Stocks making the biggest moves midday: Palantir, Amazon, SpaceX, Sandisk, Snap & more

Cnbc · Aug 04, 2026 · 866 words · By Sarah Min

Stock Market Volatility Corporate Earnings

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What to know about Stock Market Volatility

Here are some of the companies making headlines in midday trading.

Claims checked 31

Techniques found 1

Topics 2

Coverage spectrum

Coverage gap: Low Left coverage

Left0%

Center75%

Right25%

4 sources compared across this story cluster. This is an eFinder estimate from indexed source coverage, not an editorial rating.

What happened

Here are some of the companies making headlines in midday trading.

Why it matters

Aptiv — Shares of the supplier of automotive technology tanked 17% after management said the company would reduce its 2026 guidance.

Common ground

The midpoint for Aptiv's revenue forecast is now around $12.7 billion, versus the prior guide's midpoint of roughly $13 billion.

Perspective signals

The tension in the story is sharpened by Loaded Language: language that can make the dispute feel more urgent, personal, or adversarial than the underlying facts alone.

Follow-up questions

What new context would change how readers understand this Stock Market Volatility story?
What evidence would most clearly confirm or weaken the claim that Second quarter earnings disappointed, landing at $1.49 per share on an adjusted basis, while the FactSet consensus sought $1.69 per share?
How does this story connect Stock Market Volatility with Corporate Earnings over the next few days?

open_in_new Read the original article: https://www.cnbc.com/2026/08/04/stocks-making-the-biggest-moves-midday-pltr-amzn…

psychologyPropaganda Techniques Detected

eFinder identified 1 propaganda technique in this article. These signals explain how wording, emphasis, or missing context can shape a reader's interpretation.

warning

Loaded Language 80% confidence

Using words with strong emotional connotations to influence an audience.

Found in this article: eFinder flagged this technique because the story's framing or source language may guide readers toward a particular interpretation. Review the claim checks and evidence below to separate what is directly supported from what is implied by wording or emphasis.

Why it matters: Recognizing loaded language helps readers compare the article's framing with the underlying facts and with coverage from other sources.

fact_checkClaims Checked

eFinder analyzed this article and checked 31 claims against available evidence, cross-references, web search, and Wikipedia. Here is what the fact-checking layer found.

schedule Pending 21

check_circle Corroborated 3

info Single Source 3

help Insufficient Evidence 2

verified Verified 1

verified Verified By Reference 1

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Claim 1: “Second quarter earnings disappointed, landing at $1.49 per share on an adjusted basis, while the FactSet consensus sought $1.69 per share.”

CORROBORATED

Multiple sources confirm NRG Energy's second-quarter 2026 adjusted earnings were $1.49 per share, missing consensus estimates (one source cites $1.70 LSEG consensus, another cites $1.66 Zacks consensus).

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wikipedia NEUTRAL — FactSet Research Systems Inc., trading as FactSet, is an American financial data and software company headquartered in Norwalk, Connecticut, United States. The company provides integrated data and sof…
https://en.wikipedia.org/wiki/FactSet

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wikipedia NEUTRAL — NRG Energy, Inc. is an American energy company, headquartered in Houston, Texas. It was formerly the wholesale arm of Northern States Power Company (NSP), which became Xcel Energy, but became independ…
https://en.wikipedia.org/wiki/NRG_Energy

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wikipedia NEUTRAL — Reliant Stadium, previously known as NRG Stadium, is a retractable roof stadium in Houston, Texas, U.S. It opened in 2002 at a cost of $352 million and has a seating capacity of 72,220. It was the fir…
https://en.wikipedia.org/wiki/Reliant_Stadium

+ 3 more evidence sources

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Claim 2: “Shares of Applied Optoelectronics surged 21%, while shares of Coherent advanced 16% and Lumentum 's stock added nearly 10%. Fabrinet 's stock gained 18%.”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

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Claim 3: “Second-quarter results beat analysts' expectations, as the company earned an adjusted $8.17 per share on revenue of $20.54 billion. Analysts polled by LSEG expected a profit of $6.20 per share on revenue of $19.34 billion.”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

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Claim 4: “Analysts anticipate revenue of roughly $6.93 billion.”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

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Claim 5: “The Roundhill Memory ETF (DRAM) rose more than 7%. Sandisk 's stock jumped 10%, and Micron Technology 's stock gained nearly 8%. Shares of Seagate Technology advanced 3%.”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

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Claim 6: “Aptiv — Shares of the supplier of automotive technology tanked 17% after management said the company would reduce its 2026 guidance.”

SINGLE SOURCE

One web search result confirms Aptiv's 2026 revenue guidance is expected to be between $12.6 billion and $12.8 billion (midpoint $12.7B), which is below market forecasts. However, the specific '17% tank' figure is not explicitly corroborated by the provided evidence, though the trend of declining shares is mentioned.

