Stocks making the biggest moves midday: Cerebras, Microsoft, ServiceNow, Papa John's & more
open_in_new
Read the original article: https://www.cnbc.com/2026/05/15/stocks-making-the-biggest-moves-midday-cbrs-msft…
fact_checkFact-Check Results
23 claims extracted and verified against multiple sources including cross-references, web search, and Wikipedia.
schedule
Pending
13
check_circle
Corroborated
5
info
Single Source
2
verified
Verified By Reference
1
verified
Verified
1
help
Insufficient Evidence
1
“Microsoft — Shares rose nearly 4% after Pershing Square's Bill Ackman said he has been accumulating stock in the software company since its the stock fell in the wake of its second-quarter earnings report.”
CORROBORATED
Multiple independent web sources (Fortune, Tech Sparkle, and another news snippet) confirm that Bill Ackman's Pershing Square accumulated Microsoft stock following a post-earnings dip.
menu_book
wikipedia
NEUTRAL
— The list of Harvard University alumni includes notable graduates, professors, and administrators affiliated with Harvard University. For a list of notable non-graduates of Harvard, see the list of Har…
https://en.wikipedia.org/wiki/List_of_Harvard_University_peo…
https://en.wikipedia.org/wiki/List_of_Harvard_University_peo…
menu_book
wikipedia
NEUTRAL
— In politics, regulatory capture (also called agency capture) is a form of corruption of authority that occurs when a political entity, policymaker, or regulator is co-opted to serve the commercial, id…
https://en.wikipedia.org/wiki/Regulatory_capture
https://en.wikipedia.org/wiki/Regulatory_capture
menu_book
wikipedia
NEUTRAL
— The Giving Pledge is a charitable campaign, founded by Bill Gates, Melinda French Gates, and Warren Buffett, to encourage wealthy people to contribute a majority (i.e. more than 50%) of their wealth t…
https://en.wikipedia.org/wiki/The_Giving_Pledge
https://en.wikipedia.org/wiki/The_Giving_Pledge
+ 3 more evidence sources
“The hedge fund manger disclosed the investment, but not its size, in a lengthy post on Friday ahead of his company's quarterly 13F filing.”
CORROBORATED
Fortune and another news source confirm Ackman disclosed the investment via a lengthy post on X (formerly Twitter) on Friday prior to the 13F filing, and Fortune specifically notes he did not disclose the size.
menu_book
wikipedia
NEUTRAL
— A.R.P. v. Trump (originally filed as A.A.R.P. v. Trump and then known as W.M.M. v. Trump) is a pending appeal before the United States Court of Appeals for the Fifth Circuit sitting en banc. The case …
https://en.wikipedia.org/wiki/A.R.P._v._Trump
https://en.wikipedia.org/wiki/A.R.P._v._Trump
menu_book
wikipedia
NEUTRAL
— Renée Nicole Macklin Good, a 37-year-old American woman, was fatally shot in Minneapolis, Minnesota, by United States Immigration and Customs Enforcement (ICE) agent Jonathan Ross, on January 7, 2026.…
https://en.wikipedia.org/wiki/Killing_of_Renée_Good
https://en.wikipedia.org/wiki/Killing_of_Renée_Good
menu_book
wikipedia
NEUTRAL
— The Game Boy portable system has a library of games, which were released in plastic ROM cartridges. The Game Boy first launched in Japan on April 21, 1989, with Super Mario Land, Alleyway, Baseball, a…
https://en.wikipedia.org/wiki/List_of_Game_Boy_games
https://en.wikipedia.org/wiki/List_of_Game_Boy_games
+ 3 more evidence sources
“ServiceNow — The AI platform's stock rose nearly 5% after it struck a multiyear partnership with Experian.”
SINGLE SOURCE
While the partnership with Experian is confirmed in other claims, the specific stock price movement of 'nearly 5%' is not explicitly corroborated by the provided search results, which focus on the company's general nature.
travel_explore
web search
NEUTRAL
— ServiceNow, Inc. is an American software company that supplies a cloud computing platform for the creation and management of automated business workflows. The company was founded in Santa Clara, Calif…
https://en.wikipedia.org/wiki/ServiceNow
https://en.wikipedia.org/wiki/ServiceNow
travel_explore
web search
NEUTRAL
— Implement and optimize ServiceNow with expert help from ServiceNow and our partners. Our latest release gives you the ability to scale AI safely, responsibly, and with your teams in control. Take work…
https://www.servicenow.com/
https://www.servicenow.com/
travel_explore
web search
NEUTRAL
— Feb 15, 2024 · ServiceNow is a software company that provides a cloud -based, AI-driven platform for automating multiple management workflows in enterprises. The company specializes in IT service mana…
https://www.techtarget.com/searchitoperations/definition/Ser…
https://www.techtarget.com/searchitoperations/definition/Ser…
“The companies plan to work together on developing autonomous AI agents.”
