>>> US Gapping up

Gapping up
In reaction to earnings/guidance:
  • SIMO +31.4%, BE +20.3%, NXPI +19.4%, STX +17.7%, COCO +16.9%, RSI +16.7%, VRNS +15.7%, FVRR +12.9%, FICO +12.4%, EXLS +11.8%, NEO +11%, GNRC +10.5%, AVTR +9.4%, LMND +8%, ETSY +7.9%, UMC +7.3%, ORN +7.2%, IEX +7.1%, PEB +6.3%, PRCH +5.9%, EXTR +5.9%, V +5.7% (also authorizes new $20 bln share repurchase program), LII +5.5%, SMG +5.4%, VIRT +5.3%, VLTO +5.2%, UBS +5%, TEVA +5%, GD +4.9%, UCTT +4.8% (also CFO to retire), WERN +4.7%, OSW +4.7%, ADP +4.7%, LAD +4.6%, SBUX +4.4%, ESI +4.4%, VMC +4.3%, IONS +4.2%, TRMK +4%, DK +4%, EAT +3.8%, PSN +3.7%, CLVT +3.6%, CHEF +3.5%, ARI +3.3%, YUMC +3.3%, MDLZ +3.2%, BIP +3.2%, SLGN +3.1%, MTRN +3.1%, VRSK +3%, CSTM +2.8%, AER +2.8%, SLDE +2.5% (also authorizes new $100 mln share repurchase program), PSX +2.3%, FFIV +2.1%, ASX +2.1%, EVR +2%, TMUS +1.9%, CZR +1.9%, BG +1.9%, BIIB +1.9%, EXE +1.5%, RNST +1.5% (also increases buyback authorization by $100 mln; also increases dividend), PAG +1.5%, BXP +1.4%, YUM +1.3%, STAG +1%, LSTR +1%
Other news:
  • TEVA +5% (announce a definitive agreement for Teva to acquire Emalex, including its lead asset, ecopipam)
  • TWO +3.5% (amends merger agreement with CrossCountry Mortgage)
  • ORKA +3.3% (prices offering of 9.66 mln shares of common stock at $72.50 per share)
  • KYIV +3% (VEON and Kyivstar (KYIV) exceed $1 bln Ukraine investment commitment ahead of schedule)
  • WDS +2.2% (reports Q1 operations, maintains FY26 guidance)
  • RJET +2% (names new CEO; reaffirms guidance)
  • CPT +2% (files mixed securities shelf offering)
  • DOCN +1.7% (unveils AI-native cloud built for the inference era)
  • RDY +1.6% (Health Canada announces compliance for RDY's generic version of NVO's Ozempic)
  • PTCT +1.4% (topline results from PIVOT-HD study of Votoplam)
  • ASB +1.2% (authorizes new $100 mln share repurchase program)
  • MESO +1.1% (achieves patient recruitment target in pivotal Phase 3 Trial for Chronic Low Back Pain)
Analyst comments:
  • NOK +4.6% (upgraded to Buy from Neutral at Arete)
  • VSCO +3.4% (upgraded to Buy from Neutral at BofA Securities)
  • CNC +2.7% (upgraded to Buy from Underperform at BofA Securities; upgraded to Overweight from Neutral at Cantor Fitzgerald)
  • MOH +2.6% (upgraded to Buy from Underperform at BofA Securities)
  • TMUS +2% (upgraded to Outperform from Perform at Oppenheimer)