Wall Street kicked off the trading week soaring on Monday, with volumes surging and companies notably jumping by double digits, as investor sentiment was buoyed by the US and China’s easing trade tensions alongside JPMorgan’s trillion-dollar investments in critical industries over the next 10 years.
The Nasdaq led gains among the three major indices, jumping 2.21 percent, followed by the S&P 500 with 1.56 percent, and the Dow Jones at $1.29 percent.
Indices aside, we spotlight the 10 companies that led and outperformed the market with whopping gains, and detail the reasons behind their performance.
To come up with the list, we focused exclusively on mid-cap stocks with at least $2 billion in market capitalization and 5 million shares in trading volume.
A man in black suit holding a tablet looks at stock market data on a monitor. Photo by Tima Miroshnichenko on Pexels
10. Fluence Energy Inc. (NASDAQ:FLNC)
Fluence Energy rebounded by 21.39 percent on Monday to close at $15.89 apiece as investors gobbled up shares in sectors tied to JPMorgan’s $1.5 trillion investment program over the next 10 years.
Fluence Energy Inc. (NASDAQ:FLNC) mirrored an overall market optimism after JPMorgan said that $10 billion of the total amount would cover companies across 27 industries, including battery storage, grid resilience, and distributed energy.
“Our security is predicated on the strength and resiliency of America’s economy. America needs more speed and investment. It also needs to remove obstacles that stand in the way: excessive regulations, bureaucratic delay, partisan gridlock, and an education system not aligned to the skills we need,” said JPMorgan Chairman and CEO Jamie Dimon.
The announcement sparked buying across the targeted sectors, dominated by those riding the artificial intelligence wave, including energy.
In other news, Fluence Energy Inc. (NASDAQ:FLNC) said it expects a large share of its backlog next year to come from US orders, as power demand from data centers continues to surge.
Specifically, CEO Julian Nebreda said that the US business alone will contribute half of its global demand.
9. BigBear.ai Holdings Inc. (NYSE:BBAI)
Shares of BigBear AI jumped by 22.02 percent on Monday to close at $8.81 apiece, as investor sentiment was bolstered by its partnership with Tsecond Inc. to expand support for mission-critical operations through the development of AI-enabled edge infrastructures.
In a statement, BigBear.ai Holdings Inc. (NYSE:BBAI) said the partnership aims to simplify AI tools for military and field teams and help them make quicker decisions without depending on full connectivity or cloud computing through accelerating situational awareness through real-time data processing; enhancing threat detection and decision-making in contested or disconnected environments; and delivering enterprise-scale AI in compact and deployable systems.
“Edge AI must be fast, secure, and simple to deploy under pressure,” said BigBear.ai Holdings Inc. (NYSE:BBAI) CEO Kevin McAleenan.
“Together with Tsecond as a preferred partner for hardware at the tactical edge, we’re equipping national security teams with the ability to process data within seconds, detect threats sooner, and adapt quickly—even in disconnected environments—for decisive action when it matters most,” he added.
8. D-Wave Quantum Inc. (NYSE:QBTS)
D-Wave Quantum soared to a new all-time high on Monday, as investors snapped up shares following JPMorgan’s announcement that it would invest $1.5 trillion over the next 10 years to help finance and invest in industries critical to national economic security and resiliency, including quantum computing.
In intra-day trading, D-Wave Quantum Inc. (NYSE:QBTS) jumped to its highest price of $41.97 before paring gains to end the day just up by 23.02 percent at $40.62 apiece.
Of the total amount, JPMorgan said some $10 billion will be allocated for direct equity and venture capital investments to help accelerate the growth of US companies across 27 industries.
D-Wave Quantum Inc. (NYSE:QBTS) rallied alongside its counterparts, namely Quantum Computing Inc. (NASDAQ:QUBT), and Rigetti Computing Inc. (NASDAQ:RGTI), following the news.
“This new initiative includes efforts like ensuring reliable access to life-saving medicines and critical minerals, defending our nation, building energy systems to meet AI-driven demand, and advancing technologies like semiconductors and data centers. Our support of clients in these industries remains unwavering,” JPMorgan said.
The investment firm initially allocated $1 trillion for the said program, but upsized it later by $500 billion to expand its focus.
7. Eos Energy Enterprises Inc. (NASDAQ:EOSE)
Eos Energy rebounded on Monday to hit a new 52-week high, as investors gobbled up shares tied to sectors targeted by JPMorgan’s whopping $1.5 trillion investment plan over the next 10 years.
