Check out some of the companies making the biggest midday moves: Airlines — Delta Air Lines , United Airlines , Southwest Airlines and American Airlines surged roughly 4% after President Donald Trump said the U.S. wouldn’t strike key energy infrastructure in Iran for five days and said the two nations had held productive talks. Crude oil prices, a determinant of jet fuel costs, slumped 10%. Travel stocks — Travel-related names rose on Monday on optimism that demand will get a boost if the Iran war is resolved. Online travel booking site Booking Holdings rose nearly 2%, short-term rental platform Airbnb climbed almost 3% and hotel chains Hyatt Hotels , Marriott International and Hilton Worldwide Holdings added around 3%. Palantir Technologies — Shares jumped more than 4% after a Reuters report said the Pentagon will use Palantir’s Maven artificial intelligence system for weapons targeting as its core military AI platform. The designation would go into effect by Sept. 30, the end of the government’s fiscal year, allow for the system to be used across all arms of the military and receive stable, long-term funding. Cruise lines — Carnival and Royal Caribbean Cruises jumped almost 6% and close to 5%, respectively, on the latest development in the U.S.-Iran war. Cruise lines have also fallen amid concerns about the economic fallout from the war, with Carnival down roughly 19% and Royal Caribbean down more than 11% since the conflict started. Flutter Entertainment , DraftKings – Sports-betting stocks rose following reports of a bipartisan bill expected to be introduced in the Senate Monday aiming to ban sports betting on prediction markets such as Kalshi and Polymarket. Flutter jumped 4% and DraftKings gained 2%. Mobileye Global — The autonomous driving technology provider rose more than 3% after saying an unnamed U.S. automaker will integrate its Driver Monitoring System (Mobileye DMS) into vehicles starting in 2027. Two Harbors Investment — The mortgage-servicing real estate investment trust surged about 6% after deciding an unsolicited buyout proposal from CrossCountry Mortgage is superior to a prior offer from UWM Holdings . The offer values Two Harbors at $10.70 a share in cash, with CrossCountry agreeing to pay the termination fee due UWMC. Valvoline – Shares were up 3% after Stifel upgraded the oil change and car maintenance company’s shares to buy from hold, noting that market concerns about oil-driven margin compression amid the Iran War are overblown. MongoDB — The software company jumped 4% after an upgrade by Mizuho. While fears of artificial intelligence disrupting software providers has rippled through the sector in 2026, the bank said MongoDB, unlike its peers, will grow stronger not weaker as a result of AI. Synopsys — Shares rose 4% after news that activist investor Elliott Investment Management took a multibillion-dollar stake in the chip company. “As AI drives a step change in chip complexity and capital investment, Synopsys is uniquely positioned to benefit from this growth,” Jesse Cohn, managing partner at Elliott, told CNBC. The Wall Street Journal first reported on the Elliott stake. Banks — Financials rallied as Treasury yields declined and concern eased that consumer spending is set to slow. Capital One advanced about 3%, while Citigroup and Citizens Financial Group added about 2%. Apogee Therapeutics – The biotech company jumped 20% after Apogee released positive Phase 2 results for its zumilokibart treatment for moderate- to severe atopic dermatitis. The treatment was effective with three- and six-month dosing regimens. Insmed – The biotech gained nearly 5% on positive results from its Phase 3B Encore study of Arikayce for patients with a form of lung disease. The study found “statistically significant and clinically meaningful improvements in respiratory symptom score and culture conversion rates,” Insmed said. — With additional reporting from CNBC’s Tanaya Macheel, Darla Mercado and Davis Giangiulio
