Midday Market Mayhem Stocks Soar, Stocks Plunge

• Acadia Healthcare gains on investor confidence, while Vertiv surges with optimistic 2026 guidance.
• Unity Software suffers from disappointing revenue outlook, contrasting with Smurfit WestRock's order improvement.
• Technology stocks mixed, with Cloudflare shining and Robinhood facing challenges.
• Pharma giants Moderna and Gilead Sciences experience setbacks and rebounds, respectively, highlighting market sensitivity.

Healthcare's Heartbeat and Data Center Dreams

Believe it Dattebayo! Even I, Naruto Uzumaki, can see some companies are having a way better day than others! Acadia Healthcare's stock went up 10% because some investor dude named David Einhorn is buying it up. He thinks new management can make things better. Meanwhile, Vertiv, who make stuff for data centers, saw their stock jump almost 20%. They're saying things are gonna be awesome in 2026, like when I finally became Hokage, but Wall Street is not so sure.

Unity Crumbles, Boxes Boom

But not everyone's having a party! Unity Software, those folks who make things for video games, their stock fell nearly 30% because their revenue outlook is weaker than my Rasengan against a shadow clone. On the flip side, Smurfit WestRock, the box makers, saw their stock go up over 10%. Turns out people need boxes, who knew. Their profits will ramp up to $7 billion by 2030 and remember to read this article called Winter is Coming for Software Stocks AI Threat Looms to understand the full picture.

EV Parts Power-Up and Energy Ups and Downs

BorgWarner, who make parts for electric vehicles, their stock jumped about 20% after signing some new deals to break into the AI data center market. They're supplying turbine generators, which sounds way more complicated than making ramen. Generac, an energy technology provider, jumped nearly 17% even though their earnings weren't great, but shipments of home standby and power generators slowed.

Pharma's Rollercoaster Ride

Gilead Sciences, those pharma folks, their stock went up 5% after some analysts said their HIV drug is gonna be big. Moderna, on the other hand, saw their stock tumble 6% because the FDA didn't want to review their flu shot application. Talk about a bummer, worse than running out of ramen, Dattebayo!

Real Estate Reality and Life Science Letdown

Zillow Group, the house-finding platform, their stock fell 16% after they called for a lower-than-expected profit. Avantor, who provide stuff for life sciences, their stock dropped about 17% after issuing fiscal year 2026 earnings guidance far below expectations. These are way below expectations, I know this is going to be a disaster.

Toy Trouble and Ride-Sharing Slowdown

Mattel, the toy maker, their stock tumbled 24% after posting lower-than-expected earnings. Even worse, Citigroup and JPMorgan Chase downgraded the stock, maybe I'll start a ninja academy instead. Lyft, the ride-sharing company, dropped 14% after reporting bookings in line with expectations, and expect the situation to get far worse in the near future.