Megacap Tech: Only 2 Names Make Josh Brown List Only two megacap tech names made Josh Brown's best-stocks list on Mar 23, 2026; S&P data shows the top five were ~28% of the S&P 500 by market cap on Dec 31, 2025.

Megacap Tech: Only 2 Names Make Josh Brown List: Only two megacap tech names made Josh Brown's best-stocks list on Mar 23, 2026; S&P data shows the top five were ~28% of the S&P 500 by market cap on Dec 31, 2025. 👈 Read full analysis #TechStocks #InvestmentStrategies #StockMarket #Megacap #JoshBrown

Driven by encouraging global growth signals, fears of lofty #megacap #tech valuations, #AI disruption concerns and American foreign policy, investors have flocked to international markets since the start of 2026, chart #JPMorganAM

39. From an online bookstore to Mag7 Olympus For our thirty-ninth episode, we're exploring a company that is, for millions of people, the front door to the internet. The one website where you can buy a book, a battery, a banana, and a blockbuster movie, and have it on your doorstep tomorrow. But what if I told you that this colossal retail empire... [pause] isn't actually their most profitable business? Not even close. The real money machine hiding inside this company is something most of its customers have never even heard of. We are talking about the two-headed giant... Amazon. When you hear the name Amazon ($AMZN), you think of the "everything store"—the global e-commerce titan that delivers packages to your door with incredible speed. For most people, Amazon is the undisputed king of online retail, a massive, low-margin business focused on selection, price, and convenience. But the real story and the overwhelming profit engine of the company isn't in the cardboard boxes; it's in the cloud. Amazon Web Services (AWS) is the dominant leader in cloud computing, providing the digital infrastructure for a massive portion of the internet. This fantastically profitable, high-growth division is what truly funds the entire Amazon empire. Amazon is a cloud computing juggernaut disguised as a retail store. But with competition in the cloud intensifying and regulators scrutinizing its retail dominance, can the giant maintain its momentum? We're opening the box to analyze if Amazon's high-margin AWS business can continue to fuel its growth or if the company is facing its toughest challenges yet on multiple fronts.

📣 New Podcast! "39. From an online bookstore to Mag7 Olympus" on @Spreaker #advertising #amazon #amzn #antitrust #aws #bezos #cloud #consumer #ecommerce #finance #growth #investing #logistics #megacap #microsoft #portfolio #prime #retail #stock #technology

While "doing nothing", a good task is looking for names holding structure (above 10 and 21-day MA's) during sharp downturns. Do particular sectors/themes stand out? My initial list: #GCT #COMP #PRM #TDC #CRK #LMND #GH #ESTA. These aren't #semis #tech #megacap names... #stock #market #swing #trading.

Freightos Partners with Megacap, Boosting Digital Access for 13 Airlines Freightos partners with Megacap Aviation Services, enabling access to 13 airlines for international freight forwarders on digital platform WebCargo.

Freightos Partners with Megacap, Boosting Digital Access for 13 Airlines #Spain #Barcelona #Freightos #Ethiopian_Airlines #Megacap

Tesla Leads Mega-Cap Tech Stock Rally After Powell Points to Possible Rate Cut - Investopedia Tesla Leads Mega-Cap Tech Stock Rally After Powell Points to Possible Rate Cut  Investopedia

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Hidden risks beneath the bullish narrative - S&P 500’s surge may mask underlying risks as #megacap #tech stocks continue to dominate the market, chart Lisa Shalett #MorganStanley

