Check out the companies that are trending in intraday trading. Centene — The health insurance company’s stock fell 5%. Full-year revenue guidance was between $186.5 billion and $190.5 billion, missing the FactSet consensus call of $194.1 billion. The outlook for premium and service revenue this year was also lower than Wall Street expectations, at $170 billion to $174 billion, compared to expectations of $175 billion. AI Infrastructure Stocks — Shares of companies related to the artificial intelligence infrastructure industry soared in intraday trading as traders snapped up stocks after a solid week of selling in the technology sector. Lumen Technologies, Applied Digital, White Fiber and Coreweave rose at least 20% on the day. Nevius Group rose 16%. Viasat — Shares of the company that provides satellite broadband services rose about 10%. Adjusted earnings for the third quarter were 79 cents per share, up from 11 cents in the year-ago period. The company said it expects continued double-digit growth in operating cash flow in 2026. Management also said Viasat continues to evaluate strategic options, including the possibility of separating its government and commercial businesses. Roblox — The online gaming platform’s stock rose 12%. Roblox shared a rosy outlook, saying full-year bookings will range from $8.28 billion to $8.55 billion, compared to LSEG’s consensus estimate of $7.87 billion. The company’s fourth-quarter adjusted loss was 45 cents per share, narrower than the 48 cents per share loss that analysts had expected. Revenue also exceeded expectations, coming in at $2.22 billion versus the expected $2.05 billion. Philip Morris International — Shares of the tobacco company rose 1% after the company reported better-than-expected 2026 profit growth. Philip Morris’ Zyn nicotine pouch brand continues to grow and become a bigger part of the company’s business despite competition from British American Tobacco’s Vero. Verisign — The internet infrastructure company fell 10% to a 52-week low after its fourth-quarter earnings of $2.23 per share fell short of the $2.35 per share expected by analysts surveyed by FactSet. VeriSign also said it expects full-year operating income to be between $1.16 billion and $1.18 billion, below the consensus estimate of $1.19 billion. Amazon — Shares fell 6% after the e-commerce giant reported fourth-quarter earnings of $1.95 per share, narrowly missing the consensus estimate of $1.97 per share among analysts surveyed by LSEG. Amazon also said it expects to make $200 billion in capital spending in 2026. Molina Healthcare — The health insurer plunged about 28% after posting an adjusted loss of $2.75 per share in the fourth quarter, weighed down by Medicaid premium adjustments and Medicare cost pressures. Molina said full-year sales should be $44.5 billion, below the $46.55 billion expected by analysts surveyed by LSEG. Strategy — The Bitcoin treasury company’s stock rose 23%, rebounding from a 17% plunge the previous trading day. Stocks recovered as Bitcoin rebounded on Friday. The token rose 11% on the day, trading at $70,562.00 in its last session, after falling as low as $60,062 on Thursday. PHARMACEUTICAL COMPANIES — Food and Drug Administration Commissioner Martin McCulley said in a social media post late Thursday that “FDA will take swift action against companies that sell large quantities of illegal counterfeit drugs by claiming they are similar to FDA-approved products.” Novo Nordisk and Eli Lilly’s shares rose 7% and 2%, respectively, while Him’s & Hers Health’s stock fell 1%. — CNBC’s Darla Mercado, Michelle Fox and Alex Harring contributed reporting
