Stock Markets February 10, 2026

Market Movers: Netflix and Oracle Advance as Intel and Several Peers Retreat

A wide range of market-cap tiers show sharp gains and losses across tech, travel, biotech and industrial names

By Derek Hwang ORCL NFLX MSFT LRCX INTC
Market Movers: Netflix and Oracle Advance as Intel and Several Peers Retreat
ORCL NFLX MSFT LRCX INTC

Tuesday’s session produced notable volatility across major and smaller-cap stocks. Streaming giant Netflix and enterprise software provider Oracle were among the leaders to the upside, while several technology and industrial names ended lower. The move extended through large-, mid- and small-cap groups, with sector-specific headlines and company guidance influencing performance.

Key Points

  • Mega-cap tech and software companies showed mixed performance with Oracle and Netflix advancing while select chipmakers and Intel fell - impacts most acute in the technology sector.
  • Large- and mid-cap stocks reacted to company-specific news such as partnerships, outlook revisions, and takeover discussions, affecting travel, industrial, and services sectors.
  • Small-cap biotech and specialty names produced significant percentage moves, reflecting clinical trial outcomes and quarterly results that amplified volatility in the healthcare and life sciences space.

U.S. equity trading on Tuesday saw a mixture of rallies and sell-offs spanning mega-cap technology names down to small-cap biotechs. A number of corporate headlines and reported guidance updates tracked to material moves in share prices across market-cap segments.


Mega-cap highlights

  • Oracle Corp (ORCL) rose 3.48%.
  • Netflix Inc (NFLX) gained 3.37%.
  • Microsoft Corp (MSFT) climbed 1.77%.
  • Lam Research Corp (LRCX) fell 2.45%.
  • Intel Corp (INTC) declined 3.20% - the note accompanying the move referenced Mobileye to supply advanced driver assistance systems to Mahindra.
  • American Express (AXP) increased 2.54% following a renewal of its NBA partnership and the addition of USA Basketball.

Large-cap performers

  • Spotify Technology (SPOT) surged 18.30%.
  • Datadog Inc (DDOG) jumped 15.38%.
  • Marriott Intl (MAR) rose 8.52% on strength in international growth despite a U.S. slowdown.
  • Masco Corp (MAS) climbed 9.40% after a 2026 outlook that topped expectations.
  • Hasbro Inc (HAS) gained 6.96% on news it will become the global toy licensee for the Harry Potter franchise.
  • Reddit (RDDT) added 6.65%.
  • Credo Technology Holding (CRDO) rose 10.34% after projecting third-quarter revenue above guidance and forecasting 200% growth.
  • Medpace Holdings Inc (MEDP) dropped 14.24% despite a fourth-quarter earnings beat and in-line guidance.
  • Wesco Intl (WCC) fell 9.61% as a Q4 earnings miss overshadowed a revenue beat.
  • Figma Inc (FIG) increased 8.72%.

Mid-cap movers

  • UniFirst Corp (UNF) jumped 17.59% after reports that UniFirst and Cintas renewed takeover discussions at $275 per share.
  • Ultra Clean Holdings (UCTT) rose 15.31%.
  • Kyndryl Holdings (KD) climbed 9.26% after Guggenheim downgraded the stock to Neutral citing management exits.
  • Amentum Holdings LLC (AMTM) fell 9.51% as fiscal 2026 guidance trailed estimates.
  • Under Armour (UAA) declined 9.10%.
  • Valspar Corp (VAL) fell 6.51%.
  • Transocean Ltd (RIG) fell 6.04%.
  • Goodyear Tire (GT) plunged 13.93% after reporting mixed fourth-quarter results.
  • Zoominfo Technologies Inc (GTM) declined 10.04% as in-line guidance disappointed investors.
  • Upwork (UPWK) dropped 16.15% on weaker-than-expected first-quarter guidance.

Small-cap swings

  • Evommune (EVMN) soared 49.06% after its atopic dermatitis drug met the primary endpoint in a Phase 2a trial.
  • Nektar Therapeutics (NKTR) rallied 43.46% on positive long-term data for an atopic dermatitis drug.
  • Ichor Holdings Ltd (ICHR) climbed 35.02% following Q4 results that beat estimates and guidance that topped expectations.
  • Vestis (VSTS) rose 23.91% despite missing first-quarter expectations as revenue fell 3% year-over-year.
  • MYT Netherlands Parent (LUXE) increased 19.02% as LuxExperience returned to profitability and Mytheresa performed well in Q2.
  • CF Finance Acquisition (GCMG) gained 19.29%.
  • Gilat Satellite N (GILT) plunged 19.82%.
  • Jumia Technologies AG (JMIA) fell 15.73%.
  • Regenxbio Inc (RGNX) dropped 13.29%.
  • AVROBIO (TECX) declined 29.24%.

Across market-cap tiers, the session showcased sector-specific drivers: technology and software names produced several large winners and losers; travel and hospitality names saw movement tied to international growth commentary; industrial and materials-connected companies recorded mixed results; and small-cap biotechnology and therapeutics stocks posted some of the most pronounced percentage swings.

Investors navigating these moves faced a combination of corporate headlines, earnings outcomes and guidance that determined intraday direction for a broad set of equities.

Risks

  • Earnings and guidance disappointments have driven sharp share declines (examples include Medpace, Wesco, ZoomInfo and Upwork), signaling near-term downside risk for companies missing expectations - this primarily affects mid- and large-cap sectors.
  • Fiscal 2026 guidance shortfalls at certain firms (Amentum) indicate that forward-looking estimates can significantly alter investor sentiment and share prices - relevant to industrials and services sectors.
  • High single-day percentage swings among small-cap biotech and therapeutics names (Evommune, Nektar, AVROBIO) point to elevated volatility tied to clinical trial readouts and company-specific news - a pronounced risk for healthcare and small-cap equity investors.

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