Apple and Netflix Lead Mega-Cap Movers on Friday’s Trading Session Friday’s market has seen significant activity with stocks across all market caps experiencing notable movements. Investors have been particularly attentive to the mega-cap stocks like Apple Computer Inc (NASDAQ:AAPL) and Netflix, Inc. (NASDAQ:NFLX), which have shown considerable gains, while large-cap stocks such as Trade Desk Inc (NASDAQ:TTD) have faced steep declines. Here’s an overview of today’s stock movers, from the giants of the market to the smaller players. Mega-Cap Movers (Market Cap $200B+): Palantir Technologies Inc (NASDAQ:PLTR); Unstructured joins Palantir’s FedStart program for federal compliance: +2.63% Apple Computer Inc (AAPL): +4.65% Netflix, Inc. (NFLX): +2.44% Large-Cap Stock Movers (Market Cap $10B-$200B): Trade Desk Inc (TTD); MoffettNathanson downgrades Trade Desk stock rating to Sell on valuation concerns: -37.26% Chime Financial (CHYM): -12.69% Flutter Entertainment PLC (FLUT): -7.73% Doximity (DOCS): +11.78% GenOn Energy Inc (GEN): +9.46% Gilead Sciences Inc (NASDAQ:GILD); Truist Securities upgrades Gilead Sciences stock to Buy on HIV strength: +8.07% Mid-Cap Stock Movers (Market Cap $2B-$10B): Sezzle Inc PK (SEZL): -33.17% SoundHound AI (NASDAQ:SOUN); SoundHound AI gains after crushing revenue estimates: +28.83% Jyong Biotech (MENS): +28.58% Apex Technology Acquisition (AVPT); AvePoint shares fall as earnings miss overshadows revenue beat: -16.29% Goodyear Tire (NASDAQ:GT); Goodyear Tire shares tumble as second quarter earnings miss estimates: -17.01% Small-Cap Stock Movers (Market Cap $300M-$2B): Dehaier Medical Systems (NEGG): +35.57% Apollo Medical (ASTH): +32.2% LegalZoom com (LZ); BofA Securities upgrades LegalZoom stock rating to Buy on subscription growth: +30.94% GigaCloud Technology (GCT): +28.54% VTEX (VTEX); JPMorgan downgrades VTEX stock to Neutral on weak growth outlook: -27.11% Sweetgreen (SG); Sweetgreen shares tumble 21% as sales stall and guidance disappoints: -25.2% Xponential Fitness (XPOF): -25.7% For real-time, market-moving news, join Investing Pro. This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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Tracking the world’s most valuable companies By Sreedev Krishnakumar Nvidia soared past the $4 trillion in market capitalisation milestone on July 9, becoming the world’s first company to cross this threshold. Which are the most valuable companies in the world? What sectors do they operate in? Where are they located? HT has looked at data on the world’s top ten companies over a 45-year period to answer some of these questions. Since historical data on market value of companies across the world is not readily available publicly as a single database, it was compiled from multiple sources including Bloomberg, FT Global 500 lists, companiesmarketcap.com, and reports from CNBC as well as Swiss-publication Organisator. (The full text is too long to be copied and pasted here. Please click on the link in the post to read it on the free Hindustan Times news app)

Nvidia hit 4 trillion in the second week of July, the first company to cross this milestone. Which are the most valuable companies in the world? What sectors do they operate in? Where are they located? HT has looked at data on the world’s top ten companies over a […]

[Original post on journa.host]

This week and next will see roughly 57% of all S&P companies reporting earnings. There is a high degree of complacency in coming reports given the #bar was lowered so much, but that could also amplify the risk of a miss by a #Megacap.

Megacap-Tech Stocks Are Behind This Rally. That May Test Investor Sentiment. - Barron's Megacap-Tech Stocks Are Behind This Rally. That May Test Investor Sentiment.  Barron's

