Tech Titans Roar Back: Goldman Sachs Reveals 3 Trends Driving Big Gains
BullRushWednesday, Jun 4, 2025 5:34 am ET
1min readAs investor sentiment shifts, powerful tech names like Apple, Amazon, Alphabet, Meta, Microsoft, Nvidia, and Tesla are making a comeback in institutional portfolios. Strong earnings momentum, a supportive buyback environment, and AI-driven growth are driving this trend. Despite market jitters, the Mag 7 have posted their strongest positive EPS surprise since Q3 2023, signaling renewed investor confidence in Big Tech as a defensive growth play. With more than $100 billion in authorized repurchases queued up, investors could see strong technical support. AI tailwinds are re-accelerating, and hedge funds are quietly loading up on these stocks.
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