Ten companies kicked off the trading week on a strong note, defying a broader market pessimism that was dragged down by President Donald Trump’s tariff letters to various countries.
Wall Street’s main indices all finished in the red, led by the Dow Jones with 0.94 percent, followed by the Nasdaq with 0.92 percent, and the S&P 500 at 0.79 percent.
Meanwhile, the 10 stocks on our list rallied amid a favorable market environment and acquisition news, among others. In this article, we name the 10 top-performing companies and explore the reasons behind their gains.
To come up with the list, we considered only the stocks with at least $2 billion in market capitalization and over 5 million shares in trading volume.
10. Sibanye Stillwater Limited (NYSE:SBSW)
Sibanye Stillwater jumped to a new all-time high on Monday, touching $8.06 before paring gains to end the day just up by 4.76 percent to $7.93 apiece, with investor sentiment buoyed by Wall Street Zen’s more bullish recommendation on its stock.
In a market note over the weekend, Wall Street Zen upgraded its stock to “buy” from “hold” previously.
The recommendation followed the company’s revival of its Burnstone gold project in South Africa, with an additional $281 million investment expected to be poured in after a 4 billion rand expenditure already infused into the project.
According to Sibanye Stillwater Limited (NYSE:SBSW), it expects to exploit favorable gold pricing within 20 years of expected operations for the project.
In recent news, Sibanye Stillwater Limited (NYSE:SBSW) announced a more optimistic business outlook for the rest of the year, as it expects to continue posting positive outcomes from its actions over the past two years.
In the first quarter of the year, Sibanye Stillwater Limited (NYSE:SBSW) registered an 89-percent jump in adjusted EBITDA of $222 million as a result of its diversification and restructuring program. Among its businesses, PGM operations was the strongest, contributing $137 million.
9. Sunrun Inc. (NASDAQ:RUN)
Sunrun Inc. (NASDAQ:RUN) rallied for a second day on Monday, adding 5.81 percent to close at $11.11 apiece as funds flocked back to solar stocks following the passage of the One Big Beautiful Bill Act with a more favorable environment for residential solar companies.
Prior to the July 4 deadline, the House of Representatives officially adopted the Senate version of the bill which implemented gentler cuts to clean energy tax credits.
Additionally, the measure excluded excise taxes that would have been slapped on wind and solar projects constructed with a certain percentage of materials sourced from China.
The bill, however, would still cut tax credits, albeit not as soon as the expected end-of-December deadline, as projects that have already been planned, financed, and approved will continue to receive applicable tax credits as long as they begin construction before June 2026 and become operational by 2027.
Following the passage, investment firm Citi said it expects positive momentum for Sunrun Inc. (NASDAQ:RUN) as the stock recovers from negative sentiment.
8. Sandstorm Gold Ltd. (NYSE:SAND)
Sandstorm extended its winning streak to a third consecutive day on Monday, adding 6.33 percent to close at $10.24 apiece as investors gobbled up shares following news that it was set to be acquired by Royal Gold Inc. for $3.5 billion.
In a statement, Sandstorm Gold Ltd. (NYSE:SAND) said it entered into a definitive arrangement agreement with Royal Gold for an all-stock acquisition of all its issued and outstanding common shares.
Under the agreement, shareholders of Sandstorm Gold Ltd. (NYSE:SAND) will receive 0.0625 of each Royal Gold common share, or equivalent to a 21-percent premium to the 20-day volume-weighted average price of SAND shares for the period ended July 3, 2025.
Additionally, it would represent a 17 percent premium to SAND’s closing price on the New York Stock Exchange on July 3, 2025.
Upon closing, existing Royal Gold and Sandstorm Gold Ltd. (NYSE:SAND) shareholders will own approximately 77 percent and 23 percent, of the issued and outstanding Royal Gold Shares on a fully diluted basis.
7. Unity Software Inc. (NYSE:U)
Unity Software jumped for a third day on Monday, adding 6.62 percent to close at $27.86 apiece as investors continued to scoop up shares following an investment firm’s “strong buy” recommendation on its stock.
In a market note last week, Wedbush said its bullish rating for Unity Software Inc. (NYSE:U) was due to expectations of posting earnings per share of $0.31 for the second quarter of the year.
Additionally, it expects the ad tech company to post EPS of $0.29 in the third quarter, $0.23 in the fourth quarter, and $1.25 for the full year 2025.
In 2026, Wedbush projects Unity Software Inc. (NYSE:U) to book $0.24 EPS in the first quarter, $0.25 in the second quarter, and $0.27 both for the third and fourth quarters.
For full-year 2026 and 2027, Wedbush expects the company’s EPS to be at $1.02 and $0.94, respectively.
6. BRF S.A. (NYSE:BRFS)
BRF snapped a three-day losing streak on Monday, jumping 7.58 percent to close at $3.83 apiece as investors repositioned portfolios following the end of the 21-day suspension of a shareholder meeting where a merger deal is expected to be voted.
It can be recalled that BRF S.A. (NYSE:BRFS) originally scheduled a shareholder meeting on June 18 to vote on its planned merger with Marfrig and adopt the new name, MBRF Global Foods Company.
However, the meeting was postponed after the Brazilian Securities Commission (CVM) received two requests regarding the shareholder meeting—one to call off and one to postpone.
