JPMorgan shares have gained 24% this year compared to a 19% rise in the KBW Bank Index.
Google's parent stock price has fallen more than 20% from a July peak.
The search giant has been plowing excess cash into share buybacks for years.
The businesses owned by Warren Buffett's Berkshire range from insurance to railroads and ice cream
The chip giant's shares have surged 46% this year and added about $560 billion in market value.
The company has been the most valuable publicly listed company since July 2022.
A market frenzy for all things AI-related has supercharged Microsoft shares this year.
Client money is moving from "sweep accounts" into money market funds at a rate of $20 billion a month, Morgan Stanley said.
It's still by far the most expensive Big Tech stock at 34 times profits expected over the next 12 months.
Goldman's new price target of $199 implies 32% upside from the stock's last close.