Stock Markets March 4, 2026

Micron, Intel Among Top Movers as Markets See Broad Swings

Chipmakers and large tech names lead gains while small-cap volatility produces dramatic winners and losers

By Jordan Park MU INTC AMD PLTR AMZN
Micron, Intel Among Top Movers as Markets See Broad Swings
MU INTC AMD PLTR AMZN

Wednesday’s trading session featured notable shifts across market-cap segments, with major semiconductor names and large technology companies posting strong advances. A mix of corporate announcements, litigation settlements and partnership news accompanied outsized moves in mid- and small-cap shares, producing both large gains and steep declines.

Key Points

  • Major semiconductor and technology companies drove gains among mega-caps, with Micron and Intel advancing more than 6%.
  • Large- and mid-cap stocks reacted to discrete events including a $950M litigation settlement for Moderna and partnerships involving TELUS and AST SpaceMobile as well as CoreWeave and Perplexity.
  • Small-cap names displayed wide dispersion, producing very large percentage gains for some issuers and steep declines for others amid operational announcements and financing plans.

Stocks moved unevenly on Wednesday, with several high-profile technology and semiconductor names powering gains while smaller companies produced sharp swings in both directions. Market participants reacted to a range of company-specific developments, from board changes and partnership announcements to legal settlements and capital markets actions.


Mega-cap Movers (Market Cap: $200 billion USD or higher)

  • Micron Technology (MU) +6.69%
  • Intel Corp (INTC) +6.22% - company named Craig Barratt as independent board chair
  • Advanced Micro Devices (AMD) +5.72% - note attached: OpenAI’s next AI model will have 'extreme' reasoning
  • Palantir Technologies Inc (PLTR) +4.5%
  • Amazon.com Inc (AMZN) +3.87%
  • Tesla Motors (TSLA) +3.5% - BofA Securities initiated coverage with a buy rating
  • Oracle Corp (ORCL) +2.74%
  • Lam Research Corp (LRCX) +2.76%
  • IBM (IBM) +2.08%
  • Facebook Inc (META) +1.93% - reported deal with News Corp and Meta in AI arrangement worth up to $50M a year

Large-cap Stock Movers (Market Cap: $10-$200 billion USD)

  • Coinbase Global (COIN) +15.1%
  • Moderna (MRNA) +14.27% - settled global litigation for a $950M payment
  • New Providence Acquisition Corp N (ASTS) +12.94% - TELUS partnership with AST SpaceMobile for satellite connectivity cited
  • Yandex (NBIS) +12.09%
  • Iris Energy (IREN) +11.76%
  • MicroStrategy Inc (MSTR) +10.7%
  • CoreWeave (CRWV) +8.17% - partnership with Perplexity for AI inference workloads noted
  • Credo Technology Holding (CRDO) +8.26%
  • Seagate Technology (STX) +7.17%
  • Applovin (APP) +7.37%

Mid-cap Stock Movers (Market Cap: $2-$10 billion USD)

  • Galaxy Digital Holdings OTC (GLXY) +15.19%
  • WIX.COM LTD. (WIX) +12.32%
  • Magenta Therapeutics (DNTH) +12.77%
  • Pbf Energy Inc (PBF) +12.63%
  • National Vision (EYE) +10.85% - reported beating estimates but shares pared gains following soft guidance
  • Hut 8 Mining PK (HUT) +11.39%
  • Stevanato Group SpA (STVN) +11.24% - surged nearly 17% on a fourth quarter earnings beat
  • Oscar Health (OSCR) +10.75%
  • Bullish Inc (BLSH) +10.43%
  • SeaCube Container Leasing Ltd (BOX) +10.45% - shares rose over 4% on better-than-expected Q4 results and guidance

Small-cap Stock Movers (Market Cap: $300 million - $2 billion USD)

  • Babcock & Wilcox Enterprises (BW) +40.19%
  • Pegasus Digital Mobility (SHMD) +35.57% - SCHMID delivered a panel-level packaging system to a U.S. tech firm
  • Gemini Space Station Ltd (GEMI) +33.84%
  • CONL (CONL) +30.28%
  • Dot Therapeutics2 (DAWN) +27.87%
  • AEABridges Impact (LVWR) +24.53%
  • Wowo Ltd (CD) +21.08%
  • Halcon (BATL) -23.72% - one of the largest declines among the small caps listed
  • Thunder Bridge Acquisition II Ltd (INDI) -20.09% - shares fell after news that indie Semiconductor plans a $150M convertible notes offering
  • MSTU (MSTU) -7.93%

Across market-cap categories, the day highlighted how corporate-specific developments - such as leadership changes, legal settlements, strategic partnerships and financing plans - can drive outsized stock moves. Semiconductor and large-cap technology shares were among the notable winners in the mega-cap cohort, while a mix of fundamental updates and capital markets activity produced significant dispersion in mid- and small-cap names.

Investors observing the session should note the range of company catalysts mentioned above and the pronounced volatility in smaller capitalization stocks during the trading day.

Risks

  • Soft guidance from National Vision (EYE) coincided with shares edging down despite beating estimates - signaling potential near-term earnings uncertainty for retailers.
  • Indie Semiconductor-related news of a $150M convertible notes offering preceded a roughly 20% share drop for Thunder Bridge Acquisition II Ltd (INDI), illustrating financing-related downward pressure on shares.
  • Large percentage declines in small-cap names such as Halcon (BATL) reflect elevated volatility in smaller capitalization stocks.

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