Here we will introduce companies that have become a hot topic in intraday trading. Artificial Intelligence Infrastructure — As the second half of the year began, traders shunned high-flying stocks that are fueling advances in AI. Shares of semiconductor testing company Teradyne fell 13% on Thursday, and shares of specialty glass and fibers company Corning fell 10%. Optical technology stocks Lumentum and Coherent both fell about 9%. Universal Health Services, HCA Healthcare — The health services company’s stock soared after the U.S. Centers for Medicare and Medicaid Services proposed updating payment rates for hospitals and ambulatory surgery centers under the Hospital Ambulatory Prospective Payment System. CMS is calling for a 2.4% tax increase in 2027. Universal Health stock rose 7% and HCA stock rose 5%. The S&P 500 Healthcare sector also outperformed Thursday, rising more than 2%. Rivian Automotive — Shares rose 8% after the electric SUV maker raised its 2026 delivery outlook. Rivian currently expects to deliver between 65,000 and 70,000 electric vehicles. This is an increase from the previous request for 62,000 to 67,000 units. Tesla — Shares of Elon Musk’s electric car company fell 8% even as Tesla reported second-quarter vehicle deliveries that beat Wall Street expectations. According to the company, deliveries in the same period were 480,126 units, compared to the Street Account consensus estimate of 406,600 units. Blue Owl Capital — Shares of the asset manager rose more than 4% after a letter to shareholders released Thursday revealed redemption pressure on private credit funds is easing. Investors expect to withdraw $4.7 billion from the two funds in the second quarter, down from $5.4 billion in the first quarter. However, Blue Owl said it would maintain the 5% quarterly withdrawal limit as requests exceed that threshold. Waystar Holding — Shares rose 9% after the healthcare payments software provider was placed Overweight by KeyBanc. The company has set a price target of $30, which is 40% above Wednesday’s closing price. The stock price has been weighed down by concerns that artificial intelligence will disrupt the company’s business model, but research from KeyBanc suggests that has gone too far. National Beverage Corporation — maker of LaCroix and Faygo saw its stock price rise 13%. National Beverage announced that it will pay a special cash dividend of $3.25 per share by July 30th. Apple — The iPhone maker’s stock soared nearly 5% despite selling in its tech sector. The stock price is on a winning pace for the third consecutive day. Memory stocks — Shares of many companies fell again on Thursday as investors booked profits as the second quarter began. The Round Hill Memory ETF (DRAM) is down 8%, on top of a nearly 11% drop in the previous session, entering its worst week on record. SanDisk stock, which fell more than 10% on Wednesday, fell 14% on Thursday. Shares of Western Digital and Seagate Technology each fell 10% after falling 6% and 5%, respectively, on Wednesday. Micron stock also fell more than 6% on Thursday. Alphabet — Google’s parent company lost about 2% in its stock after its subsidiary lost a European antitrust case and a court upheld a 4.1 billion euro (US$4.67 billion) fine against Google. The fine is based on a 2018 decision by the European Commission to punish Google for what it deemed to be anticompetitive behavior in giving an unfair advantage to its own applications in Android products. Bending Spoons — Shares of the Italian technology company fell more than 12% after its public market debut on Wednesday. The company’s shares have soared nearly 40% from Wednesday’s initial public offering level. AeroVironment — Shares rose 11% after the defense technology company won a $500 million contract with the U.S. Army. The contract is to develop anti-drone capabilities for the military. Palantir — Shares rose 3% after Attorney Davidson upgraded the stock from Neutral to Buy. Analysts at the company also said they believe the stock’s valuation is the most attractive going forward. The stock was on pace to end the shortened trading week up 15%. Strategy , Coinbase — The stock rose as Bitcoin prices rose more than 2% on the day to above $61,000. Shares in cryptocurrency firm Strategy rose 7%, and trading platform Coinbase rose 3%. Robinhood — Bitcoin’s rise wasn’t the only thing contributing to Robinhood’s rally on Thursday, as analysts at Mizuho raised their price target on Robinhood stock to $130. Analysts said Robinhood has an opportunity to become a “hyperscaler” among online brokerages, pointing to the possibility of gaining advantages across national borders rather than within a single country. The stock price has recently risen more than 2%. —CNBC’s Christina Cheddar Burke, Nick Wells and Tom Rotunno contributed reporting.
