Magnificence beyond the Magnificent 7? Here's the next generation of AI winners powering the stock market.
MarketWatch·2025-10-03 11:30

Core Insights - Wall Street's technology sector is experiencing a decline in performance in 2025, with traditional tech giants losing their competitive edge [1] - A new class of large-cap companies, specifically Broadcom, Oracle, and Palantir, is emerging as leaders in the S&P 500, indicating a shift in market dynamics [1] - These companies are driving the next phase of the AI boom, suggesting a significant transformation in investment focus within the technology sector [1] Company Analysis - Broadcom is highlighted as one of the key players reshaping the S&P 500 landscape, indicating its growing influence and market capitalization [1] - Oracle's performance is also noted, suggesting that it is gaining traction and relevance in the current market environment [1] - Palantir is recognized for its role in the AI sector, emphasizing its potential for growth and investment opportunities [1]