The securities watchdog said it rejected the request to completely cancel the meeting, citing a lack of reason to justify the action. However, it granted the request to postpone the meeting for a 21-day period.
The proposed merger has already gained the approval of the antitrust authority in Brazil.
Marfrig is the majority stakeholder of BRF S.A. (NYSE:BRFS), with both firms sharing the same chairman.
5. Bilibili Inc. (NASDAQ:BILI)
Bilibili rallied for a second day on Monday, adding 7.66 percent to close at $22.48 apiece following news that it was set to launch an Artificial Intelligence tool that would assist content creators in video podcast production.
To be called Codename H, the new tool is expected to assist in the transition of audio and text formats to video through generation of visuals based on user inputs.
Additionally, it will feature templates for podcasts and knowledge-sharing content.
At present, Bilibili Inc.’s (NASDAQ:BILI) AI tool is able to create a video for a 1,000-word script in six minutes, with plans to reduce this time to three minutes.
Bilibili Inc. (NASDAQ:BILI) said it was working to attract podcast creators this summer, highlighting the potential for growth in video podcasts.
In the first quarter of the year, the company said it narrowed its net loss attributable to shareholders by 99 percent to 9.1 million yuan from 748 million yuan in the same period last year.
Revenues increased by 25 percent to 7 billion yuan from 5.66 billion yuan in the same period last year.
4. Rocket Lab Corporation (NASDAQ:RKLB)
Rocket Lab jumped by 9.03 percent on Monday to finish at $38.88 apiece as investors gobbled up shares amid rosy opportunities from the ongoing feud between President Donald Trump and billionaire Elon Musk.
This followed Musk’s announcement on Monday that he was forming a new American political party called The America Party to take on Republicans and Democrats, a move that has provoked Trump.
Shares in Musk-led Tesla Inc. (NASDAQ:TSLA) dropped following the statement, while investors deemed the spat as a huge opportunity for Rocket Lab Corporation (NASDAQ:RKLB)—a space company that directly competes with Musk’s SpaceX—on expectations that the feud could shift government contracts away from SpaceX.
Late last month, Rocket Lab Corporation (NASDAQ:RKLB) successfully launched its 68th Electron rocket, called “Symphony in the Stars” for a confidential commercial client.
The Symphony in the Stars marked the company’s 10th launch in 2025 alone.
3. Circle Internet Group (NYSE:CRCL)
Circle Internet surged by 9.9 percent on Monday to finish at $207.46 apiece as investors scooped up shares following news last week that it applied for a national banking license for its soon-to-establish national trust bank.
According to Circle Internet Group (NYSE:CRCL), it officially filed a national banking license with the US Office of the Comptroller of the Currency on June 30 for First National Digital Currency Bank, N.A.
If approved, the license would allow Circle Internet Group (NYSE:CRCL) to act as a custodian for its own reserves and hold cryptocurrencies on behalf of institutional clients.
The move followed several developments earlier last month, including its share price already spiking by 864 percent since its market debut on June 4.
Additionally, it partnered with Fiserve to build stablecoin-enabled solutions for financial institutions and merchants within the Fiserv ecosystem.
The company also benefitted from the Senate’s GENIUS Act, which lays out the regulatory framework for digital currencies.
2. WNS (Holdings) Limited (NYSE:WNS)
WNS Holdings extended its winning streak to a 7th straight day on Monday, jumping 14.26 percent to close at $74.7 apiece following news that it was set to be acquired by Capgemini for $3.3 billion.
In a statement, Capgemini said that it entered into a definitive agreement with WNS (Holdings) Limited (NYSE:WNS) for the acquisition of a significant stake in the latter at a price of $76.5 apiece.
Capgemini said that the acquisition price represents a premium of 28 percent to the last 90-day average share price; of 27 percent to the last 30-day average share price; and a premium of 17 percent to the last closing share price on July 3, 2025.
“As a recognized leader in the Digital Business Process Services space, we see the next wave of transformation being driven by intelligent, domain-centric operations that unlock strategic value for our clients,” said WNS (Holdings) Limited (NYSE:WNS) CEO Keshav Murugesh.
“By combining our deep domain and process expertise with Capgemini’s global reach, cutting-edge Gen AI and Agentic AI capabilities, a robust partner ecosystem, and advanced technology platforms, we are creating a powerful proposition that accelerates enterprise reinvention,” he added.
1. Enovix Corporation (NASDAQ:ENVX)
Enovix rallied for a third day on Monday, jumping 14.4 percent to close at $13.03 apiece following the announcement of a special dividend in the form of warrants to shareholders as of July 17, 2025.
According to the company, each stockholder of record as of the record date will receive one warrant for every seven common shares held. Each warrant will entitle the holder to purchase one share of common stock at an exercise price of $8.75 per share. The warrants may be exercised only for cash.
In addition, holders of the company’s 3-percent convertible senior notes due 2028 as of the record date will receive warrants on a pass-through basis, as provided under the indenture governing the convertible notes.
Enovix Corporation (NASDAQ:ENVX) said payments will be made on or around July 21, 2025, and that it expects to raise $253.8 million of gross proceeds from the exercise.
While we acknowledge the potential of ENVX to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than ENVX and that has 100x upside potential, check out our report about this cheapest AI stock.
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