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Nvidia and Tesla Stir Mega-Cap Movers on Wednesday’s Market Wednesday’s market has seen notable fluctuations among stocks, with significant movements in both the mega-cap and large-cap categories. Nvidia Corp (NASDAQ:NVDA) has experienced a surge, while Tesla Motors (NASDAQ:TSLA) has dipped. Other large-cap stocks have also shown considerable volatility. Here’s an overview of some of the key stock movers today, spanning from mega-caps to small caps. Mega-Cap Movers (Market Cap:$200B+ USD) Nvidia Corp (NVDA): +3.85% Tesla Motors (TSLA): -4.43% Large-Cap Stock Movers (Market Cap:$10B-$200B USD) Regencell Bioscience Holdings (RGC): -18.0% Chime Financial (CHYM): +11.52% Circle Internet Group Inc (CRCL): -8.95% QXO plans $2 billion common stock offering with $300 million option; QXO: -6.06% Mid-Cap Stock Movers (Market Cap:$2B-$10B USD) Kensington Capital Acquisition (NYSE:QS); QuantumScape integrates new separator process into battery production; QS: +31.87% Puyi ADR (MAAS): -20.8% Sustainable Opportunities Acqui (TMC): +15.71% LZ Tech Holdings (LZMH): -11.88% SVF Investment 3 (SYM): +9.88% TSLL (TSLL): -9.06% Small-Cap Stock Movers (Market Cap:$300M-$2B USD) Torrid Holdings Inc. Announces Pricing of Secondary Offering of Common Stock and Concurrent Share Repurchase; CURV: -38.24% Anbio Biotechnology (NNNN): +29.11% UP Fintech Holding (TIGR): +22.82% Yatsen Holding (YSG): +16.67% Thunder Bridge Acquisition II Ltd (INDI): +14.44% For real-time, market-moving news, join Investing Pro. This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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Mega-Cap TMUS, GOOGL Lead Market Cap Stock Movers on Friday Friday’s trading session is marked by notable movements in both mega-cap and large-cap stocks, with significant intra-day stock shifts based on the latest company news and market dynamics. Among the most impactful movers are Metropcs Communications (NASDAQ:TMUS) and Google Inc (NASDAQ:GOOGL), both experiencing substantial percentage changes in their stock prices. Mega-Cap Movers: T-Mobile Reaches 5G Advanced Nationwide Milestone (WA:MMD); Metropcs Communications (TMUS): -10.0% Trump Administration Pressures Europe To Reject AI Rulebook; Google Inc (GOOGL): +2.2% United Health Group (NYSE:UNH): -2.67% AbbVie Reports First-Quarter 2025 Financial Results; AbbVie Inc (NYSE:ABBV): +0.44% Large-Cap Stock Movers: Avantor shares rise as Q1 earnings meet expectations; Avantor Inc (NYSE:AVTR): -15.48% Kinsale Capital Group Reports First Quarter 2025 Results; Kinsale Capital Group Inc (NYSE:KNSL): -14.34% Erie Indemnity Reports First Quarter 2025 Results; Erie Indemnity Co (ERIE): -12.38% Aon shares fall as q1 earnings miss estimates; Aon Corp (NYSE:AON): -9.83% Comfort Systems USA stock soars 10.9% on Q1 earnings beat; Comfort Systems USA Inc (NYSE:FIX): +5.44% Intel Reports First-Quarter 2025 Financial Results; Intel Corp (NASDAQ:INTC): -7.94% Encompass Health stock up 3% on strong Q1 results, raised guidance; HealthSouth Corp (NYSE:EHC): +8.97% Charter Announces First Quarter 2025 Results; Charter Communications (NASDAQ:CHTR): +8.17% Centene (NYSE:CNC) tops Q1 estimates, raises 2025 revenue outlook on strong enrollment; Centene (CNC): -7.06% Mid-Cap Stock Movers: Saia (NASDAQ:SAIA) Reports First Quarter Results; Saia (SAIA): -27.56% AppFolio, Inc. (NASDAQ:APPF) Announces First Quarter 2025 Financial Results; Appfolio Inc (APPF): -13.25% Biohaven Pharmaceutical Holding Co (NYSE:BHVN): -13.06% Coherent (NYSE:COHR): +7.03% FLAGSTAR FINANCIAL, INC. REPORTS FIRST QUARTER 2025 GAAP NET LOSS ATTRIBUTABLE TO COMMON STOCKHOLDERS; New York Community Bancorp (NYSE:{{39244|FLFLG): +5.32% Ryan Specialty Group Holdings (RYAN): -7.32% Pony AI partners with Tencent for Robotaxi push; Pony Ai Inc (PONY): +0.26% Sensient Technologies beats Q1 earnings, stock rises on strong outlook; Sensient Technologies Corp (NYSE:SXT): +6.0% Small-Cap Stock Movers: SES AI authorizes $30 million stock repurchase plan; Ivanhoe Capital Acquisition (SES): +30.25% Cantor Equity Partners Class A (CEP): +26.41% For real-time, market-moving news join Investing Pro. This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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Is Meta Platforms (META) The Mega Cap Stock Gaining Bullish Momentum This Week? - Yahoo Finance Is Meta Platforms (META) The Mega Cap Stock Gaining Bullish Momentum This Week?  Yahoo Finance

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Nvidia, Tesla Slide Among Mega-Cap Movers on Wednesday Blog Mobile Portfolio Widgets About Us Advertise Help & Support Authors Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks. Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed. Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website. It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website. Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers.

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The Mag 7 Are Dead Money. 6 ‘Megacap’ Stocks to Buy Instead. - Barron's The Mag 7 Are Dead Money. 6 ‘Megacap’ Stocks to Buy Instead.  Barron's

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US #midcaps (less exposure to global growth risks) roughly 25% of revenues for S&P 400 Mid Cap index are derived from foreign sources, while that figure is nearly 50% for #megacap stocks and indices, chart @MorganStanley

🦄 How Google, Microsoft And Amazon Are Raiding AI Startups For Talent
— CNBC

https://www.youtube.com/watch?v=9jwXZhXi-TA

#AI #antitrust #monopoly #megacap

Net #call volume on #megacap #growth and #tech #stocks are rising to pandemic-boom levels, without the #stimulus and #zerorates. This is a good setup for an eventual reversal when "everyone is in the pool."

#MegaCap #tech may not be worth the risk – S&P 500 index gains are expected to be concentrated in 2H2024, chart @GoldmanSachs