. While the outlook for the fourth quarter calls for slower growth due to tough year-over-year comparisons with Q4 2024, the company’s guidance reflects confidence in its ability to keep delivering steady results despite regulatory and competitive pressures.
Regarding analyst activity, a Needham analyst, who rates the stock Hold, recently raised concerns over per-employee metrics such as free cash flow and stock-based compensation per employee. However, the stock currently enjoys mostly positive opinions. On that note, on August 13, Cantor Fitzgerald analyst Deepak Mathivanan reiterated a Buy rating on Meta with a price target of $920.
Meta Platforms Inc. operates major social media services, including Facebook, Instagram, WhatsApp, Messenger, and Threads, along with virtual reality products like Oculus headsets.
2. Microsoft Corporation (NASDAQ:MSFT)
Market Cap: $3.9 Trillion
Number of Hedge Fund Holders: 284
Microsoft Corporation (NASDAQ:MSFT) is one of the best big tech stocks to buy right now. On August 4, Brad Reback, an analyst at Stifel Nicolaus, reaffirmed his Buy recommendation on Microsoft with an unchanged price target of $650. This decision followed the company’s announcement of its fourth quarter results for 2025 (FY ends in June).
Microsoft ended fiscal 2025 with record numbers, driven by strong cloud and AI demand. Revenue grew 15% to more than $281 billion, while operating income rose 17%.
A large part of Microsoft’s investment case rests on its cloud services growth, where the company delivered as expected. Cloud services were the main driver, with Microsoft Cloud generating $168 billion, up 23% from last year. Azure stood out with a 34% jump to $75 billion in revenue. To support this growth, Microsoft added more than two gigawatts of datacenter capacity over the past year.
AI-related services remain in high demand, and tools like Azure AI Foundry are helping customers develop and deploy custom AI solutions at scale.
Management expects fiscal 2026 to deliver another year of double-digit growth in both revenue and operating income, supported by ongoing cloud adoption, AI monetization, and a strong contracted backlog. Capital spending will stay high to keep pace with demand, with an emphasis on expanding datacenter capacity and improving efficiency.
Microsoft Corporation (NASDAQ:MSFT) develops and sells a wide range of software, cloud services, devices, and business solutions, serving both individual users and enterprise customers worldwide.
1. Amazon.com Inc. (NASDAQ:AMZN)
Market Cap: $2.4 Trillion
Number of Hedge Fund Holders: 328
Amazon.com Inc. (NASDAQ:AMZN) is one of the best big tech stocks to buy right now. On Thursday, August 14, Morgan Stanley’s Brian Nowak reiterated his Buy rating on Amazon, keeping a $300 price target, citing the company’s push deeper into the grocery business as a key growth driver.
Amazon recently expanded its grocery offerings on Amazon.com to include more fresh and perishable items and lowered delivery fees for Prime members. Nowak sees these steps as positioning the company to tap into the $1.5 trillion offline grocery market.
The company, a day ago, announced that Prime members in over 1,000 cities and towns can now get fresh groceries with free same-day delivery on orders above $25, with coverage expected to expand to more than 2,300 locations by the end of 2025. In 2024, Amazon recorded over $100 billion in grocery and household essentials sales, excluding Whole Foods Market and Amazon Fresh.
The analyst believes that Amazon can use its scale, expansive logistics network, and data-driven operations to gain an edge over its competitors. In addition, it can combine a broader grocery selection with competitive prices and faster delivery, which can help the company to capture more market share in the category.
Nowak views this initiative as a meaningful contributor to Amazon’s long-term revenue trajectory, reinforcing the case for the stock at current levels.
Amazon.com Inc. (NASDAQ:AMZN) operates across e-commerce, digital content, advertising, and cloud computing. Its online and offline stores offer both in-house and third-party products, while its Amazon Web Services (AWS) division runs one of the world’s largest data center networks.
While we acknowledge the potential of AMZN as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than AMZN and that has 100x upside potential, check out our report about the cheapest AI stock.
READ NEXT: 13 Best Defensive Stocks to Invest in According to Analysts and 10 Best Large Cap Tech Stocks to Buy Now.
Disclosure: None.
