According to @KobeissiLetter, three of the S&P 500's top four performers in 2025 were data storage stocks as AI-driven spending accelerated, with Sandisk (SNDK) up 559%, Western Digital (WDC) up 284%, and Seagate (STX) also among the leaders (source: @KobeissiLetter). For traders, this underscores momentum and relative-strength setups in AI infrastructure beneficiaries, with WDC and STX remaining primary watchlist names for continuation on pullbacks to prior breakout zones and on fresh AI capex headlines (source: @KobeissiLetter). Cross-asset, crypto participants tracking the AI narrative can monitor whether risk-on flows from AI-equity rallies spill over into AI-linked tokens and broader market beta during headline spikes (source: @KobeissiLetter).

According to @StockMKTNewz, as of Nov 29, 2025, there are 10 S&P 500 stocks that have more than doubled year-to-date: Western Digital (WDC) +262.5%, Robinhood (HOOD) +244.9%, Seagate (STX) +220.6%, Micron (MU) +181%, Newmont (NEM) +143.8%, Warner Bros. Discovery (WBD) +127.1%, Palantir (PLTR) +122.7%, Lam Research (LRCX) +116%, Amphenol (APH) +102.9%, and Intel (INTC) +102.3%, source: @StockMKTNewz.

According to @StockMKTNewz, the top S&P 500 performers year-to-date in 2025 are HOOD +249%, WDC +180%, STX +161%, NEM +144%, MU +140%, PLTR +136%, LRCX +96%, AMD +93%, NRG +87%, APP +85%, INTC +85%, CVS +84%, GEV +82%, APH +81%, and GE +80% (source: @StockMKTNewz). The list is concentrated in semiconductors and data storage, alongside a leading retail broker, indicating leadership in high-beta risk exposures (source: @StockMKTNewz). For crypto traders, HOOD’s outsized move is noteworthy because Robinhood offers crypto trading alongside equities, making it a direct public-market proxy for retail crypto activity (source: Robinhood Markets, Inc., Crypto product and regulatory disclosures).

According to @StockMKTNewz, 35 U.S.-listed stocks set new all-time highs intraday on Sep 23, 2025, including JPM, TSM, GS, AXP, GE, CAT, WFC, HOOD, WDC, STX, and WELL; source: @StockMKTNewz. The source also lists APH, APP, AU, AVAV, BK, CCJ, CLS, CMI, DGX, FLEX, HWM, IONQ, IREN, LRCXX, MCK, MS, NBIS, NEM, NU, QBTS, RGTI, TDY, and TPR among the names hitting all-time highs; source: @StockMKTNewz. For crypto-equity traders, note that HOOD, IONQ, QBTS, RGTI, and IREN are included in today’s all-time-high tape; source: @StockMKTNewz.