In this article, we will take a look at the 11 Best Large-Cap Tech Stocks to Invest In.
The technology sector is being reshaped by demand for enterprise hardware, driven by the growth of AI computing and next-generation data centers. Much of the technology investment cycle is now centered around AI.
According to Gartner, the top 10 strategic technology trends in leading organizations include AI-Native Development Platforms, AI Supercomputing Platforms, Confidential Computing, Multiagent Systems, Domain-Specific Language Models, Physical AI, Preemptive Cybersecurity, Digital Provenance, AI Security Platforms, and Geopatriation. The majority of operations in the technology sector are either directly or indirectly linked to AI. Here is what VP Analyst at Gartner, John-David Lovelock, said:
AI infrastructure growth remains rapid despite concerns about an AI bubble, with spending rising across AI‑related hardware and software. Demand from hyperscale cloud providers continues to drive investment in servers optimized for AI workloads.
Gartner expects server spending to accelerate in 2026, increasing approximately 36.9% from a year ago. Total data center spending is projected to reach $650 billion in 2026, up from nearly $500 billion in 2025.
According to research from Deloitte, the rapid expansion of AI workloads is pushing unprecedented growth, with the global AI infrastructure market recording high double-digit growth over the past several years. Deloitte expects the global AI infrastructure market to reach $758 billion by 2029.
AI infrastructure is also supporting the semiconductor market, as the demand for AI-optimized processors, edge computing devices, and high-performance chips is fueling robust semiconductor growth. According to the World Semiconductor Trade Statistics, the global semiconductor market is set to approach $1 trillion in 2026, up 26.3% from 2025.
With that, let’s take a look at the 11 Best Large-Cap Tech Stocks to Invest In.
Photo by Pascal Bernardon on Unsplash
Our Methodology
To create the list of 11 best large-cap tech stocks to invest in, we looked at the largest technology companies widely held by hedge funds. We selected the top 11 tech companies with positive analyst views and strong upside. Finally, we ranked these 11 stocks based on the number of hedge fund holders in each stock using the hedge fund data sourced from Insider Monkey’s database, as of Q4 2025.
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 498.7% since May 2014, beating its benchmark by 303 percentage points (see more details here).
Note: All the data is as of market close on March 10, 2026.
11. Lam Research Corporation (NASDAQ:LRCX)
Number of Hedge Fund Holders: 104
Lam Research Corporation (NASDAQ:LRCX) is one of the best large-cap tech stocks to invest in.
On March 10, TheFly reported that Thomas O’Malley at Barclays raised the price target on Lam Research Corporation (NASDAQ:LRCX) from $250 to $255, while maintaining its Equal Weight rating.
Barclays lifted the price target on LRCX after its analysts increased estimates for the wafer fab equipment companies. O’Malley believes that the robust investment environment in the sector will be a major catalyst for LRCX.
In other news, Argus Research also increased its price target on LRCX from $175 to $280 on February 3, while maintaining its Buy rating. The firm updated the rating after strong Q2 FY2026 results. Lam Research posted adjusted earnings per share of $1.27, surpassing estimates by $0.10. Revenue of $5.34 billion was ahead of consensus estimates by $105.35 million.
The firm noted that Lam Research is well-positioned to benefit from long-term technology trends fueling the semiconductor demand. These trends include gen AI, cloud data centers, IoTs, EVs, robotics, and AI-enabled edge devices.
Lam Research Corporation (NASDAQ:LRCX) focuses on the design and development of semiconductor processing equipment used to fabricate integrated circuits (ICs) worldwide.
10. Applied Materials, Inc. (NASDAQ:AMAT)
Number of Hedge Fund Holders: 111
Applied Materials, Inc. (NASDAQ:AMAT) is one of the best large-cap tech stocks to invest in.
On March 10, Applied Materials, Inc. (NASDAQ:AMAT) announced a long-term research and development partnership with SK hynix. The collaboration focuses on speeding the development of next-gen DRAM and HBM technologies for AI and high-performance computing.
A team of engineers from both companies will work together at Applied Materials’ EPIC Center in Silicon Valley. The engineering team will focus on materials engineering, process integration, and advanced 3D packing to enhance the performance and manufacturing ability of future memory systems. SK Hynix will be a founding partner, joining Applied Materials at the EPIC Center, along with providing advanced packaging research in Singapore.
Applied noted that its $5 billion EPIC Center is expected to open later this year. The center is designed to provide earlier access to chipmakers to develop an R&D portfolio, reduce development cycles, and accelerate the transition of next-gen semiconductor technologies into high-volume manufacturing for AI.
