Check out some of the companies making the biggest moves midday: Broadcom — The chipmaker jumped 10% after agreeing with OpenAI to jointly build and deploy custom artificial intelligence accelerators , the first public plan released by the companies, which have been working together for 18 months to expand AI infrastructure. Bloom Energy — The energy stock soared 30% after the maker of hydrogen and natural gas power generators struck a $5 billion partnership with Brookfield Asset Management to install fuel cells in artificial intelligence data centers. Ciena – The software maker jumped more than 4% after BNP Paribas upgraded the stock to outperform from neutral. The investment bank also hiked its price target to $185 from $120, implying 19% upside from Friday’s close. Jefferies Financial Group – The investment bank rose about 3% after CEO Rich Handler sought to quell investor concerns about the bankruptcy of First Brands. Jefferies could incur financial losses from its indirect investments in First Brands but the investment bank has ample liquidity to absorb the impact, Handler said in a letter. Shake Shack — The burger chain added 4% on the back of Jefferies’ upgrade to hold from underperform. Jefferies said the risk-reward ratio is more balanced following a recent slide in the shares. Estee Lauder — The maker of Clinique and Origins cosmetics popped 5% after Goldman Sachs upgraded the stock to buy. The bank also called for 30% upside in Estee Lauder, noting the stock is nearing a fundamental inflection point. Marqeta — The credit card issuing platform dropped more than 5% after Goldman Sachs downgraded it to sell from neutral and cut its price target to $5 from $7.50. The Wall Street bank is concerned that Marqeta’s partnership with Block , which added a new issuer processing partner, will be flagged this earnings season. Rocket Lab — The rocket company rose 3% after Morgan Stanley raised its price target to a Street high. The Wall Street firm said the Neutron program’s initial launch is the next major catalyst for the stock. USA Rare Earth — Shares of U.S. rare earth miners surged after President Donald Trump threatened China with retaliation over its strict export controls. USA Rare Earth soared more than 24%, Critical Metals surged 44%, Energy Fuels jumped more than 18%, and MP Materials climbed more than 23%. Fastenal — The industrial supplier dropped 5% after missing Wall Street analysts’ estimates for quarterly profits. Applied Materials — The semiconductor equipment maker added more than 4% after an upgrade to buy at Bank of America. The analyst there cited a “bullish multi-year view for semicaps which are upstream beneficiaries of large data center deployments” as a catalyst for the upgrade. Bank of America’s new price objective of $250, up from $180, implies 19% upside. Yelp — The online business review site climbed nearly 9% after Evercore upgraded the platform to outperform from in line and raised its price target to $45 from $37. Arcus Biosciences — The clinical-stage biotech gained almost 9% after a drug trial showed improved survival rates in patients with gastrointestinal cancers. StubHub — The online ticket platform advanced about 4% after bullish initiations of research coverage at several Wall Street following its September 17 initial public offering. Goldman Sachs, which rated StubHub a buy, said the ticket agency will continue to grow as consumers prioritize experiences over products. Sprouts Farmers Market — The specialty grocery chain rose 5% after RBC Capital raised its investment opinion on the beaten up stock, saying it could rise by 44% from Friday’s close if same-store sales growth outpaces that seen before the Covid pandemic. Warner Bros. Discovery — The HBO and CNN cable network owner rallied more than 4% after Bloomberg News cited people familiar with the matter saying WBD had rejected Paramount Skydance’s proposed buyout of roughly $20 a share, and that the suitor could respond with a higher offer, make a hostile bid or find a partner. — CNBC’s Elizabeth Napolitano, Lisa Kailai Han, Spencer Kimball, Yun Li, Michelle Fox, Alex Harring, Michelle Fox and Fred Imbert contributed reporting. ( Learn the best 2026 strategies from inside the NYSE with Josh Brown and others at CNBC PRO Live. Tickets and info here . )