This year's hottest themes in the US stock market Top 10: Gold mines rank first, uranium mines second

Wallstreetcn
2025.09.27 00:45
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Bank of America summarized the hot themes in the U.S. stock market so far in 2025: gold miners up 116%, uranium miners up 83%, global defense technology up 81%. Rare earths up 72%, artificial intelligence up 50%. Blockchain up 49%, Chinese tech stocks and European financial stocks both up 48%. Troubled tech stocks up 44%, global small-cap value index up 37%

Bank of America summarized the hot themes in the U.S. stock market so far in 2025:

  • Gold miners have surged, up +116% year-to-date.

  • Uranium skyrocketed +83%, followed closely by global defense technology at +81%.

  • Rare earths increased +72%, while artificial intelligence remained strong at +50%.

  • Blockchain (+49%), Chinese tech stocks (+48%), and European financial stocks (+48%) held steady.

  • Even underperforming tech stocks rose +44%, and the global small-cap value index increased +37%.

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