10 Hottest Mega-Cap Stocks of 2025

Core Insights - The article discusses the potential of the current tech/AI cycle, termed the "AI super cycle," and anticipates a significant validation moment during the third-quarter earnings season for major tech companies [2][3]. Group 1: Market Outlook - Dan Ives from Wedbush Securities believes Wall Street is underestimating the tech/AI cycle, which he predicts will continue for at least two more years [2][3]. - The third-quarter earnings season is expected to validate the growth of both chips and software, particularly in relation to AI use cases [2][3]. Group 2: Stock Performance and Hedge Fund Interest - The article lists the 10 hottest mega-cap stocks of 2025, focusing on those with a market capitalization of $200 billion or more and strong year-to-date performance [6][8]. - The methodology for selecting these stocks involved using various financial databases and ranking them based on performance and hedge fund interest [6][7]. Group 3: Individual Stock Highlights - Palantir Technologies Inc. (NASDAQ:PLTR): - Market Capitalization: $416.20 billion - Year-to-Date Performance: 133.33% - Number of Hedge Fund Holders: 78 - Under investigation for potential securities law violations related to security issues in its Army communication platform [8][9][10][11]. - Micron Technology, Inc. (NASDAQ:MU): - Market Capitalization: $203.84 billion - Year-to-Date Performance: 107.95% - Number of Hedge Fund Holders: 94 - Recently upgraded by analysts, indicating a positive outlook for the memory sector and potential entry into a super cycle [12][13][14].