Top Performing US Stocks in 2025: AI-Driven Storage
As 2025 comes to a close, the US stock market has delivered strong returns, with the S&P 500 gaining approximately 16-17%. This marks the third consecutive year of double-digit growth, largely propelled by the ongoing artificial intelligence (AI) revolution and massive investments in data infrastructure. For Non-Resident Indians (NRIs) investing in US markets through NRI accounts or international portfolios, these gains highlight exciting opportunities in tech and related sectors.
While tech leaders like Nvidia posted solid returns (around 35-39%), the standout performers in 2025 were companies in data storage and memory—essential for powering AI data centers. Hyperscalers such as Microsoft, Amazon, Alphabet, and Meta committed over $440 billion to AI expansions, driving explosive demand for storage solutions.
NRIs searching for top performing US stocks 2025 or best US stocks for NRI investment 2025 will note that data storage dominated the charts. Here’s a look at the top performing stocks in the US market 2025 from the S&P 500, based on year-to-date percentage gains.
Top Performing Stocks in the US Market 2025
- SanDisk (SNDK) – Up ~594-596% The clear leader, SanDisk (spun off from Western Digital in February 2025) surged post-IPO due to booming demand for NAND flash storage in AI applications.
- Western Digital (WDC) – Up ~292-303% Focusing on hard disk drives and enterprise storage, WDC capitalized on cloud and AI-driven data needs.
- Micron Technology (MU) – Up ~222-235% Micron’s high-bandwidth memory (HBM) and DRAM products were in high demand for AI training, with supplies sold out.
- Seagate Technology (STX) – Up ~226-228% A key player in high-capacity drives, Seagate benefited from mass storage requirements for AI datasets.
- Robinhood Markets (HOOD) – Up ~215-225% The retail trading app gained from heightened volumes in crypto and AI stocks, plus S&P 500 inclusion.
Other notable mentions include Palantir Technologies (PLTR) with strong AI software performance and several new S&P additions delivering triple-digit returns.
Why Data Storage Stocks Dominated 2025 – Opportunities for NRIs
The AI infrastructure boom shifted focus from chip designers to “picks and shovels” providers like storage firms. As NRIs diversify portfolios beyond Indian markets, US tech stocks offer exposure to global growth themes. Many NRIs invest via NRE/NRO accounts, mutual funds, or direct brokerage—consulting with experts can help navigate repatriation and tax implications under DTAA.
This evolution in the AI rally rewarded companies handling the data explosion, making them attractive for long-term NRI holdings.
Broader US Market Performance in 2025
- S&P 500: +16-17%
- Nasdaq Composite: Higher gains due to tech focus
- Dow Jones: +13%
Major indices advanced despite early volatility from tariffs and economic concerns.
Outlook for 2026: Should NRIs Consider These Top Stocks?
Past performance isn’t a guarantee, but sustained AI demand could support these sectors. Valuations are elevated, so NRIs should prioritize diversification—perhaps through US ETFs or index funds accessible via international platforms.
Stay connected with NRI Globe for more US stock market updates 2025-2026, NRI investment tips, and global financial insights tailored for the Indian diaspora.
Disclaimer: This article is for informational purposes only and not investment advice. Performance data as of December 31, 2025. NRIs should consult financial advisors for personalized guidance.
