12 Best Big Tech Stocks to Invest In Now

On October 9, Scott Ladner, Chief Investment Officer at Horizon Investments, appeared on CNBC to state that this is still a tech-driven, AI-driven market. According to the LSEG tracker, since July, only three sectors are expected to see an improvement in their earnings growth: Tech, Communications Services, and Financials. Ladner stated that it’s always wise to revert to the fundamentals. He broadly confirmed that the current market is still dominated by the tech trade, being driven by AI. He emphasized that this is not just due to the AI applications themselves, but also the massive infrastructure needed to build out the AI necessary to permeate the US and global economic systems. He expressed doubt that many people truly understand the scale of building required for the AI productivity gains to fully materialize.

Given the circularity of the AI trade that is being widely displayed, and discussing the high valuations and the funding models of these companies, Ladner agreed that questioning these things is always acceptable, but argued that the valuations are likely fairly well supported if the current infrastructure build is merely a few hundred billion dollars into a multi-trillion dollar infrastructure build. Crucially, Ladner pointed out that this circularity and build-out is currently being financed through cash flows and operating profits, not through debt as was the case during the late 1990s and early 2000s, which makes the current build sustainable and healthy, alleviating some immediate fears. Ladner also clarified his interest in going not merely adjacent to the tech trade, but focusing on the infrastructure play itself, which he believes will be one of the most important areas for AI gains. He predicted that the rest of the current year will likely still be dominated by the pure-play tech stocks, but moving into next year, as people recognize the immense scale of the infrastructure build necessary to roll out AI to the worldwide economy, these infrastructure places will appear really undervalued.

That being said, we’re here with a list of the 12 best big tech stocks to invest in now.

12 Best Big Tech Stocks to Invest In Now

Our Methodology

We sifted through the Finviz stock screener to compile a list of the top tech stocks with market capitalizations of at least $250 billion. We then selected the 12 stocks that were the most popular among elite hedge funds and that analysts were bullish on. The stocks are ranked in ascending order of the number of hedge funds that have stakes in them, as of Q2 2025. The hedge fund data was sourced from Insider Monkey’s database.

Note: All data was sourced on October 17. 

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 427.7% since May 2014, beating its benchmark by 264 percentage points (see more details here).

12 Best Big Tech Stocks to Invest In Now

12. Palantir Technologies Inc. (NASDAQ:PLTR)

Market Capitalization as of October 17: $422.63 billion

Number of Hedge Fund Holders: 78

Palantir Technologies Inc. (NASDAQ:PLTR) is one of the best big tech stocks to invest in now. On October 16, Palantir Technologies and Snowflake Inc. (NYSE:SNOW) announced a new partnership to enhance enterprise-ready AI and analytics. The partnership integrates Snowflake’s AI Data Cloud with Palantir Foundry and Palantir Artificial Intelligence Platform/AIP. The integration will enable commercial and public sector customers to build more efficient and trusted data pipelines, faster data analytics, and robust AI applications.

A key technical feature is the expanded integration between Foundry and Snowflake Iceberg Tables, which allows joint customers to achieve bidirectional, zero-copy interoperability. One flagship customer using this new partnership is Eaton, which is a global intelligent power management company operating in over 175 countries.

Eaton is using the integration to build a best-in-class data foundation supported by AI-enabled workflows. By combining data from various sources into a unified, AI-ready, secure source of truth across both platforms, Eaton eliminates data duplication, supports enterprise-wide governance, and increases the development speed of AI applications. The partnership aims to reduce friction for customers to more easily deploy intelligent applications and accelerate time to value.

Palantir Technologies Inc. (NASDAQ:PLTR) builds and deploys software platforms for the intelligence community to assist in counterterrorism investigations and operations in the US, the UK, and internationally.

Snowflake Inc. (NYSE:SNOW) provides a cloud-based data platform for various organizations in the US and internationally.

11. Advanced Micro Devices Inc. (NASDAQ:AMD)

Market Capitalization as of October 17: $378.25 billion

Number of Hedge Fund Holders: 113

Advanced Micro Devices Inc. (NASDAQ:AMD) is one of the best big tech stocks to invest in now. On October 14, Advanced Micro Devices, or simply, AMD, and Oracle Corporation (NYSE:ORCL) announced a significant expansion of their multi-generation partnership to help customers achieve next-generation AI scale. This builds on years of co-innovation, which included the launch of AMD Instinct MI300X powered shapes on Oracle Cloud Infrastructure/OCI in 2024.

The key announcement is that Oracle will be the first hyperscaler to offer a publicly available AI supercluster powered by the next-generation AMD Instinct MI450 Series GPUs. The deployment of this AI supercluster will begin in calendar Q3 2026 with an initial installment of 50,000 AMD Instinct MI450 Series GPUs, with plans for further expansion in 2027 and beyond.

