Stock Markets May 5, 2026 10:32 AM

Intraday winners and losers: Intel, Micron lead gains as Palantir slips

Stocks across market-cap tiers swung sharply Tuesday with semiconductors, industrials and select software and biotech names among the biggest movers

By Leila Farooq INTC MU LRCX AMAT
Intraday winners and losers: Intel, Micron lead gains as Palantir slips
INTC MU LRCX AMAT

Trading on Tuesday produced marked divergences across stocks and market-cap groupings. Mega-cap chipmakers Intel and Micron posted strong gains, several industrial and software names climbed after earnings or corporate announcements, while a number of mid- and small-cap companies plunged on weak results, guidance cuts or company-specific headlines. The session showed broad, company-specific volatility rather than a single-sector trend.

Key Points

  • Intel and Micron led mega-cap gains while Palantir declined despite strong quarterly revenue growth.
  • Earnings beats and raised guidance lifted several large- and mid-cap names; weak results, guidance cuts and company-specific events pushed others sharply lower.
  • Movers spanned semiconductors, industrials, software, chemicals and biotech, indicating broad, idiosyncratic drivers rather than a single-sector move.

Markets on Tuesday saw pronounced intraday moves driven by company announcements, earnings results and other firm-level developments. Activity spanned mega-cap technology and industrial names down through mid- and small-cap issues, producing sharp percentage changes in both directions.


Summary

Mega-cap chipmakers led the advance with double-digit gains for some names, while other sizable companies recorded more modest increases or declines. Large-cap and mid-cap groups produced several notable winners tied to earnings beats and raised outlooks, alongside steep declines from companies reporting weak results or guidance cuts. Small caps were especially volatile, with multiple stocks plunging and a handful rallying strongly.


Key points

  • Intel (INTC) and Micron (MU) were among the top mega-cap gainers, rising into double-digit territory.
  • Earnings beats and upgraded guidance propelled several large- and mid-cap names higher, while weak results, guidance reductions and trial- or regulatory-related headlines drove sharp declines in other names.
  • Movers spanned multiple sectors including semiconductors, industrials, enterprise software, chemicals and biotech, indicating the session was driven by company-specific catalysts.

Mega-cap movers (Market Cap: $200B+)

  • Intel Corp (INTC) +14.23%
  • Micron Tech (MU) - Micron begins shipping 245TB SSD for data centers +12.07%
  • Lam Research Corp (LRCX) +5.23%
  • Applied Matls Inc (AMAT) +3.6%
  • Caterpillar (CAT) +3.87%
  • GE Vernova LLC (GEV) - Blue Energy, GE Vernova partner on Texas nuclear-gas plant +2.19%
  • Adv Micro Device (AMD) - Zyphra launches AI platform powered by AMD GPUs +2.55%
  • Tesla Motors (TSLA) +0.32%
  • Palantir Technologies Inc (PLTR) - Palantir reports 85% revenue growth in first quarter -5.6%

Large-cap movers (Market Cap: $10-$200B)

  • Sterling Construc (STRL) - Sterling Construction soars 19% on earnings beat, raised guidance +40.95%
  • DigitalOcean Holdings (DOCN) - DigitalOcean stock soars 16% on strong results, raised outlook +33.23%
  • Waters Corp (WAT) - Waters Corporation stock rises 5% on strong earnings beat +12.53%
  • Pinterest Inc (PINS) - Pinterest reports Q1 revenue of $1.01 billion, up 18% year-over-year +12.61%
  • Rockwell Automat (ROK) - Rockwell Automation stock surges 8% on strong earnings beat +11.82%
  • UL Solutions (ULS) - UL Solutions stock rises 3% on strong earnings beat and margin outlook +11.32%
  • SanDisk Corp-Exch (SNDK) +10.92%
  • PayPal Holdings Inc (PYPL) -10.48%
  • Huntington Ingalls Industries Inc (HII) - HII stock falls despite beating first quarter expectations -8.25%
  • Westlake Chemical Corp (WLK) -8.24%

Mid-cap movers (Market Cap: $2-$10B)

  • Bellring Brands LLC (BRBR) - BellRing Brands tumbles on weak earnings and guidance -43.43%
  • IPG Photonics Corp. (IPGP) - IPG Photonics settles patent dispute with TRUMPF -22.01%
  • Tessera Tech (ADEA) - Adeia CEO Paul Davis to step down to focus on health -16.64%
  • Edgewise Therapeutics (EWTX) +19.28%
  • Cytokinetics (CYTK) - Cytokinetics to report ACACIA-HCM trial results Tuesday +18.61%
  • Fundrise Innovation Fund (VCX) +17.07%
  • Fastly Inc (FSLY) +16.37%
  • Bullish Inc (BLSH) - Bullish to acquire Equiniti for $4.2 billion in stock and debt +19.47%
  • Vectrus Inc (VVX) - V2X surges 8% on earnings beat and raised guidance +13.12%
  • John Bean Technologies Corp (JBTM) +10.92%

Intraday snapshot - additional percentage reads captured during the session

CAT+3.32% INTC+14.02% AMAT+3.77% LRCX+5.61% WAT+12.39% MU+10.4% AMD+2.9% ROK+10.72% IPGP-21.72% TSLA+0.34% CYTK+19.45% IART+27.51% STRL+37.87% ADEA-16.3% HII-8.69% JBTM+10.67% WLK-8.32% CYRX+17.24% VRDN+25.92% VVX+13.37% PYPL-10.2% EVER+47.91% PINS+12.42% FSLY+14.73% BRBR-44.84% PLTR-6.09% WGS-48.75% DOCN+34.02% EWTX+22.48% EMBC-53.14% GEV+2.00% ULS+12.52% GIG-21.15% BLSH+17.59% VCX+17.39%

Small-cap movers (Market Cap: $300M-$2B)

  • Embecta (EMBC) - Embecta declares $0.01 quarterly dividend payable June 15 -53.96%
  • CM Life Sciences (WGS) - GeneDx plummets 46% as revenue guidance cut -47.81%
  • GigCapital7 (GIG) -21.15%
  • Signal Genetics (VRDN) - Viridian’s elegrobart meets primary endpoint in chronic TED trial +28.02%
  • INTW (INTW) +29.34%
  • Cryoport Inc (CYRX) +20.18%
  • Integra LifeScien (IART) +25.92%
  • MUU (MUU) +23.67%
  • MULL (MULL) +24.17%
  • EverQuote (EVER) +47.64%

Risks and uncertainties

  • Company-specific earnings and guidance can produce rapid swings - this affected industrials, software and manufacturing names in the large- and mid-cap groups.
  • Clinical trial readouts and regulatory or patent outcomes create binary risk for biotech and photonics companies - reflected in mid- and small-cap moves.
  • Dividend declarations and guidance cuts can trigger sharp small-cap declines, as seen in several names during this session.

Tuesday's tape underscored the degree to which individual corporate news and results can dominate intraday performance across market-cap segments. The moves were concentrated on company announcements and developments rather than a single overarching market trend.

Risks

  • Earnings-driven volatility affected industrials and large-cap names, creating uncertainty for short-term investors.
  • Clinical trial news and patent outcomes introduced binary risk for biotech and photonics mid-caps.
  • Dividend declarations and guidance cuts drove steep small-cap declines, increasing downside risk for small-cap investors.

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