In intra-day trading, Eos Energy Enterprises Inc. (NASDAQ:EOSE) soared to its highest price of $17.36 before trimming gains to end the day just up by 23.37 percent at $17.05 apiece.
This followed JPMorgan’s announcement on the same day that it upsized its security and resiliency program by $500 billion for a total of $1.5 trillion to expand its investment focus into other industries, including battery storage, grid resilience, and distributed energy.
Of the total, $10 billion will be allocated in the form of equity and venture capital investments.
Eos Energy Enterprises Inc. (NASDAQ:EOSE) rallied alongside its counterparts and other industries following the news.
In other developments, Eos Energy Enterprises Inc. (NASDAQ:EOSE) is expected to release the results of its third-quarter earnings performance in the first week of November 2025.
For full-year 2025, Eos Energy Enterprises Inc. (NASDAQ:EOSE) is targeting to hit revenues between $150 million and $190 million, a significant jump from the $15.6 million registered in full-year 2024.
6. Power Integrations Inc. (NASDAQ:POWI)
Power Integrations bounced back from two days of losses on Monday, surging 24.57 percent to close at $43.15 apiece following news that it partnered with technology giant Nvidia Corp. to help accelerate the latter’s 800-volt direct current (VDC) data center systems to power the next-generation artificial intelligence.
Power Integrations Inc. (NASDAQ:POWI) showcased its 1,250-volt and 1,700-volt chips, which are able to handle Nvidia’s high-power AI servers while maintaining energy efficiency above 98 percent.
According to Power Integrations Inc. (NASDAQ:POWI), its single 1250-volt PowiGan switch delivers greater power density and efficiency compared with stacked 650-volt GaN FETs and competing 1200-volt SiC devices.
It also introduced the InnoMux 2 EP chip, a unique solution for auxiliary power supplies in 800 VDC data centers, which supports 1,000-VDC input voltage.
“With rising rack power demands, we see 1250-V and 1700-V PowiGaN devices as ideal choices for main and auxiliary power supplies, delivering the efficiency, reliability and power density required in 800-VDC data centers,’ said Power Integrations Inc. (NASDAQ:POWI) Vice President for Product Development Roland Saint-Pierre.
Nvidia said Power Integrations Inc. (NASDAQ:POWI) joins more than 20 companies helping it deliver rack servers with open standards, enabling the future gigawatt AI factories.
5. Rigetti Computing Inc. (NASDAQ:RGTI)
Rigetti Computing surged to a new record high on Monday, as investors snapped up shares in industries targeted by JPMorgan’s $1.5 trillion investment plan.
In intra-day trading, Rigetti Computing Inc. (NASDAQ:RGTI) soared to its highest price of $55.23 before trimming gains to end the day just up by 25.02 percent at $54.91 apiece.
In a statement on the same day, JPMorgan announced plans to invest $1.5 trillion over the next 10 years, of which $10 billion will be invested in companies across 27 industries that are critical to the US’ economic security and resiliency, including quantum computing.
Rigetti Computing Inc. (NASDAQ:RGTI) rallied alongside its counterparts, namely D-Wave Quantum Inc. (NYSE:QBTS) and Quantum Computing Inc. (NASDAQ:QUBT), following the news.
In other developments, Rigetti Computing Inc. (NASDAQ:RGTI) recently received $5.7 million worth of new orders for its 9-qubit Novera computing system, ideal for pursuing research to better understand key areas of quantum computing, including how qubits operate, optimizing control systems, testing design, and characterizing gates, mitigating decoherence, and developing more efficient quantum algorithms.
4. Bloom Energy Corp. (NASDAQ:BE)
Bloom Energy rallied to a new record high on Monday, cracking past the $100 territory, as investors gobbled up shares after securing a $5 billion investment from Brookfield Asset Management.
During the session, the stock surged to its highest price of $115.2 before trimming gains to end the day just up by 26.52 percent at $109.91 apiece.
In a statement on Monday, Bloom Energy Corp. (NASDAQ:BE) said the fresh funds will be used for the deployment of advanced fuel cell technologies to power artificial intelligence infrastructures, as both firms aim to meet the growing compute and power demands of AI.
Additionally, both firms are actively collaborating for the design and delivery of AI factories globally, including a site in Europe, which is expected to be launched by the end of the year.