As of March 10, 37 analysts cover AMAT, with 29 rating the stock a Buy and 8 a Hold. The average price target of $427.50 implies an upside potential of more than 23.50%.
Applied Materials, Inc. (NASDAQ:AMAT) offers materials engineering solutions, along with equipment, services, and software to the semiconductor and related industries worldwide. The company operates through Semiconductor Systems and Applied Global Services (AGS) segments.
9. Oracle Corporation (NYSE:ORCL)
Number of Hedge Fund Holders: 111
Oracle Corporation (NYSE:ORCL) is one of the best large-cap tech stocks to invest in.
On March 10, Oracle Corporation (NYSE:ORCL) reported its earnings for the third quarter of fiscal year 2026, posting $1.79 per share in adjusted earnings compared to the consensus of $1.70, as per LSEG. Revenue came in at $17.19 billion, compared with estimates of $16.91 billion.
CNBC reported that Oracle announced plans to raise between $45 billion and $50 billion in FY2026 and spend on its cloud infrastructure. The company’s results and backlog indicate the growing demand for AI infrastructure. For instance, the company’s remaining performance obligations quadrupled to over $553 billion from a year ago. The company noted that it has capital to support the high demand.
Prior to the earnings, on March 7, Bloomberg reported that Oracle, along with OpenAI, canceled plans to expand its flagship AI data center in Texas. This development occurred over financing and OpenAI’s changing needs. However, Oracle has pointed out that its capital expenditures will reach $50 billion for FY2026.
45 analysts cover ORCL, with 35 rating the stock a Buy, 9 a Hold, and 1 a Sell. The average price target of $240 indicates an upside potential of over 60.50% as of March 10.
Oracle Corporation (NYSE:ORCL) provides information technology-related products and services to enterprises through its main business segments: Cloud and License, Hardware, and Services. The company is based in Austin, Texas, and was founded in June 1977 by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates.
8. Salesforce, Inc. (NYSE:CRM)
Number of Hedge Fund Holders: 115
Salesforce, Inc. (NYSE:CRM) is one of the best large-cap tech stocks to invest in.
On March 5, Salesforce, Inc. (NYSE:CRM) announced six new Agentforce Health agents with pre-wired integrations to support healthcare organizations. These new agents will assist healthcare organizations in managing medical data and reducing administrative workloads.
The agents integrate with platforms such as HealthEx, Verily, and Viz.ai to combine patient-consented health information and enable rapid care coordination. The agents include Referrals & Assessments, EHR Read-Write, Claims & Coverage, Rural Health, Epidemiology Analysis, and Hospital Operations. These agents will help to automate workflows such as electronic health record updates, insurance inquiries, referral routing, outbreak monitoring, and hospital resource management.
Salesforce noted that several agent templates are available now, with additional features and integrations with HealthEx, Verily, and Viz.ai expected to launch later in 2026.
In other news, on March 10, Bloomberg reported that Salesforce is planning to sell approximately $25 billion of debt to fund a share buyback. If the company executes this, this would be its biggest-ever note sale. Salesforce is aiming for a U.S. bond offering of almost $20 billion. The notes could be sold as early as this week, Bloomberg reported.
Salesforce Inc. (NYSE:CRM) is a global enterprise software company that provides customer relationship management (CRM) and cloud-based business applications across sales, service, marketing, commerce, and data analytics. Its Customer 360 platform, powered by data tools and trusted AI, enables organizations to unify customer data and drive personalized engagement.
7. Advanced Micro Devices, Inc. (NASDAQ:AMD)
Number of Hedge Fund Holders: 132
Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the best large-cap tech stocks to invest in.
In a blog post on March 2, Advanced Micro Devices, Inc. (NASDAQ:AMD) unveiled its role in advancing telecom-focused AI at MWC 2026 in Barcelona. The company highlighted its participation in the Open Telco AI initiative, an initiative led by GSMA with AMD, AT&T, TensorWave, and other industry leaders.
The Open Telco AI initiative aims to accelerate the development of telco-grade AI models and systems through open collaboration. The initiative will be supported by open-telco.ai and a new portal that will have shared datasets, tools, and benchmarking resources. AMD’s Instinct GPUs will train AI models, backed by the ROCm software platform for training and inference workloads.
In addition, AMD revealed its EPYC 8005 server CPUs. The CPU is optimized for distributed edge environments and virtualized radio access network (vRAN) workloads. AMD’s other new products included its Ryzen AI portfolio with Ryzen AI 400 Series and Ryzen AI PRO 400 Series desktop processors. This series powers OEM devices, delivering next-gen AI PCs with high-performance desktops, laptops, and mobile workstations to efficiently handle modern workloads.
