The S&P 500’s tilt toward growth and tech stocks means there is still strong growth potential ahead from the AI trade. Its balanced exposure to several other sectors ensures that it can capture outperformance from other areas of the market should conditions change.
Source: https://www.fool.com/investing/2025/12/29/forget-stocks-sp-5…
The S&P 500 has climbed in recent years and finished 2025 with a 16% gain, and growth stocks have fueled the momentum. This has led to high valuations, especially among growth stocks.
CrowdStrike continues to be the leader in the next-generation endpoint security space. SentinelOne appears to have had the biggest positive change in sentiment among channel partners.
TransMedics, KORU Medical Systems and Cardinal Health beat the S&P 500 as execution, earnings visibility and company-specific catalysts drove gains.
