Web Reference: Dec 26, 2025 · By late December, these tech titans collectively accounted for nearly 35% of the S&P 500’s total market value. The timeline of this ascent was marked by several critical milestones, most notably in October 2025, when Nvidia (NASDAQ: NVDA) became the first company in history to surpass a $5 trillion market capitalization. Oct 1, 2025 · Tech stocks continued to outperform the rest of the market in the third quarter, building on the blistering rally that began after the market hit a low in April. Jun 27, 2025 · Wall Street strategists say the AI-driven Big Tech boom has more room to run, with valuations still attractive amid a broadening market rally.
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