Artificial intelligence stocks continue to lead the market, so it's no surprise that they dominate the S&P 500. Palantir Technologies and GE Vernova are the top-performing S&P 500 stocks. Nvidia partner Super Micro Computer, Seagate Technology and NRG Energy round out the top five AI-related S&P 500 stocks.
NRG Energy stock is the one that isn't in the S&P 500's overall five best, with gold miner Newmont nabbing the No. 4 slot.
Nvidia, the ultimate AI stock, has doubled from its April 7 intraday low. For the year, Nvidia stock is up a solid but not spectacular 29.2%.
Palantir and GE Vernova stock are on IBD Leaderboard. Palantir stock is on SwingTrader and the IBD 50.
Top S&P 500 AI Stocks
| Company | Ticker | YTD return |
|---|---|---|
| Palantir Technologies | PLTR | 109.97% |
| GE Vernova | GEV | 95.97% |
| Super Micro Computer | SMCI | 78.71% |
| Seagate Technology | STX | 74.82% |
| NRG Energy | NRG | 73.56% |
Palantir Stock
Palantir stock has surged 110% in 2025, the clear S&P 500 leader and setting the pace in 2024. The AI data analytics firm is extended from several buy points or add-on entries in the past few months. The relative strength line is at an all-time high, reflecting PLTR stock's outperformance of the overall S&P 500.
Palantir earnings are due on Aug. 4.
GE Vernova Stock
GE Vernova stock has soared 96% so far this year. Last week, GEV stock soared after the gas-turbine maker beat views, though earnings fell. CEO Scott Strazik said the industry is at the beginning of an "investment supercycle" and that GE Vernova's long-term potential is "accelerating faster."
GE Vernova stock's RS line has been hitting new highs for months.
Super Micro Stock
Super Micro stock has rallied 78.7% in 2025. The AI server maker and Nvidia partner skyrocketed in early 2024, then crashed to late last year amid accounting woes, which haven't been resolved yet. Still, shares have more than tripled since mid-November.
SMCI stock cleared an aggressive 47.80 in late June after rebounding from the 10-week line.. By mid-July, Supermicro had topped a 50.55 handle buy point for a very deep base. On Friday, shares just topped an alternate handle of 54.20. The RS line for SMCI is around five-month highs.
Super Micro earnings for fiscal Q4 are due Aug. 5.
Seagate Stock
Seagate stock has jumped 74.82% this year, making it the fourth-best S&P 500 AI stock. The memory play has easily doubled from early April lows, running above the top of a long consolidation by late May. STX stock has been consolidating, forging a three-weeks-tight pattern with a 153.88 buy point. However, Seagate earnings are due Tuesday, July 29.
S&P 500 Stocks: NRG Energy
NRG Energy stock has run 73.6% higher in 2025. That includes a 26% earnings gap on May 12. Since then shares of the electric utility producer have consolidated in a range. Investors could use 162.33 as a buy point. In another week, NRG stock could have a flat base with a 168.57 buy point.
Shares gapped up on Wednesday, July 23, as a key power auction pointed to sharply higher U.S. electricity prices for the coming year. NRG briefly topped the 162 area intraday, but pulled back to around the 10-week line by Friday's close.
NRG Energy earnings are scheduled for Aug. 6.
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