Advanced Micro Devices Inc. (NASDAQ:AMD) is a leading semiconductor company specializing in high-performance computing and graphics solutions. Its broad product portfolio includes microprocessors, graphics processors, and system-on-chip (SoC) solutions designed for data centers, gaming, and embedded systems.
6. Micron Technology, Inc. (NASDAQ:MU)
Number of Hedge Fund Holders: 137
Micron Technology, Inc. (NASDAQ:MU) is one of the best large-cap tech stocks to invest in.
On March 9, TheFly reported that Mehdi Hosseini from Susquehanna raised Micron Technology, Inc. (NASDAQ:MU) price target from $345 to $525, keeping his Positive rating on the stock ahead of the earnings release on March 18.
Hosseini updated his financial model and raised estimates, citing stronger-than-expected pricing trends in the DRAM and NAND memory markets. The firm believes that average selling prices for both memory types are tracking well above its January forecasts. Hosseini sees the momentum to continue into the second quarter of FY2026 and expects FY2028 forecasts to reflect stronger industry fundamentals.
DRAM pricing is expected to outperform NAND pricing in the first half of 2026, while NAND’s average selling prices may regain strength in the second half of the year, the analyst added.
In another price update on March 9, TheFly reported that Citi lifted the price target on MU from $385 to $430, while keeping a Buy rating. The firm sees similar pricing trends as noted by Susquehanna, mentioning the strength in pricing due to strong data center demand. Citi anticipates DRAM prices to soar over 171% in 2026 compared to 2025, while the firm sees NAND prices rising by 127% from a year ago. This strong outlook is why analysts are bullish on MU and have revised their price estimates.
Micron Technology, Inc. (NASDAQ:MU) is engaged in the design and development of memory and storage products worldwide. The company operates through the Cloud Memory unit, Core Data Center Business Unit, Mobile and Client Business Unit, and Automotive and Embedded Business Unit segments.
5. Apple Inc. (NASDAQ:AAPL)
Number of Hedge Fund Holders: 169
Apple Inc. (NASDAQ:AAPL) is one of the best large-cap tech stocks to invest in.
On March 5, TheFly reported that Barton Crockett of Rosenblatt Securities increased the price target on Apple Inc. (NASDAQ:AAPL) from $267 to $268, maintaining the Neutral rating on the iPhone maker.
Crockett remains positive on Apple following the company’s recent event, in which it launched its Chromebook-style MacBook Neo, tapping into the lower end of the laptop market. Apart from that, a lower-end iPhone 17e also adds to the company’s lineup in the budget hardware category. The analyst also mentioned that Apple’s high-end products account for a modest percentage of build-to-order, which could lead to in-line performance with its March-quarter guidance.
On January 30, Reuters reported that, according to the LSEG, Apple expects Q2 FY2026 revenue to increase by 13% to 16%, compared with analysts’ 10% growth rate. Despite strong performance, Crockett highlighted that Apple trades at a meaningful premium.
A majority of 52 analysts out of 54 have rated AAPL a Buy, while only two analysts rate the stock as a Hold. The average price target of $302.5 highlights an upside of over 16%, while Rosenblatt’s price target implies a modest increase of almost 3% as of March 10.
Apple Inc. (NASDAQ:AAPL) is one of the largest smartphone and laptop manufacturers in the world. The company designs and markets smartphones, personal computers, tablets, and a range of wearables and accessories.
4. Broadcom Inc. (NASDAQ:AVGO)
Number of Hedge Fund Holders: 202
Broadcom Inc. (NASDAQ:AVGO) is one of the best large-cap tech stocks to invest in.
On March 6, TheFly reported that Morgan Stanley analyst Joseph Moore lifted the price target on Broadcom Inc. (NASDAQ:AVGO) from $462 to $470, keeping an Overweight rating on the stock.
Moore remains positive on Broadcom following its robust quarterly performance, achieving a record Q1 FY2026 revenue of $19.31 billion, up 29% from a year ago. The company also generated a record $13.1 billion in adjusted EBITDA. The analyst highlighted that the robust AI demand continues to drive upside for Broadcom, with networking outcomes surpassing expectations and previous margin concerns easing.
Moore also mentioned the company’s long-term visibility, citing its custom AI ASIC programs. The hyperscaler customers could drive significant growth for Broadcom through FY2026, added Moore.
The company returned over $10.9 billion to shareholders in Q1, including $3.1 billion in cash dividends and $7.8 billion in share buybacks. For Q2 FY2026, Broadcom expects revenue to be around $22 billion, a growth of almost 47% year-over-year, while the EBITDA is estimated to account for almost 68% of projected revenue.
