Wall Street's momentum trade went into overdrive last week as earnings beats and AI-fueled optimism ignited massive rallies across tech and infrastructure names.



From cloud computing to semiconductors and space technology, investors piled into growth stocks as bullish guidance and major partnerships fueled the market frenzy.



These ten large-cap stocks were top performers last week. Are they a part of your portfolio?



DigitalOcean Holdings, Inc. (NYSE:DOCN) gained 57.07% last week after the company reported better-than-expected first-quarter financial results and raised its FY26 guidance above estimates. Also, the company issued second-quarter sales guidance above estimates. Multiple analysts raised their price forecasts on the stock.



Sterling Infrastructure, Inc. (NASDAQ:STRL) jumped 57.07% last week after the company reported better-than-expected first-quarter financial results and raised its FY26 guidance above estimates.



Flex Ltd. (NASDAQ:FLEX) increased 53.86% last week after the company reported better-than-expected fourth-quarter sales results and issued first-quarter guidance above estimates. Also, the company issued FY27 guidance above estimates.



AAON, Inc. (NASDAQ:AAON) soared 49.02% last week shares are trading higher after the company reported better-than-expected first-quarter financial results.



SiTime Corporation (NASDAQ:SITM) jumped 48.62% last week after the company reported better-than-expected Q1 financial results and issued second-quarter guidance above estimates.



Datadog, Inc. (NASDAQ:DDOG) gained 42.19% last week after the company reported better-than-expected first-quarter financial results and raised its 2026 guidance above estimates. Also, the company issued second-quarter guidance above estimates.



Akamai Technologies, Inc. (NASDAQ:AKAM) increased 41.62% last week after the company reported better-than-expected first-quarter financial results and raised its FY26 sales guidance. Also, reports suggest that the company has signed a $1.8 billion computing agreement with Anthropic.



Micron Technology, Inc. (NASDAQ:MU) jumped 33.65% last week. The stock is wrapping up a historic stretch on Wall Street, with shares up roughly 29% this week — on pace for the chipmaker's best weekly performance since December 2008.



IREN Limited (NASDAQ:IREN) gained 32.04% last week  after the company announced a partnership with Nvidia to support the deployment of up to 5 gigawatts of NVIDIA DSX-aligned AI infrastructure across its global data center pipeline. Also, Nvidia received a five-year right to purchase up to 40 million shares at $70 per share.



Rocket Lab Corporation (NASDAQ:RKLB) increased 34.59% last week after the company reported better-than-expected first-quarter sales results and issued second-quarter sales guidance above estimates. The company announced it will acquire Motiv Space Systems and was awarded a $30 million contract by Anduril Industries for multiple hypersonic test flights.



Image via Shutterstock

AAON

RKLB

DOCN

DigitalOcean, Micron, and Rocket Lab were among the top large-cap gainers last week, driven by AI enthusiasm and strong earnings. DigitalOcean surged 57.07% after exceeding Q1 expectations and raising FY26 guidance. Other notable gainers included Sterling Infrastructure (57.07%), Flex (53.86%), and AAON (49.02%). Micron rose 33.65%, marking its best weekly performance since December 2008. Overall, tech and infrastructure stocks saw significant rallies as investors responded to bullish guidance and partnerships.

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Aaon

Rocket Lab

Digitalocean

Flex

iShares Semiconductor ETF

GraniteShares 2x Long MU Daily ETF

iShares US Digital Infrastructure and Real Estate ETF

Invesco PHLX Semiconductor ETF

SPDR S&P Semicon

Direxion Semicon Bull 3X

Defiance Daily Target 2X Long RKLB ETF

Direxion Daily MU Bull 2X Shares

Global X Data Center & Dgtl Infrs ETF

First Trust Nasdaq Food & Semicon

ISHRS S&P Glb It

Invesco Semiconductors ETF

VanEck Semiconductor ETF

Sterling Infrastructure

Sitime

Datadog

Akamai Tech

Micron Tech

IREN

NVIDIA

NVIDIA Corporation

DigitalOcean, Micron, And Rocket Lab Are Among Top 10 Large-Cap Gainers Last Week (May 4-May 8): Are the Others in Your Portfolio?