>>> US Gapping up

Gapping up
In reaction to strong earnings/guidance
: ZLTQ +26.6%, TWTR +24.7%, RUBI +17.4%, OPTT +13.8%, AEGR +12.8%, XPO +12.6%, RNG +11.1%, ECYT +11.1%, X +9.5%, CETV +9.1%, EXAM +8%, ADT +7.3%, EW +7.2%, AUO +6.9%, CLD +6.6%, GRMN +6.5%, PAL +6.5%, PBI +5.8%, NUVA +5.7%, ASTI +5.7%, SODA +5.6%, SQNM +5.1%, HES +5.1%, (formation of master limited partnership) INVN +4.6%, PAG +4.6%, INAP +4.5%, SLCA +4.5%, AMGN +4.2%, BCS +4.2%, ICLR +3.9%, SONS +3.8%, NCR +3.5%, MGAM +3.4%, TRN +3.2%, CPWR +3.1%, ESRX +2.6%, CVE +2.6%, AMT +2.3%, PLT +2.1%, APC +2.1%, HUN +2.1%, WILN +1.9%, HUM +1.9%, CHRW +1.8%, SEE +1.7%, UMC +1.7%, BLDP +1.6%, S +1.6%, RRD +1.6%, UGI +1.5%,LO +1.5%, AMED +1.5%, PROV +1.3%, IPHI +1.2%, MAR +1.2%, CG +1%, PNRA +0.9%, EQR +0.9%, VLO +0.9%, ASX +0.7%.

M&A news: IPHI +1.2% (to acquire Cortina Systems; will acquire Cortina's High-Speed Interconnect and Optical Transport product lines for $52.5 mln in cash and $73.5 mln in stock).

Other news
: YPF +5.9% (still checking), JKS +5.8% (to receive $225 mln private equity investment led by China Development Bank International and Macquarie for downstream solar power project business), SQNM +5.1% (entered into license agreement with Mayo Medical Laboratories for noninvasive prenatal testing patents and applications; terms not disclosed), LOCO +4.8% (continued pre-mkt vol, post ipp), MEET +4.2% (engages MKR Group for investor relations), XXII +4.2% (patents granted For 22nd Century Group's technology to virtually eliminate nicotine in tobacco plants), TXMD +4.1% (prices public offering of ~ 8.6 mln shares of its common stock at $4.67 per share), CENT +4.1% (retained Lazard as financial advisor and Cravath, Swaine & Moore LLP as legal advisor to assist the Board in its review of two proposals recently received from Harbinger Group), DEJ +3.7% (co's Roan Creek recoverable resource estimate pegged at 67.5 BCFe gas), YELP +3.6% (on TWTR results), HNSN +3.5% (announces publication of Uterine Artery Embolization results; publication states UAE procedures are feasible and appear to be safe with Magellan robotic system),LNKD +1.8% (on TWTR results), SINA +1.7% (on TWTR results), OLED +1.6% (co continues Philips relationship with commercial material supply agreement for OLED lighting), RSH +1.5% (opened 21 interactive remodel stores in San Francisco Bay Area), MT +1.4% (following X results), FB +0.9% (on TWTR results), NUE +0.8% (following X results), AZN +0.8% (agrees to strategic transaction with Almirall in respiratory disease).

Analyst comments: HIVE +16.6% (initiated with an Outperform at Pacific Crest), ICPT +2.6% (upgraded to Buy from Neutral at Nomura), UAL +2.6% (upgraded to Overweight from Neutral at JP Morgan), OSK +1.7% (upgraded to Outperform from Neutral at Robert W. Baird), RESI +1.7% (upgraded to Outperform from Mkt Perform at Keefe Bruyette ), RKUS +1% (initiated with an Outperform at Pacific Crest)