>>> US Gapping up

Gapping up
In reaction to strong earnings/guidance:

  • ABUS +22.8%, BOOT +17.3%, EVC +11.6%, FND +11.5%, DPW +11.5%, VRNS +10.2%, WING +8.7%, ANET +8.4%, MELI +8.1%, TNET +8%, UQM +7.9%, CATM +7.3%, MATX +7.1%, EVH +6.4%, (also signs expanded relationship agreement with Premier Health), WIFI +6.3%, MOH +5.2%, ROG +5%, EBS +4.9%, ACLS +4.9%, ACLS +4.9%, LNTH +4%, UNIT +3.7%, AAPL +3.6%, AUTO +3.6%, GNW +3.6%, ATVI +3.4%, CTRL +3.3%, OLED +3.2%, CPST +3%, CRUS +3%, NYMT +3%, CECO +3%, AXL +3%, ERI +2.9%, HTGC +2.8%, TEP +2.7%, FLR +2.7%, KTOS +2.7%, ABY +2.6%, DVAX +2.3%, SNN +2.3%, JOE +2%, MDRX +1.9%, TRUP +1.9%, MTZ +1.9%, GTE +1.8%, AGO +1.8%, BIP +1.8%, EYES +1.7%, SN +1.4%, BIO +1.4%, Y +1.1%, OTEX +1.1%, DRAD +1.1%, LADR +1%, AAV +1%, CBG +1%

M&A news:

  • S +5.8% (WSJ reporting that T Mobile and Sprint are attempting to save merger)
  • TMUS +2.9% (WSJ reporting that T Mobile and Sprint are attempting to save merger)
  • NXPI +0.5% (WSJ report that Elliott Management has hired bankers to find other bidders for NXPI, or force Qualcomm (QCOM) to make a higher bid)

Select AAPL related names showing strength:

  • CRUS +3%, SWKS +2.3%, AVGO +1.7%, QCOM +0.7%, TXN +0.7%

Other news:

  • DCIX +40% (after 20% move higher today)
  • DPW +11.5% (discloses entry into securities purchase agreement)
  • HCC +10.6% ( after declaring special cash dividend of $11.21 per share of Warrior's common stock)
  • VRX +4.9% (VRX unit announces FDA approval Of VYZULTA)
  • VZ +1.1% (S / TMUS sympathy)
  • ALXN +1.1% (presents data from clinical trial of Kanuma)

Analyst comments:

  • WFT +4% (upgraded to Outperform from Mkt Perform at Bernstein)
  • OAS +3% (upgraded to Outperform from In-line at Evercore ISI)
  • MAT +2.5% (upgraded to Neutral from Underperform at DA Davidson)
  • CTXS +1.7% (upgraded to Buy from Neutral at Goldman)
  • BLUE +1.5% (upgraded to Equal-Weight from Underweight at Morgan Stanley)
  • TWTR +1.4% (upgraded to Buy from Hold at Argus)
  • SFS +0.8% (initiated with a Outperform at Wells Fargo)
  • REGN +0.7% (upgraded to Neutral from Underperform at Robert W. Baird)