“AI infrastructure must be built like a factory—with purpose, speed, and scale,” said Bloom Energy Corp. (NASDAQ:BE) Chairman and CEO KR Sridhar.
“Unlike traditional factories, AI factories demand massive power, rapid deployment and real-time load responsiveness that legacy grids cannot support. The lean AI factory is achieved with power, infrastructure, and compute designed in sync from day one. That principle guides our collaboration with Brookfield to reimagine the data center of the future,” he noted.
3. Bitfarms Ltd. (NASDAQ:BITF)
Bitfarms extended its winning streak to an 8th straight day on Monday to climb to a new all-time high, as investors took heart from an investment firm’s more-than-doubled price target and optimistic rating for its stock.
In the intra-day session, Bitfarms Ltd. (NASDAQ:BITF) surged to its highest price of $5.42 before paring gains to end the day just up by 28.33 percent at $5.39 apiece.
This followed Northland’s “outperform” rating and price target upgrade for its shares to $7, more than double the $3.25 previously, following Bitfarms Ltd.’s (NASDAQ:BITF) conversion of a $300 million debt facility into funds solely for the development of a data center campus in Panther Creek, Pennsylvania.
The total amount, which was loaned from Macquarie Group, ultimately supports the company’s ramped-up expansion into AI servicing.
Bitfarms Ltd. (NASDAQ:BITF) said it would draw an additional $50 million from the converted facility to fund the civil works and construction of a substation set to begin before the end of the year.
“Converting the facility to the project level enables us to draw down on the full facility, accelerating our construction timelines, providing increased flexibility, and positioning us to capitalize on the substantial demand for HPC/AI infrastructure in Pennsylvania,” said Bitfarms Ltd. (NASDAQ:BITF) CEO Ben Gagnon.
2. United States Antimony Corp. (NYSEAmerican:UAMY)
US Antimony climbed to a new all-time high on Monday, as investors cheered its planned expansion of critical minerals production in the country, supported by a newly raised $25 million in fresh funds.
During the session, United States Antimony Corp. (NYSEAmerican:UAMY) jumped to a new all-time high of $17.26 before trimming gains to end the day up by 36.85 percent at $16.71 apiece.
Last Friday, United States Antimony Corp. (NYSEAmerican:UAMY) said that it entered into a securities purchase agreement with a leading mutual fund for the said stake, covering the sale of 2.37 million shares. The offer will close on Tuesday, October 14.
United States Antimony Corp. (NYSEAmerican:UAMY) said proceeds will be used to finance additional antimony and other critical mineral inventory; expand leasehold mineral positions in Alaska and Montana; increase the capacity of its Madero Smelter; and the acquisition of other critical mineral companies, among others.
“We have now raised a total of $69.25 million in three separate tranches with two large institutions over the last 45 days at increasingly higher share prices. While we have not solicited these institutions, we have attempted to take advantage of the opportunity in the best way possible for the benefit of our shareholders,” said Chairman and CEO Gary Evans.
“These capital raises have been completed with minimal or no discounts to market. This practice has allowed us to strategically bring large institutional fundamental investors into our Company’s shareholder base,” he added.
1. Critical Metals Corp. (NASDAQ:CRML)
Critical Metals surged to a new all-time high on Monday, soaring 55.41 percent to finish at $23.28 apiece, as investor sentiment was bolstered by JPMorgan’s announcement of a $1.5 trillion investment program, which is expected to benefit the critical minerals industry, among others.
The stock surged to its highest 52-week price of $23.67 during the intra-day session before paring gains to end the day up by 55.41 percent at $23.28 apiece.
On Monday, JPMorgan said the total amount will cover a 10-year program, of which $10 billion will be allocated for financing and investments in industries critical to economic security and resiliency, including critical minerals, robotics, quantum computing, and artificial intelligence, among others. Of the amount, some $1 trillion has already been planned for allocation.
The rally for Critical Metals Corp. (NASDAQ:CRML) was supported by the US government’s aggressive plans to ramp up the expansion of critical minerals in the country and reduce reliance on imports.
In recent developments, Critical Metals Corp. (NASDAQ:CRML) inked separate agreements with REalloys and Ucore Rare Metals, for the supply of 15 percent and 10 percent, respectively, of minerals produced from its Tanbreez project in Southern Greenland.
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