Gapping up
In reaction to earnings/guidance:
In reaction to earnings/guidance:
- OKTA +18.1%, DG +13.5%, LTRX +11.8%, CRM +9.9% (also launches Claudeforce), MTLS +9.6%, CRWD +9.1%, GOTU +7%, VEEV +6.6%, NVDA +6.1% (also AWS to deploy 2 mln additional NVIDIA GPUs), NTNX +5.9%, OOMA +5.7%, PAHC +5.3%, PURR +5.1%, LOT +4.8%, P +3.7%, MESO +3.3%, MBUU +2.7%, BILI +2.2%, TD +1.7%, A +1.3%
Other news:
- FNKO +8.2% (Director bought 72,992 shares at $6.85 worth ~$500K)
- NBIS +6.2% (Nvidia (NVDA) on conference call last night said it expects to ship Groq 3 LPX in volume later this quarter to early adopters and Nebius (NBIS) will be the first)
- TENB +5.8% (to join S&P SmallCap 600)
- PAHC +5.3% (to close Chicago Heights manufacturing facility in summer 2027)
- SNDK +4.7% (NVDA sharply increases commitments, driven largely by memory procurement)
- SKHY +4.3% (NVDA sharply increases commitments, driven largely by memory procurement)
- MU +4.1% (NVDA sharply increases commitments, driven largely by memory procurement)
- IMRX +3.9% (shares comments following FDA approval of a new second-line pancreatic cancer treatment)
- BWXT +3.2% (selected by U.S. Army for Janus microreactor program at Fort Campbell)
- RVSB +3.2% (authorizes $4.0 mln stock repurchase program)
- LRCX +2.8% (breaks ground on Oregon R&D lab)
- NOMD +2.8% (CEO disclosed 50K share purchase worth approximately $619K)
- VISN +2.5% (authorizes additional $150 mln share repurchase)
- SPIR +1.9% (wins $28 mln NOAA contract for hyperspectral microwave sounding work)
- SKM +1.8% (to spin off data center, submarine cable assets into SK Horizon; KKR, IMM consortium to invest KRW 3.08 trln)
- KRMN +1.7% (names new CFO)
- CASY +1.3% (to join Bloomberg 500 index in September reconstitution)
- UNM +1.1% (authorizes new $1 bln share repurchase program)
- XENE +1% (to present Phase 3 X-TOLE2 azetukalner data at EEC 2026)