Broadcom and Oracle Propel ’Ten Titans’ to Dominate 39% of S&P 500

Broadcom (AVGO) and Oracle (ORCL) have emerged as two of the top-performing mega-cap growth stocks in 2025, with gains of 19% and 36% respectively following strong earnings reports. Their ascent has reshaped the market landscape, joining the ranks of the so-called 'Ten Titans'—a group that now commands 39.1% of the S&P 500's weight. This elite cohort, which includes tech giants like NVIDIA (NVDA), Microsoft (MSFT), and Apple (AAPL), underscores the outsized influence of AI-driven growth on equity markets.

The S&P 500's 70% rally since 2023 owes much to artificial intelligence, with these titans capitalizing on semiconductors, cloud infrastructure, and automation. While cryptocurrencies weren't mentioned in this equities-focused narrative, the parallel rise of AI-centric blockchain projects suggests converging themes in tech-driven asset appreciation.