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LivestreamMenuHere are some of the companies making headlines in midday trading. Roivant Sciences — Shares rose more than 4% after the company’s immune-modifying pill Lisraya reached its primary efficacy goals in two Phase 3 trials for non-infectious uveitis, a disease of the eye. Bloom Energy — The fuel cell company jumped more than 6% as traders snapped up shares ahead of Thursday’s third-quarter report. The FactSet consensus sees earnings coming in at 69 cents per share on revenue of $1.07 billion. Wolfe Research dubbed the company a “recent outperformer” in its preview of clean energy earnings, saying “demand signal continues to build, beat and raise potential.” Bitcoin-linked stocks — Bitcoin jumped more than 2% to trade above $84,000 as investors flocked to risk assets. A raft of crypto-related stocks leapt alongside it, with Strategy gaining 7% and bitcoin miner MARA Holdings rising more than 3%. Riot Platforms advanced 2%. Alphabet — Shares of the tech giant slipped 2% after OpenAI said that its models will be available for developers via Google’s cloud. The move follows years of competition between OpenAI and Alphabet, and it means the ChatGPT maker will have its models available on all three of the major U.S. cloud companies. Meta Platforms — The social media giant jumped 2% ahead of quarterly results due after the bell Wednesday. Muse, the company’s artificial intelligence model, will likely be a key focal point after its closely watched rollout this fall. SpaceX — Shares gained 10% after the Elon Musk-led rocket company reported a 161% jump in third-quarter revenue to $14.58 billion. Musk also said that SpaceX and Tesla , his automaker, have formed special committees to discuss a potential merger. Tesla shares were up 3%. Telecom company EchoStar , which owns a stake in SpaceX, saw shares rise 8%. Space stocks — Other aerospace companies were higher following SpaceX’s earnings jump. Rocket Lab rose 4%, while Firefly Aerospace jumped 5%. Netflix — Shares of Netflix fell almost 5% after the streaming giant narrowed its 2026 full-year forecast . The streaming giant now sees revenue at $51.1 billion, reflecting a 13% year-over-year increase and landing at the low-end of its earlier guidance range of $51 billion to $51.4 billion. AT & T — The telecommunications company slid 6% despite reporting an earnings and revenue beat in its third-quarter financial report. AT & T also hiked its full-year earnings guidance, though it reiterated capital expenditures that came in slightly above expectations, according to FactSet. Capital One Financial — The lender and credit card issuer gained about 4%. Third-quarter net income reached $3.5 billion, or $5.61 per share, up from $3.2 billion, or $4.83 a share in the year-earlier period. United Airlines — The Chicago-based carrier jumped 5%. While third-quarter results missed on the top and bottom lines, the company pointed out that passengers are still booking even as fares have risen. Passenger counts are up more than 2% from the year-ago period, while domestic passenger unit revenue gained 14.5% in that timeframe. Super Micro Computer — Shares rallied 9% after the data center server company hiked its fiscal first-quarter revenue outlook. Super Micro sees revenue for the period between $18.5 billion and $19.5 billion, up from a previous range of $14.5 billion to $15.5 billion. Dell Technologies , Hewlett Packard Enterprise — Super Micro’s server competitors Dell and HPE were also higher on the news of the company’s guidance update. Dell jumped almost 5%, while HPE rose 3%. Danaher — Shares lost 3% after the life sciences and diagnostics innovator reported a slight revenue miss in its third-quarter earnings report. Revenue came in at $6.55 billion, compared the $6.56 billion FactSet consensus estimate. Adjusted earnings, however, beat estimates, and the company raised its full-year guidance for the metric. — CNBC’s Nick Wells, Darla Mercado, Deena Zaidi, Fred Imbert and Scott Schnipper contributed reporting.














