Here we will introduce companies that have become a hot topic in intraday trading. Alphabet — Shares of the Google and YouTube owner fell nearly 6% after two prominent researchers left the company in recent days to join rivals. Senior Researcher John Jumper’s decision to leave Google DeepMind comes just days after Google’s VP of Engineering Noam Shazeer announced he would be joining OpenAI. AeroVironment — Shares of the drone maker fell 11% after the company announced it would restate its earnings for the three- and nine-month periods ended Jan. 31 due to an error in the method used to calculate the carrying amount used in the space reporting division’s goodwill impairment analysis. Super Micro Computer — Shares rose about 14% after the server company announced the availability of a data center building block solution blueprint based on the Nvidia Vera Rubin NVL4 platform. This new product aims to accelerate the construction of artificial intelligence for scientific research. CoreWeave — The cloud computing company’s stock price fell nearly 9%. Late last week, CoreWeave revealed insider sales by several high-profile executives. CEO Michael Intrater sold more than $35 million worth of stock pursuant to a 10b5-1 trading plan, according to a filing with the Securities and Exchange Commission. Visteon Corp — Shares of the auto parts maker rose 7% after Barclays and JP Morgan upgraded the stock to Overweight. JPMorgan upgraded Visteon from neutral to overweight, saying the company is uniquely positioned to drive significant growth in automotive and related sectors. Barclays said Visteon’s growth story was re-emerging. Salesforce — Shares fell more than 2%, putting the software provider on pace for its 14th straight quarter of declines. Salesforce has fallen about 30% over the past 14 trading days, and is on track to fall nearly 44% in 2026. Concerns that artificial intelligence will disrupt software companies’ business models are weighing on stock prices. Apogee Therapeutics — After AbbVie announced it would acquire Apogee, the biotech company’s stock soared about 47%. Under the terms of the deal, Abbey will acquire Apogee for $135.11 per share in cash, or $10.9 billion, a 49% premium to Thursday’s closing price. AbbVie said Apogee would accelerate its presence in respiratory medicine, and the company’s stock rose about 7%. ARCOSA — Shares rose 7% after rival building materials maker CRH said it would buy Arcosa for $150 per share in cash, or $8.5 billion, a 10% premium over Thursday’s closing price. CRH said Arcosa’s construction products business complements its existing portfolio, SpaceX. The rocket company’s stock fell for the sixth session on the Nasdaq, dropping more than 10%. Although the stock is down about 18% from last Tuesday’s closing high, SpaceX is still up more than 20% compared to its IPO price of $135. Getty Images — Shares more than doubled, surging 115% after Getty announced its agreement with OpenAI on Sunday. Getty Images content appears in OpenAI search and ChatGPT. Credo Technology — Shares rose more than 8% after Evercore ISI entered coverage with an Outperform rating. Analysts said the stock is currently considered a copper-related AI connectivity stock, but will increasingly be considered an optical stock as it executes its product roadmap. Micron Technology — Shares rose nearly 6% after two price target increases. Mr. Bernstein raised his outlook to $1,300, and Mr. Needham raised his outlook to $1,550. Memory-related companies also rose in line with this, with Seagate Technology’s stock rising about 1% and Sandisk’s stock rising about 6%. Chevron — Shares rose about 1% after the energy giant announced it would supply natural gas to Microsoft’s data center in West Texas. The 20-year agreement will service a data center called Project Kirby, which is estimated to consume 2.7 gigawatts of electricity. The data center is scheduled to begin powering in 2028. — CNBC’s Nick Wells, Michelle Fox, Scott Schnipper and Darla Mercado contributed reporting
