Stocks across market-cap brackets experienced pronounced volatility on Tuesday as company-specific news and earnings-related developments pushed some names sharply higher while others fell. Moves spanned mega-cap conglomerates to small-cap listings, with healthcare, payments, travel and technology among the sectors registering the most activity.
Mega-cap highlights ($200 billion and above)
- Eli Lilly And Co (LLY) - The stock retreated -2.93% following a downgrade from HSBC tied to concerns about the obesity market.
- United Tech (RTX) - Shares were down -2.13% on the session.
- Morgan Stanley (MS) - The shares rose +2.24% amid news that Morgan Stanley plans to sell its stake in a New Jersey power plant.
- Goldman Sachs Group (GS) - The stock gained +1.6%.
- Lam Research Corp (LRCX) - Shares climbed +1.86%.
Large-cap movers ($10 billion to $200 billion)
- Tencent Music Entertainment Group (TME) - The share price plunged -18.42% after the company missed fourth-quarter earnings despite reporting revenue that beat expectations.
- Yandex (NBIS) - Shares fell -11.17% as Nebius moves ahead with a $3.75 billion convertible notes offering.
- Global Payments (GPN) - The stock jumped +6.13%.
- Expedia (EXPE) - Shares rose +5.7%.
- Vector Acquisition (RKLB) - The stock increased +6.49%.
- Fair Isaac and Comp Inc (FICO) - Shares were higher by +5.36%.
- Uber Technologies Inc (UBER) - The stock climbed +5.63%.
- Trade Desk Inc (TTD) - Shares advanced +5.67%.
- New Providence Acquisition Corp N (ASTS) - The stock moved up +6.35%.
- Apollo Global Management (APO) - Shares gained +3.38% after WestCX expanded RCS messaging deployment via a Twilio partnership.
Mid-cap action ($2 billion to $10 billion)
- Solaris Oilfield Infrastructure (SEI) - The stock surged +14.99% as Solaris Energy added 900 MW of capacity via two deals and secured funding.
- Lemonade Inc (LMND) - Shares jumped +12.71% after Morgan Stanley upgraded the stock on Tesla partnership potential.
- F G Annuities Life Inc (FG) - The company announced a $100 million share buyback program, and shares rose +8.91%.
- Academy Sports Outdoors Inc (ASO) - Shares fell -8.68%.
- Semtech Corp (SMTC) - Shares declined -8.44%.
- Forgent Power Solutions Inc (FPS) - The stock increased +6.31%.
- Atour Lifestyle Holdings ADR (ATAT) - Shares edged higher +5.7% as revenue rose over 33% year-over-year.
- Marriott Vacations Worldwide Corp (VAC) - The stock was up +5.96%.
- Blackline Inc (BL) - Shares climbed +5.56%.
- Navan Inc (NAVN) - Shares rose +6.87% after BMO Capital initiated coverage with an Outperform rating.
Small-cap movers ($300 million to $2 billion)
- Tuscan Holdings Corp (MVST) - The stock plunged -23.59%.
- Citi Trends (CTRN) - Shares surged +22.03% as the retailer doubled its profit outlook following strong fourth-quarter results.
- Babcock & Wilcox Enterprises (BW) - Shares rose +17.41%.
- Ichor Holdings Ltd (ICHR) - Stifel upgraded the stock on perceived cyclical strength; shares jumped +15.94%.
- Tronox Limited (TROX) - Shares increased +15.72%.
- Resolute Holdings Management (RHLD) - The stock climbed +14.12%.
- Loral Space and C (TSAT) - Shares rose +13.15%.
- Adecoagro SA (AGRO) - Morgan Stanley upgraded the stock on the impact of the Profertil acquisition; shares gained +12.66%.
- HUYA Inc (HUYA) - The stock fell -11.13% after a fourth-quarter loss exceeded estimates.
- CC Neuberger Principal Holdings II (GETY) - Getty Images shares declined on a weak 2026 outlook following mixed fourth-quarter results; the move was +20.2%.
The session underscored how heterogeneous drivers - from downgrades and earnings misses to corporate actions and upgrades - can produce wide dispersion in performance across market-cap segments. Market participants tracked company-specific disclosures, analyst moves and quarterly data as the primary catalysts listed above.