Check out the companies making headlines in midday trading: Stocks moving on tariffs — U.S. stocks are off their lows after the U.S. and Mexico said tariffs against the latter country would be delayed for one month. Initially, stocks dropped on tariffs announced over the weekend against key trading partners, with a 25% tax on goods from Canada and Mexico, and a 10% levy on imports from China. The companies most affected are automakers and suppliers, consumer goods makers, clothing companies, steelmakers, railroads, transportation providers, nuclear stocks on Canadian uranium exposure, restaurant chains on higher food costs, homebuilders and solar stocks. General Motors — -2.8% Ford — -1.8% Tesla — -6% Aptiv — -4% Cummins — -1.9% Constellation Brands — -2.8% Diageo — -1.9% Nike — -1.9% Lululemon Athletica — -1.2% Steel Dynamics — -1% Apple — -4% Canadian Pacific Kansas City — -5.9% FedEx — -5.7% GE Vernova — -3.2% Toll Brothers — -3% Tyson Foods — The poultry and beef giant gained 1.8% after the company’s fiscal first-quarter results exceeded expectations. Tyson posted earnings of $1.14 per share, more than the 90 cents per share estimated by analysts polled by FactSet. Sales rose about 2.3% year over year, led by growth in the beef category. Triumph — Shares soared 34% upon the news that the aerospace services supplier would be acqu …
