AI stocks flew high in 2025 despite year-end volatility. Palantir and Lam look overvalued, but opportunities remain.

The biggest stocks got bigger this year, breaking multi-trillion-dollar milestones.

Alphabet and Teradyne post big gains, while Salesforce and Adobe were down in the quarter.

Oracle’s cloud database business is riding the AI wave.

Micron, Palantir, Adobe, and Apple are among 2025’s best and worst performers so far.