Applovin, Super Micro Computer, and Intel: Top Large-Cap Gainers Last Week

In the ever-evolving landscape of the stock market, last week saw some remarkable performances from large-cap stocks. Among the top gainers were Applovin Corporation (APP), Super Micro Computer, Inc. (SMCI), and Intel Corporation (INTC). These companies not only outperformed their peers but also showcased the resilience and potential of the tech sector. Let's delve into the factors driving their success and explore whether other top-performing stocks should be in your portfolio.

Applovin Corporation (APP): Riding the Tech Wave

Applovin Corporation's stock surged by 17.21% last week, largely due to the tech sector rebounding from earlier weakness. The company, known for its software-based platform that enhances the marketing and monetization of mobile applications, has been a beneficiary of the broader market trends. Analysts have raised their price forecasts on the stock, indicating strong confidence in its future performance. Additionally, Applovin reported a 11% EPS beat and provided earnings guidance for the first quarter of 2025, further boosting investor sentiment.



However, Applovin is not without its risks. The company has a high level of debt and significant insider selling, which could be a cause for concern. Despite these challenges, Applovin's earnings are forecast to grow 22.91% per year, and the stock is trading at 2% below its estimated fair value. For investors, this presents an opportunity to capitalize on the company's growth potential while being mindful of the associated risks.

Super Micro Computer, Inc. (SMCI): Innovating in the AI Space

Super Micro Computer's stock gained 10.28% last week after unveiling new Intel Xeon 6-Powered servers for enhanced AI capabilities. The company's focus on innovation and its strong fundamentals have positioned it as a leader in the AI and data center markets. Super Micro Computer has been the S&P 500's second-best performer in 2025, with a YTD total return of 195.41% and a TTM total return of 258.70%.

Despite some mixed messages from AI earnings, analysts like Rosenblatt's Kevin Cassidy have reinstated coverage on SMCI with a Buy rating and a $60 price target. For investors, Super Micro Computer presents a compelling growth story, but its stock volatility and geopolitical uncertainties require careful consideration. Dollar-cost averaging and staying updated on AI trends can help mitigate these risks.

Intel Corporation (INTC): Leadership Changes and Market Strength

Intel's stock jumped 16.52% last week after the company announced a new CEO. This leadership change has instilled confidence in investors, who see it as a positive step towards the company's future growth. Intel's performance was also influenced by overall market strength, as the S&P 500's slump into correction territory has affected many stocks, including Super Micro Computer and Palantir Technologies.



Intel's strong demand for cloud services, as evidenced by Oracle's recent earnings, suggests a positive outlook for the company's AI and cloud initiatives. For investors, Intel presents a value investing opportunity, especially during market corrections. Diversifying the portfolio and monitoring leadership changes can help manage risks and capitalize on the company's potential.

Other Top-Performing Stocks: Are They in Your Portfolio?

While Applovin, Super Micro Computer, and Intel have shown impressive performances, other top-performing large-cap stocks also deserve attention. For instance, Reddit, Inc. (RDDT) saw a 38.86% surge after reporting strong third-quarter results and issuing Q4 revenue guidance above estimates. Similarly, Paycom Software (PAYC) escalated 27.95% after reporting better-than-expected earnings and analysts boosting the price forecast.

These stocks, along with others like Mobileye Global Inc. (MBLY) and Exelixis (EXEL), have shown strong performances driven by factors such as earnings beats, analyst coverage, and sector-specific trends. For investors, diversifying their portfolios to include these top-performing stocks can help achieve sustainable returns while managing risks.

Conclusion

In conclusion, the recent performances of Applovin, Super Micro Computer, and Intel highlight the potential of the tech sector and the importance of innovation, leadership changes, and market strength. While these stocks present compelling investment opportunities, it is essential to be aware of the associated risks and challenges. By diversifying portfolios, conducting thorough due diligence, and staying informed, investors can capitalize on these trends and achieve sustainable returns.