Stocks making the biggest moves midday: Palantir, Amazon, SpaceX, Sandisk, Snap & more
Midday movers included Aptiv, down 17% after reducing 2026 revenue guidance midpoint to about $12.7B. Gartner rose about 18% on a Q2 beat and raised 2026 adjusted EPS to $14. Palantir jumped 29% on strong Q2 results. Snap gained over 14% on Q2 revenue of $1.6B. SpaceX rose over 6% ahead of its first quarterly report.
How this was made
The 30-second read
Why it matters
The most tradable signals are the explicit guidance changes and earnings beats/misses (Aptiv, Gartner, Zebra, Snap, Wayfair, Caterpillar, Pfizer, NRG) plus the Bezos share-sale filing (Amazon). The AI-infrastructure and semiconductor moves appear more catalyst-driven by policy drafting and an earnings calendar than by new company disclosures in this text.
Market read
Traders can use the guidance and earnings beats/misses for near-term positioning, while policy-drafting and earnings-calendar setups may drive higher volatility into after-bell reports.
What to watch
For SpaceX, lockup expiration timing and the exact earnings release content could dominate the narrative; for Whirlpool, the article does not explain why shares rose despite weaker guidance, suggesting missing context.
Background
This is a CNBC midday market wrap highlighting multiple single-name movers tied to earnings, guidance changes, a major insider-related selling filing, and a Reuters policy-drafting report affecting AI infrastructure supply chains.
Ticker impact
Palantir surged 29% on blowout Q2 results, including nearly 150% surge in U.S. commercial revenue.
Further upside bias possible if post-market commentary confirms durability; otherwise mean reversion risk after a large intraday move.
The article cites a large earnings-driven move with a specific revenue driver, but provides no valuation or forward guidance details beyond the headline reaction.
Amazon fell more than 2% after Jeff Bezos filed plans to sell about 15 million shares valued around $4.1 billion.
Near-term downside or volatility likely around the sell execution window; longer-term trend depends on fundamentals already cited as strong.
The catalyst is concrete (share-sale filing) but the article does not quantify timing of sales beyond the filing and does not add new operating guidance.
Snap rose more than 14% after Q2 results beat estimates, with revenue of $1.6 billion and key user metrics above expectations.
Sustained upside possible if management commentary supports continued ARPU and DAU growth; otherwise pullback after a sharp move.
The article provides specific beat figures and highlights the metrics that typically drive forward estimates.
Caterpillar climbed about 6% after raising 2026 sales and revenue growth outlook to mid- to high-teens.
Bias toward continued strength as traders price higher 2026 growth; watch for any skepticism on sustainability.
The article includes both beat results and a concrete guidance change, but lacks segment detail or margin guidance.
Pfizer gained 2% after Q2 results beat expectations and it increased the low end of its full-year revenue outlook.
Mild-to-moderate upside bias if investors focus on the raised revenue outlook; limited upside if pipeline or margins are unchanged.
The article gives beat and a specific outlook adjustment, but not the magnitude of the full-year range increase.
Wayfair surged almost 32% after calling for current-quarter revenue growth in the high single digits and beating Q2 estimates.
High probability of continued volatility and potential follow-through if the market believes demand is stabilizing.
The article provides both a guidance beat and specific Q2 earnings and revenue figures versus consensus.
AMD gained 8% as it prepared to issue results after the bell Tuesday.
Directionally uncertain pre-print; expect volatility around the after-hours report.
The article provides no earnings numbers or guidance changes, only a pre-report price move.
Coherent advanced 16% after Reuters reported the Trump administration is drafting a ban on Chinese data center components.
Upside continuation possible if policy details strengthen; downside risk if ban scope is narrower or delayed.
The catalyst is a concrete policy-drafting report, but the article does not specify how Coherent is positioned or affected.
Market effects
Semiconductor and AI-infrastructure names are trading on an earnings calendar and a reported potential China component ban, supporting sector momentum.
Primarily U.S.-listed price action, with policy-driven read-through to global supply chains for data center components.
China-related restrictions could affect global data center component demand and supply-chain allocation across the AI infrastructure ecosystem.
Counterpoint
Some of the biggest movers (notably memory and AI-infrastructure) may be trading policy and sector momentum rather than company-specific fundamentals, increasing fade risk after details emerge.
Key entities
- public_companyPalantir Technologies
Ripped higher on blowout Q2 results, including nearly 150% surge in U.S. commercial revenue.
- public_companyAmazon
Dropped after Bezos filed plans to sell about 15 million shares.
- public_companySnap
Jumped after Q2 revenue and key engagement metrics beat expectations.
- public_companyWayfair
Surged after raising current-quarter revenue growth outlook and beating Q2 estimates.
- public_companyZebra Technologies
Spiked after boosting full-year guidance and reporting Q2 beats.
