Naughty Flicks

Skip NavigationMarketsBusinessInvestingTechPolitics & PolicyVideoWatchlistInvesting ClubPROLivestreamMenuHere are some of the companies making headlines in midday trading. IonQ – The quantum computing stock rose 17% after IonQ lifted its full-year guidance for revenue. The company sees revenue in a range of $505 million to $515 million, topping analysts’ estimate for $456.2 million, per FactSet. Firefly Aerospace – The company announced a roughly $1.3 billion agreement with AST SpaceMobile in which it will provide 36 rocket engines and a license to the engine’s intellectual property. Firefly surged nearly 30%, while AST SpaceMobile advanced 6%. Microchip Technology – The semiconductor manufacturer tumbled 14% on the back of largely disappointing guidance for the current quarter. Microchip Technology sees third-quarter non-GAAP earnings ranging from 87 cents to 95 cents per share and revenue between $1.573 billion to $1.638 billion. The FactSet consensus estimate called for 94 cents a share and $1.63 billion. Moderna — The vaccine maker rallied 7%. The company smashed third-quarter earnings estimates and raised its outlook for full-year sales growth. Moderna now expects 2026 revenue growth of 15% to 25%, up from previous guidance of no more than 10%. Lam Research — The semiconductor equipment maker surged nearly 9% after the board authorized a $25 billion stock buyback . Five9 — The cloud-based contact-center-as-a-service provider fell more than 17%. Five9 lowered full-year adjusted EPS guidance and announced a $325 million cash acquisition of Level AI. Axon Enterprise — The Taser maker dropped 18% after third-quarter EPS and revenue missed Wall Street estimates, fourth-quarter guidance was weak and it pledged an additional $1.2 billion investment in drone maker Skydio, raising its stake to about 37%. Artificial intelligence and semiconductor stocks — Micron Technology, Sandisk , Marvell Technology, Advanced Micro Devices , Nebius and CoreWeave climbed Friday, recovering ground after Thursday’s sharp sell-off amid concerns over potential constraints on AI data-center expansion. Nvidia rebounded more than 3% and returned to positive territory for 2026. Cloudflare — Shares climbed about 12% after guidance for the current quarter topped Street expectations. Cloudflare forecast adjusted earnings of 43 cents a share versus the LSEG consensus for 38 cents, on revenue of $845 million to $846 million, higher than analysts’ consensus of $798 million. Iren – The neocloud provider jumped 19% after fiscal first-quarter revenue of $228 million grew from $137 million the prior quarter. More than $4 billion in annual recurring revenue projected to arrive in 2026 has been delayed until at least January 2027. Iren has been battered in the latest rout of AI-focused stocks, dropping 31% in the past week. Airbnb — The online lodging marketplace jumped 11% after third-quarter earnings of $3.16 per share topped analysts’ consensus estimate of $2.85. Revenue of $4.87 billion beat the Street’s $4.75 billion estimate, LSEG data showed. Atlassian — Shares dropped more than 14% after the supplier of team collaboration and productivity software showed year-over-year data center revenue growth expected to decline approximately 14% in the fiscal second quarter ending in December, and 16% in the fiscal year ending next June. JFrog — The software company soared 35% after raising full-year guidance. JFrog sees adjusted earnings ranging from $1.14 to $1.16 per share on revenue of $680 million to $682 million. The outlook trounced FactSet consensus estimates of 98 cents a share and $651.9 million. DraftKings — The online sports betting platform tumbled 27%. DraftKings posted a wider-than-expected third-quarter loss of 94 cents per share, worse than the 39 cent loss analysts polled by LSEG anticipated. Revenue of $1.33 billion fell short of the $1.40 billion estimate. Sportsbook revenue totaled $784 million, missing the $811.8 million StreetAccount consensus estimate. Lyft — The ridesharing company fell almost 5%. Third-quarter revenue of $1.82 billion trailed the FactSet consensus among analysts for $1.92 billion, while fourth-quarter guidance for bookings came in at $5.74 billion to $5.94 billion versus the FactSet consensus of $5.81 billion. — CNBC’s Nick Wells, Darla Mercado and Scott Schnipper contributed reporting