>>> US Gapping up

Gapping up
In reaction to earnings/guidance
:
  • RLGT +15.1%, FPS +9.3%, SMG +1.9% (guidance), DRVN +0.8% (guidance)
Other news:
  • VERA +12.4% (TRUTAKNA met all ORIGIN 3 final efficacy endpoints in IgA nephropathy)
  • RCKT +7.6% (FDA aligned on pivotal Phase 2 path for RP-A501 in Danon disease)
  • ALMU +7.5% (signs SCAT wafer production agreement for AI datacom photonics)
  • FLEX +4.6% (names planned cloud and power infrastructure spin-off Axiom, files Form 10)
  • PLSE +4.5% (completes enrollment in 100-patient PRECISE-BTN thyroid nodule study)
  • SANM +2.8% (names new board member)
  • RKLB +2.4% (completes $1.944 bln ATM to fully fund pending Iridium acquisition)
  • OCUL +2.1% (FDA pre-NDA meeting supports 4Q26 AXPAXLI filing in wet AMD)
  • CSTL +1.7% (New decision modeling study demonstrates TissueCypher significantly improves risk-aligned management for patients with Barrett's Esophagus)
  • DHT +1.6% (secures three-year time charter for DHT Panther)
  • AGMB +1.6% (Phase 1 Results for AGMB-447)
  • OUST +1.6% (highlights Rev8 OS1 Max lidar gains for aerial mapping)
  • DCO +1.5% (lands follow-on PAC-3 MSE missile award worth more than $35 mln)
  • HOS +1.4% (awarded multi-year decommissioning contract in the North Sea)
  • BLSM +1.2% (Presents Updated Data from Ongoing Phase 1/2 SOLARA Trial Demonstrating Encouraging Anti-Tumor Activity of OMNI-EGFR Inhibitor BH-30643 in EGFR C797S-Positive NSCLC at IASLC 2026 World Conference on Lung Cancer)
  • GRAB +1.1% (intends to execute the approximately $900 million remaining aggregate authorized amount under its previously announced share repurchase programs over the next 12 months; also upgrades 2028 targets to $1.7 billion in Adjusted EBITDA2 and a 30%+ Group revenue CAGR from 2025 to 2028)
  • CIFR +1% (CIFR, Fluidstack and Anthropic commit $10 mln for Colorado City water system repairs and upgrades)
  • VIV +1% (declares R$500 mln of interest on capital)