>>> US Gapping up

Gapping up
In reaction to earnings/guidance:
  • NEOG +21.4%, LAB +7% (guidance), GMED +6% (guidance), APLD +5%, PHAR +4.4% (guidance), LENZ +3.7%, AZZ +2.8%, CMC +2.6%, IVVD +2.1% (guidance), STZ +1.4%, SNX +1.2%, AMRN +1.2% (guidance), SMPL +0.9%, BKE +0.8% (Dec comps)
Other news:
  • ACON +43.5% (reports strong Nociscan growth, solid cash position, and outlines 2026 milestones)
  • NOC +8.9% (President Trump wants a 50% defense budget increase, according to Bloomberg)
  • LMT +8% (President Trump wants a 50% defense budget increase, according to Bloomberg)
  • LHX +7.7% (President Trump wants a 50% defense budget increase, according to Bloomberg)
  • GD +6.7% (President Trump wants a 50% defense budget increase, according to Bloomberg)
  • RTX +5.3% (mentioned in truth social post)
  • HII +5.1% (President Trump wants a 50% defense budget increase, according to Bloomberg)
  • DVLT +3.5% (announces a distribution date of February 21, 2026 for warrants to purchase common stock to eligible record equityholders of Datavault AI)
  • AMLX +3.3% (announces the selection of AMX0318, a long-acting glucagon-like peptide-1 receptor antagonist, as a development candidate for post-bariatric hypoglycemia and other rare diseases)
  • KRMN +3% (agrees to acquire Seemann Composites and Materials Sciences; reaffirms FY25 guidance)
  • UUUU +2.7% (Announces Updated Feasibility study for Toliara rare earth and HMS project in madagascar confirming world-class scale and economics, including $1.8 billion NPV and ramping up to over $500 million of expected annual EBITDA)
  • CGEM +2.7% (provides corporate update and highlights anticipated 2026 milestones)
  • ANGI +2.6% (reduction in workforce)
  • JCAP +2.2% (prices secondary offering of 10.0 mln shares of common stock at $20.50 per share)
  • RANI +2.2% (initiation of a Phase 1 clinical trial to evaluate the safety, tolerability, bioavailability, and pharmacokinetics and pharmacodynamics of single and multiple doses of RT-114)
  • SMTI +2.1% (innovative technology contract from Vizient for BIASURGE Advanced Surgical Solution)
  • AREN +2% (announces debt maturity extensions, supporting refinancing efforts)
  • BA +1.7% (President Trump wants a 50% defense budget increase, according to Bloomberg)
  • TXT +1.7% (President Trump wants a 50% defense budget increase, according to Bloomberg)
  • ABVX +1.5% (2026 corporate outlook)
  • USFD +1.5% (awarded a $198 mln defense logistics agency contract)