Weekly Winners | First Solar Stock Soars 22%; Hewlett Packard Enterprise Jumps 16%; Oracle Surges 13%; Moderna Rises 12%

This week, which stocks lagged or dragged? Weekly Winners column keeps up with market trends, helping Tigers sort out the week's hottest sectors, stock winners and important news.

Below are top 10 S&P 500 stock gainers for the week ended Jul 4:

First Solar Stock Soars on Trump’s Big Beautiful Bill

The share price of First Solar rose, putting it among the energy stocks that gained the most this week.

First Solar is a leading American solar technology company and global provider of responsibly produced, eco-efficient solar modules.

The American solar energy industry, including First Solar, received a boost this week after the final approved draft of President Trump’s sweeping tax and spending bill turned out to be more flexible towards the industry than its earlier versions. Though the legislation will still phase out the industry’s much-needed tax credits sooner than expected, the phaseout is more gradual than the previous versions of the bill, which had a hard deadline of December 31, 2027.

Hewlett Packard Enterprise, Juniper Networks Stocks Jump as DOJ Approves Deal

Shares of Hewlett Packard Enterprise and Juniper Networks jumped Monday after the two tech firms and the Department of Justice (DOJ) announced they had reached a deal to allow HPE’s $14 billion purchase of Juniper to go through.12

Regulators had filed a lawsuit in January to block the acquisition, arguing that because of the companies' strength in wireless local area network (WLAN) technology, the combination "would eliminate fierce head-to-head competition between the companies, raise prices, reduce innovation, and diminish choice for scores of American businesses and institutions."3

HPE, Juniper, and the DOJ said the settlement satisfies the government's requirements, including having HPE divest its global Instant On campus and branch WLAN business, and that the merged firm will make Juniper's AI Ops for Mist source code available to rivals. 

Oracle Stock Rallies On Report Of Expanded Stargate Deal With OpenAI

Oracle stock jumped late Wednesday after Bloomberg reported that the tech giant will expand its massive Stargate data center project with OpenAI. The news comes two days after Oracle disclosed that it had landed a cloud services deal it expects will be worth more than $30 billion annually starting in 2028, igniting a rally for Oracle shares.

OpenAI, the creator of ChatGPT, will rent additional cloud-computing capacity from Oracle totaling about 4.5 gigawatts of data center power in the U.S., according to the Bloomberg report, which cited anonymous sources. The agreements mark an expansion of the buzzy Stargate AI infrastructure project, according to the report.

Moderna Shares Jump With Positive Test Results for MRNA Flu Vaccine

Moderna’s shares rallied after the biotechnology company’s messenger RNA flu vaccine candidate showed positive results in a late-stage trial.

Moderna said Monday its seasonal influenza vaccine candidate, mRNA-1010, showed superior efficacy in a Phase 3 study that compared it with a licensed standard-dose seasonal flu vaccine in adults aged 50 years and older.

MRNA-1010 achieved the most stringent superiority criterion prespecified in the study protocol, with a relative vaccine efficacy of 26.6% in the overall study population, Moderna said.

Subgroup analyses confirmed a consistently strong relative vaccine efficacy point estimate across age groups, risk factors and previous influenza vaccination status, it said. In participants aged 65 years and older, mRNA-1010 demonstrated a relative vaccine efficacy of 27.4%.

Casino Stocks Pop as Macau Gaming Revenue Surges

Shares of casino operators Wynn, Las Vegas Sands, and MGM Resorts International rallied Tuesday as regulators in Macau reported a surge in June gaming revenue. 

Casino revenue jumped 19% year-over-year to 21.06 billion Macanese pataca (MOP), or roughly $2.61 billion, in June, according to the Macau Gaming Inspection and Coordination Bureau. Through the first half of the year, 2025 gaming revenue of 118.77 MOP has outpaced 2024 levels by more than 4%.