---
title: "Review of U.S. stocks in the first half of 2025: Top Gainers"
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/31432338.md"
description: "After a year of recovery following adjustments, the U.S. stock market has largely recouped its losses and shown structural highlights. From the AI wave, geopolitical shifts, to policy fluctuations, the market faced significant challenges but quietly rebounded in the second quarter. 🔄 Overall market performance: A clear V-shaped recovery At the beginning of the year, driven by the AI boom, the U.S. stock market got off to a strong start. Subsequently, policy uncertainties led to a pullback, with the three major indices turning negative at one point. By June, as market sentiment recovered..."
datetime: "2025-07-03T03:48:59.000Z"
locales:
  - [en](https://longbridge.com/en/topics/31432338.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/31432338.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/31432338.md)
author: "[小财说金](https://longbridge.com/en/profiles/9219512.md)"
---

> Supported Languages: [简体中文](https://longbridge.com/zh-CN/topics/31432338.md) | [繁體中文](https://longbridge.com/zh-HK/topics/31432338.md)


# Review of U.S. stocks in the first half of 2025: Top Gainers

After a year of recovery following adjustments, the U.S. stock market has largely regained lost ground, showcasing structural highlights.  
From the AI wave and geopolitical shifts to policy fluctuations, the market faced significant challenges but quietly rebounded in the second quarter.  
🔄 Overall Market Performance: A Clear V-Shaped Recovery  
At the beginning of the year, the U.S. stock market started strong, driven by the AI boom.  
Subsequently, policy uncertainties led to a pullback, with the three major indices turning negative at one point.  
By June, as market sentiment improved, the major indices turned positive for the year:  
Dow Jones: +1.28%  
Nasdaq: +3.12%  
S&P 500: +3.58%  
🚀 Structural Highlights: Emerging Sectors Show Strong Performance  
1️⃣ Newly Listed Stocks  
Circle (CRCL.US): The first stablecoin company to go public surged over +618%  
CoreWeave (CRWV.US): AI computing provider, up over +331% since listing  
2️⃣ Safe-Haven Assets Rise  
Gold hit a record high ($3500/oz), benefiting gold stocks  
AngloGold Ashanti: +105%  
Gold Fields (GFI.US): +84%  
3️⃣ AI and Defense/Security Remain in Focus  
Palantir (PLTR.US): +90%  
Cloudflare (NET.US): +73%  
4️⃣ Financial Sector Rebounds, Especially European Banks  
Santander: +84%  
Deutsche Bank: +76%  
5️⃣ New Economy Concept Stocks Gain Strength  
Robinhood: +120%  
Roblox: +81%  
📉 "Tech Giants" Show Diverging Trends  
Strong Performers: $Meteoric Resources NL(MEI.AU) Meta (+22%), Microsoft, $NVIDIA(NVDA.US) Nvidia, $Netflix(NFLX.US) Netflix, $Taiwan Semiconductor(TSM.US) TSMC, Broadcom  
Under Pressure: $Apple(AAPL.US) Apple (-20%), $Tesla(TSLA.US) Tesla (still down -15% YTD)  
🔍 Institutional Views and Outlook  
Morgan Stanley's recent report suggests:  
S&P 500 target of 6500 points in the next 12 months  
Focus on "high-quality, low-leverage, undervalued" sectors  
Select opportunities in defensive industries  
📌 In Summary:  
In the first half of 2025, the U.S. stock market remains volatile but offers many noteworthy sectors and opportunities.  
From AI and cryptocurrencies to gold and finance, each sector tells its own story.

### Related Stocks

- [NVIDIA Corporation (NVDA.US)](https://longbridge.com/en/quote/NVDA.US.md)
- [Netflix, Inc. (NFLX.US)](https://longbridge.com/en/quote/NFLX.US.md)
- [Taiwan Semiconductor Manufacturing Company Limited (TSM.US)](https://longbridge.com/en/quote/TSM.US.md)
- [Apple Inc. (AAPL.US)](https://longbridge.com/en/quote/AAPL.US.md)
- [Tesla, Inc. (TSLA.US)](https://longbridge.com/en/quote/TSLA.US.md)
- [Meteoric Resources NL (MEI.AU)](https://longbridge.com/en/quote/MEI.AU.md)