Check out the companies making headlines in midday trading: Oracle — The software giant fell more than 5%, leading a reversal in tech stocks, after The Information reported its margins on its cloud business are weaker than analysts currently estimate and that it is losing money on some of its Nvidia chip deals. Figma — The design software vendor jumped about 7%, adding to its 7% gain in the prior session . On Monday, OpenAI CEO Sam Altman introduced Figma’s integration into ChatGPT, which will allow ChatGPT users to have Figma run tasks from within their conversations. Dell Technologies — The PC maker seesawed after it increased its full-year outlook . The company now sees annual revenue growth between 7% and 9%, up from a 3% to 4% range. Dell also sees earnings growing at least 15% year on year. Shares jumped as much as 6.1% before pulling back to the flatline. Ford — Shares of the automaker tumbled more than 7% after investors learned a fire at a key supplier will interrupt business for months. The New York plant, operated by Novelis, supplies aluminum sheet to the auto industry. Energy stocks — Shares of energy companies fell as oil prices slipped to the lowest level since May. Marathon Petroleum and Halliburton fell nearly 3%, while Phillips 66 , Devon Energy and Valero were all down more than 2% each. Paypal — Shares rose more than 3% after unveiling a feature that will help small and midsize businesses put advertising on their website. Centene , Molina Healthcare — Health-care stocks rose after President Donald Trump said he was open to a deal that would stave off the expiration of enhanced ACA subsidies. Centene shares rose 3%, while Molina added 2%. Homebuilder stocks — Evercore analyst Stephen Kim downgraded several homebuilder stocks, saying profit margins will need to bottom before the stocks can rebound. D.R. Horton , Toll Brothers , and KB Home shares all fell about 5%, while Pultegroup slipped more than 4%. Trilogy Metals — U.S.-listed shares of the Canadian minerals explorer soared about 225% after the White House said it would take a stake in the company . The Trump administration will invest $35.6 million in Trilogy as part of a new partnership, making the U.S. government a 10% shareholder. Aehr Test Systems — The stock plunged more than 20% after the semiconductor testing solutions firm reported a year-over-year drop in revenue and declined to issue guidance due to global trade tensions. Dollar Tree — Shares fell about 3% after Jefferies downgraded the discount retailer’s stock to underperform from hold. The firm also called for a 20% drop in Dollar Tree. Advanced Micro Devices — The chipmaker’s stock rose 3% after a Jefferies upgrade to buy from hold. The investment bank also called for more than 47% upside in the chipmaker. IBM — International Business Machines jumped about 3% after agreeing to integrate Anthropic’s Claude chatbot into its software portfolio. Constellation Brands — The Modelo distributor rose 2% after posting better-than-expected top- and bottom-line growth in fiscal second-quarter earnings. AppLovin — Shares added 7% in trading Tuesday after falling 14% late Monday after a report that the U.S. Securities and Exchange Commission was looking into the mobile advertising firm’s data collection. — CNBC’s Liz Napolitano, Sarah Min, Fred Imbert, Alex Harring, Michelle Fox and Spencer Kimball contributed reporting. ( Learn the best 2026 strategies from inside the NYSE with Josh Brown and others at CNBC PRO Live. Tickets and info here . )