The new OCI AI superclusters will be powered by the AMD “Helios” rack design, which includes the AMD Instinct MI450 Series GPUs, next-generation AMD EPYC CPUs codenamed “Venice,” and next-generation AMD Pensando advanced networking codenamed “Vulcano.” This vertically-optimized, rack-scale architecture is designed for maximum performance, scalability, and energy efficiency for large-scale AI training and inference.

Advanced Micro Devices Inc. (NASDAQ:AMD) is a semiconductor company that operates in three segments: Data Center, Client & Gaming, and Embedded.

Oracle Corporation (NYSE:ORCL) offers products and services that address enterprise information technology environments worldwide.

10. Tesla Inc. (NASDAQ:TSLA)

Market Capitalization as of October 17: $1.46 trillion

Number of Hedge Fund Holders: 115

Tesla Inc. (NASDAQ:TSLA) is one of the best big tech stocks to invest in now. On October 13, the company’s Vice President, Tao Lin, announced on Weibo that Tesla’s Shanghai Gigafactory had begun ramping up production for Q4. The increase in output at the facility follows an improvement in China-made vehicle sales for the automaker.

Deliveries of locally built cars in September rose by 2.8% from the previous year, which ended a two-month sales decline in the Chinese market. This modest rebound in sales is partly attributed to the commencement of deliveries for Tesla’s new six-seater vehicle in China, which has helped to boost showroom traffic and overall domestic demand.

The Shanghai plant is crucial for the company, supplying both buyers in China and export markets across regions like Asia and Europe. The production ramp-up is a strategic move as Tesla seeks to stabilize its global output and enhance its margins, following a period of uneven sales performance in several key markets.

Tesla Inc. (NASDAQ:TSLA) designs, develops, manufactures, leases, and sells electric vehicles, and energy generation & storage systems in the United States, China, and internationally.

9. Oracle Corporation (NYSE:ORCL)

Market Capitalization as of October 17: $830.46 billion

Number of Hedge Fund Holders: 124

Oracle Corporation (NYSE:ORCL) is one of the best big tech stocks to invest in now. On October 15, Oracle announced the launch of the Oracle Fusion Applications AI Agent Marketplace. The new solution is part of Oracle AI Agent Studio for Fusion Applications and is designed to accelerate enterprise AI adoption by allowing Oracle Fusion Cloud Applications customers to easily find and deploy validated and partner-built AI agents directly within their enterprise environment.

The marketplace aims to help customers boost productivity, streamline operations, and address complex business challenges at scale by providing secure and enterprise-grade AI agents. The Oracle AI Agent Marketplace offers partner-built agent templates from numerous system integrators/SIs and independent software vendors/ISVs across the Oracle PartnerNetwork, transforming processes in finance, HR, supply chain, and customer experience across multiple industries.

Contributing SIs include Alithya, Apex IT, Apps Associates, Argano, Automus, CLOUDSUFI, GoSaaS, Grant Thornton, Huron, IBM Consulting, Infosys, KNEX, Mastek, Trinamix, and Wipro, with additional templates from global SIs like Accenture, Deloitte, KPMG, and PwC listed on Oracle.com. ISVs contributing to the marketplace include Box, Intellinum, Loqate, RChilli, Stripe, and Syniverse.

Oracle Corporation (NYSE:ORCL) offers products and services that address enterprise information technology environments worldwide.

8. Netflix Inc. (NASDAQ:NFLX)

Market Capitalization as of October 17: $509.64 billion

Number of Hedge Fund Holders: 150

Netflix Inc. (NASDAQ:NFLX) is one of the best big tech stocks to invest in now. On October 16, KeyBanc analyst Justin Patterson kept a Buy rating on Netflix with a $1,390 price target. Patterson does not expect any significant surprises in Netflix’s Q3 2025 earnings and noted that a stronger content slate has already fueled better Q3 viewership.

Looking ahead, he expects management to forecast a slight margin expansion in 2025. He believes that monetization catalysts, like pricing and advertising, are setting up for 2026, which could sustain higher-for-longer revenue.

The $1,390 price target was set earlier by KeyBanc Capital Markets with an Overweight rating on the shares on September 11 in response to the streaming giant’s partnership with Amazon Ads. The firm believes that Netflix’s increasing variety of demand-side platforms is an asset that should help the company’s ad revenue.

Netflix Inc. (NASDAQ:NFLX) provides entertainment services. The company offers TV series, documentaries, feature films, and games across various genres and languages.

