Check out the companies making the biggest moves midday: Maplebear — The parent company of Instacart fell nearly 4% after Amazon said it’s testing “ultra-fast” delivery of groceries in Seattle and Philadelphia. These deliveries take about 30 minutes or less, said Amazon. Boeing — The aerospace giant rose 8% after winning a $104.4 million U.S. Navy contract to repair displays in certain aircrafts. On top of that, the company issued positive free cash flow guidance for 2026. Solaris Energy Infrastructure — The data center energy provider gained more than 3% after Morgan Stanley initiated coverage with an overweight rating. “Generation equipment has been secured through 2028, the business model builds contracted cash flows, and the stock is pricing in only limited growth beyond 2028,” Morgan Stanley wrote. XPO — The logistics stock fell more than 7% after it said that tonnage for November fell around 5% year on year, with shipments also sliding 2%. MongoDB — Shares of the developer data platform soared 23% following strong third-quarter results. Adjusted earnings were $1.32 per share on revenue of $628 million, compared to earnings of 80 cents per share on $592 million in revenue expected by analysts polled by LSEG. MongoDB also raised guidance for its full fiscal year. Strategy — The stock added 4% as bitcoin, Strategy’s treasury asset, rose nearly 6% after plunging Monday. The token briefly fell below $85,000, but has since climbed above $90,000 again. Janux Therapeutics — The clinical-stage biopharmaceutical company tumbled 47% after early-stage data from its phase one prostate cancer trial trailed expectations. Signet Jewelers — The Kay Jewelers and Zales Jewelers owner sank 4% on the back of disappointing fourth-quarter guidance. Signet sees revenue between $2.24 billion and $2.37 billion in the holiday quarter, less than the $2.38 billion expected by analysts polled by FactSet. Third-quarter revenue topped expectations and the company raised full-year 2026 guidance. United Natural Foods — The grocery distributor moved 9% higher following an earnings beat. United Natural Foods earned an adjusted 56 cents per share in its fiscal first quarter, topping a 40-cent consensus estimate, per FactSet. Revenue fell short but United Natural reaffirmed full-year guidance. Cloudflare — Barclays initiated coverage of the cybersecurity company with an overweight rating, sending shares 2% higher. The bank’s $235 price target implies about 19% upside from Monday’s close. Credo Technology — The manufacturer of cables and chips used in AI computers rose 14% following better-than-expected fiscal second-quarter earnings. Credo earned an adjusted 67 cents per share, beating the 49 cents analysts had expected, per LSEG. Credo’s $268 million revenue also topped the forecast $235 million. Credo forecast current-quarter revenue of $335 million to $345 million, while analysts had penciled in $248 million. Six Flags — The theme park operator added 2% following a Truist upgrade to buy from hold. The bank lauded Six Flags’ experienced new CEO and its commitment to improving the business. Teradyne — Shares moved 4% higher. Stifel upgraded Teradyne to buy from hold, saying the company’s positioning and growth in AI networking remains under-appreciated Bausch + Lomb — Morgan Stanley upgraded the eye care company to overweight, citing a strong ophthalmology pipeline. The stock gained 4%. — CNBC’s Michelle Fox, Lisa Kailai Han, Liz Napolitano and Alex Harring contributed reporting.
