Check out the companies making the biggest moves in midday trading: Dominion Energy — Shares soared more than 9% after NextEra Energy announced a deal to acquire the company in an all-stock deal. NextEra said the merger of the two companies will create the world’s largest regulated power utility. NextEra stock fell about 5%. Viking Holdings — The cruise company’s stock rose nearly 2% after Wells Fargo upgraded it to overweight. The company cited better-than-expected bookings and resilient demand despite concerns over the ongoing Iran war. Advance bookings for 2027 are already up 31% from the previous year, according to Wells Fargo. Viking stock has outperformed other cruise lines since the Middle East conflict began. Mobileye — Shares of Mobileye, a maker of advanced driver-assistance technologies, fell nearly 8% after Jefferies opened the stock with an underperform rating. The analyst, who has an $8 price target on the stock, cautioned that Mobileye faces increasing competitive pressure and is already pricing in upside from improvements in its autonomous systems. Cognizant Technology Solutions — Shares of the artificial intelligence technology services provider rose nearly 7% after the company doubled its share buyback target for this year. Cognizant currently plans to buy back about $2 billion in stock in 2026. Boston Scientific — Shares rose more than 3% on plans for a $2 billion accelerated stock repurchase plan. The medical device company also invested $1.5 billion in MiRus, a privately held heart valve business. This agreement allows Boston Scientific to re-enter the transcatheter aortic valve replacement market. Regeneron Pharmaceuticals — Shares fell more than 10% after the company’s skin cancer treatment failed to meet targets in late-stage trials. Macy’s — Shares of the department store rose about 1% after regulatory filings revealed that Berkshire Hathaway had entered into a small position in the company worth about $55 million at the end of the first quarter. The stake was so small for a conglomerate that there was speculation that the purchase was made by Ted Weschler, vice president of investments who controls 6% of the company’s stock portfolio. Bio Rad Laboratories — Shares rose 11% after the Wall Street Journal reported that activist Elliott Investment Management has a significant stake in the company. However, the exact size of the stake and Elliott’s vision for the company are not detailed in the report. Delta Air Lines — Shares rose more than 1% after regulatory filings revealed that Berkshire Hathaway acquired a substantial stake in Delta Air Lines totaling $2.6 billion. This comes six years after Warren Buffett moved his entire Berkshire stock portfolio away from airlines. ServiceNow — Shares of the software company rose 6% after Bank of America reinstated a buy rating on the stock. ServiceNow is likely to benefit from AI, rather than be replaced by it, the bank wrote. Ford Motor Co. — Shares were down about 1% recently, but the stock soared in early trading after Ford Energy and EDF Power Solutions North America announced a five-year agreement to produce up to 4 gigawatt hours of DC block battery energy storage systems annually. Ford Energy is a subsidiary of the company, and deliveries as part of the deal are expected to begin in 2028. —CNBC’s Christina Cheddar Berk, Nick Wells and Yun Li contributed reporting.
