What stocks are leading the S&P 500 today?

The top gainer is Lam Research, followed by KLA, and then Applied Materials. Each stock is up 7.1% to 8.4%. As we covered earlier, all these semiconductor equipment stocks are reacting favorably to Taiwan Semiconductor’s aggressive capital expenditure plan for 2025.

After those stocks, DexCom is up 5.5%. Then two more AI stocks are among the top performers. Vistra Corp. (NYSE: VST) is up 4.1% and Palantir (Nasdaq: PLTR) is up 4.3%.

 

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