Stock Markets January 26, 2026

Tech Names Lead Divergent Moves as Mega-Caps and Small Caps Swing

Oracle and Cisco climb while Intel and several chipmakers slip in a mixed session across market caps

By Sofia Navarro INTC ORCL CSCO LRCX AAPL
Tech Names Lead Divergent Moves as Mega-Caps and Small Caps Swing
INTC ORCL CSCO LRCX AAPL

Stocks displayed disparate moves on Monday, with heavyweight technology names and networking firms posting gains while several chipmakers and select mega-caps lagged. The session featured notable large-cap and small-cap volatility driven by company-specific news, management changes, proposed funding announcements and capital raises.

Key Points

  • Major mega-cap technology and networking stocks showed mixed performance, with Oracle and Cisco higher while Intel and several chipmakers declined.
  • Large- and mid-cap names experienced pronounced swings tied to company-specific news including acquisition activity, analyst upgrades and proposed federal funding.
  • Small-cap names displayed sharp volatility, with some stocks posting double-digit gains and others plunging, reflecting heightened sensitivity to corporate announcements and capital-raising activity.

U.S. equities saw a patchwork of advances and declines on Monday as investors reacted to company news and other catalysts across large and small capitalization stocks. Some technology and networking companies gained ground while several semiconductor names and a handful of other large-cap names moved lower.


Mega-Cap Movers (Market Cap: $200B+)

  • Intel Corp (INTC) -5.16%
  • Oracle Corp (ORCL) +4.11%
  • Cisco Sys Inc (CSCO); Cisco launches new partner program to boost AI readiness +3.17%
  • Lam Research Corp (LRCX) +3.05%
  • Apple Computer Inc (AAPL) +2.9%
  • Avago Technologies (AVGO) +2.62%
  • Tesla Motors (TSLA) -2.36%
  • Adv Micro Device (AMD) -2.53%
  • Micron Tech (MU) -2.13%
  • Google Inc (GOOGL); OpenAI Seeks Premium Prices in Early Ads Push - The Information +2.13%

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

  • Revolution Medicines Inc (RVMD); Revolution Medicines stock falls after Merck reportedly ends acquisition pursuit -16.92%
  • Cloudflare Inc (NET) +10.79%
  • Zoom Video Communications (ZM) +9.65%
  • Booz Allen Hamilton Holding Corp (BAH) -11.03%
  • CoreWeave (CRWV); DA Davidson upgrades CoreWeave stock to Buy on strengthening compute demand +9.35%
  • Trade Desk Inc (TTD); The Trade Desk appoints Tahnil Davis as interim CFO -8.43%
  • Fortress Value Acquisition Corp (MP) -8.13%
  • Vector Acquisition (RKLB) -6.83%
  • New Providence Acquisition Corp N (ASTS) -5.94%
  • Arista Networks (ANET) +5.9%

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

  • Evolution Metals Tech (EMAT) -22.43%
  • Sustainable Opportunities Acqui (TMC) -18.45%
  • Corvus Pharmaceuticals Inc (CRVS) -14.22%
  • Inflection Point Acquisition II (USAR); USA Rare Earth secures $1.6 billion in proposed federal funding +14.21%
  • Redwire (RDW) -12.18%
  • Fly Leasing Ltd (FLY) -12.12%
  • DigitalOcean Holdings (DOCN) +12.23%
  • Pattern Group Inc (PTRN) +12.26%
  • Geo Group Inc (GEO) -11.7%
  • CF Acquisition Corp VI (RUMBW) -10.0%

Small-Cap Stock Movers (Market Cap: $300M-$2B)

  • Lands End I (LE) +39.72%
  • NovaBay Pharmaceuticals Inc (NBY) -32.06%
  • Rich Sparkle Holdings (ANPA) +24.46%
  • Anbio Biotechnology (NNNN) -23.56%
  • Ramaco Resources Inc (METC) -19.73%
  • Greenwich Lifesciences Inc (GLSI) +17.59%
  • CF Acquisition V (SATL); Satellogic raises $35 million in registered direct offering -15.71%
  • LightPath Technol (LPTH) -16.6%
  • Velo3D (VELO) -14.72%

Across the market-cap spectrum, individual corporate developments underpinned many of the moves. Examples include a new partner program from a networking firm, an upgrade tied to compute demand, a reported end to an acquisition pursuit by a pharmaceutical giant, a proposed federal funding announcement tied to a rare earth company and a registered direct offering for a small-cap space firm. These items, among others, helped drive dispersion in performance for the trading day.

Investors monitoring real-time, market-moving developments often look to services that aggregate such headlines for trading signals and position adjustments.

Risks

  • News-driven volatility can produce abrupt share-price moves across market-cap segments, affecting technology, semiconductor and small-cap stocks.
  • Uncertainty around acquisition activity and corporate transactions may lead to rapid re-pricing in affected names, as seen with the report of an ended acquisition pursuit.
  • Capital raising and funding announcements introduce execution risk and market reaction for issuers, particularly among small-cap and mid-cap companies.

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