Magnificent

Wall Street’s tech darlings are losing their shine in 2025, as a new class of large-cap companies — particularly Broadcom, Oracle and Palantir — is rewriting the S&P 500 leaderboard…

One fund manager says to ditch Tesla and Apple and buy Oracle and Broadcom. Here’s why.

Daniel Loeb’s Third Point sold off its stakes in electric-vehicle maker Tesla Inc. and social-media giant Meta Platforms Inc. during the first quarter and cut its position in Amazon.com Inc.…