This year's hottest themes in the US stock market Top 10: Gold mines rank first, uranium mines second
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Bank of America summarized the hot themes in the U.S. stock market so far in 2025: gold miners up 116%, uranium miners up 83%, global defense technology up 81%. Rare earths up 72%, artificial intelligence up 50%. Blockchain up 49%, Chinese tech stocks and European financial stocks both up 48%. Troubled tech stocks up 44%, global small-cap value index up 37%
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