Ten stocks kicked off the first trading week of the year with double-digit gains, outperforming a lackluster performance on Wall Street’s main indices.
Notably, investor funds have poured anew into sectors riding the artificial intelligence boom, namely energy, space, and high-performance computing.
In this article, we identify the names of the 10 top-performing stocks and explore the reasons behind their gains.
To come up with the list, we focused exclusively on stocks with a market capitalization of at least $2 billion. The stocks were chosen based on the percentage change between their prices on December 26, 2025, and January 2, 2026.
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10. Fluence Energy Inc. (NASDAQ:FLNC)
Fluence Energy ended 13.8 percent higher in the first trading week of the year, supported by an upbeat outlook for the utility-scale solar industry alongside bargain-hunting following a three-day decline.
On Friday alone, the stock soared by as much as 16.88 percent before trimming gains to end the day just up by 16.33 percent at $23.01 apiece.
In its updated market report, Goldman Sachs posted strong optimism for the utility-scale solar sector, particularly for key players, namely Fluence Energy Inc. (NASDAQ:FLNC), First Solar, Nextracker, and Array Technologies. The investment firm issued a “buy” recommendation for their stocks.
According to Goldman, it was confident that the said firms would largely benefit from the strong demand for electricity amid the booming artificial intelligence sector, despite updates and expiration of certain clean energy tax credits.
For 2026 alone, Goldman Sachs expects the utility-scale solar deployments to jump by 3 percent year-on-year, while revenue growth from key players could average 15 percent.
Apart from Goldman Sachs, Fluence Energy, Inc. (NASDAQ:FLNC) also earned bullish outlooks from other investment firms, namely UBS, Citigroup, Jefferies, Susquehanna, Morgan Stanley, and Canaccord.
9. Energy Fuels Inc. (NYSEAmerican:UUUU)
Energy Fuels Inc. (NYSEAmerican:UUUU) saw its share prices jump by 13.9 percent week-on-week, as investors raised their exposure to energy firms believed to largely benefit from the cold months and the US nuclear renaissance this year.
The stock rallied alongside its counterparts as traders placed bets on the sector’s “seasonal strength,” with households and businesses expected to ramp up consumption to power their heating appliances during the winter season.
Higher energy demand is expected to indirectly benefit the uranium sector, including Energy Fuels Inc. (NYSEAmerican:UUUU), as nuclear companies would need to expand their uranium fuel consumption to run their plants.
In an updated report last month, the US Energy Information Administration said that it projects retail energy price forecasts to pick up amid a colder-than-usual winter season.
In the broader front, the uranium and nuclear sectors are poised for an expansion this year, thanks to the US government’s commitment to a nuclear renaissance, where more projects are expected to be developed in support of the growing demand from the artificial intelligence and manufacturing sectors.
The policy direction followed President Donald Trump’s executive order early last year aimed at accelerating nuclear development to support national security.
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