The shares of major technology in Wall Street continue to export the investment scene, in light of accelerating economic transformations, successive changes in the features of the global market, driven by historical artificial intelligence wave, and unnoticed challenges.
While the first half of the year 2025 drew a different performance panel for major shares, where the gains and losses varied according to technical policies and developments and other internal factors, the second half of the year enters great momentum and high expectations, but it is also not without the opposite winds and fluctuations expected.
Despite the rise of shares of companies such as Meta, Microsoft and Envide, others such as Tesla, Apple and Alabet are sharp pressure, which reflects the fragility of some growth axes in front of political tensions and organizational risks. On the other hand, the markets show a clear appetite for investing in the high computing sectors, cybersecurity and security centers, amid increasing hopes of reducing interest rates and expanding spending on digital infrastructure.
The performance of the “seven great” in the first half
During the first half of 2025, stock markets in Wall Street witnessed noticeable fluctuations among the most prominent major technology companies known as the “Seven Great”. The performance of these companies has varied between wide gains with the support of the mutation of artificial intelligence and noticeable declines, reflecting the state of ambiguity and challenges facing the sector in light of accelerated economic transformations.
According to the accounts of the “statement”, the green color overcame three major major technology companies, while the shares of three other companies decreased, and one company shares stabilized .. The list of heights was topped annually within the shares of technology, Meta, which recorded a growth of about 26% during the first half, after it rose from 585.51 dollars by the end of the year 2024 to $ 738.09 at the end of June.
The shares of Microsoft also jumped by approximately 18% from $ 421.50 to $ 497.41 at the end of the first half of the year. It was followed by the shares of the chips giant Invidia, with the support of increasing demand for artificial intelligence chips in light of the momentum witnessed by the sector, to jump by 17.65% from 134.29 dollars to 157.99 dollars.
The shares of the electric car maker, Tesla, topped the list of declining shares of major technology in Wall Street in the first half, low by more than 21% from 403.84 dollars at the end of 2024 to 317.66 dollars at the end of the first half, after the company witnessed unjust wind The efficiency of the government, before his withdrawal and a sharp attack on the American president before recently announced the formation of a political party. The shares of the company also face winds also linked to the Trump tax law that eliminates the privileges and preferences of electric cars.
As for the iPhone maker, Apple, its shares decreased by 18% in the first half (from 250.42 dollars to 205.17 dollars), after the company failed to persuade investors of its procedures to keep up with the momentum of artificial intelligence and not reveal new products that meet expectations. Alphabet shares also decreased by 5.8% (from 189.30 dollars to 178.23 dollars). While Amazon’s shares increased by 0.49% to settle at approximately 219 dollars, the same levels that ended in the year 2024.
Among the unpopular roof and risk ambitions, the technology sector in Wall Street entered the second half of 2025 with strong momentum and optimistic expectations, supported by a historical investment wave in artificial intelligence and digital infrastructure.
While the markets are betting on the continued rise of the shares of major technology, challenges are in return for no less weight, from the pressures of high assessments (with which many experts warn of a bubble similar to the Dot com bourear) to geopolitical variables and the mood of the volatile investors.
In this intertwined scene between opportunities and dangers, the major technical companies continue to draw the features of the next stage of the digital revolution, amid anticipation of the market movement and the performance of companies in the decisive half of the year, in which more economic policies of US President Donald Trump and their effects are revealed, including the effects of fees that were postponed to the first of August next.
Expected momentum in the second half
In turn, a professor of computer science, artificial intelligence expert and information technology at Silicon Valley California, Dr. Hussein Al -Omari, explains that he spoke to the statement that most of the indicators and financial analyzes indicate that the shares of technology in Wall Street will continue its strong performance during the second half of the year 2025, driven by an unprecedented investment wave in artificial intelligence and digital infrastructure.
Observers believe that the boom of data centers, semi -conductors, and cloud computing services will be a major driver for growth, with investors focus on companies such as NVIDIA, AMD and Broadcom, which directly benefited from the increasing demand on supercover capabilities. The gains also began to extend to other sub -sectors such as cybersecurity, data networks and electronic chips manufacturing equipment, which reflects the expansion of growth within the technology sector.
On the other hand, it is expected that a possible reduction in interest rates in the second half of the year will play a supportive role for the shares of technology, which is usually affected positively by expansionist monetary policies, according to Al -Omari, who adds: โHowever, some challenges remain, most notably emerging trade tensions, and the high levels of evaluation of some shares, along with the state of geopolitical uncertainty.โ
But he stresses that “despite these dangers, the markets seem to be betting strongly on the continuation of the golden age of technology, taking advantage of the deep transformations led by artificial intelligence, which are not limited to the development of products, but also extend to the reshaping of production patterns and services in the entire world.”
He continues: ยซWe are witnessing a pivotal moment in technological history, as artificial intelligence companies are not only a crane of the market, but a driver of a fundamental change in the structure of the global economy … heading towards automation of business, analyzing huge data, and building a high -performance infrastructure, will produce a long -term impact on financial markets. The second half of 2025 will be decisive in consolidating this transformation, with the expansion of the investment base to include medium and emerging companies in the areas of cybersecurity, quantum computing and emerging technologies.
Despite the state of anticipation and caution, the general trend of markets remains positive towards the technology sector, especially in light of the continued known as the digital industrial revolution, which is still in its infancy.
Unjust challenges and winds
On the other hand, the financial market expert, Managing Director of IDT, Mohamed Saeed told Al -Bayan that most technology shares in Wall Street entered the second half of the year 2025 with clear momentum, but there are concrete changes in the mood and directions of investors; After a long period of the dominance of giant technological companies to lead the market, there is an expansion of the investment movement to include other sectors and companies, which gives more balance and flexibility to the general scene, and reflects more realistic health of the markets.
The technological sector is still strongly benefiting from the wave of artificial intelligence, which continues to support the demand for digital infrastructure, electronic slides, and software technologies, especially in light of the strong performance of leading companies such as Inviteia, Microsoft and Mita, since the beginning of the year, while in a happy estimation ยซthere are indications of the possibility of slowing the pace of rapid growth in the profits of those giant companies, which leads investors to search for rewarding opportunities in Medium and small technology companies have strong basics and lower assessments than their fundamental value.
But in general, many analysts’ expectations indicate that the strong performance of the sector continues, especially in light of the risk of reducing American interest rates twice during the second half of the year, which enhances the appetite for risk and gives technological companies a more flexible financing environment. Also, any calm in commercial tensions or improvement in the customs duties file will constitute additional support for the markets.
On the other hand, the financial market expert points out that “the assessments of major technological companies shares are still at very high levels, which may make the market vulnerable to strong corrections in the event of negative surprises in the level of profits, monetary policies, or even geopolitical events.”
In general, the general trend remains positive, but with the necessity of moving from potential correction waves or a short -term profit, especially if sudden developments occurring related to interest rates, commercial conflicts, or rapid competition in the field of artificial intelligence.