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From: Julius Wong8/8/2025 5:28:54 PM
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10 stocks return 80% of S&P 500’s gains since ‘Liberation Day’

Aug. 08, 2025 11:43 AM ET
By: Monica L. Correa, SA News Editor

Just 10 big stocks encompass about 80% of the S&P 500 ( SP500) since Liberation Day.

Those include the Magnificent 7 stocks, plus Broadcom ( AVGO), Oracle ( ORCL), and Palantir ( PLTR), according to BofA Securities.

  • Palantir ( PLTR) – Opened 82.40 on April 2, up 127.4%.
  • Broadcom ( AVGO) – Opened 166.08 on April 2, up 84%.
  • Oracle ( ORCL) – Opened 139.86 on April 2, up 78%.
  • Nvidia ( NVDA) – Opened 107.29 on April 2, up 70.5%.
  • Microsoft ( MSFT) – Opened 377.97 on April 2, up 37.8%.
  • Meta Platforms ( META) – Opened 574.91 on April 2, up 33.1%.
  • Tesla ( TSLA) – Opened 254.60 on April 2, up 30.9%
  • Alphabet ( GOOGL) – Opened 155.15 on April 2, up 30.4% since then.
  • Amazon ( AMZN) – Opened 187.66 on April 2, up 19%.
  • Apple ( AAPL) – Opened 221.32 on April 2, up 1.2%.
The S&P 500 ( SP500) opened 5,580.76 on Liberation Day, and to date it has advanced 14.3%.

This is a U.S. stock concentration, “but reinforced by pro-monopoly American First policy,” said Michael Hartnett, chief investment strategist at BofA.
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