Reviewed by Gotrade Internal Analyst
Jakarta, Gotrade News - 2025 has been a pivotal year for the US stock market, with massive gains seen way outside the usual big tech names.
The investor shift towards physical infrastructure and safe-haven assets is creating new growth opportunities you really need to watch right now.
Key Takeaways
- AI hardware sectors are seeing triple-digit gains, driven by memory demand and data infrastructure.
- Gold and mining stocks are rallying sharply right alongside the tech and growth sectors.
- Alphabet is leading the Magnificent Seven performance thanks to Gemini AI and major institutional interest.
Quartz reports massive surges in AI support hardware this year. Micron Technology, Inc. is leading the charge with a 210 percent jump, thanks to high-bandwidth memory demand hitting record revenues.
We're seeing a similar vibe with data storage players like Western Digital Corporation skyrocketing up to 275 percent by late December. Lam Research Corporation also closed the year around the $170 level after climbing nearly 150 percent from its starting position.
Positive sentiment on AI infrastructure is boosting strategic software companies too. Palantir Technologies Inc. recorded a 157 percent gain driven by growing government contracts and data-based decision-making solutions.
This market enthusiasm is hitting retail trading volumes hard. Robinhood Markets, Inc. shares jumped 209 percent as transaction activity for stocks and crypto assets by individual investors picked up steam.
A unique phenomenon is happening: gold prices are rallying right alongside the tech sector. Market data shows global gold prices surged 70 percent year-to-date through late December.
This commodities boom is the main catalyst for global gold miners. Newmont Corporation posted gains of over 180 percent, followed by Agnico Eagle Mines Limited growing 130 percent.
The Magnificent Seven group posted moderate average gains of around 20 percent throughout 2025. However, Alphabet Inc. managed to break away from the pack with a price surge reaching 60 percent.
The Google parent's impressive performance is fueled by Gemini AI developments and investment interest from Berkshire Hathaway. This signals that investors are getting picky, choosing large-cap assets that have specific growth triggers.
Reference:
- Quartz, The stocks that won 2025 — and what they say about the market. Accessed on December 26, 2025
- Featured Image: Shutterstock
Disclaimer
Gotrade is the trading name of Gotrade Securities Inc., registered with and supervised by the Labuan Financial Services Authority (LFSA). This content is for educational purposes only and does not constitute financial advice. Always do your own research (DYOR) before investing.
