>>> US Gapping up

Gapping up
In reaction to strong earnings/guidance
:
  • CIDM +15.7%, IOTS +12.7%, WIX +7.5%, SODA +7.2%, IVTY +5.8%, SEDG +5.5%, ANGI +4.6%, ELOS +4.3%, CCS +3.9%, CCS +3.9%, ALKS +3.5%
  • ADI +3.5%, OZM +3.3%, IOSP +3%, A +2.7%, FANG +2.4%, PBPB +2.4%, HUN +2.3%, VNOM +2.2%, BG +1.9%, SHOP +1.7%, ADHD +1.7%, DVN +1.4%
  • KRNT +1.4%, WGBS +1.4%, HUM +0.7%, PAAS +0.7%, ETR +0.6%
M&A news:
  • FIG +28.2% (SoftBank confirms plans to acquire Fortress Investment Group for $3.3 bln)
Select EU financial related names showing strength:
  • DB +1.6%, CS +1.1%, BCS +0.9%, LYG +0.9%, HSBC +0.7%
Select Airline related names showing strength:
  • LUV +2.8%, UAL +2.6%, AAL +2.5%, DAL +2%, JBLU +1.4%, SAVE +1%
Other news:
  • PAH +3.2% (Elliott Management discloses new position)
  • PG +2.5% (Nelson Peltz's Trian takes stake)
  • SIRI +2.3% (new Berkshire Hathaway stake)
  • TWTR +2.2% (CEO Jack Dorsey disclosed purchase of nearly 426K shares worth $7 mln)
  • ARDX +2.2% (reports its Phase 3 trial evaluating tenapanor as a treatment for hyperphosphatemia in patients with end-stage renal disease who are on dialysis met its primary endpoint and was generally well-tolerated)
  • NTCT +1.2% (ValueAct new position),
  • FOLD +1.1% (reports new positive data analyses for the oral small molecule pharmacological chaperone migalastat HCl for Fabry disease)
  • CRM +1% (new Corvex stake)
  • MON +1% (new Berkshire Hathaway stake)
  • HTZ +0.9% (Icahn increases stake)
Analyst comments:
  • RH +3% (upgraded to Overweight from Sector Weight at KeyBanc Capital Mkts)
  • OLED +2.2% (initiated with a Positive at Susquehanna; tgt $100)
  • BBVA +2% (upgraded to Overweight from Neutral at JP Morgan)
  • PH +1.5% (upgraded to Buy from Neutral at BofA/Merrill)
  • V +0.6% (initiated with Buy ratings at Loop Capital)
  • NDSN +0.5% (upgraded to Overweight from Sector Weight at KeyBanc Capital Mkts)