News Summary

• The stock market continues to reward companies positioned at the intersection of technological innovation and essential infrastructure.
• Palantir's 113% gain represents the single best performance among large-cap S&P 500 stocks in 2025.
• GE Vernova's 90% surge reflects the market's recognition of the critical role energy infrastructure plays in supporting AI and data center expansion.
• Howmet's 70% appreciation reflects the robust recovery of the aerospace industry and the company's specialized positioning in advanced components for aerospace and defense applications.