>>> US Gapping up

Gapping up

In reaction to strong earnings/guidance: CSIQ +8.5%, OPWR +6.9%, INGN +5.4%, PE +4.6%, CAAS +3.7%, PF +2.6%, STKL +1.5%, CIMT +1.5%, HMIN +1.3%, BLUE +1.3%.

Select financial related names showing strength: NBG +2.9%, DB +1.3%, CS +1%.

Other news: INO +6.5% (CEO discloses purchase of 250K shares at $9.05; COO discloses purchase of 2550 shares at $8.70), DRL +6.3% (co filed to delay the filing of its Form 10-Q), NVAX +5.1% (initiated with a Buy at Citigroup), JKS +3.7% (signs five-year 500 MW PV project development agreement with economic development zone of Lishui City), BCRX+3.6% (eceives additional NIAID funding to advance development of BCX4430 to treat hemorrhagic fever virus disease), JASO +2.8% (CSIQ and JKS peer), PT +2.7% (still checking), AMZN +2.7% (Channel Advisor SSS), TSL +2.6% (CSIQ and JKS peer), MGM +2.3% (Macau peer SJM Holdings reported earnings overnight), FLT +2% (agreed to acquire Comdata for $3.45 bln; co expects Comdata contributing $0.50 to $0.60 adjusted net income per diluted share), PLUG +1.8% (may be related to peer FCEL upgrade), YGE +1.7% (CSIQ and JKS peer), YHOO +1.5% (disclosed Share and Asset Purchase Agreement ), TSM +1.3% (still checking), PAG +1% (co opened its first truck rental location in Australia) WYNN +0.9% (Macau peer SJM Holdings reported earnings overnight).

Analyst comments: FCEL +5.3% (upgraded to Outperform from Mkt Perform at Cowen), KATE +3.4% (Hearing defended at Sterne Agee following yesterday's decline), MBLY +3.2% (initiated with a Outperform at RBC Capital Mkts), FEYE +1.9% (initiated with a Overweight at Piper Jaffray), GTAT +1.7% (initiated with an Outperform at Cowen ), F +1.4% (upgraded to Buy from Hold at Stifel)