Top U.S. Defense Stocks to Watch According to Jefferies Analysis
Tuesday’s trading session is witnessing significant movements across various stocks, particularly in the mega-cap and large-cap sectors. Companies like Wells Fargo (WFC) and Walmart (WMT) are experiencing notable upticks, while others such as Nvidia Corp (NVDA) and Avago Technologies (AVGO) are facing downturns. Here’s a closer look at some of the key stock movers today, from the largest market caps to the smaller ones.
Mega-Cap Movers (Market Cap $200B+):
- Wells Fargo (WFC); +8.74%
- Caterpillar (CAT); +4.67%
- Walmart (WMT); Walmart partners with OpenAI to enable shopping through ChatGPT; +4.16%
- American Express (AXP); +3.82%
- Adv Micro Device (AMD); Oracle Cloud To Deploy 50,000 AMD AI Chips In 2H 2026 - CNBC; +3.4%
- Bank Of America (BAC); +3.13%
- Nvidia Corp (NVDA); Together AI begins substantial purchases of Nvidia chips - The Information; -3.41%
- Palantir Technologies Inc (PLTR); +2.14%
- Avago Technologies (AVGO); Broadcom launches industry’s first 800G AI ethernet NIC; -2.88%
- Cisco Sys Inc (CSCO); +2.3%
Large-Cap Stock Movers (Market Cap $10B-$200B):
- Ubiquiti Networks (UI); +11.27%
- Astera Labs (ALAB); Astera Labs joins Arm Total Design to advance chiplet solutions; -15.45%
- Iris Energy (IREN); +9.46%
- DPCM Capital (QBTS); +6.91%
- Joby Aviation (JOBY); +8.44%
- AltC Acquisition (OKLO); +5.85%
- Toast (TOST); +5.97%
- Ally Financ (ALLY); +6.36%
- New Providence Acquisition Corp N (ASTS); +7.44%
- Roblox Corp (RBLX); +4.12%
Mid-Cap Stock Movers (Market Cap $2B-$10B):
- Sizzle Acquisition (CRML); +31.38%
- Live Oak Acq (NVTS); Navitas develops power semiconductors for NVIDIA’s 800 VDC AI platforms; +28.84%
- Fluence Energy (FLNC); +19.35%
- Northstar At Mgt (DBRG); +17.9%
- Polaris Industries (PII); Polaris to sell majority stake in Indian Motorcycle to Carolwood; +14.11%
- Ikonics Corp (WULF); TeraWulf’s compute unit plans $3.2 billion notes offering for data center; +12.68%
- Albertsons Companies (ACI); Albertsons announces $750 million share buyback as part of expanded program; +13.48%
- CleanSpark (CLSK); +10.9%
- Power Integration (POWI); +10.27%
- United States Antimony Corp (UAMY); +8.08%
Small-Cap Stock Movers (Market Cap $300M-$2B):
- Catabasis Pharma (ATXS); BioCryst to acquire Astria Therapeutics for $700 million; +39.14%
- American Resources (AREC); +31.02%
- Sealsq (LAES); SEALSQ and Wecan Group partner on post-quantum KYC solution; +22.82%
- Rice Acquisition II (NPWR); +19.85%
- Thunder Bridge Acquisition II Ltd (INDI); +20.15%
- Oroplata Resources (ABAT); +20.28%
- Orion Engineered Carbons SARL (OEC); Orion cuts 2025 outlook amid weaker demand, shifts to cash focus; -17.97%
- Inotek Pharmaceuticals Corp (RCKT); FDA accepts Rocket Pharmaceuticals’ gene therapy BLA for rare disease; +20.46%
- CF Acquisition V (SATL); Satellogic advances 30 cm resolution satellite platform with AI capabilities; +18.37%
- HCM II Acquisition (HOND); +22.28%
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