Broadcom Inc. (NASDAQ:AVGO) is engaged in the design and development of different semiconductor devices and infrastructure software solutions worldwide. The company operates through two segments: Semiconductor Solutions and Infrastructure Software.
3. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM)
Number of Hedge Fund Holders: 224
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the best large-cap tech stocks to invest in.
On February 25, in an SEC filing, Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) reported that it had made new investments and has kept its capital structure steady.
The company made no changes to the shareholdings of TSMC’s board members, executive officers, and shareholders who own over 10% of the company’s total common shares. In addition, Taiwan Semiconductor Manufacturing Company and its subsidiaries made fixed-income investments, including NT$30.2 billion in acquisitions, NT$300 million in equity investments through dispositions, and the acquisition of land valued at NT$6.2 billion.
In another SEC filing on March 2, TSMC announced that its board approved the distribution of approximately NT$115.59 billion in cash dividends, including a dividend of NT$6 per common share for Q3 2025. The dividend is set to be paid on April 9, 2026.
We also covered the news on Apple’s plan to purchase more than 100 million advanced chips produced by TSMC. You can read more about it here.
Of the 50 analysts covering TSM, 49 rate the stock a Buy, while 1 has a Hold rating. The average price target on TSM indicates an upside of over 21% as of March 10.
Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM) is the world’s largest semiconductor foundry and is engaged in the manufacturing and designing of semiconductor chips. These chips are used by companies across several end markets, including personal computers and peripheral products, consumer electronics, wired and wireless communications systems, and automotive and industrial equipment.
2. NVIDIA Corporation (NASDAQ:NVDA)
Number of Hedge Fund Holders: 264
NVIDIA Corporation (NASDAQ:NVDA) is one of the best large-cap tech stocks to invest in.
A February 27 report from the Wall Street Journal highlighted that NVIDIA Corporation (NASDAQ:NVDA) is developing a new processor platform for AI inference workloads. This new processor is specifically being designed for OpenAI and other major customers to build faster and more reliable tools through AI that generate responses to user queries, as per WSJ.
According to the report, Nvidia will reveal the system at the upcoming GTC in San Jose, scheduled for March 16 to March 19, 2026. The new inference will incorporate technology from AI chip startup Groq, designed to offer faster and more efficient AI responses for customers. OpenAI is said to be one of the largest customers of this new Nvidia processor, with sources indicating that it would potentially handle 10% of OpenAI’s inference computing needs.
This is a major development amid the rapidly growing AI hardware market and intense competition from rivals, including Amazon and Google, who are building their own AI chips.
Out of 69 analysts covering NVDA, 64 analysts rate the stock as Buy, while 4 have a Hold rating. The average price target of $265 highlights an upside potential of more than 43% as of March 10.
NVIDIA Corporation (NASDAQ:NVDA) is a fabless semiconductor and AI computing company that designs GPUs, AI accelerators, Application Programming Interfaces (APIs), and system-on-a-chip units. Through its CUDA ecosystem, the company enables industries ranging from autonomous vehicles to scientific research by advancing AI, accelerated computing, and data center infrastructure.
1. Microsoft Corporation (NASDAQ:MSFT)
Number of Hedge Fund Holders: 312
Microsoft Corporation (NASDAQ:MSFT) is one of the best large-cap tech stocks to invest in.
On March 5, TheFly reported that Jefferies analyst Brent Thill reiterated his Buy rating on Microsoft Corporation (NASDAQ:MSFT) while maintaining a price target of $675.
Thill’s price target of $675 is higher than the average price target of $600 from 60 analysts covering MSFT, indicating an upside of over 47%. Thill’s price target represents an upside of almost 66%.
Jefferies remains bullish on Microsoft as it views MSFT’s enterprise AI spending as key to the firm’s success ahead, citing Azure and Microsoft 365 as major catalysts for the firm as enterprises roll out AI tools. Microsoft’s enterprise distribution network supports more than 450 million paid M365 users. The analyst pointed out three major areas for MSFT’s AI network: AI expanding the total addressable market in M365, infrastructure monetization, and AI margin tracking.
MSFT currently trades at nearly 21 times FY2027 earnings per share, which is lower than its 10-year average of 23.5, Jefferies noted. Of the 60 analysts covering Microsoft, 55 have a Buy rating, while 5 rate the stock a Hold.
Microsoft Corporation (NASDAQ:MSFT) is a leading technology company that develops and sells a wide range of software, cloud services, devices, and business solutions, serving both individual users and enterprise customers worldwide. Its flagship products include Windows, Microsoft 365, Azure, LinkedIn, and Xbox.
While we acknowledge the potential of MSFT to grow, 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 MSFT and that has 100x upside potential, check out our report about this cheapest AI stock.
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