Large-cap technology and AI-linked stocks dominated Wall Street’s top gainers list last week as investors rotated into companies tied to semiconductor demand, cybersecurity and digital infrastructure growth.
Strong earnings, upbeat guidance, analyst upgrades and growing optimism around AI spending helped drive momentum across several market-leading names.
These ten large-cap stocks were top performers last week. Are they a part of your portfolio?
Tower Semiconductor Ltd. (NASDAQ:TSEM) jumped 28.48% this week after the company reported better-than-expected first-quarter financial results and issued second-quarter sales guidance with its midpoint above estimates. Also, the company announced that it had signed a $1.3 billion silicon photonics contract. Multiple analysts raised their price forecasts on the stock.
Applied Optoelectronics, Inc. (NASDAQ:AAOI) increased 25.36% this week. The latest price action follows a bullish analyst reset: Rosenblatt reiterated a Buy and raised its price forecast to $220.00 from $140. Also, the firm entered into an equity distribution agreement to sell up to $600 million in common stock through Raymond James & Associates and Needham & Company
Venture Global, Inc. (NYSE:VG) gained 22.99% this week after the company reported better-than-expected first-quarter financial results.
Nebius Group N.V. (NASDAQ:NBIS) jumped 21.25% this week. Shares are trading higher after the company reported first-quarter financial results and raised its contracted power guidance.
Cisco Systems, Inc. (NASDAQ:CSCO) increased 22.4% tis week after the company reported better-than-expected third-quarter financial results, issued fourth-quarter guidance above estimates and raised its FY26 guidance. The company announced a restructuring plan to boost its AI, security and silicon investments. Multiple analysts raised their price forecasts on the stock.
Lumen Technologies, Inc. (NYSE:LUMN) jumped 19.71% this week.
Rocket Lab Corporation (NASDAQ:RKLB) increased 18.08% this week. Traders continue to lean into the company’s strong first‑quarter report.
Aramark (NYSE:ARMK) jumped 17.72% this week after the company reported better-than-expected second-quarter financial results.
Palo Alto Networks, Inc. (NASDAQ:PANW) gained 16.76% this week. Multiple analysts raised their price forecast on the stock.
Astera Labs, Inc. (NASDAQ:ALAB) soared 18.35% this week.
Cisco Systems, Inc. (NASDAQ:CSCO) spiked 22.40% this week after the company reported upbeat third-quarter results. Also, multiple analysts raised their price forecast on the stock.
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