>>> US Gapping up

Gapping up
In reaction to strong earnings/guidance
: LXK +11%, ILMN +8.8%, HOG +7.8%, WERN +4.6%, CE +4.1%, CSL +3.7%, HLX +3.6%, WAT +2.5%, TXN +2.4%, AAPL +2.3%, AOS +2.3%, MBCN +2.2%, UTX +2%, STLD +1.9%, CDNS +1.1%, TRV +1.1%, ELS +0.9%, KMB +0.9%, CP +0.8%

M&A news: ACT +1.5% (Actavis and Sanofi (SNY) may be among bidders for Omega Pharma, according to reports).

Select EU financial related names showing strength: LYG +2.7%, RBS +2.5%, ING +2.3%, DB +0.8%.

Select metals/mining stocks trading higher: X 2.3%, MT 1.8%, AG 1.5%, GFI -0.5%.

Select oil/gas related names showing strength: STO +2.7%, SDRL +2.6%, BP +1.6%

Other news: NEON +22% (signs technology development agreement with global tier one printer OEM ), SGYP +13.1% (presents positive Phase 2b study results for Plecanatide in patients with irritable bowel syndrome), SCOK +5.6% (cont momentum), NXPI +2.6% (following TXN / AAPL results), GSAT +2.6% (co reiterated value of its spectrum assets; believes Kerrisdale continues to 'distort facts in attempt to undermine the benefits of TLPS'), TKMR +2.4% (cont momentum), CRUS +2.2% (following AAPL results), ABBV +2% (announced new $5 bln stock repurchase and increases dividend), BRCM +1.9% (following TXN results), RCL +1.9% (cont strength following yday's advance), TSL +1.7% (still checking), RFMD +1.5% (following AAPL results - component supplier), ACT+1.5% (Actavis and Sanofi (SNY) may be among bidders for Omega Pharma, according to reports), MU +1.4% (following TXN results), SUNE +1.4% (still checking), CCL +1.3% (cont strength following yday's advance), MGM +1.3% (still checking), MPW +1% (announced more than $1 billion in new real estate investments; expected to be accretive to normalized FFO by $0.09 -- $0.12 per share),JEC +1% (awarded remediation task order for Eielson Air Force Base, Alaska worth ~$18.7 mln)

Analyst comments: POST +3.2% (upgraded to Buy from Neutral at Goldman), KITE +1.7% (target raised to $45 at Stifel), PANW +1.5% (target raised to $115 at Oppenheimer), COG +1.2% (upgraded to Outperform from Mkt Perform at Bernstein), HAL +1.2% (upgraded to Buy from Neutral at Guggenheim), EOG +0.5% (upgraded to Buy from Neutral at Guggenheim)