U.S. equity trading on Wednesday produced a wide range of individual stock moves, with strength concentrated in technology and semiconductor names while several consumer and smaller-cap issues weakened. Analyst upgrades, corporate announcements and deal-related news were among the catalysts pushing some mega-cap and mid-cap names higher, and weighing on others.
Mega-cap movers (Market cap: $200 billion or higher)
- Oracle Corp (ORCL) - Up 3.75% after Oppenheimer upgraded the stock, citing strength in the company’s positioning around artificial intelligence and assigning a $185 price target.
- Netflix, Inc. (NFLX) - Up 4.9% as reports indicated Warner Bros. Discovery is considering a revised offer involving Paramount and Skydance, a development that appears to have supported streaming-related names.
- Micron Technology (MU) - Up 3.72%.
- Applied Materials Inc (AMAT) - Up 4.06%.
- Lam Research Corp (LRCX) - Up 3.58%.
- IBM (IBM) - Up 3.22% following an upgrade from UBS, which described a balanced risk-reward profile for the stock.
- Palantir Technologies Inc (PLTR) - Up 3.97%.
- Avago Technologies (AVGO) - Up 2.18%.
- Home Depot (HD) - Down 3.18%.
- United Tech (RTX) - Down 2.09%; a unit of RTX won a DARPA contract focused on long-range X-ray imaging technology.
Large-cap movers (Market cap: $10-$200 billion)
- Taser Intl (AXON) - Shares surged 20.43% after a strong fourth quarter and an upbeat outlook.
- Circle Internet Group Inc (CRCL) - Up 19.13%.
- Jazz Pharmaceuticals (JAZZ) - Up 9.8% on results driven by growth in Xywav.
- United Therapeutics Corp (UTHR) - Listed with a 9.09% move; the stock was also described as falling nearly 5% on a revenue miss despite an earnings beat in its company update.
- Lumentum Holdings Inc (LITE) - Up 8.75%.
- Figma Inc (FIG) - Up 9.66%.
- Coherent (COHR) - Up 6.96%.
- GoDaddy Inc (GDDY) - Down 15.86% after revenue guidance trailed estimates.
- First Solar Inc (FSLR) - Down 14.02% following weak 2026 revenue guidance after a quarterly earnings miss.
- MercadoLibre (MELI) - Down 9.49%.
Mid-cap movers (Market cap: $2-$10 billion)
- Clear Secure (YOU) - Up 24.26% after beating fourth-quarter estimates on revenue growth.
- Dragoneer Growth Opp (CCC) - Up 23.52%.
- Everus Construction (ECG) - Up 22.08% following a fourth-quarter earnings beat.
- CAVA Group Inc (CAVA) - Up 21.8% as fiscal-year revenue topped $1 billion for the first time.
- Resideo Tech (REZI) - Up 12.72% on upbeat 2026 guidance despite missing Q4 estimates.
- Photronics (PLAB) - Up 15.87%.
- Klarna (KLAR) - Up 10.95%; the move coincided with news that a PriceRunner antitrust damages case against Google is approaching a verdict.
- Inflection Point Acquisition (LUNR) - Down 17.83% after Intuitive Machines secured a $175 million equity investment.
- Gores Holdings II Incorporated (VRRM) - Verra Mobility fell 13.9% on an earnings miss and weak guidance.
- Highland HFR Event Driven (DRVN) - Down 35.61%.
Small-cap movers (Market cap: $300 million - $2 billion)
- Braiin (BRAI) - Up 94.57%.
- Zafgen Inc (LRMR) - Up 42.01%.
- Rayonier Advanced Materials (RYAM) - Up 39.75%.
- Acadia Healthcare (ACHC) - Up 24.67% after reporting a fourth-quarter revenue beat alongside an earnings miss.
- Sigma Lithium US (SGML) - Up 22.3%.
- Novocure Ltd (NVCR) - Up 21.04%.
- Oddity Tech (ODD) - Down 51.76% after a downgrade from Jefferies related to disruption in its advertising algorithm.
- MannKind Corp (MNKD) - Down 37.45%.
- Allot Communications (ALLT) - Down 23.04%.
- Camping World Holdings Inc (CWH) - Down 21.75% on a fourth-quarter earnings miss.
The day’s movers demonstrate how disparate headlines - from analyst upgrades and contract awards to earnings beats, misses and revised guidance - can sharply move individual stocks across market-cap ranges. Technology and semiconductor names accounted for a substantial share of the upside among large-cap issues, while guidance shortfalls and company-specific operational challenges weighed more heavily on a subset of retail and small-cap names.