Jun. 30 at 9:01 PM
H1 2026 is officially done - here are the top S&P 500 performers so far this year.(2)
$MRVL +250% - AI networking demand re-rating core infrastructure
$DELL +243% - AI server cycle expansion driving earnings repricing
$GLW +192% - optical + connectivity layer benefiting from data growth
$AMAT +181% - semiconductor equipment cycle strength returns
$AMD +171% - AI compute competition and GPU demand expansion
The key takeaway isn’t just performance - it’s how tightly capital rotated into the physical backbone of AI.