Key Points
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In 2025, Netflix (NASDAQ: NFLX), Oracle (NYSE: ORCL), and Broadcom (NASDAQ: AVGO) have seen stock increases of 39.7%, 38.4%, and 18.4%, respectively, far outpacing the S&P 500’s 6.4% gain.
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Netflix has a market capitalization of $529.9 billion, with a renewed focus on quality and variety of content driving subscriber loyalty.
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Oracle reported a 27% rise in cloud revenue in Q4 fiscal 2025 and expects 40% growth for fiscal 2026.
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Broadcom’s market cap reached $1.29 trillion, fueled by demand for its custom AI chips that are crucial for modern data centers.
So far in 2025, Netflix, Oracle, and Broadcom have experienced significant stock price increases, with respective gains of 39.7%, 38.4%, and 18.4%, well above the S&P 500’s 6.4% increase. Netflix’s market cap now stands at $529.9 billion, primarily driven by its improved content strategy and subscriber loyalty. Oracle is capitalizing on AI investments with a 27% increase in cloud revenue for Q4 of fiscal 2025, forecasting a further 40% growth in fiscal 2026. Broadcom has reached a $1.29 trillion market cap, thanks to its specialized AI chips that are essential for modern data centers.
