Wall Street Weighs In: Microsoft, Apple, and Amazon as Top Mega-Cap Tech Picks
Mega-cap tech stocks—Microsoft (MSFT), Apple (AAPL), and Amazon (AMZN)—continue to dominate investor discussions as safe havens amid macroeconomic uncertainty. Microsoft's stock has surged 20% year-to-date, fueled by robust Q4 FY25 earnings and a 34% growth in Azure cloud services. The company's strategic integration of AI across its product suite further solidifies its market position.
Apple and Amazon remain key contenders, though Wall Street's current favor tilts toward Microsoft's cloud and AI-driven growth. Analysts highlight Azure's $75 billion annual revenue milestone as a testament to its scalability. Meanwhile, Amazon's e-commerce resilience and Apple's ecosystem strength keep them in the race for mega-cap supremacy.