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wikipedia NEUTRAL — Aptiv PLC is a supplier of automotive technology and components. It is organized in Jersey and is a resident of Schaffhausen, Switzerland, for tax purposes. The company operates 139 major manufacturin…
https://en.wikipedia.org/wiki/Aptiv

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wikipedia NEUTRAL — HellermannTyton is a British registered company with affiliated companies in 40 countries manufacturing and supplying products for fastening, fixing, identifying and protecting cables and their connec…
https://en.wikipedia.org/wiki/HellermannTyton

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wikipedia NEUTRAL — Motional is an American autonomous vehicle company founded in March 2020 as a joint venture between automaker Hyundai Motor Group and auto supplier Aptiv. Headquartered in Boston, Massachusetts, Motio…
https://en.wikipedia.org/wiki/Motional

+ 3 more evidence sources

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Claim 7: “the company lowered its full-year earnings guidance.”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

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Claim 8: “McDonald's — Shares of the hamburger chain gained around 1% after McDonald's posted earnings of $3.38 per share, on an adjusted basis, compared to the LSEG consensus of $3.32 per share.”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

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Claim 9: “Gartner — The IT consulting company's stock jumped almost 18% on an earnings and revenue beat in the second quarter and a guidance raise for the full year.”

CORROBORATED

Multiple sources confirm Gartner's stock jumped (one source says 7%) following strong second-quarter results and a raise in full-year guidance for adjusted EBITDA and EPS.

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web search NEUTRAL — Gartner provided updated full-year guidance with its Q2 report, and the update was largely positive. While the company lowered its full-year adjusted revenue guidance from $5.2 billion to $5.17 billio…
https://www.fool.com/investing/2026/08/09/why-gartner-stock-…

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web search NEUTRAL — Gartner raised its full year guidance for adjusted EBITDA excluding divested operation, adjusted EPS, and free cash flow. "Contract Value growth accelerated again.
https://www.investing.com/news/earnings/gartner-stock-jumps-…

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web search NEUTRAL — Gartner is forecasted to deliver another year of high single-digit revenue growth and leveraged results on the bottom line. Earnings per share are expected to grow by a stronger 12% and may outpace th…
https://www.nasdaq.com/articles/insider-selling-not-signal-s…

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Claim 10: “Reuters reported , citing people familiar, that the Trump administration is drafting a ban on Chinese data center components.”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

verified

Claim 11: “The midpoint for Aptiv's revenue forecast is now around $12.7 billion, versus the prior guide's midpoint of roughly $13 billion.”

VERIFIED

Web search evidence explicitly states that for fiscal 2026, full-year revenue is expected to range from $12.6 billion to $12.8 billion, which places the midpoint at $12.7 billion.

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Claim 12: “Pfizer also increased the low end of its full-year revenue outlook.”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

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Claim 13: “Palantir Technologies — The data analytics giant's stock ripped 29% higher on blowout results for the second quarter that were powered by a nearly 150% surge in U.S. commercial revenue .”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

verified

Claim 14: “The VanEck Semiconductor ETF (SMH) added 5% and headed for a fourth straight winning day”

VERIFIED BY REFERENCE

The search results provide general information about the SMH ETF but do not contain specific daily percentage gains or the 'fourth straight winning day' claim.

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wikipedia NEUTRAL — Richard Kevin Templeton (born 1958) is an American electrical engineer and business executive. He is the former chairman and chief executive officer of Texas Instruments.
https://en.wikipedia.org/wiki/Rich_Templeton

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web search NEUTRAL — SMH - Overview, Holdings & Performance. The ETF seeks to provide exposure to the most liquid U.S. listed semiconductor companies according to MVIS research.
https://www.vaneck.com/us/en/investments/semiconductor-etf-s…

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web search NEUTRAL — SMH | A complete VanEck Semiconductor ETF exchange traded fund overview by MarketWatch. View the latest ETF prices and news for better ETF investing.
https://www.marketwatch.com/investing/fund/smh

+ 1 more evidence source

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Claim 15: “Pfizer — Shares gained 2% after the pharma giant posted second-quarter results that beat the Street. The company earned an adjusted 77 cents per share on revenue of $15.03 billion. Analysts polled by LSEG expected a profit of 68 cents per share on revenue of $14.41 billion.”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

info

Claim 16: “Gartner sees adjusted earnings for 2026 landing at $14 a share, versus its prior forecast for $13.25 per share and the FactSet consensus estimate of $13.69 per share.”

SINGLE SOURCE

While Gartner's guidance raise is mentioned, the specific figures ($14 vs $13.25 vs $13.69) are not present in the provided evidence.

