U.S. stocks traded higher on Tuesday, with the Nasdaq gaining over 114 points on Tuesday.

Aehr Test Systems (NASDAQ:AEHR) led the gainers, surging 15.13% to $107.79.

Shares of Aehr Test Systems have posted very large gains in 2026, rising 23.65% over the past month and 87.10% year-to-date, primarily due to a massive surge in orders for the company's semiconductor test and "burn-in" systems used in AI processors.

Aehr Test Systems stock rose 9.36% to close at $93.62 on Monday.

Here are some other stocks recording gains in today’s session:

  • AXT Inc. (NASDAQ:AXTI) gained 8.83% to $119.23. Following improved results in the first quarter, the company expects to deliver record indium phosphide semiconductors in the second quarter, driven by rising AI infrastructure spending in the US and China. AXT is pursuing among the most aggressive expansion plans in the industry to meet this demand.
  • Applied Optoelectronics Inc. (NASDAQ:AAOI) climbed 7.94% to $200.43. The stock has been among the big winners in 2026, soaring more than 397% YTD and boosting its market cap close to over $15 billion.
  • Alpha & Omega Semiconductor Ltd. (NASDAQ:AOSL) advanced 7.92% to $47.36. The company is set to present its latest advancements in AI core power, AI data center infrastructure, and industrial power solutions at the PCIM 2026 event.
  • AST SpaceMobile Inc. (NASDAQ:ASTS) rose 6.56% to $112.59, after Blue Origin CEO Dave Limp posted an update on X reassuring investors that Blue Origin regained access to Launch Complex 36 and that its key propellant infrastructure was undamaged by the recent explosion. This signaled that Blue Origin's setback may be less catastrophic than AST SpaceMobile investors had initially priced in.
  • Amprius Technologies Inc. (NYSE:AMPX) gained 6.52% to $23.17. Amprius Technologies stock has surged almost 805% over the last 12 months.
  • AGCO Corp. (NYSE:AGCO) added 6.16% to $118.94. The company is advancing fuel saving technologies to help farmers reduce operating costs while maintaining performance, reliability, and uptime during critical fieldwork.
  • AirJoule Technologies Corp. (NASDAQ:AIRJ) climbed 6.15% to $5.52.
  • ACM Research Inc. (NASDAQ:ACMR) rose 6.11% to $87.07. Thompson Siegel & Walmsley LLC increased its stake ACM Research by 71.8% in the fourth quarter. The company now owns 188,500 ACM Research shares, worth about $7.4 million.
  • American Battery Technology Co. (NASDAQ:ABAT) gained 5.58% to $3.78.
  • Atlas Energy Solutions Inc. (NYSE:AESI) advanced 5.46% to $18.05. Raymond James analyst James Rollyson upgraded the stock from Market Perform to Outperform with a price target of $25.
  • ARKO Petroleum Corp. (NASDAQ:APC) climbed 5.30% to $20.04.
  • Alibaba Group Holding Ltd – ADR (NYSE:BABA) gained 5.18% to $131.90. The company has announced a multi-year partnership with UEFA and UC3, the joint venture between UEFA and European Football Clubs. Alibaba Group will deploy advanced AI capabilities for UEFA men's club competitions and UEFA Euro 2028 as part of this partnership.