7. Apple Inc. (NASDAQ:AAPL)

Market Capitalization as of October 17: $3.75 trillion

Number of Hedge Fund Holders: 156

Apple Inc. (NASDAQ:AAPL) is one of the best big tech stocks to invest in now. On October 15, Apple announced M5, the next-generation System on a Chip/SoC built using third-generation 3-nanometer technology. M5 delivers significant advancements in nearly every aspect of the chip and offers industry-leading power-efficient performance to the new 14-inch MacBook Pro, iPad Pro, and Apple Vision Pro, all of which are available for pre-order immediately.

M5 marks the next big leap in AI performance for Apple silicon, highlighted by a next-generation 10-core GPU architecture that now features a dedicated Neural Accelerator in each core. This design enables GPU-based AI workloads to run dramatically faster, achieving over 4x the peak GPU compute performance for AI compared to the M4 chip, and over 6x compared to the M1 chip.

The chip also features an improved 16-core Neural Engine that is now faster, complementing the GPU’s Neural Accelerators to fully optimize M5 for AI workloads. These AI advancements accelerate on-device AI tools like Image Playground and enhance the overall performance of Apple Intelligence models. Beyond AI, M5 offers significant increases in processing and graphics capabilities.

Apple Inc. (NASDAQ:AAPL) designs, manufactures, and markets smartphones, personal computers, tablets, wearables, and accessories worldwide.

6. Broadcom Inc. (NASDAQ:AVGO)

Market Capitalization as of October 17: $1.65 trillion

Number of Hedge Fund Holders: 156

Broadcom Inc. (NASDAQ:AVGO) is one of the best big tech stocks to invest in now. On October 14, Broadcom announced the introduction of Thor Ultra, the industry’s first 800G AI Ethernet Network Interface Card/NIC. Thor Ultra is capable of interconnecting hundreds of thousands of XPUs to manage trillion-parameter AI workloads and is a key addition to Broadcom’s Ethernet AI networking portfolio, which includes products like Tomahawk 6, Jericho 4, and Scale-Up Ethernet/SUE.

Thor Ultra is fully compliant with the Ultra Ethernet Consortium/UEC specification, an open standard designed to modernize RDMA for large AI clusters. By adopting this open specification, the NIC provides customers with the ability to scale AI workloads with high performance and efficiency while reducing dependency on proprietary, vertically integrated solutions.

The new NIC introduces a suite of UEC-compliant, advanced RDMA innovations to address the limitations of traditional RDMA. These innovations include Packet-Level multipathing for efficient load balancing, Out-of-Order packet delivery directly to XPU memory to maximize fabric utilization, Selective retransmission for efficient data transfer, and Programmable Receiver-based and Sender-based congestion control algorithms.

Broadcom Inc. (NASDAQ:AVGO) designs, develops, and supplies various semiconductor devices and infrastructure software solutions worldwide. The company operates in two segments: Semiconductor Solutions and Infrastructure Software.

5. Alphabet Inc. (NASDAQ:GOOGL)

Market Capitalization as of October 17: $3.07 trillion

Number of Hedge Fund Holders: 219

Alphabet Inc. (NASDAQ:GOOGL) is one of the best big tech stocks to invest in now. On October 16, Google and Salesforce Inc. (NYSE:CRM) announced a significant expansion of their partnership, introducing new AI innovations across the enterprise. The collaboration integrates Google’s Gemini models into the new Agentforce 360 Platform.

The partnership deepens the integration of Gemini models with Salesforce’s Atlas Reasoning Engine, which is the technology behind Agentforce 360. This allows customers to use Gemini’s powerful multimodal intelligence to tackle complex and multistep enterprise problems. A key innovation is the introduction of hybrid reasoning to the Atlas Reasoning Engine, which enables AI agents to combine the creativity of AI with the reliability of business processes.

Furthermore, the companies are expanding the capabilities of large action models with fine-tuned Gemini models that have been shown to outperform industry-leading LLMs against key CRM benchmarks, making it possible to automate complex, multistep business processes more reliably.

Alphabet Inc. (NASDAQ:GOOGL) offers various products and platforms in the US, Europe, the Middle East, Africa, the Asia-Pacific, Canada, and Latin America. It operates through Google Services, Google Cloud, and Other Bets segments.

Salesforce Inc. (NYSE:CRM) provides customer relationship management/CRM technology that connects companies and customers worldwide.

4. NVIDIA Corporation (NASDAQ:NVDA)

Market Capitalization as of October 17: $4.45 trillion

Number of Hedge Fund Holders: 235

NVIDIA Corporation (NASDAQ:NVDA) is one of the best big tech stocks to invest in now. On October 15, MediaTek announced that it had teamed with NVIDIA on the co-design of the GB10 Grace Blackwell Superchip, which powers the newly-launched NVIDIA DGX Spark. The DGX Spark is a personal AI supercomputer designed for developers to prototype, fine-tune, and infer large AI models on their desktops.

