Stock Markets March 25, 2026

Stocks See Wide Swings; Intel, Arm Lead Gains While Select Tech and Biotech Names Decline

Mega-cap semiconductors and chip-related names jump on supply and strategic headlines as a range of mid- and small-caps post large single-day moves

By Nina Shah INTC ARM MU ONON AMD
Stocks See Wide Swings; Intel, Arm Lead Gains While Select Tech and Biotech Names Decline
INTC ARM MU ONON AMD

Markets on Wednesday showed pronounced volatility across capitalizations, with Intel and Arm among the strongest gainers and a number of memory, apparel and biotech names posting sharp declines. Supply-chain and corporate transaction headlines helped lift several large-cap technology and industrial stocks, while corporate actions and clinical updates weighed on specific mid- and small-cap issuers.

Key Points

  • Large-cap technology and semiconductor names led gains, with Intel up 7.54% and AMD up 7.09% on reports of a CPU supply crunch affecting PC and server makers.
  • Arm jumped 18.14% after a Raymond James upgrade tied to a shift to chip production, while Micron fell after launching a $5.4 billion tender offer for senior notes.
  • Biotech and small-cap stocks experienced wide divergences: FDA approvals and positive trial data lifted some names, while regulatory withdrawals and short-seller reports pressured others.

Trading on Wednesday produced sizeable moves across the market spectrum, from mega-caps to small-cap stocks. Several names rose on supply or strategic news, while others fell after corporate filings, tender offers or regulatory and clinical developments.

Mega-cap movers

  • Intel Corp (INTC) - Intel jumped 7.54% after reporting reports that a supply crunch involving Intel and AMD CPUs dealt a fresh blow to PC and server makers - Nikkei.
  • Adv Micro Device (AMD) - AMD climbed 7.09% on the same Nikkei supply-crunch report that referenced Intel and AMD CPUs.
  • Alibaba-exch (BABA) - BABA advanced 3.62%.
  • Merck & Co (MRK) - MRK gained 2.59% on coverage noting Merck nears a $6 billion deal to buy Terns Pharma (TERN) - FT.
  • Johnson & Johnson (JNJ) - JNJ rose 2.26%.
  • Amazon Com Inc (AMZN) - AMZN increased 2.4%.
  • Linde AG (LIN) - LIN was up 2.08%.
  • GE Vernova LLC (GEV) - GEV added 2.77%.
  • Lam Research Corp (LRCX) - LRCX slipped 2.14%.
  • Micron Tech (MU) - MU was down 3.44% after launching a tender offer for $5.4 billion in senior notes.

Large-cap movers

  • Arm (ARM) - ARM surged 18.14% following an upgrade from Raymond James tied to a shift to chip production.
  • Planet Labs PBC (PL) - PL climbed 12.66%.
  • Summit Therapeutics PLC (SMMT) - SMMT rose 13.35%.
  • New Providence Acquisition Corp N (ASTS) - ASTS gained 9.67%.
  • Hewlett Packard Enterprise Co (HPE) - HPE increased 8.85%.
  • EchoStar Corp (SATS) - SATS added 8.82%.
  • Jd.Com Inc Adr (JD) - JD advanced 8.16%.
  • Vector Acquisition (RKLB) - RKLB rose 8.42%.
  • Super Micro Compu (SMCI) - SMCI climbed 6.41%.
  • On Holding (ONON) - ONON fell 10.79%.

Mid-cap movers

  • Fundrise Innovation Fund (VCX) - VCX jumped 29.85%.
  • Corcept Therapeutics (CORT) - CORT rose 20.14% after the FDA approved Corcept's Lifyorli for ovarian cancer treatment.
  • Braze (BRZE) - BRZE gained 19.89% on a strong revenue outlook and a Q4 top-line beat.
  • AAR Corp (AIR) - AIR climbed 11.59% after posting Q3 earnings and a revenue beat driven by parts and repair growth.
  • Inflection Point Acquisition (LUNR) - LUNR added 13.84%.
  • Fly Leasing Ltd (FLY) - FLY increased 13.74%.
  • Chewy Inc (CHWY) - CHWY rose 13.09%.
  • Globalstar Inc (GSAT) - GSAT was up 12.9%.
  • ADMA Biologics Inc (ADMA) - ADMA responded to a short seller report and fell 12.0%.
  • Maze Therapeutics (MAZE) - MAZE is listed with a -31.65% move, despite a line noting its stock 'soars 22% on positive trial data for MZE829' in the same entry.

Small-cap movers

  • Sarepta (SRPT) - SRPT gained 28.62% after sharing early trial data for two rare disease therapies.
  • Roma Green Finance (ROMA) - ROMA rose 23.2%.
  • Retail Value (RVI) - RVI increased 18.05%.
  • Imara Inc (ELVN) - ELVN climbed 14.3%.
  • Fast Acquisition Corp II (FBYD) - FBYD rose 13.76%.
  • Destiny Tech100 (DXYZ) - DXYZ added 13.12%.
  • Anavex Life Sciences (AVXL) - AVXL withdrew its EU application for Alzheimer’s drug blarcamesine and declined 34.61%.
  • Velo3D (VELO) - VELO reported 2025 results and projected revenue up to $70 million, and its stock fell 21.51%.
  • Foley Trasimene Acquisition (ALIT) - ALIT dropped 15.06%.
  • One and One Green Tech Ltd (YDDL) - YDDL fell 14.75%.

Wednesday's activity highlights that single-day moves can be driven by a mix of supply-chain reports, upgrades, M&A-related coverage, tender offers, regulatory approvals, clinical trial updates and responses to short seller reports. The market's breadth of movers spanned traditional technology and semiconductor names through to biotech and small-cap specialty issuers.

What to watch next

  • Semiconductor and PC/server supply updates - these developments influenced large-cap semiconductor names today.
  • Corporate actions such as tender offers and potential M&A - exemplified by Micron's senior notes tender offer and the Merck-Terns coverage.
  • Clinical and regulatory news in biotech - several biotech and rare-disease therapy updates drove outsized moves among mid- and small-caps.

Risks

  • Supply-chain disruptions in CPUs and related components - impacts the semiconductor and PC/server sectors as noted in the Nikkei report affecting Intel and AMD.
  • Corporate financing and debt actions - Micron's $5.4 billion senior notes tender offer introduces transaction-related risk for bondholders and could affect equity sentiment in memory names.
  • Regulatory and clinical outcomes in biotech - withdrawals of applications and short-seller reports can produce steep share price declines in biotech and small-cap therapeutic developers.

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