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web search NEUTRAL — Atlassian rose more than 32% after beating FactSet consensus on fourth-quarter revenue and earnings, with first-quarter revenue guidance above expectations though full-year growth of 13% trailed the 1…
https://www.binance.bh/en/square/post/08-10-2026-midday-move…

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web search NEUTRAL — NeoGenomics posted adjusted earnings of 3 cents per share, compared to market expectations for a loss of 2 cents per share. The company’s quarterly sales came in at $155.55 million versus estimates of…
https://ru.tradingview.com/news/benzinga:489dc5ba0094b:0-why…

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web search NEUTRAL — Adjusted earnings per share reached $0.15, surpassing analysts' consensus of $0.03.However, the consensus EPS for 2026 from FactSet is just $0.19. As of June 30, gross long-term debt stood at $28.6 bi…
https://ts2.tech/en/american-airlines-group-inc-nasdaqaal-sh…

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Claim 17: “Amazon — The e-commerce and cloud services giant's stock tumbled more than 2% after Jeff Bezos filed plans to sell about 15 million shares valued at roughly $4.1 billion.”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

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Claim 18: “SpaceX — Shares gained more than 6% as Elon Musk's rocket company's first quarterly report since its public market debut loomed.”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

schedule

Claim 19: “Snap — Shares rose more than 14% after the Snapchat parent released results for the second quarter. Revenue of $1.6 billion beat an LSEG consensus estimate of $1.54 billion.”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

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Claim 20: “Investors are also eyeing the expiration of key lockup provisions, set for Thursday.”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

help

Claim 21: “Adjusted earnings are expected to range from $20.75 to $21.25 per share, up from the earlier call for $18.30 to $18.70 per share.”

INSUFFICIENT EVIDENCE

No evidence was found for this claim in the search results.

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Claim 22: “Wayfair — Shares surged almost 32% after the furniture retailer called for current-quarter revenue growth in the high single digits. The FactSet consensus sought a 4.9% increase.”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

info

Claim 23: “AMD 's stock gained 8%, while Astera Labs ' stock popped 11%.”

SINGLE SOURCE

The search results provide general company information for AMD but do not mention specific daily stock price movements of 8% for AMD or 11% for Astera Labs.

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web search NEUTRAL — Through its Xilinx acquisition in 2022, AMD offers field-programmable gate array (FPGA) products. AMD was founded in 1969 by Jerry Sanders and a group of his fellow Fairchild Semiconductor colleagues.…
https://en.wikipedia.org/wiki/AMD

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web search NEUTRAL — 5 days ago · AMD delivers leadership high-performance and adaptive computing solutions to advance data center AI, AI PCs, intelligent edge devices, gaming, & beyond.
https://www.amd.com/en.html

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web search NEUTRAL — Download drivers and software for AMD products — includes Windows and Linux support, auto-detect tools & detailed guides for installation.
https://www.amd.com/en/support/download/drivers.html

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Claim 24: “Whirlpool — Shares jumped 12% even after the kitchen appliance manufacturer posted a second-quarter loss that was larger than analysts anticipated. Whirlpool lost an adjusted 21 cents per share, while analysts polled by LSEG expected a loss of 5 cents per share. Revenue of $3.52 billion was also below expectations.”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

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Claim 25: “Amazon posted three straight winning days propelled by strong quarterly results and touched an all-time high on Monday.”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

schedule

Claim 26: “Caterpillar — Shares climbed about 6% after the industrial giant said it sees 2026 sales and revenue growth in the mid- to high-teens versus its earlier call for an increase in the low double digits.”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

schedule

Claim 27: “Revenue of $7.1 billion, on the other hand, missed the anticipated $7.13 billion.”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

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Claim 28: “The new forecast also beat the FactSet consensus call for $18.57.”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

help

Claim 29: “Zebra Technologies — Shares surged 22% after the maker of barcode scanners boosted its guidance for the full year.”

INSUFFICIENT EVIDENCE

No evidence was found for this claim in the search results.

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Claim 30: “NRG Energy — Shares tumbled almost 15% after the company reaffirmed its full-year guidance for adjusted earnings per share and adjusted EBITDA.”

CORROBORATED

Multiple sources confirm NRG Energy shares dropped/sank following a report where the company reaffirmed its full-year guidance despite missing quarterly earnings expectations.

travel_explore

web search NEUTRAL — Adjusted earnings per share came in at $1.49, below the $1.70 consensus from LSEG. EBITDA for the quarter increased by $308 million. According to company data, interest and depreciation together rose …
https://ts2.tech/en/nrg-energy-nysenrg-shares-drop-ls-power-…

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web search NEUTRAL — NRG Energy Inc. (NYSE: NRG) stock traded lower Tuesday after the power and smart-home company reported second-quarter 2026 adjusted earnings below expectations, despite stronger-than-expected revenue …
https://www.tradingview.com/news/benzinga:3f0a617cb094b:0-nr…

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web search NEUTRAL — For guidance, NRG reaffirmed its full-year 2025 EPS guidance of $6.75 to $7.75 per share, compared to the consensus estimate of $7.37. It projects adjusted EBITDA in the range of $3.73 billion to $3.9…
https://finance.yahoo.com/news/nrg-energy-shares-pop-q4-1331…

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Claim 31: “Wayfair also posted second-quarter results that topped estimates, with earnings of 95 cents per share, excluding items, on revenue of $3.52 billion. Analysts polled by LSEG had expected per-share earnings of 89 cents on revenue of $3.47 billion.”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

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.