10 Firms Stealing the Show on Wall Street

Ten stocks raked in significant gains on Thursday, mirroring an overall market optimism, as US consumer inflation unexpectedly slowed in November.

On Wall Street, the tech-heavy Nasdaq led the charge with 1.38 percent gains, followed by the S&P 500, up 0.79 percent, and the Dow Jones, rising 0.14 percent.

Indices aside, this article focuses on the 10 big names with the best performance on Thursday, alongside the reasons behind their gains.

To come up with the list, we focused on the stocks with a $2 billion market capitalization and 5 million shares in trading volume.

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10. Sunrun Inc. (NASDAQ:RUN)

Sunrun grew its share prices by 6.21 percent to close at $18.14 apiece as investors took heart from an investment firm’s bullish outlook for next year despite headwinds from government policies.

In a market report, RBC Capital reaffirmed its “outperform” rating and $22 price target on Sunrun Inc. (NASDAQ:RUN) on the belief that the latter is set to benefit from the expiration of the section 25D tax credits by the end of the year. The figure marked a 21 percent upside potential from its latest closing price.

According to RBC Capital, Sunrun Inc. (NASDAQ:RUN) is poised to benefit from third-party ownership (TPO) or unit leasing systems, which its business is heavily focused on, as the tax credit expiration would drive more customers towards the adoption of its model.

At present, Sunrun Inc.’s (NASDAQ:RUN) non-TPO models, or those buying their units instead, only represent around 5 percent of the company’s customer additions, as compared with the 43 percent in the broader industry.

Under the One Big Beautiful Bill Act signed into law in July this year, homeowners have until December 31 to have their solar installations completed to qualify for the 30 percent 25D tax credits from the government. Installations completed after the deadline would no longer be eligible for the subsidy.

9. Lam Research Corporation (NASDAQ:LRCX)

Lam Research snapped a two-day losing streak on Thursday, jumping 6.27 percent to close at $164.70 apiece as investor sentiment was boosted by bullish ratings and price target upgrades for the stock.

In separate market reports on the same day, investment firm Mizuho and B. Riley raised their price targets for the company to $200 and $195, respectively.

The said figures represented a 21.4 percent and 18 percent upside from its latest closing price.

Mizuho also issued an “outperform” rating while B. Riley maintained its “buy” recommendation.

For Mizuho, the price target upgrade reflected its confidence about further upside for Lam Research Corporation (NASDAQ:LRCX) in 2026, especially with a generally positive outlook for the overall wafer fab equipment.

Meanwhile, B. Riley said that its recommendation reflected its confidence about Lam Research Corporation’s (NASDAQ:LRCX) superior memory exposure and leadership in the etching tools, coupled with customers’ higher spending on memory chips.

Earlier this week, Lam Research Corporation (NASDAQ:LRCX) also maintained its “buy” recommendation from investment firm Jefferies, alongside a price target of $200.

Lam Research Corporation (NASDAQ:LRCX) is a global supplier of advanced WFE and services for the semiconductor industry. In the third quarter of the year, it grew its net income by 40 percent to $1.57 billion from $1.12 billion in the same period last year.

Revenues increased by 27 percent to $5.3 billion from $4.17 billion year-on-year.