Stock Markets May 13, 2026 10:32 AM

Tech and chip names lead Wednesday’s market swings as a broad set of stocks move sharply

Alibaba and Micron rally among mega-caps while companies across market-cap tiers register double-digit moves on earnings, guidance and corporate transactions

By Jordan Park MU BABA TXN ADI AVGO

Stocks across market-cap tiers moved sharply on Wednesday, with technology and semiconductor names featuring among the leaders. Mega-caps such as Alibaba (BABA) and Micron Technology (MU) posted gains, while a number of other large-, mid- and small-cap companies recorded double-digit percentage changes driven by earnings beats, guidance updates and corporate deals.

Tech and chip names lead Wednesday’s market swings as a broad set of stocks move sharply
MU BABA TXN ADI AVGO

Key Points

  • Technology and semiconductor stocks dominated gains among mega-cap names, led by Alibaba (BABA) and Micron (MU).
  • Large-, mid- and small-cap lists featured several double-digit percentage moves driven by earnings beats, upgraded outlooks and corporate stake sales.
  • Volatility spanned the market-cap spectrum, indicating company-specific news rather than a single market-wide catalyst.

Equity markets experienced notable intraday volatility on Wednesday, with gains concentrated in several technology and semiconductor names and meaningful declines among a number of other issuers. Investors saw a mix of corporate announcements, earnings-related reactions and transaction news drive pronounced price swings across mega-, large-, mid- and small-cap stocks.

Below are the most significant movers grouped by market-cap category and reported percentage changes.


Mega-Cap Movers (Market Cap: $200 billion USD or higher)

  • Micron Technology (MU): +5.11%
  • Alibaba (BABA): +6.81%
  • Texas Instruments (TXN): +3.83%
  • Analog Devices (ADI): +2.87%
  • Avago Technologies (AVGO): -1.82%
  • Advanced Micro Devices (AMD): -1.8%
  • IBM (IBM): -2.67%
  • Palantir Technologies (PLTR): -4.65%
  • SanDisk Corp-Exch (SNDK): -0.53%

Large-Cap Stock Movers (Market Cap: $10-$200 billion USD)

  • Tower Semiconductor (TSEM): +14.83%
  • Yandex (NBIS) - Nebius stock surges nearly 15% on earnings beat and strong guidance: +14.81%
  • Nextracker (NXT) - Nextracker surges nearly 15% on record FY26 results, raised FY27 outlook: +12.61%
  • Marvell Technology Group (MRVL): +9.27%
  • ON Semiconductor (ON): +9.23%
  • Talen Energy Corp (TLN): -8.76%
  • Constellation Energy Group-Exch (CEG): -7.57%
  • Dynatrace Holdings LLC (DT): -11.49%
  • Kratos Defense & (KTOS): -8.11%
  • Affirm Holdings (AFRM): -4.59%

Mid-Cap Stock Movers (Market Cap: $2-$10 billion USD)

  • 21Vianet Group (VNET) - VNET agrees to sell 38% stake to CATL-affiliated buyers: +26.33%
  • Kingsoft Cloud Holdings Ltd (KC): +20.38%
  • Smart Global Holdings Inc (PENG): +15.35%
  • Cree Inc. (WOLF): +12.53%
  • VEON Ltd (VEON): +10.35%
  • Resideo Tech (REZI) - Resideo shares fall nearly 5% as Q2 guidance disappoints investors: -13.75%
  • Birkenstock Holding ltd (BIRK): -13.56%
  • Cai International Inc (CAI): -11.58%
  • WIX.COM LTD. (WIX) - Wix shares fall 5% on earnings, revenue miss and soft guidance: -31.69%

Small-Cap Stock Movers (Market Cap: $300 million - $2 billion USD)

  • Velo3D (VELO): +46.17%
  • C4 Therapeutics Inc (CCCC): +21.51%
  • Tortoise Acquisition Corp (HYLN): +19.22%
  • Retail Value (RVI): +25.24%
  • Gilat Satellite N (GILT): -23.61%
  • Newhold Investment (EVLV) - Evolv Technology beats revenue estimates on strong demand: -22.7%
  • 3Pea Intl Inc (PAYS) - Paysign falls over 6% despite beating Q1 estimates: -20.45%
  • TimefireVR (RCAT) - Red Cat plans $200 million public stock offering: -16.46%
  • National Vision (EYE) - National Vision stock rises 5% on earnings beat despite revenue miss: -26.98%

Wednesday's action spanned a wide spectrum of market capitalizations and reflected a range of corporate drivers, including earnings surprises, revised outlooks, transaction announcements and specific guidance that investors parsed into substantial price moves. The largest gains of the day were concentrated among semiconductor and technology-related issuers, while several mid- and small-cap names posted steep declines linked to guidance and other company-specific developments.

Market participants reacting to the flow of company announcements and results should expect continued dispersion in returns across sectors and sizes as further earnings, guidance and deal news are released.

Risks

  • Earnings and guidance updates can produce sharp downside moves in mid- and small-cap stocks, as seen with several companies in the mid- and small-cap lists - this impacts technology, consumer and industrial sectors.
  • Corporate transactions and stake sales may lead to outsized stock reactions that increase short-term volatility for the companies involved - this affects sectors where such deals occurred, including cloud services and battery-adjacent firms.
  • Divergent performance between mega-cap winners and smaller-cap losers suggests sector-specific or issuer-specific risks remain elevated, particularly in technology and semiconductor-related areas.

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