The GB10 Grace Blackwell Superchip is a combination of the latest generation Blackwell GPU and the Grace 20-core Arm CPU, using MediaTek’s expertise in designing power-efficient, high-performance CPU, memory subsystem, and high-speed interfaces. The configuration provides 128GB of unified memory and delivers up to 1 PFLOP of AI performance to accelerate model tuning and real-time inferencing.

This allows developers to work with large AI models up to 200 billion parameters locally. Additionally, the system includes built-in ConnectX-7 networking technology, which allows two DGX Spark systems to be connected together, enabling inference on models up to 405 billion parameters. The DGX Spark is power-efficient enough to use a standard electrical outlet and features a compact design that easily fits onto a desktop.

NVIDIA Corporation (NASDAQ:NVDA) is a computing infrastructure company that provides graphics and compute & networking solutions in the US, Singapore, Taiwan, China, Hong Kong, and internationally.

3. Meta Platforms Inc. (NASDAQ:META)

Market Capitalization as of October 17: $1.80 trillion

Number of Hedge Fund Holders: 260

Meta Platforms Inc. (NASDAQ:META) is one of the best big tech stocks to invest in now. On October 1, Meta Platforms announced a partnership with chip technology provider Arm Holdings (NASDAQ:ARM) to power the systems driving personalization across its applications. This is part of a broader trend of companies upgrading the chip technology underpinning their services.

Meta will use Arm-based data center platforms to power its AI ranking and recommendation systems, which are crucial for discovery and personalization within its apps. Arm provides the chip architecture blueprint that defines what a CPU can do and which applications it can run.

The companies stated that the Arm-based approach is expected to deliver higher performance and lower power use compared to x86 systems. While Arm-based chips already dominate the smartphone market, they are rapidly gaining traction in the personal computer and server CPU markets.

Meta Platforms Inc. (NASDAQ:META) develops products that enable people to connect and share with friends and family through mobile devices, personal computers, virtual reality and mixed reality headsets, AR, and wearables worldwide. It has two segments: Family of Apps/FoA and Reality Labs/RL.

Arm Holdings (NASDAQ:ARM) architects, develops, and licenses central processing unit products and related technologies for semiconductor companies and original equipment manufacturers.

2. Microsoft Corporation (NASDAQ:MSFT)

Market Capitalization as of October 17: $3.82 trillion

Number of Hedge Fund Holders: 294

Microsoft Corporation (NASDAQ:MSFT) is one of the best big tech stocks to invest in now. On October 15, Microsoft and Oracle Corporation (NYSE:ORCL) announced a collaboration to enhance supply chain efficiency and responsiveness for manufacturers. The partnership focuses on developing an integration blueprint that will allow organizations using Oracle Fusion Cloud Supply Chain & Manufacturing/SCM to automate key supply chain processes and improve data-driven decision-making.

The solution achieves this by capturing live insights from factory equipment and sensors via Microsoft Azure IoT Operations and Microsoft Fabric. The integration blueprint connects real-time production data from the shop floor directly into enterprise workflows to accelerate response times, improve efficiency, and increase visibility into supply chain processes.

New capabilities include: Real-time intelligence and secure data flows, which help manufacturers improve planning, decision-making, and visibility; and Automated business events, which enable manufacturers to respond faster to production changes and reduce downtime. Furthermore, the collaboration will provide Standardized best practices, offering prescriptive guidance, pre-made integration guides, and reference architectures based on public APIs.

Microsoft Corporation (NASDAQ:MSFT) develops and supports software, services, devices, and solutions worldwide.

Oracle Corporation (NYSE:ORCL) offers products and services that address enterprise information technology environments worldwide.

1. Amazon.com Inc. (NASDAQ:AMZN)

Market Capitalization as of October 17: $2.27 trillion

Number of Hedge Fund Holders: 335

Amazon.com Inc. (NASDAQ:AMZN) is one of the best big tech stocks to invest in now. On October 9, Amazon announced the general availability of Amazon Quick Suite, which is a new set of agentic AI-powered teammates to help users instantly move from insights to action using all of their business data.

Quick Suite is capable of retrieving information and insights across the public internet and all of a company’s documents, including data housed in popular third-party applications, databases, and other vital locations.

The suite can handle requests ranging from a single data point to a PhD-level research project or an entire tailored strategy. Quick Suite enhances productivity by enabling a seamless transition from getting answers to taking action within popular applications.

Amazon.com Inc. (NASDAQ:AMZN) engages in the retail sale of consumer products, advertising, and subscription services through online and physical stores in North America and internationally.

While we acknowledge the potential of AMZN 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 AMZN and that has 100x upside potential, check out our report about this cheapest AI stock.

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Disclosure: None. Insider Monkey focuses on uncovering the best investment ideas of hedge funds and insiders. Please subscribe to our free daily e-newsletter to get the latest investment ideas from hedge funds’ investor letters by entering your email address below.