
The Top-Performing S&P 500 Companies Share This One Trait

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Top-performing S&P 500 stocks year-to-date are dominated by memory, storage, and AI hardware companies like SanDisk, Western Digital, and Micron. Driven by strong demand for AI infrastructure, these sectors have seen significant surges due to supply shortages and price increases. While the 'Magnificent 7' tech giants invest heavily in AI, capital is currently flowing more into hardware suppliers than the largest consumer tech firms.
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