Here are the companies making headlines in midday trading. Alphabet — Shares of the Google and YouTube owner fell nearly 6% after two high-profile researchers left the company for rivals in recent days. Senior research scientist John Jumper’s decision to leave Google DeepMind came just days after vice president of engineering at Google Noam Shazeer said he was joining OpenAI. AeroVironment — The drone manufacturer’s stock tumbled 11% after the company said it would restate earnings for the three- and nine-month periods ending Jan. 31 due to an error in how the carrying value used in a goodwill impairment analysis of the space reporting unit was calculated. Super Micro Computer — Shares jumped almost 14% after the server company announced the delivery of its Data Center Building Block Solutions Blueprint based on the Nvidia Vera Rubin NVL4 platform. The new product aims to accelerate the buildout of artificial intelligence for scientific research. CoreWeave — The cloud computing company’s stock lost nearly 9%. Late last week, CoreWeave disclosed insider sales from several high-profile executives. CEO Michael Intrator sold holdings worth more than $35 million pursuant to a 10b5-1 trading plan, according to a filing with the Securities and Exchange Commission. Visteon Corp — Shares of the auto parts maker company added 7% following upgrades to overweight from Barclays and JPMorgan . JPMorgan upgraded Visteon to overweight from neutral, saying the company is uniquely positioned to drive significant outgrowth with automotive and related verticals. Barclays said Visteon’s growth story is reemerging. Salesforce — Shares were off more than 2%, with the software provider on pace to fall for a 14th consecutive session. Salesforce has declined almost 30% over those 14 trading days, and is off nearly 44% in 2026. Fears that artificial intelligence will disrupt software companies’ business models have weighed on shares. Apogee Therapeutics — The biotechnology company’s shares soared almost 47% after AbbVie said it will buy Apogee . Under terms of the deal, Abbvie will buy Apogee for $135.11 per share in cash, or $10.9 billion, a 49% premium compared with Thursday’s close. AbbVie said Apogee will accelerate its presence in the respiratory space, and its shares were up about 7%. Arcosa — Shares rose 7% after rival building materials maker CRH said it will buy Arcosa for $150 a share in cash, or $8.5 billion, a 10% premium from Thursday’s close. CRH said Arcosa’s construction products business will complement its existing portfolio SpaceX — The rocket company’s stock dropped in its sixth trading session on the Nasdaq, losing more than 10%. While the stock is off roughly 18% since its closing high last Tuesday, SpaceX is still up more than 20% compared with its $135 IPO price. Getty Images — Shares more than doubled, soaring 115%, after Getty announced an agreement with OpenAI on Sunday. Getty Images’ content will appear on OpenAI search and ChatGPT. Credo Technology — Shares rose more than 8% after Evercore ISI initiated coverage with an outperform rating. Analysts said the stock is currently viewed as a copper-related AI connectivity play, but will increasingly be seen as an optical one too as it executes its product road map. Micron Technology — The stock was up nearly 6% after receiving two price target hikes. Bernstein raised its forecast to $1,300, while Needham hiked its outlook to $1,550. Memory peers rose in sympathy, with shares of Seagate Technology up almost 1% and shares of Sandisk advancing almost 6%. Chevron — Shares rose about 1% after the energy giant announced it will fuel a Microsoft data center in West Texas with natural gas. The 20-year agreement will serve a data center called Project Kirby which is estimated to consume 2.7 gigawatts of electricity. The data center will start receiving power in 2028. — CNBC’s Nick Wells, Michelle Fox, Scott Schnipper and Darla Mercado contributed reporting
