Sreedev KrishnakumarJul 31, 2025

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 45-year period to answer some of these questions.

https://www.hindustantimes.com/editors-pick/tracking-the-world-s-most-valuable-companies-number-theory-101753931472440.html

#NVIDIA #Megacap #MarketCap #Companies #StockMarket #Finance #DataViz

Don Curren 🇨🇦🇺🇦Jun 25, 2025
1 “Since the Trump election, “Bro #Billionaire” #stocks have surged 45%, while the #Russell2000 has declined 7%, underscoring a sharp divergence between #mega-cap #tech names and smaller domestic-focused firms. 🧵
Show threadDon Curren 🇨🇦🇺🇦Apr 25, 2025
2 Bloomberg: “There was a reason why the #mega-cap #tech #stocks were dominating the rally in 2023 and 2024 — they were making huge #profits, while almost everybody else was floundering,” said Matt Maley, chief strategist at Miller Tabak + Co #markets #Stocks

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Bluesky

Bluesky Social
🚨 Live Stock Market NewsFeb 26, 2024
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."
Show threadHistoPol (#HP) 🏴 🇺🇸 🏴Nov 20, 2023

@TheGuardian

(11/n)

...cutting interest rates.

#Microsoft’s shares advanced 1.4%, notching a record high after CEO #SatyaNadella said Altman is set to join the company to lead a new advanced #AI research team.

The information technology sub-index housing the stock was among top sectoral gainers, up 0.7%.

Other #megacap stocks were mixed, with #Amazon.com edging 0.7% higher, while Alphabet slipped 0.4%...

acemaxxJul 6, 2023
Beneath the surface are 2 market dynamics: #megacap tech stocks, which account for the lion’s share of positive market performance y-t-d, and everything else -- #earnings contribution to the index of those Top 10 stocks is just 21.5%, chart Meera Pandit @JPMorganAM
acemaxxJun 11, 2023
(#recession and stock markets) #Europe trades at a significant discount to the U.S. Even if you strip out US #megacap tech, European stocks are at a 16% discount to the US, wider than the 10y average of -8%, chart @JPMorganAM
acemaxxJun 7, 2023
S&P 500 market momentum is slowing - The #equity risk premium of #megacap tech leaders is at or below zero, indicating poor risk/reward, chart @MorganStanley
acemaxxMar 9, 2023
Despite the slower growth for #ecommerce and online #advertising expected this year in the US, analysts say #megacap stocks could emerge stronger in 2024 and beyond, chart @MorganStanley