Stocks making the biggest moves midday: SpaceX, Coherent, Atlassian, Airbnb, Trade Desk & more

Coherent shares popped nearly 16% and are on track for a 47% weekly advance after a Reuters report on a potential Trump import ban.

Near-term momentum likely persists while traders price the probability of the ban; reversals possible if policy details weaken.

The article ties the move to a specific Reuters report and cites a large weekly run-up, but it does not confirm the ban is finalized.

Lumentum is cited as another photonics beneficiary, trading up about 6% alongside the Reuters report on a potential Chinese data center components import ban.

Expect volatility driven by policy headlines; upside depends on whether the ban is implemented and how broadly it applies.

The article provides only a price move and a “beneficiary” framing, without company-specific fundamentals or guidance.

Marvell Technology is mentioned as a beneficiary of the same potential import ban, with shares up about 3% in midday trading.

Short-term follow-through likely tracks further policy clarity; magnitude uncertain given limited detail.

The article does not specify Marvell’s direct exposure or any new company action, only a read-across.

Under Armour shares dropped more than 3% after lowering revenue guidance for the year ending next March due to softer demand.

Downward pressure likely persists into the next earnings cycle as investors reprice the growth trajectory.

The article states a concrete guidance cut and provides the direction of revenue change versus prior guidance and consensus.

Twilio shares surged 31% after it guided adjusted earnings $1.42 to $1.47 and raised full-year revenue growth to 18% to 18.5%.

Momentum likely remains elevated near-term given the magnitude of the beat and the raised growth range.

The article includes specific EPS and revenue ranges plus a raised full-year growth call relative to consensus.

Atlassian shares rose more than 32% after beating fourth-quarter revenue and earnings consensus, with first-quarter guidance above expectations.

Likely continued strength while traders focus on the beat and early guidance; full-year shortfall may cap upside.

The article provides both upside (beat, Q1 guidance) and a partial offset (full-year growth below consensus).

Palantir jumped 9% during midday trading as part of the software-stock move tied to solid earnings from major software names.

Near-term direction likely follows broader software sentiment; without company-specific catalysts, follow-through may be limited.

Palantir is named with a price move, but no new Palantir fundamentals or guidance are disclosed in the text.

Akamai traded 5% lower after revenue guidance disappointed, with Q3 revenue guidance below the FactSet consensus.

Downside pressure likely persists until the next earnings update; volatility around analyst estimate revisions.

The article specifies the Q3 revenue range and the consensus comparison.