U.S. STOCKS ON THE MOVE-Talen Energy, Applied Optoelectronics, oil companies

Wall Street's main indexes dropped on Friday as AI anxiety hammered technology stocks, with the Nasdaq and the S&P 500 on pace for their steepest monthly loss since March 2025, while hotter-than-expected inflation data also weakened sentiment. .N

At 13:30 EST, the Dow Jones Industrial Average .DJI was down 1.33% at 48,842.84. The S&P 500 .SPX was down 0.81% at 6,852.83 and the Nasdaq Composite .IXIC was down 1.26% at 22,590.43.

The top three S&P 500 .PG.INX percentage gainers:

Paramount Skydance Corp , up 23.7%

Dell Technologies Inc , up 21.5%

Block Inc , up 15.6%

The top three S&P 500 .PL.INX percentage losers:

United Airlines Holdings Inc , down 8.9%

Apollo Global Management Inc , down 8.8%

Carvana Co , down 7.8%

The top three NYSE .PG.N percentage gainers:

KORE Group Holdings Inc , up 78.4%

Arlo Technologies Inc , up 31.2%

Figs Inc , up 23.5%

The top three NYSE .PL.N percentage losers:

Xponential Fitness Inc , down 47.0%

PAR Technology Corp , down 28.7%

Ginkgo Bioworks Holdings Inc , down 28.6%

The top three Nasdaq .PG.O percentage gainers:

Onemednet Corp , up 81.5%

Ensysce Biosciences Inc , up 56.3%

Applied Optoelectronics Inc , up 45.6%

The top three Nasdaq .PL.O percentage losers:

Li Bang International Corporation Inc , down 83.1%

Republic Power Group Ltd , down 50.4%

Modular Medical Inc , down 45.8%

Zscaler Inc ZS.O:
BUZZ - Dips after wider quarterly loss nL6N3ZN0IN

Dell Technologies Inc DELL.N:
BUZZ - Jumps on AI server growth forecast nL6N3ZN0JJ

Netflix Inc NFLX.O:
BUZZ - Climbs as it pulls out of Warner Bros bidding war nL4N3ZN0X7

Venture Global Inc VG.N:
BUZZ - Gains after signing 20-year LNG supply deal with Korea's Hanwha Aerospace nL4N3ZN0WM

NuScale Power Corp SMR.N:
BUZZ - Drops after bigger annual loss nL4N3ZN0YH

MP Materials Corp MP.N:
BUZZ - Gains after swinging to Q4 profit nL6N3ZN0PD

Targa Resources Corp TRGP.N:
BUZZ - RBC raises PT on pipeline operator Targa Resources nL4N3ZN12Z

Neurogene Inc NGNE.O:
BUZZ - Jumps after FDA's breakthrough tag for neurological disorder therapy nL4N3ZN0SM

Kratos Defense & Security Solutions Inc KTOS.O:
BUZZ - Falls after boosted $1.2 bln stock sale nL6N3ZN0RH

Southwest Airlines Co LUV.N:
BUZZ - Rises as TD Cowen upgrades to 'buy' rating nL6N3ZN0RD

Generate Biomedicines Inc GENB.O:
BUZZ - Set for Nasdaq debut after $400 million IPO nL4N3ZN0Z9

Dollar Tree Inc DLTR.O:
BUZZ - Slips; Citigroup downgrades to 'neutral' nL6N3ZN0SW

NextEra Energy Inc NEE.N:
BUZZ - Edges up after $2 bln mandatory convertible sale nL6N3ZN0TH

Autodesk Inc ADSK.O:
BUZZ - Rises after higher-than-expected annual revenue forecast nL6N3ZN0T2

HF Sinclair Corp DINO.N:
BUZZ - CFO takes voluntary leave of absence, shares down nL4N3ZN17R

ANI Pharmaceuticals Inc ANIP.O:
BUZZ - Rises after quarterly results beat estimates nL4N3ZN195

TopBuild Corp BLD.N:
BUZZ - Truist lifts TopBuild PT on strong backlog nL4N3ZN18R

Essex Property Trust Inc ESS.N:

Invitation Homes Inc INVH.N:

American Homes 4 Rent AMH.N:

NexPoint Residential Trust Inc NXRT.N:
BUZZ - Raymond James downgrades US REITs ratings amid weak rental demand nL4N3ZN18L

MARA Holdings Inc MARA.O:
BUZZ - Partners with Starwood for AI data centers, shares rise nL6N3ZN0UC

LSI Industries Inc LYTS.O:
BUZZ - Dips after M&A-related stock sale nL6N3ZN0VX

Exxon Mobil Corp XOM.N:

Chevron Corp CVX.N:

Occidental Petroleum Corp OXY.N:

Coterra Energy Inc CTRA.N:

BUZZ - Oil companies rise as US-Iran talks extended nL6N3ZN0W3

Ultra Clean Holdings Inc UCTT.O:
BUZZ - Falls after increased $525 mln convertible bond deal nL6N3ZN0WS

Arlo Technologies Inc ARLO.N:
BUZZ - Up on upbeat revenue forecast, profit beat nL4N3ZN1EP

AES Corp AES.N:
BUZZ - Rises after report BlackRock's GIP and EQT near takeover deal nL4N3ZN1EY

Cava Group Inc CAVA.N:
BUZZ - Drops after Argus research downgrades to 'hold' on valuation concerns nL6N3ZN0Y8

American Express Co AXP.N:

Synchrony Financial SYF.N:

Capital One Financial Corp COF.N:
BUZZ - Credit card firms sink as investors weigh AI disruption nL4N3ZN0Z8

United Airlines Holdings Inc UAL.O:

Delta Air Lines Inc DAL.N:

American Airlines Group Inc AAL.O:

BUZZ - US airline stocks fall as oil prices rise nL4N3ZN1I3

Lululemon Athletica Inc LULU.O:
BUZZ - Founder steps up push for board changes; shares slip nL4N3ZN1J0

Block Inc XYZ.N:
BUZZ - Jumps as investors cheer cost cuts and bullish analyst calls nL4N3ZN1I1

Target Corp TGT.N:
BUZZ - Dips after BofA reinstates stock with 'underperform' rating on weak demand nL6N3ZN0ZS

Trump Media & Technology Group Corp DJT.O:
BUZZ - In talks about potential Truth Social spin-off; shares edge up nL4N3ZN1FU

Wells Fargo & Co WFC.N:

Goldman Sachs Group Inc GS.N:

JPMorgan Chase & Co JPM.N:

Bank of America Corp BAC.N

BUZZ - Financial stocks sink amid renewed credit risk and AI disruption fears nL6N3ZN11N

Talen Energy Corp TLN.O:
BUZZ - Drops after downbeat annual core profit outlook nL4N3ZN1MT

Applied Optoelectronics Inc AAOI.O:
BUZZ - Surges to highest in more than eight years after earnings nL6N3ZN12I

Delek US Holdings Inc DK.N:
BUZZ - Gains on surprise fourth-quarter profit nL4N3ZN1PB