Here are some companies that are making headlines in intraday trading. IonQ – Quantum computing stock rose 17% after IonQ raised its full-year earnings outlook. The company expects revenue to be in the range of $505 million to $515 million, beating analysts’ expectations of $456.2 million, according to FactSet. Firefly Aerospace – The company announced an approximately $1.3 billion agreement with AST SpaceMobile to license 36 rocket engines and engine intellectual property. Firefly soared nearly 30% and AST Space Mobile rose 6%. Microchip Technology – The semiconductor maker fell 14% after its current quarter estimates were disappointing. Microchip Technology expects third-quarter non-GAAP earnings to be 87 cents to 95 cents per share on revenue of $1,573 million to $1,638 million. FactSet consensus estimates called for 94 cents a share, or $1.63 billion. Moderna — The vaccine maker rose 7%. The company significantly exceeded its third-quarter profit forecast and raised its full-year sales growth forecast. Moderna currently expects sales growth of 15% to 25% in 2026, up from previous expectations of less than 10%. Lam Research — The semiconductor equipment maker soared nearly 9% after its board approved a $25 billion stock buyback. Five9 — The cloud-based contact center-as-a-service provider fell more than 17%. Five9 lowers its full-year adjusted EPS outlook and announces $325 million cash acquisition of Level AI. Axon Enterprises — The Taser maker pledged an additional $1.2 billion in investment in drone maker Skydio, raising its stake to about 37% after third-quarter EPS and revenue fell 18% after falling short of Wall Street expectations and a weak outlook for the fourth quarter. Artificial Intelligence and Semiconductor Stocks — Micron Technology, SanDisk, Marvell Technology, Advanced Micro Devices, Nevius and Coreweave rose on Friday, recovering ground after plunging on Thursday amid concerns about potential constraints on AI data center expansion. Nvidia has rebounded more than 3% and is back in positive territory heading into 2026. Cloudflare – Shares rose about 12% after the company’s current quarter outlook beat street expectations. Cloudflare expects adjusted earnings of 43 cents per share, compared to the LSEG consensus of 38 cents, and revenue of $845 million to $846 million, beating the analyst consensus of $798 million. Iren – The neocloud provider soared 19% after reporting fiscal first-quarter revenue of $228 million, up from $137 million in the previous quarter. More than $4 billion in annual recurring revenue, expected to arrive in 2026, has been postponed until at least January 2027. Airen has been hit by the recent sell-off in AI stocks, dropping 31% over the past week. Airbnb — The online lodging market rose 11% as third-quarter earnings of $3.16 per share beat analysts’ consensus estimates of $2.85. Revenue came in at $4.87 billion, beating Street expectations of $4.75 billion, according to LSEG data. Atlassian — Shares fell more than 14% after the team collaboration and productivity software supplier indicated that year-over-year growth in data center revenue is expected to decline by about 14% in the second quarter of the fiscal year ending in December and by about 16% in the fiscal year ending next June. JFrog — The software company soared 35% after raising its full-year outlook. JFrog expects adjusted earnings to be between $1.14 and $1.16 per share and revenue between $680 million and $682 million. The outlook beat the FactSet consensus estimate of 98 cents per share, or $651.9 million. DraftKings — The online sports betting platform is down 27%. DraftKings’ third-quarter loss was a better-than-expected 94 cents per share, worse than the 39 cent loss expected by analysts surveyed by LSEG. Sales were $1.33 billion, lower than expectations of $1.4 billion. Sportsbook revenue totaled $784 million, below StreetAccount’s consensus estimate of $811.8 million. Lyft — The ride-sharing company fell nearly 5%. Third-quarter revenue of $1.82 billion was below the FactSet consensus among analysts of $1.92 billion, while guidance for fourth-quarter bookings was $5.74 billion to $5.94 billion, compared with the FactSet consensus of $5.81 billion. — CNBC’s Nick Wells, Darla Mercado and Scott Schnipper contributed reporting
