Winners & Lossers of the S&P 500 in 2025
SanDisk led the group with nearly 600% returns, driven by surging demand for NAND flash after its spinoff from Western Digital. - Western Digital followed close behind, while Seagate also ranked among the top performers. - Micron posted another standout year as high-bandwidth memory became essential for powering advanced GPUs. Outside of the memory players, Palantir made the list yet again, marking its third consecutive year of triple-digit returns Among the worst performers in the S&P 500 were Trade Desk and Fiserv. - Trade Desk struggled after posting its first revenue miss in eight years, alongside heavier competition in digital advertising. - Fiserv sold off sharply after cutting guidance unexpectedly, triggering an ongoing lawsuit tied to alleged inflated growth claims. Consumer names like Deckers and Lululemon also suffered as valuations reset and domestic growth slowed. Research firms such as Gartner and FactSet were hit as well, as AI is increasingly viewed as a structural threat to premium data and research models