>>> US Gapping up

Gapping up
In reaction to strong earnings/guidance
:

  • JBL +9.9%, WGO +9.7%, SCS +4.9%, AIR +1.5% FANG +1.5%

M&A news:

  • CIVI +11.9% (to be acquired Centerbridge Partners funds for $17.75/share in cash)
  • GSK +5.6% (creates consumer health JV with PFE)
  • GE +5.1% (reportedly filed for healthcare IPO)
  • PFE +1.4% (consumer health JV with GSK

RV stocks showing strength following upside report from Winnebago (WGO):

  • CWH +3.9%, LCII +3.7%, THO +3.5%

Other news:

  • ADRO +29.6% (Aduro Biotech and Eli Lilly anounce research collaboration and license agreement for development of novel immunotherapies)
  • RCII +6.4% (after 10% decline on merger termination news with Vintage Capital)
  • TLRY +4.7% (extends yesterday's strength)
  • FMCC +2.6% FNMA +1% (Treasury Secretary Steven Mnuchin said he wanted to work w/Congress on GSEs late yesterday)

Analyst comments:

  • BBY +1.6% (upgraded to Neutral at MoffettNathanson)
  • HSY +0.8% (BAML upgraded to Buy at Underperform)
  • ROKU +2% (Keybanc out positive)