These 10 Stocks Rose Over 40% Since Trump's Ceasefire Claims: One Hasn't Done This Since 2005
Twelve trading sessions after a U.S.-brokered ceasefire between Israel and Lebanon took effect — and with both the S&P 500 and the Nasdaq 100 trading at record highs — 10 large-cap stocks with market capitalizations exceeding $50 billion had each gained more than 40%, according to Benzinga Pro data screened on April 17.
None of them is an energy company. All 10 companies are technology or technology-adjacent names whose valuations had been compressed by a specific combination of forces: rising oil feeding into inflation expectations, supply-chain anxiety around Strait of Hormuz disruptions, and the general risk-off sentiment that had pushed high-multiple stocks lower through the conflict period.
The rotation is not uniform in its character. Some names broke historic records.
One delivered a streak not seen in over two decades.
A cluster of memory and storage stocks repriced a structural supply shortage that had been building since late 2025 but was obscured by geopolitical noise.
10. Advanced Micro Devices Corp. (NASDAQ:AMD) — +41.94%
Advanced Micro Devices closed higher for 12 consecutive sessions — its longest uninterrupted winning streak since 2005. Over that span the stock gained 41.94%, adding roughly $101 billion in market value.
The streak ranks among the rarest in AMD’s history: a chart of the company’s full price history since its 1972 IPO identifies only four instances of ten or more consecutive positive closes.
The current episode is the fourth, and arrives with the largest initial move of any in the series.
Wall Street began to reprice AMD’s server-CPU business as a structural beneficiary of the agent-based AI wave. Analysts at Bernstein SocGen raised their 2027 revenue forecast well above the Street consensus, citing AMD’s partnership with Meta and the upcoming MI400 AI accelerator launch. A
MD reports first-quarter results on May 5, with prior guidance calling for 32% year-over-year revenue growth.
9. Micron Technology, Inc. (NASDAQ:MU) — +42.09%
Micron Technology gained 42.09% in the 12-session window, recovering from war-period lows as the market repriced the memory leader at multiples more consistent with its fundamental supply-demand position.
Micron had already supplied the catalyst for the storage group’s broader rerate in March, reporting second-quarter fiscal 2026 earnings of $12.20 per share — roughly 33% above consensus — with revenue of $23.86 billion driven almost entirely by high-bandwidth memory demand.
Management confirmed that HBM capacity for the remainder of 2026 is completely sold out, with AI data centers consuming roughly 70% of high-end DRAM supply.
Memory chip stocks surged roughly 9% in a single premarket session on April 8 as ceasefire terms became clearer, with Micron leading the group alongside SanDisk, Seagate and Western Digital.
8. Western Digital Corporation (NASDAQ:WDC) — +43.72%
Western Digital surged 43.72% in the 12-session period, extending a move that had already pushed the stock to record highs in mid-March following Micron’s ...
Source: Benzinga