▲ 16 r/TheVisualInvestors
I looked into the top and bottom 10 S&P 500 stocks by YTD return in 2026
I went through the S&P 500 YTD winners and losers list, and the biggest pattern looks pretty AI-driven to me.
A lot of the winners are in storage, optics, semis, cooling, and power infrastructure, basically the parts of the market benefiting when AI spending turns into real hardware buildout.
At the same time, some software and premium growth names are lagging. So to me, this does not really look like “tech is weak.” It looks more like AI infrastructure winners are outperforming, while parts of SaaS are now having to prove they still have pricing power.
What do you all think the best and worst industries will be in 2026? Would love to hear more views here.
u/ZS-Portfolio — 6 days ago