Monday was one of those days where pretty much everything went up. The Dow Jones climbed more than 500 points, and investors who'd been sitting on the sidelines decided it was time to get back in the game. The session's biggest winners came from a surprisingly diverse mix of sectors, though biotech and energy stocks particularly caught fire.
Biotech Breakthroughs Take Center Stage
The star of Monday's session was Altimmune Inc. (ALT), which rocketed 23.6% higher to $4.34 after scoring a major regulatory win. The FDA granted Breakthrough Therapy Designation for pemvidutide in the treatment of MASH (metabolic dysfunction-associated steatohepatitis). That designation matters because it typically accelerates the development and review process for drugs treating serious conditions.
But even Altimmune's impressive move was overshadowed by GH Research PLC (GHRS), which absolutely exploded higher by 33.8% to $17.72. The catalyst? The FDA lifted its clinical hold on the company's Investigational New Drug Application for GH001. When a clinical hold gets lifted, it means the company can resume testing, and investors clearly liked what that means for the drug's prospects.
The Rest of the Winners Circle
Beyond the headline-grabbing biotech moves, Monday's session featured an unusually long list of double-digit gainers spanning multiple industries.
Vicor Corp (VICR) surged 20.7% to $141.08, while Critical Metals Corp (CRML) wasn't far behind with a 19.6% jump to $9.71.
Kosmos Energy Ltd (KOS) climbed 19.3% to $1.06 after issuing an operational and financial update that apparently resonated with investors looking for clarity on the company's direction.
Several other names posted solid gains without specific catalysts making headlines: TRON Inc (TRON) rose 16.9% to $1.59, Nuscale Power Corp (SMR) gained 15.7% to $18.88, and Regencell Bioscience Holdings Ltd (RGC) climbed 15.4% to $23.71.
Leadership Changes and Regulatory Wins
Rayonier Advanced Materials Inc (RYAM) picked up 14.1% to $6.68 on news of a leadership transition. The company appointed Scott M. Sutton as President and CEO effective immediately, replacing DeLyle W. Bloomquist. Investors evidently approved of the changing of the guard.
Aduro Clean Technologies Inc (ADUR) rose 14% to $12.05, while Strive Inc (ASST) gained 13.2% to $0.98.
Gyre Therapeutics Inc (GYRE) added 12.7% to $7.67 after announcing alignment with China's Center for Drug Evaluation on a conditional approval pathway and priority review eligibility for hydronidone following a pre-NDA meeting. Getting that kind of regulatory roadmap in China represents a meaningful derisking event.
Metals and Materials Rally
Mining and metals stocks enjoyed a particularly strong session. Endeavour Silver Corp (EXK) gained 12.5% to $10.16, United States Antimony Corp (UAMY) rose 11.7% to $6.69, and Coeur Mining Inc (CDE) picked up 8.5% to $19.05.
Semiconductors and Tech
The semiconductor space also participated in Monday's rally. Allegro MicroSystems Inc (ALGM) surged 11.9% to $30.12, while Amkor Technology Inc (AMKR) gained 7.3% to $46.05. Needham analyst Charles Shi maintained a Buy rating on Amkor and raised his price target from $37 to $50, giving the stock an extra boost.
Energy Stocks Catch a Bid
Energy names rallied across the board, helped by geopolitical developments. Valero Energy Corp (VLO) gained 9.6% to $181.21, Halliburton Co (HAL) rose 7.8% to $31.92, and Slb NV (SLB) gained 7.4% to $43.19.
The energy sector got a boost from President Trump's comments that U.S. oil companies are preparing to invest in Venezuela's oil industry following the removal of President Nicolas Maduro. The prospect of accessing Venezuela's substantial oil reserves has investors thinking about potential new opportunities for American energy companies.
Nuclear and Defense Names Also Rise
Oklo Inc (OKLO) gained 11.5% to $86.82 as nuclear energy stocks continued their recent momentum. Figure Technology Solutions Inc (FIGR) added 11.3% to $48.66.
On the defense side, AeroVironment, Inc (AVAV) rose 8.6% to $278.31, while Kratos Defense & Security Solutions Inc (KTOS) gained 7.7% to $85.39.
All in all, Monday's session showed that when market sentiment turns positive, gains can spread across an unusually wide array of sectors and market caps. Whether it's FDA approvals, leadership changes, analyst upgrades, or geopolitical shifts, investors found plenty of reasons to buy on Monday.




