Investing.com -- U.S. indices are trading higher on Friday and set to close out a solid week, as signs of progress in the Middle East conflict and earnings optimism drove broad-based gains.

Here are Investing.com's stocks of the week:

Quantum Stocks

Quantum computing names have surged this week after reports said the Trump administration would award $2 billion in grants to nine companies in the sector. Rigetti Computing and D-Wave Quantum were among the biggest movers, up 42.2% and 39.8%, respectively, while IBM (+17.2%), GlobalFoundries (+20.85%), and Infleqtion (+27.4%) also caught a bid on the news.

The sector has been volatile, but government backing has reinvigorated investor appetite for the space, prompting traders to rotate into names in the sector.

Arm Holdings

Arm Holdings is one of the week's standout performers, surging over 42% after bullish commentary from Nvidia and others boosted the bull case for its CPU architecture.

On its earnings call, Nvidia revealed it now has visibility for $20 billion in revenues this year from standalone Arm-based Vera CPUs, opening up what it described as a $200 billion total addressable market.

Jefferies analyst Janardan Menon reiterated a Buy rating and $290 price target, writing that Nvidia's figures point to a stronger royalty outlook for Arm and signal broader demand for Arm-based processors across the data center.

Menon added that Arm's current guidance for AGI CPU revenue rising from $1 billion in FY28 to $15 billion in FY31 is "likely to prove conservative."

Dell Technologies

Dell has climbed more than 22% on the week, with a 16.4% gain so far on Friday, as investors position ahead of the company's quarterly earnings report due next week.

Evercore ISI analyst Amit Daryanani added the stock to the firm's Tactical Outperform list this week, reiterating an Outperform rating and $270 price target.

Daryanani cited "continued AI infrastructure momentum and improving enterprise AI demand signals," and suggested Dell could raise its full-year guidance of $140 billion in sales and $12.90 EPS given stronger-than-expected AI server demand.

Intuit

Intuit is a notable casualty, tumbling over 17% this week after its latest earnings disappointed and the company announced plans to slash its workforce.

Jefferies analyst Brent Thill pushed back on the severity of the sell-off, calling the market reaction "harsh on 1 pt lower FY26 guide for tax" and noting that the TurboTax shortfall represents only around one quarter of Intuit's overall business.

The remaining three segments, small and medium business and Credit Karma beat expectations. Thill flagged that Intuit's tax segment has beaten estimates in four of the prior seven fiscal years.

Spotify

Spotify is up over 19% in the last week following a well-received investor day that outlined a path to mid-teens revenue growth and operating margins above 20%.

Raymond James analyst Andrew Marok raised his price target to $615 from $555, reiterating Outperform, and highlighted the company's new AI remix partnership with Universal Music Group as a key development.

Deutsche Bank's Benjamin Black called Spotify "the structural winner in audio," adding that the UMG deal "effectively removes a key bear narrative" around the company's rights framework for AI music.