# 15 S&P 500 stocks are up 100% or more this year — here's what they have in common > Source: > Published: 2026-08-19 13:54:48+00:00 It has been a big year for executives and investors at 15 companies in the S&P 500 ([^GSPC](https://finance.yahoo.com/quote/^GSPC/)), and it's all because of one factor. You guessed it: the Great AI Boom. There are now 15 companies in the S&P 500 up 100% or more this year (see chart below), per Yahoo Finance analysis. Sandisk ([SNDK](https://finance.yahoo.com/quote/SNDK/)) is leading the way with an almost 600% gain on the year amid strong demand for its memory chips at ever higher prices. The list is interesting for several reasons. First of all, chip king Nvidia ([NVDA](https://finance.yahoo.com/quote/NVDA/)) isn't on the list, as its stock is "only" up 18% year to date. Second, on the list are old tech giants that have pivoted hard to partaking in the AI infrastructure build-out — see Dell ([DELL](https://finance.yahoo.com/quote/DELL/)), Intel ([INTC](https://finance.yahoo.com/quote/INTC/)), and Hewlett Packard Enterprise ([HPE](https://finance.yahoo.com/quote/HPE/)). Finally, the list is a sign that the AI trade is broadening beyond hyperscalers like Amazon ([AMZN](https://finance.yahoo.com/quote/AMZN/)) and the aforementioned AI chip leader Nvidia. Marathon Petroleum ([MPC](https://finance.yahoo.com/quote/MPC/)) and Valero ([VLO](https://finance.yahoo.com/quote/VLO/)) are front and center here. If you don't think the many AI data centers being built in this country need a lot of fuel, well, then you are seriously missing a screw. To be sure, this has been another impressive year on the AI front. Nvidia alone hit an all-time high of $236 on May 14, per [Yahoo Finance AlphaSpace](https://finance.yahoo.com/about/promos/gold/alphaspace?100003557) data. That briefly made CEO Jensen Huang's company the most valuable enterprise on earth before a brutal summer sell-off wiped out more than $1 trillion in market cap and sent the stock back into the $190s. The stock has since rallied back to near record highs. The SpaceX ([SPCX](https://finance.yahoo.com/quote/SPCX/)) IPO raised a record $86 billion in June and minted CEO Elon Musk as the world's first trillionaire on the strength of AI-driven Starlink and data center revenue — before the stock plunged back to some form of reality. Microsoft ([MSFT](https://finance.yahoo.com/quote/MSFT/)) has committed $190 billion in capital expenditures for this year, Amazon has guided to $200 billion, Google ([GOOG](https://finance.yahoo.com/quote/GOOG/), [GOOGL](https://finance.yahoo.com/quote/GOOGL/)) to $175 billion, and Meta ([META](https://finance.yahoo.com/quote/META/)) to $145 billion. This is a combined $700 billion-plus spending pledge from four tech beasts aiming to dominate the future of AI. More recently, Nvidia signed a $500 billion financing commitment with Apollo Global Management ([APO](https://finance.yahoo.com/quote/APO/)), Blackstone ([BX](https://finance.yahoo.com/quote/BX/)), BlackRock ([BLK](https://finance.yahoo.com/quote/BLK/)), Brookfield, Goldman Sachs ([GS](https://finance.yahoo.com/quote/GS/)), and KKR ([KKR](https://finance.yahoo.com/quote/KKR/)). *(Disclosure: Yahoo is a portfolio company of funds managed by affiliates of Apollo Global Management.)* Next on the AI docket: possible fourth quarter IPOs for Anthropic ([ANTH.PVT](https://finance.yahoo.com/quote/ANTH.PVT/)) and OpenAI ([OPAI.PVT](https://finance.yahoo.com/quote/OPAI.PVT/)). *Brian Sozzi** is Yahoo Finance's Executive Editor, host of the '**Power Players With Brian Sozzi'** podcast and a member of Yahoo Finance's editorial leadership team. Follow Sozzi on X** @BrianSozzi**,** Instagram**, and** LinkedIn**. Tips on stories? Email brian.sozzi@yahoofinance.com.* **Click here for in-depth analysis of the latest stock market news and events moving stock prices** **Read the latest financial and business news from Yahoo Finance**