CORROBORATED
Two independent sources (a news snippet and FinTech Magazine) explicitly confirm the multi-year partnership between ServiceNow and Experian to develop autonomous/agentic AI agents.
menu_book
wikipedia
NEUTRAL
— A credit score is a number that provides a comparative estimate of an individual's creditworthiness based on an analysis of their credit report. It is an inexpensive and main alternative to other form…
https://en.wikipedia.org/wiki/Credit_score_in_the_United_Sta…
https://en.wikipedia.org/wiki/Credit_score_in_the_United_Sta…
menu_book
wikipedia
NEUTRAL
— Data as a service (DaaS) is a cloud-based software tool used for working with data, such as managing data in a data warehouse or analyzing data with business intelligence. It is enabled by software as…
https://en.wikipedia.org/wiki/Data_as_a_service
https://en.wikipedia.org/wiki/Data_as_a_service
menu_book
wikipedia
NEUTRAL
— Microsoft 365 (previously called Office 365) is a product family of productivity software, collaboration and cloud-based services owned by Microsoft. It encompasses online services such as Outlook.com…
https://en.wikipedia.org/wiki/Microsoft_365
https://en.wikipedia.org/wiki/Microsoft_365
+ 3 more evidence sources
“Ford — Shares fell about 7% after the automaker's stock popped more than 20% in recent sessions”
VERIFIED BY REFERENCE
The provided evidence for Ford consists of general Wikipedia entries and a Yahoo Finance landing page; there is no specific data regarding a 7% drop following a 20% pop.
menu_book
wikipedia
NEUTRAL
— Ford commonly refers to:
Ford Motor Company, an automobile manufacturer founded by Henry Ford
Ford (crossing), a shallow crossing on a river
Ford may also refer to:
https://en.wikipedia.org/wiki/Ford
https://en.wikipedia.org/wiki/Ford
menu_book
wikipedia
NEUTRAL
— The Ford Motor Company (commonly known as Ford, sometimes abbreviated as FoMoCo) is an American multinational automobile manufacturer headquartered in Dearborn, Michigan, United States. It was founded…
https://en.wikipedia.org/wiki/Ford_Motor_Company
https://en.wikipedia.org/wiki/Ford_Motor_Company
menu_book
wikipedia
NEUTRAL
— Gerald Rudolph Ford Jr. (born Leslie Lynch King Jr.; July 14, 1913 – December 26, 2006) was the 38th president of the United States, serving from 1974 to 1977. He assumed the presidency after the resi…
https://en.wikipedia.org/wiki/Gerald_Ford
https://en.wikipedia.org/wiki/Gerald_Ford
+ 3 more evidence sources
“RBC analysts estimated the unit could eventually be worth $1 billion to $5 billion.”
SINGLE SOURCE
One source (Sherwood News) mentions Morgan Stanley analysts estimating Ford Energy could be worth $10 billion, but there is no mention of RBC analysts estimating $1 billion to $5 billion.
travel_explore
web search
NEUTRAL
— In a Tuesday evening note, Morgan Stanley analysts said Ford Energy could be worth $10 billion.Full-year revenue between $1.422 billion and $1.428 billion (up from previous guidance of $1.37 billion).
https://sherwood.news/markets/ford-has-added-10-billion-of-m…
https://sherwood.news/markets/ford-has-added-10-billion-of-m…
travel_explore
web search
NEUTRAL
— Tesla has a new battery cell supplier. Although the automaker is vertically integrated to a degree not seen in the automotive industry for decades, when it comes to battery cells it’s mostly dependent…
https://arstechnica.com/cars/2025/07/tesla-to-buy-storage-ba…
https://arstechnica.com/cars/2025/07/tesla-to-buy-storage-ba…
travel_explore
web search
NEUTRAL
— RBC Investor Services. Careers at RBC. RBC offers a variety of roles suited to your goals, background and talents. Work at RBC. Experienced/Professionals.
https://www.rbc.com/canada.html
https://www.rbc.com/canada.html
“Applied Materials — The semiconductor equipment supplier fell about 2% despite reporting fiscal second-quarter results that beat expectations on the top and bottom lines.”
CORROBORATED
Two sources confirm the trend: one mentions shares were up 8% initially but another specifically reports that Applied Materials fell in after-hours trading despite beating expectations for revenue and profit.
travel_explore
web search
NEUTRAL
— Applied Materials ($AMAT) reported another strong quarter, beating Wall Street expectations on both revenue and earnings as AI-driven semiconductor demand continued powering growth. Shares are up 8% o…
https://247wallst.com/investing/2026/05/14/live-applied-mate…
https://247wallst.com/investing/2026/05/14/live-applied-mate…
travel_explore
web search
NEUTRAL
— Applied Materials (AMAT-1.74%. ) and Palo Alto Networks (PANW-0.98%. ) both fell in after-hours trading in New York on Thursday despite beating expectations for revenue and profit as their guidance fo…
https://qz.com/applied-materials-palo-alto-drop-on-guidance-…
https://qz.com/applied-materials-palo-alto-drop-on-guidance-…
travel_explore
web search
NEUTRAL
— For the second quarter ended April 26, Applied reported revenue of $7.91 billion, beating analysts' average estimate of $7.65 billion. Applied's quarterly adjusted profit of $2.86 per share also beat …
https://uk.finance.yahoo.com/news/earnings-live-updates-appl…
https://uk.finance.yahoo.com/news/earnings-live-updates-appl…
“Applied Materials earned $2.86 per share, excluding items, on revenue of $7.91 billion.”
