First Look at 2026’s Biggest Stock Winners
The 2026 stock market has opened with a strong risk-on tone, and the Week 1 leaderboard highlights where investor enthusiasm is concentrating. Early-year rallies often reflect conviction around long-term themes rather than short-term speculation.
$OKLO (+47%) – Oklo
Oklo is an advanced nuclear energy company developing compact fast reactors designed for clean, reliable baseload power. The surge reflects renewed interest in nuclear as AI-driven energy demand and grid stability concerns accelerate.
$RDW (+44%) – Redwire
Redwire provides space infrastructure, in-space manufacturing, and mission-critical technology for government and commercial customers. Strength here is tied to rising defence budgets and expanding space economy investment.
$NVTS (+41%) – Navitas Semiconductor
Navitas designs gallium nitride and silicon carbide power chips used in EVs, data centres, and fast charging. Investors are pricing in sustained demand for power-efficient semiconductors tied to AI and electrification.
$ONDS (+40%) – Ondas Holdings
Ondas delivers private wireless and drone data solutions for critical infrastructure. The rally points to growing adoption of secure industrial connectivity across transport, utilities, and defence.
$ASTS (+34%) – AST SpaceMobile
AST SpaceMobile is building a satellite network capable of connecting standard smartphones directly from space. Momentum reflects optimism around upcoming deployment milestones and commercial partnerships.
$EOSE (+33%) – Eos Energy
Eos Energy develops zinc-based battery systems for grid-scale storage. The move higher aligns with increasing focus on energy resilience and long-duration storage solutions.
$AMKR (+32%) – Amkor Technology
Amkor is a major provider of semiconductor packaging and testing services. Gains suggest improving sentiment around the broader chip supply chain entering 2026.
$AEHR (+30%) – Aehr Test Systems
Aehr supplies test systems for silicon carbide semiconductors used in EVs and high-power applications. Strength reflects continued expansion in power electronics demand.
$OUST (+29%) – Ouster
Ouster produces lidar sensors for autonomous vehicles, robotics, and smart infrastructure. Investors appear to be rotating back into automation and autonomy-linked names.
$LRCX (+28%) – Lam Research
Lam Research supplies critical chipmaking equipment used by leading foundries. The rally signals expectations of higher semiconductor capital spending this year.
$OPEN (+25%) – Opendoor
Opendoor operates a digital residential real estate marketplace. Shares are rising as easing rate expectations improve sentiment across housing and property technology stocks.
$INTC (+23%) – Intel
Intel designs and manufactures CPUs and advanced chips for global markets. Early gains reflect optimism around execution improvements and domestic manufacturing incentives.
$OSCR (+23%) – Oscar Health
Oscar Health offers technology-driven health insurance products. The move higher suggests growing confidence in cost discipline and operating leverage.
$IREN (+22%) – Iris Energy
Iris Energy operates renewable-powered bitcoin mining facilities. Its rally tracks strength in crypto markets and improving miner efficiency.
$RKLB (+22%) – Rocket Lab
Rocket Lab provides launch services and space systems for commercial and government missions. Gains reflect steady contract wins and improving credibility in the space sector.
While Week 1 performance doesn’t guarantee year-long leadership, these early 2026 stock winners clearly show where capital is rotating. Watching whether earnings and macro data reinforce these themes will be key as the year unfolds.