Stocks making the biggest moves midday: Vertiv, Baidu, Warby Parker, RH & more

Stocks showed notable movement on Thursday, driven by analyst upgrades, corporate actions, and policy developments.

Notable Gainers:

Vertiv jumped 8% after Barclays upgraded the data center infrastructure provider to overweight, citing an attractive entry point and potential earnings upside.
Sable Offshore soared nearly 19% after a federal court denied an environmental group's request to halt the restart of its California pipelines.
Sandisk surged almost 11%, continuing its strong momentum from a 560% gain in 2025, fueled by data center demand and S&P 500 inclusion.
Baidu rose 12.8% after announcing plans to spin off and list its semiconductor unit, Kunlunxin, in Hong Kong.
Home goods retailers Wayfair, RH, and Williams-Sonoma gained 6.4%, 10%, and 5%, respectively, following President Trump's decision to delay a planned 30% tariff hike on upholstered furniture.
Taiwan Semiconductor Manufacturing added 3.7% after securing its annual U.S. license to ship equipment to China.

Other Movers:

Tesla slipped 1% after reporting Q4 deliveries of 418,227 vehicles, a 16% year-over-year decline and below analyst estimates.
Warby Parker edged up 2.9% after Loop Capital named it a top pick for 2026, praising its margin expansion and growth story.