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The hottest corner of the artificial-intelligence trade keeps getting hotter.
The biggest recent beneficiaries of AI excitement haven’t been makers of core AI processors like Nvidia
NVDA and Advanced Micro Devices AMD, but rather makers of memory and storage components. With increases of more than 200% each, Western Digital WDC, Micron Technology MU and Seagate Technology Holding STX shares were the three biggest gainers in the S&P 500 SPX in 2025, when looking at companies that were in the index for the duration of the year.
