These Stocks Are Today’s Movers: Tesla, IBM, Oklo, ServiceNow, United Rentals, and More

Stocks slipped April 23, 2026 as earnings and geopolitical tensions pressured markets. Tesla (TSLA.OQ) fell 3.6% despite topping Q1 expectations after raising capital-spending guidance and signaling slower robo-taxi revenue, underscoring investor sensitivity to guidance and execution risk. Software names were weak after ServiceNow’s in-line print sent peers reeling—ServiceNow plunged ~18%, Salesforce and Workday plunged—while IBM beat estimates but held its outlook and fell ~8.3%. Chip and industrial earnings produced mixed moves: Texas Instruments jumped ~19% on strong results, Lam Research and Nvidia moved on chip demand commentary, and United Rentals surged ~23% after raising full-year revenue guidance. Commodity and mining names also reacted—Freeport-McMoRan slid ~13% on softer metal sales. Overall, the session was earnings-driven, producing dispersion across sectors with some big winners (TI, United Rentals) and sharp losers (ServiceNow, IBM, Freeport), leaving a mixed market tone.