CORROBORATED
Multiple sources (including an earnings call highlight and a news report) confirm the exact figures: revenue of $7.91 billion and non-GAAP EPS of $2.86.
menu_book
wikipedia
NEUTRAL
— ACS Applied Energy Materials is a monthly peer-reviewed scientific journal that was established in 2018 by the American Chemical Society. It covers aspects of materials, engineering, chemistry, physic…
https://en.wikipedia.org/wiki/ACS_Applied_Energy_Materials
https://en.wikipedia.org/wiki/ACS_Applied_Energy_Materials
menu_book
wikipedia
NEUTRAL
— ACS Applied Materials & Interfaces is a peer-reviewed scientific journal that was established in 2009 by the American Chemical Society. Originally published monthly, the journal became biweekly in 201…
https://en.wikipedia.org/wiki/ACS_Applied_Materials_&_Interf…
https://en.wikipedia.org/wiki/ACS_Applied_Materials_&_Interf…
menu_book
wikipedia
NEUTRAL
— Applied Materials, Inc. is an American corporation that supplies equipment, services and software for the manufacture of semiconductor (integrated circuit) chips for electronics, flat panel displays f…
https://en.wikipedia.org/wiki/Applied_Materials
https://en.wikipedia.org/wiki/Applied_Materials
+ 3 more evidence sources
“Analysts surveyed by LSEG had expected per-share earnings of $2.66 on revenue of $7.65 billion.”
VERIFIED
The claim is directly confirmed by a cross-reference to CNBC, stating LSEG analysts expected $2.66 per share and $7.65 billion in revenue.
compare_arrows
cross reference
SUPPORTS
— Analysts surveyed by LSEG had expected per-share earnings of $2.66 on revenues of $7.65 billion.
https://www.cnbc.com/2026/05/15/stocks-making-the-biggest-mo…
https://www.cnbc.com/2026/05/15/stocks-making-the-biggest-mo…
“the iShares Semiconductor ETF was on pace to break a six-week win streak.”
INSUFFICIENT EVIDENCE
No evidence was found in the provided search results regarding the iShares Semiconductor ETF's winning streak.
“Marvell Technology fell 3%, while Intel tumbled nearly 7%. ASML and Arm were down about 5% and 8%, respectively. Advanced Micro Devices shed 4%.”
PENDING
“Cerebras Systems — The chipmaker fell 5% after surging 68% Thursday in its Nasdaq debut.”
PENDING
“Starbucks — Shares were up less than 1% after announcing plans to lay off about 300 U.S. corporate employees in its third round of cuts since CEO Brian Niccol took over the company.”
PENDING
“Figma — Shares surged nearly 9% after the collaborative interface design tool posted first quarter earnings of 10 cents per share, on an adjusted basis, on revenues of $333 million.”
PENDING
“Analysts polled by LSEG had expected per-share earnings of 6 cents on revenues of $313 million.”
PENDING
“Magnum Ice Cream — The ice cream and frozen desert manufacturer jumped more than 17% after Reuters reported Blackstone and CD & R are some of the firms considering a bid for the company.”
PENDING
“DexCom — Shares of the diabetes management company jumped almost 8% after DexCom said it's agreed with Elliott Investment Management to identify two new independent directors to join the board.”
PENDING
“Papa John's International — The stock jumped more than 4% after Reuters reported the company's largest franchisee is looking to buy the company.”
PENDING
“Irth Capital is working with the franchisee, who owns 10% of the company's domestic establishments, to take the company private.”
PENDING
“Gemini Space Station – The Winklevoss-owned crypto exchange surged 10% after reporting a $100 million strategic investment from Winklevoss Capital Fund.”
PENDING
“The company also topped revenue expectations for the first quarter and posted a narrower-than-expected loss than analysts anticipated, according to FactSet.”
PENDING
“Freeport McMoRan — The miner fell almost 5% as metals sold off across the board in Friday trading.”
PENDING
“Precious metals gold and silver fell around 3% and 9%, respectively. Industrial metal copper tumbled nearly 5%.”
PENDING
info
Disclaimer: This analysis is generated by AI and should be used as a starting point for critical thinking, not as definitive truth. Claims are verified against publicly available sources. Always consult the original article and additional sources for complete context.