10 Hottest Large-Cap Stocks So Far in 2025

6. KLA Corp (NASDAQ:KLAC)

• YTD Performance: 10.1%

KLA Corp (NASDAQ:KLAC) is a wafer fab company and is a part of the semiconductor industry. The recent performance here is partly due to a recovery from a decline since mid-2024, but I don’t think that’s much of a con. The company’s 5-year performance has been solid, up 292%. The growth metrics here are also stellar and KLA Corp grew revenue by 18.6% in Q3 to $2.84 billion and grew its net income by 27.6% to $946 million.

That said, I do not think that the next five years are going to be as stellar. Growth is expected to be more muted around 6-10% in the coming years and the current valuation is more than generous for that sort of growth.