Check out the companies making headlines in midday trading. Centene — Shares of the health insurance provider slid 5%. Guidance for full-year revenue came in at $186.5 billion to $190.5 billion, missing the FactSet consensus call for $194.1 billion. The outlook for premium and service revenue for the year was also shy of Wall Street estimates, ranging from $170 billion to $174 billion, versus the $175 billion expected. AI infrastructure stocks — Shares of companies tied to the artificial intelligence infrastructure industry surged in midday trading as traders snapped up the stocks after a hard week of selling in the tech space. Lumen Technologies , Applied Digital , WhiteFiber and CoreWeave were up at least 20% on the day. Nebius Group advanced 16%. Viasat — The provider of satellite broadband services saw shares gain about 10%. Adjusted earnings in the fiscal third quarter came in at 79 cents per share, up from 11 cents a year earlier. The company said it continues to expect double-digit operating cash flow growth in 2026. Management also said that Viasat continues to evaluate strategic options, which include potentially separating the company’s government and commercial businesses. Roblox — Shares of the online gaming platform jumped 12%. Roblox shared a rosy forecast, calling for full-year bookings in a range of $8.28 billion to $8.55 billion versus the $7.87 billion LSEG consensus estimate. Fourth-quarter adjusted losses came in at 45 cents a share, narrower than the 48-cent per share loss analysts were looking for. Revenue also topped estimates, landing at $2.22 billion versus the $2.05 billion estimate. Philip Morris International — Shares of the tobacco company rose 1% after the company offered a better-than-expected forecast for earnings growth in 2026. Philip Morris’s nicotine pouch brand Zyn continues to grow and is becoming a bigger part of its business despite competition from British American Tobacco’s Velo. Verisign —The internet infrastructure company sank 10% and hit a 52-week low after its fourth-quarter earnings of $2.23 per share fell short of the $2.35 a share expected from analysts polled by FactSet. Verisign also guided for full-year operating income to come in between $1.16 billion to $1.18 billion, less than the consensus estimate of $1.19 billion. Amazon — Shares tumbled 6% after the ecommerce giant reported $1.95 in earnings per share in the fourth quarter, narrowly missing the consensus forecast of $1.97 per share from analysts polled by LSEG. Amazon also said to expect $200 billion in capital expenditures for 2026. Molina Healthcare — The health insurance company plunged about 28% after posting an adjusted loss of $2.75 per share in the fourth quarter, weighed down by premium adjustments in Medicaid and cost pressures in Medicare. Molina said full-year revenue should come in at $44.5 billion, under the prediction for $46.55 billion from analysts surveyed by LSEG. Strategy — Shares of the bitcoin treasury firm were up 23%, bouncing back from their 17% plunge during the previous trading day. Shares recovered as bitcoin rebounded on Friday. The token was last trading at $70,562.00, up 11% on the day, after falling as low as $60,062 on Thursday. Drugmakers — Food and Drug Administration Commissioner Martin Makary said late Thursday in a social media post that the “FDA will take swift action against companies mass-marketing illegal copycat drugs, claiming they are similar to FDA-approved products.” Novo Nordisk and Eli Lilly shares rose 7% and 2%, respectively, while Hims & Hers Health’s stock fell 1%. — CNBC’s Darla Mercado, Michelle Fox, Alex Harring contributed reporting
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