Here are some of the stocks making big headlines in midday trading. Qualcomm – The semiconductor company saw shares jump nearly 2%. Qualcomm lifted its quarterly cash dividend to 92 cents a share from 89 cents per share. The company's board also approved a new $20 billion stock repurchase authorization. Six Flags – Shares of the amusement park company jumped 7% after Reuters reported that Jana Partners wants Six Flags to consider a sale. The activist investor is also reportedly calling for a new head of the board of directors. Janus Henderson Group — The asset manager saw shares rise 2%. Victory Capital submitted a revised proposal to acquire Janus, offering the company's shareholders $40 per share in cash and a fixed exchange ratio of 0.25 share of Victory Capital common stock for each Janus share owned. The new pitch provides an additional $10 per share cash consideration. Fertilizer companies — Shares of fertilizer companies resumed their climb after a tanker was struck near the Strait of Hormuz and Iran launched a fusillade of attacks on the United Arab Emirates' energy infrastructure. The strait is a key passageway in the transport of fertilizer supplies. Mosaic rose 5%, CF Industries gained 3% and Nutrien advanced 2%. Tencent Music Entertainment — U.S.-traded shares plummeted more than 20%. Tencent Music's gross margin of 44.7% for the fourth quarter narrowly missed the StreetAccount consensus call for 45.1%. Mobile monthly active users came in at 528 million, short of the 549.3 million anticipated by Wall Street. Airline stocks — Shares jumped after major carriers shared a rosy revenue outlook for the first quarter despite higher prices for jet fuel. Delta Air Lines gained 4% after CEO Ed Bastian told CNBC's Phil LeBeau that demand has been "really, really great," resulting in higher revenue growth than the company had initially expected. Separately, American Airlines said in a regulatory filing that it sees total revenue rising more than 10%, up from its earlier expectations of 7% to 10%. American gained almost 3%. Travel stocks Booking Holdings and Expedia also jumped 3% and nearly 5%, respectively. Oil stocks — The group rose as crude prices resumed their march higher, with traders casting doubt around a U.S.-backed plan to escort tankers through the Strait of Hormuz. Exxon Mobil was up more than 1%, while Occidental Petroleum gained almost 1%. The State Street Energy Select Sector SPDR ETF (XLE) also advanced nearly 2%. Eli Lilly — The pharma giant fell 5% after an HSBC downgrade to reduce from hold. Analysts at the bank said the total market for obesity drugs seems "inflated." They added: "We think Lilly shares are priced to perfection, are uncomfortable with working capital trends, and think medium-term earnings trends are optimistic." Builders FirstSource — The building products stock gained almost 4% after a regulatory filing showed director Paul Levy bought 50,000 shares at $87.73 each. The shares were worth a combined $4.4 million at purchase time. Honeywell International — Shares slipped more than 1%. CEO Vimal Kapur said at a conference that while the situation in the Middle East is fluid and a "high single-digit" of the company's annual revenue comes from the region, Honeywell does not "see any impact to us right now for the quarter or the year." Uber — Shares gained close to 5% after the ride-hailing company said it would launch robotaxis powered by Nvidia's self-driving software to its ride-sharing platform beginning in 2027 in San Francisco and Los Angeles. The company also plans to expand its fleet to 28 cities internationally by 2028. — CNBC's Itzel Franco, Davis Giangiulio and Liz Napolitano contributed reporting. Correction: An earlier version of this story mischaracterized Honeywell CEO Vimal Kapur's comments at an event. Markets shift and headlines fade, but the core principles of building long-term wealth remain constant. Join us for our third CNBC Pro LIVE, where investors of all backgrounds - from financial professionals to everyday individuals - come together to cut through the noise and gain actionable strategies for smarter, more disciplined investing. No matter where you're starting from, you'll leave with clearer thinking, stronger strategies. Enter your email here to get a discount code.