Check out the companies making headlines in the midday trading: Oracle – The software giant is leading the tech stock reversal, falling by over 5%. Figma – Design software vendor jumped about 7%, increasing 7% in the previous session. On Monday, Openai CEO Sam Altman introduced Figma integration into ChatGPT. This allows ChatGPT users to perform tasks from within the conversation. Dell Technologies – PC manufacturers saw it after increasing their year-round outlook. The company is currently increasing its annual revenue growth between 7% and 9%, ranging from 3% to 4%. Dell also expects revenue to increase at least 15% year-on-year. The stock jumped 6.1% before returning to the flatline. FORD – After investors learned that fire was being fired for months at a major supplier, the automaker’s stocks fell over 7%. The New York factory operated by Novelis supplies aluminum sheets to the automotive industry. Energy Stocks – Energy company stocks fell as oil prices slipped to their lowest levels since May. Marathon Petroleum and Halliburton fell nearly 3%, while Phillips 66, Devon Energy and Valero each fell by more than 2%. PayPal – Shares rose more than 3% after launching features that help small businesses put their ads on their websites. Centene, Molina Healthcare – Healthcare stocks rose after President Donald Trump said they were open to deals that would stop the expiration of strengthening ACA subsidies. Centene shares rose 3%, while Molina added 2%. Home Builder Stocks – Evercore analyst Stephen Kim downgraded some of the home builders’ stocks and said profit margins should bottom before the stock recovers. Dr. Horton, Toll Brothers and KB Home Shares all fell by about 5%, while Pultegroup slipped over 4%. Trilogy Metals – Canadian Mineral Explorer’s US-listed stock rose about 225% after the White House said it would be betting on the company. The Trump administration will invest $35.6 million in the trilogy as part of its new partnership, making the US government a 10% shareholder. AEHR Test System – After the semiconductor testing solutions company reported a decline in revenue year-over-year, stocks plummeted over 20%, refusing to issue guidance due to global trade tensions. Dollar Tree – Shares fell about 3% after Jefferies dropped its discount retailer shares on hold. The company also sought a 20% drop in the dollar tree. Advanced Micro Devices – Chipmaker stock rose 3% after Jeffries upgrades were purchased from holds. Investment banks also sought an upside of chipmakers of more than 47%. IBM – International Business Machine jumped about 3% after agreeing to integrate the Claude Chatbot of Humanity into its software portfolio. Constellation Brands – Model Distributors rose 2% after posting top-line and bottom-line growth in fiscal second quarter revenues that exceeded expectations. Applovin – Stock added 7% on Tuesday after a 14% drop late Monday after reports that the Securities and Exchange Commission is considering collecting data for mobile advertising companies. – Reported by CNBC’s Liz Napolitano, Sarah Min, Fred Imbert, Alex Harring, Michelle Fox and Spencer Kimball. (Learn the best 2026 strategies from within NYSE with Josh Brown and others on CNBC Pro Live. Tickets and info here.)
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