Check out the companies that make headlines for intraday trading: Oracle — The software giant has led a tech stock reversal, falling more than 5% after The Information reported that its cloud business is lower than analysts currently expect, with losses in some of its Nvidia chip transactions. Figma — Design software vendors skyrocketed by about 7%, adding to the 7% increase in the previous session. On Monday, OpenAI CEO Sam Altman introduced Figman’s integration into ChatGPT. This allows ChatGPT users to perform tasks from within the conversation to Figma. Dell Technologies — The PC manufacturer has been in seesaw after raising its full year outlook. The company currently expects annual revenue to increase by 7% to 9% from the 3% to 4% range. Dell also expects profits to increase by at least 15% year-on-year. The stock price rose 6.1%, but then returned to flat. Ford — Automaker’s stock price fell more than 7% after investors learned that a fire at a major supplier would be suspended for months. The New York factory operated by Novelis supplies aluminum sheets to the automotive industry. Energy Stocks — Energy companies’ stock prices fell as crude oil prices fell to their lowest level since May. Marathon Petroleum and Halliburton fell nearly 3%, while Phillips 66, Devon Energy and Valero each fell more than 2%. Paypal — Shares rose more than 3% after they announced features that help small businesses advertise on their websites. Centene, Molina Healthcare — Healthcare stocks have risen after President Donald Trump said he was positive about an agreement to avoid the expiration of the ACA subsidies. Centene stocks rose 3%, while Molina stocks rose 2%. Housing Construction Stocks — Evercore analyst Stephen Kim downgraded many homebuilding stocks, saying that profit margins would need to bottom for the stock to recover. Stock prices of DR Horton, Toll Brothers and KB Home all fell around 5%, while Pluto Group fell more than 4%. Trilogy Metals — The US listed stock of the Canadian mineral exploration company has skyrocketed about 225% after the White House announced it would acquire a share in the company. The Trump administration will invest $35.6 million in the trilogy as part of a new partnership, with the US government becoming 10% shareholder. Aehr Test Systems — Shares fell more than 20% after a semiconductor testing solution company reported a decline in revenue from the same period last year and refused to release guidance due to global trade frictions. Dollar Tree — The stock fell about 3% after Jeffries downgraded the discount retailer’s stock from hold to underperform. The company also requested a 20% drop in Dollar Tree. Advanced Micro Devices — The chipmaker’s share price rose 3% after Jeffries upgraded from Hold to buy. Investment banks also sought a higher price than chipmakers by 47%. IBM — International Business Machines has risen about 3% after agreeing to integrate Anthropic’s Claude chatbot into its software portfolio. Constellation Brands — Modelo distributors rose 2% following revenues in the second quarter of the fiscal year recorded higher than expected sales and bottom-profit growth. AppLovin — Shares rose 7% in Tuesday’s trading after a 14% drop in late Monday following reports that the Securities and Exchange Commission is investigating data collection for mobile advertising companies. — CNBC’s Liz Napolitano, Sarah Minh, Fred Inbert, Alex Harring, Michelle Fox and Spencer Kimball contributed to the press. (Learn the best strategies for 2026 from within the NYSE with Josh Brown and others on CNBC PRO Live. Tickets and info here.)
