Oracle — The software giant saw a decline of over 5%, leading a reversal in tech stocks. This drop followed a report from The Information indicating that Oracle’s margins on its cloud business are weaker than analysts had estimated. Additionally, the company is reportedly losing money on some of its Nvidia chip deals.
Figma — The design software vendor experienced a surge of about 7%, building on a previous 7% gain. This uptick came after OpenAI CEO Sam Altman announced Figma’s integration into ChatGPT, allowing users to run Figma tasks directly within their conversations.
Dell Technologies — The PC maker’s stock fluctuated after it raised its full-year outlook. Dell now anticipates annual revenue growth between 7% and 9%, an increase from the earlier estimate of 3% to 4%. The company also expects earnings to grow by at least 15% year-on-year. Shares initially jumped as much as 6.1% before stabilizing.
Ford — Shares of the automaker plummeted more than 7% after news broke that a fire at a key supplier would disrupt operations for several months. The New York plant, operated by Novelis, is crucial for supplying aluminum sheets to the auto industry.
Energy Stocks — Shares of energy companies declined as oil prices fell to their lowest levels since May. Notable declines included Marathon Petroleum and Halliburton, both down nearly 3%, while Phillips 66, Devon Energy, and Valero each dropped more than 2%.
PayPal — The company’s shares rose over 3% following the introduction of a new feature designed to assist small and midsize businesses in advertising on their websites.
Centene & Molina Healthcare — Health-care stocks saw gains after President Donald Trump expressed openness to a deal that would prevent the expiration of enhanced ACA subsidies. Centene shares rose by 3%, while Molina added 2%.
Homebuilder Stocks — Evercore analyst Stephen Kim downgraded several homebuilder stocks, suggesting that profit margins need to stabilize before any rebound can occur. D.R. Horton, Toll Brothers, and KB Home shares all fell about 5%, while Pultegroup slipped more than 4%.
Trilogy Metals — U.S.-listed shares of the Canadian minerals explorer skyrocketed approximately 225% after the White House announced it would take a stake in the company. The Trump administration plans to invest $35.6 million, making the U.S. government a 10% shareholder.
Aehr Test Systems — The stock plunged over 20% after the semiconductor testing solutions firm reported a year-over-year revenue drop and declined to provide guidance due to global trade tensions.
Dollar Tree — Shares fell about 3% after Jefferies downgraded the discount retailer’s stock from hold to underperform, predicting a 20% decline in Dollar Tree’s value.
Advanced Micro Devices — The chipmaker’s stock rose 3% following a Jefferies upgrade from hold to buy, with the investment bank projecting more than 47% upside for the company.
IBM — International Business Machines saw a jump of about 3% after announcing its agreement to integrate Anthropic’s Claude chatbot into its software portfolio.
Constellation Brands — The Modelo distributor’s shares rose 2% after reporting better-than-expected top- and bottom-line growth in its fiscal second-quarter earnings.
AppLovin — Shares increased by 7% in trading Tuesday, recovering from a 14% drop late Monday after reports emerged that the U.S. Securities and Exchange Commission was investigating the mobile advertising firm’s data collection practices.
— CNBC’s Liz Napolitano, Sarah Min, Fred Imbert, Alex Harring, Michelle Fox, and Spencer Kimball contributed reporting. (Learn the best 2026 strategies from inside the NYSE with Josh Brown and others at CNBC PRO Live. Tickets and info here.)
