Paccar
The maker of Peterbilt trucks saw a notable increase of 5% after President Donald Trump announced a 25% tariff on imported heavy trucks, effective October 1.
Boeing
Boeing’s shares rallied over 4% following Turkish Airlines’ order for 75 Boeing 787 aircraft and the completion of negotiations for 150 737 MAX planes. This deal coincided with Turkey’s President Tayyip Erdogan meeting with President Trump. Additionally, the Federal Aviation Administration (FAA) stated it would allow limited delegation to Boeing for issuing airworthiness certificates for certain 737 MAX and 787 airplanes starting Monday. These certificates confirm that an aircraft is safe for operation.
Intel
Intel’s stock rose by 4% after reports emerged that the chipmaker approached Apple, Taiwan Semiconductor, and other firms about potential investments to stabilize its operations.
Semiconductor Companies
Shares of several semiconductor firms dipped following a Wall Street Journal report indicating that Trump is considering tariffs on companies that do not maintain a 1:1 ratio of domestically manufactured to imported semiconductors. Notable declines included STMicroelectronics, Marvell Technology, and Taiwan Semiconductor, each falling about 2%. Conversely, GlobalFoundries surged 5%, while Teradyne edged up 1%.
Furniture Stocks
President Trump announced a 30% tariff on upholstered furniture, effective October 1, leading to declines in furniture retailers. RH lost approximately 4%, while Williams-Sonoma eased by 1%.
U.S. Pharmaceutical Stocks
Trump also declared a 100% tariff on branded, patented drugs entering the U.S., although companies establishing manufacturing plants in the U.S. are exempt. Eli Lilly and Merck each gained about 1%, while U.S.-listed shares of Denmark’s Novo Nordisk fell around 2%.
InterContinental Hotels Group
The owner of Kimpton and Hotel Indigo saw its shares increase by over 4% after JPMorgan upgraded the British-based chain from underweight to overweight, raising its price target by 22%.
Concentrix
Concentrix, a technology and services company, dropped 10% after disappointing third-quarter earnings. Adjusted earnings came in at $2.78 per share, below the consensus estimate of $2.87 per share.
MasterBrand and American Woodmark
Both manufacturers rose more than 5% as FactSet’s StreetAccount reported that they derive over 95% of their revenue from the U.S. and have cited foreign imports as detrimental to their business. They stand to benefit from the President’s proposed 50% tariff on cabinet imports.
Mirion Technologies
Mirion Technologies, a radiation safety company, jumped 12% after JPMorgan began research coverage with an overweight rating and a $28 price target. Additionally, a report indicated that the Department of Energy is set to announce $900 million in funding for domestic uranium enrichment.
Six Flags Entertainment
The amusement park company rose 4% after shareholder Land & Buildings outlined strategies for creating value by monetizing its real estate holdings, including the potential spin-off of real estate into an investment trust.
Perpetua Resources
The exploration and development-stage miner climbed 14% after announcing readiness to enter long-term off-take arrangements for commercial-grade antimony. Perpetua claims its Stibnite Gold Project is the only domestic reserve of antimony in the U.S.
CleanSpark
CleanSpark, a bitcoin miner, sank 7% following a downgrade at JPMorgan to neutral. The bank noted that shares appear fully priced in regarding CleanSpark’s expansion to 50 exahashes per second (EH/s) and emphasized the need for clarity on its plans for high-performance computing (HPC) investments.
Riot Platforms
Riot Platforms, another bitcoin miner, was upgraded at Citigroup to buy/high risk from neutral, resulting in a 2% increase after a 4.1% decline earlier in the week.
Costco Wholesale
Costco’s shares fell 2% despite fiscal fourth-quarter earnings and revenue surpassing Wall Street estimates. The warehouse retailer reported earnings of $5.87 per share on revenue of $86.16 billion, exceeding consensus estimates of $5.80 per share on revenue of $86.06 billion. Costco also noted double-digit gains in both membership income and e-commerce business, although its shares have lagged the market in 2025, rising less than 3%.
Alkermes
The biopharmaceutical company rose 5% after RBC Capital Markets upgraded the stock to outperform from sector perform and raised its price target to $44 from $42.
