Here, we will introduce stocks that are attracting attention in intraday trading. ARM Holdings — Shares of the British semiconductor design company rose about 13% on the Nasdaq ahead of its latest earnings report, which is expected to be released after the close of trading on Wednesday. UBS analyst Timothy Arcuri on Tuesday raised his 12-month price target for ARM to $245 from $175. HealthPeak Properties — HealthPeak Properties — The healthcare real estate investment trust’s stock soars 18% after first-quarter funds from operations (FFO), sales both beat Wall Street analysts’ consensus estimates, and the company raised its second-quarter FFO outlook to $1.71 to $1.75. CDW — Shares fell 19% after the multi-brand information technology provider reported a surprise operating profit in the first quarter. The company reported adjusted earnings of $2.28 per share, which was in line with the FactSet consensus. CDW reaffirmed its 2026 outlook, with adjusted EPS growth expected to be in the mid-single digits year over year. Cenkora — Shares plunged 17% as the pharmaceutical wholesaler and distributor lowered its 2026 revenue growth forecast. Cecora now expects growth of 4% to 6%, compared to previous guidance of 7% to 9%. Aurora Innovation — Shares of the self-driving car company soared 9% after Aurora announced a deal to provide autonomous driving technology to Berkshire Hathaway subsidiary McLane. The partnership will enable McLane, one of the nation’s largest distribution companies, to use self-driving technology for long-haul trucking on routes in Texas and throughout the U.S. Sunbelt. Flex — Manufacturing stocks soared 35% to a 52-week high. Flex has announced plans to spin off its cloud and power infrastructure businesses as a new publicly traded company. Advanced Micro Devices — Shares rose nearly 17% after the chipmaker announced strong guidance. AMD is forecasting second-quarter sales of $11.2 billion, or $300 million more than the $10.52 billion expected by analysts. First quarter results also exceeded expectations for both sales and bottom line. Supermicrocomputer — The server maker’s stock rose 15%. LSEG said its fourth-quarter earnings forecast ranged from 65 cents to 79 cents per share, above Wall Street’s call for 55 cents per share. In the third quarter, Super Micro posted adjusted earnings of 84 cents per share on revenue of $10.24 billion. Analysts polled by FactSet expected earnings of 62 cents and revenue of $12.39 billion. Disney — The media giant’s stock rose 6% after fiscal second-quarter sales beat analysts’ expectations. The strong performance was driven by strong results from the company’s streaming and theme park businesses. CORNING — Shares soared 13% after the glass maker announced a deal with Nvidia to build three new manufacturing facilities in North Carolina and Texas. The facility will help develop optical technology for chipmakers and will increase Corning’s optical manufacturing capacity by 900%. CVS Health — Shares of the pharmacy benefits company rose 6% after better-than-expected first-quarter results. CVS had adjusted earnings of $2.57 per share on revenue of $100.43 billion. Analysts polled by LSEG expected sales of $95.1 billion and earnings of $2.20 per share. The company also raised its full-year profit forecast. Uber — Shares rose about 7% on strong booking guidance. Uber expects second-quarter bookings to be in the range of $56.25 billion to $57.75 billion, beating the consensus estimate of $56.17 billion. Arista Networks — The cloud networking company’s stock price fell nearly 17%. Adjusted gross margin was slightly lower than expected, coming in at 62.4% in the first quarter, compared to 62.7% expected by analysts surveyed by Street Account. Arista’s second-quarter revenue forecast was broadly in line with Street forecasts, coming in at $2.8 billion versus the expected $2.77 billion. SolarEdge Technologies — Shares fell 8% after the company reported a better-than-expected adjusted loss of 43 cents per share in its first-quarter financial report. Analysts surveyed by FactSet had expected a loss of 27 cents per share. Klaviyo — The email marketing platform provider’s stock price plummeted 32%. Adjusted operating income for the second quarter is expected to be in the range of $47.5 million to $50.5 million, compared to the StreetAccount consensus call of $52.7 million. Mr. Claviyo also announced that Chief Financial Officer Amanda Whalen will be retiring. He will serve as CFO until August 21, and will move into an advisory role until November. DaVita — The kidney dialysis service provider’s stock rose 20% after first-quarter adjusted earnings and revenue beat analysts’ expectations surveyed by FactSet. The company now expects full-year earnings to be in the range of $14.10 to $15.20 per share, compared with its previous guidance of between $13.60 and $15 per share. Skyworks Solutions — The wireless networking service provider’s stock fell 10%. Skyworks’ third-quarter guidance calls for revenue of $900 million to $950 million and adjusted earnings of $1.03 per share at the midpoint of the revenue range. Analysts surveyed by FactSet had called for 94 cents a share and revenue of $861.2 million. Devon Energy — The oil and gas producer’s stock price fell more than 7%. First-quarter adjusted earnings were $1.04 per share, compared to the FactSet consensus of $1.06 per share. Production for this period was slightly below Street expectations. Maplebear — The Instacart owner’s stock fell nearly 12% after first-quarter earnings of 57 cents per share fell short of expectations of 60 cents, according to analysts surveyed by LSEG. Sales were roughly in line with expectations, coming in at $1.02 billion. Oil stocks — Energy stocks fell after Axios reported that the U.S. and Iran may be close to a deal to end the war in the Middle East. APA Corporation and Occidental Petroleum fell 6%. ConocoPhillips fell 3%. ExxonMobil and Chevron both fell about 4%. —CNBC’s Lisa Kailai Han, Darla Mercado, Fred Imbert, Scott Schnipper, Michelle Fox and Nick Wells contributed to the report Markets change and headlines fade, but the core principles of building long-term wealth remain the same. Join us for the third annual CNBC Pro LIVE. Investors from all backgrounds, from financial professionals to everyday individuals, come together to cut through the noise and gain actionable strategies for smarter, more disciplined investing. No matter where you start, you’ll leave with clearer thinking and a stronger strategy. Enter your email address here to get your discount code.
