Palantir Leads the Pack as July’s Market Star

In July 2025, Palantir Technologies (PLTR) emerged as the top performer among U.S. stocks, posting a standout monthly gain that significantly boosted its year-to-date performance to 109.4%. Its surge was driven by renewed investor confidence in artificial intelligence applications across government and commercial sectors, alongside stronger-than-expected earnings growth.

Other notable gainers in the S&P 500 included GE Vernova (GEV), which rose 100.7% year-to-date, driven by increasing clean energy adoption and infrastructure investments. Super Micro Computer (SMCI), a prominent player in AI-focused hardware, delivered 93.5% growth, benefiting from rising demand for high-performance computing systems. Utility leader NRG Energy (NRG) climbed 85.3%, while data storage giant Seagate Technology (STX) advanced 81.9%, reflecting investor interest in efficient data center solutions.

Meanwhile, fintech company Sezzle Inc (SEZL), though outside the S&P 500, posted an eye-popping 835.56% year-over-year gain — highlighting the risk and reward of small-cap growth stocks.

Robinhood Markets (HOOD) also captured headlines, delivering a 125% gain for the quarter, aided by stronger user growth and trading volumes.

Overall, PLTR stood out as July’s clear winner among large-cap U.S. stocks, reinforcing its position as a leader in the AI-driven tech landscape.