Investing.com’s stocks of the week

Investing.com -- After a week marked by continued geopolitical tensions in the Middle East, global markets have been on edge. The potential involvement of the U.S. in the Iran-Israel conflict is being closely watched.

Here are Investing.com’s stocks of the week.

Circle

Following its market debut earlier this month, Circle shares have continued to rally, increasing by more than 85% in the last week.

On Thursday and Friday, the company’s stock was boosted by the news that the U.S. Senate had approved a milestone stablecoin bill that could bring regulatory clarity to the cryptocurrency sector.

Adding to the stock’s momentum was Seaport Global Securities analyst Jeff Cantwell, who initiated coverage on Circle with a Buy rating and a $235 price target. Cantwell stated: "We view Circle as a top-tier crypto ’disruptor’ with a sizeable future opportunity."

Marvell (NASDAQ:MRVL) Technology

Marvell shares have gained just over 10% in the last week of trading, following the company’s well-received AI event. 

Following the event, analysts at BofA raised their target for the stock to $90 from $80, telling investors that they “continue to like MRVL as the rising tide of AI capex can help drive potential upside for one of the few franchises with a singular data-center focus.”

Solar Stocks

Solar stocks such as Enphase Energy (NASDAQ:ENPH) (-21.2%), First Solar (NASDAQ:FSLR) (-17.4% ), SolarEdge (NASDAQ:SEDG) (-27.2), and SunRun (NASDAQ:RUN) (-36.3) tumbled over the last week week after a Senate panel proposed phasing out solar and wind tax credits by 2028, as part of changes to Trump’s sweeping tax-and-spending bill.

"On first glance, the Investment Tax Credit/Production Tax Credit provisions for solar and wind look worse than the industries had hoped, though not quite in the same way as the House bill," commented Raymond James analyst Pavel Molchanov.

AMD (NASDAQ:AMD)

AMD has risen by around 10.2% in the last week after positive analyst commentary following the company’s Advancing AI event.

Piper Sandler lifted its target for the company’s shares to $140 from $125, maintaining an Overweight rating on the stock. 

“AMD caught up with the financial community on Friday with its quarterly pre-quarter close call,” said Piper Sandler. “Overall, we are enthused with the product launches at the AMD event this week, specifically the Helios rack, which we think is pivotal for AMD Instinct growth.”

The firm added that it expects “a snapback for [the] GPU business in the 4Q25 quarter when most of the China-related charges are through.”

“We also note that the largest of the business units, namely client is starting to see some pull-ins,” the analysts concluded.

GMS

GMS shares surged after QXO launched an unsolicited cash bid of $95.20 per share for the company. 

In addition, it was then reported that DIY chain Home Depot (NYSE:HD) is making an offer for the building-products distributor. 

GMS shares surged over 10% on Wednesday, before gaining a further 24% on Friday in reaction to the news. In the last week (before Friday’s close), the stock has jumped over 32%.