Here are the stocks making headlines in midday trading. Blue Owl Capital – Shares of the private credit firm popped nearly 10% after Blue Owl said on an earnings call that it has made 10 times its investment in SpaceX. Blue Owl said that it has already sold about half of its position at a $1.25 trillion valuation and continues to hold the rest. Elon Musk's space company is expected to make its public markets debut later this year. Willis Towers Watson — The insurer's shares tumbled about 12%. First-quarter organic revenue growth came in at 3%, short of the FactSet estimate for a 4.8% increase. The soft growth numbers overshadowed adjusted earnings that surpassed Wall Street's expectations. Hertz Global — Shares soared about 18% after the rental car company announced a partnership with Uber that will expand the ride-hailing giant's push into autonomous robotaxi and driver-led mobility. Hertz said that its new Oro Mobility unit will support Uber's robotaxi program. Services are anticipated to launch in the San Francisco Bay area later this year. Uber shares were little changed. Altria Group — The tobacco company's shares jumped more than 5%. First-quarter adjusted earnings of $1.32 per share topped the FactSet consensus estimate of $1.25 a share. Altria reaffirmed its full year guidance for adjusted earnings in the range of $5.56 to $5.72 per share, versus the consensus call for $5.62 a share. Carrier Global — Shares climbed 11% following Carrier Global's first-quarter beat on the top and bottom lines. The company reported adjusted earnings of 57 cents, versus the 51 cents expected from analysts polled by FactSet. Revenue was $5.34 billion, versus the $5.01 billion consensus estimate. Meta Platforms — The Facebook parent dropped 9% after the company hiked its full-year capital expenditures guidance to a range of $125 billion to $145 billion, raising concern over its AI spending. That forecast overshadowed a better-than-expected Q1 report. Eli Lilly — The Zepbound and Mounjaro maker's first-quarter earnings and revenue blew past analyst expectations, sending the stock 9% higher. Eli Lilly also increased its full-year sales outlook to between $82 billion and $85 billion, up from a previous guidance of $80 billion to $83 billion. Alphabet — Shares popped 7% after the tech titan posted first-quarter revenue of $109.9 billion, beating the $107.2 billion analysts polled by LSEG had expected. Google cloud revenue surged 63% from a year earlier to $20.028 billion last quarter, while analysts had penciled in $18.05 billion, per StreetAccount. Microsoft — The "Magnificent Seven" stock shed 5%. Microsoft reported $31.9 billion in capital expenditures and finance leases for its fiscal third quarter, below the $34.9 billion consensus among analysts polled by Visible Alpha. However, the company posted an earnings and revenue beat in its last quarter. Royal Caribbean — The cruise operator jumped 7% following its latest financial results. Royal Caribbean's adjusted earnings for the first quarter came in at $3.60 per share, topping the $3.20 expected from analysts polled by FactSet. Revenue was $4.45 billion, slightly below the $4.46 billion consensus estimate. The company also lowered the top range of its full-year EPS guidance. Caterpillar — Shares popped 10% on the back of the company's beat on both the top and bottom lines for its first quarter . Caterpillar reported adjusted earnings of $5.54 per share on revenue of $17.42 billion. Analysts polled by LSEG had expected EPS of $4.62 on revenue of $16.61 billion. Amazon — Shares added 3% after the company reported first-quarter results that were above estimates. The online retailer and cloud giant reported earnings of $2.78 per share and $181.52 billion in revenue, compared to expectations for $1.64 in earnings per share and $177.3 billion in revenue, according to LSEG. Qualcomm — The chip manufacturer surged 16% after adjusted earnings surpassed expectations. Second quarter profit came in at $2.65 per share on an adjusted basis, versus the LSEG consensus of $2.56 per share. CEO Cristiano Amon said that the company would start shipping data center chips to "a large hyperscaler" within the calendar year. Stellantis — U.S.-listed shares of the auto giant dropped 5%. The Jeep maker reported first-quarter adjusted operating income that nearly tripled and topped expectations, yet one analyst called the results "messy" and noted "significant moving parts" related to provisions and tariffs. KLA Corp — The maker of wafer fabrication equipment fell nearly 5%. KLA's fourth-quarter guidance failed to impress Wall Street, as the company called for adjusted earnings of $8.87 to $10.87 per share, compared to the LSEG consensus of $9.80 per share. Revenue is expected to land at $3.575 billion at the midpoint, versus the Street's estimate of $3.536 billion. Chipotle Mexican Grill — The burrito chain's stock rose almost 4% after Chipotle posted a 0.5% gain in same-store sales during the first quarter. Analysts had anticipated the key metric would fall 0.7% during the period, per FactSet. Sprouts Farmers Market — The gourmet grocery chain moved 16% higher after posting a first-quarter earnings and revenue beat versus FactSet estimates. Sprouts also raised its full-year 2026 earnings guidance to a range of $5.32 to $5.48 per share, above prior estimates of between $5.28 to $5.44 per share. Wyndham Hotels & Resorts — The hospitality stock rose more than 2% after Wyndham reported first-quarter adjusted earnings of 96 cents per share on revenue of $327 million. Analysts surveyed by FactSet had anticipated earnings of 86 cents a share and $322 million in revenue. — CNBC's Lisa Han, Christina Cheddar Berk, Davis Giangiulio, Alex Harring, Fred Imbert, Nick Wells and Darla Mercado contributed reporting. 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