>>> US Gapping up

Gapping up
In reaction to strong earnings/guidance
: MDXG +4.3%

M&A news: APL +12.8% (Targa Resources Partners and Targa Resources Corp. (TRGP) to acquire Atlas Pipeline Partners, L.P. (APL) and Atlas Energy, L.P. (ATLS)), ATLS +12.5%, CSX +9.2% (was approached for M&A deal with Canadian Pacific (CP) but CSX refused it, according to reports), TRGP +1.9%.

Select EU related names showing strength: NOK +2.3%, HSBC +2.1%, SAN +1.9%, YNDX +1.4%, RBS +1.1%, DB +0.9%

Select Ebola related stocks trading higher: IBIO +78.9% (outpacing strength seen this morning in most Ebola related names; checking around for company specific catalyst), HEB +20.6%, APT +18.7% (masks), LAKE +17.5% (masks), NLNK +4.7%, TKMR +4.1%, MLNX +2.2%, INO +1.1%, BCRX +0.7%, SIGA +0.7%

Select metals/mining stocks trading higher: MT +5%, RIO +4%, VALE +3.2%, BHP +2.7%, AU +2.3%, IAG +1.3%, GDX +1.3%, IAG +1.3%, ABX +1%

Select oil/gas related names showing strength: PBR +6.7%, SDRL +5.7%, TOT +1.6%, RIG +1.4%

Other news: DRL +66.4% (wins in Puerto Rico tax case), AHPI +7.6% (cont momentum), SHLD +4.9% (Kmart investigating payment system intrusion), AIXG +4.8% (Allianz Global Investors discloses 10.03% passive stake in 13G filing), KSU +2.6% (CSX peer), PXD +2.5% (Reliance Industries may sell PXD joint venture for $4.5 bln, according to reports), STO +1.5% (sells 15.5% share in Shah Deniz to Petronas for $2.2 bln), TASR +1.4% (announced four international orders -- Australia, France, the UK, and Poland -- for TASER brand next generation Smart Weapons).

Analyst comments: FOMX +8.3% (initiated with an Overweight at Barclays; initiated with a Outperform at Oppenheimer), GOLD +4.8% (upgraded to Buy from Neutral at UBS), TKAI +3.2% (initiated with an Outperform at William Blair), PRQR +3.2% (initiated with a Buy at H.C. Wainwright), SPWR +3% (upgraded to Outperform from Mkt Perform at Raymond James), SPLK +2.4% (upgraded to Outperform from Mkt Perform at William Blair), AZN +2.3% (upgraded to Buy from Hold at Jefferies), INFY +2% (upgraded to Buy form Hold at Deutsche Bank), TILE +2% (upgraded to Overweight from Equal Weight at Barclays), OUTR +1.9% (upgraded to Neutral from Sell at B. Riley & Co), SFUN +1.4% (upgraded to Buy from Hold at Deutsche Bank), TMUS +0.7% (upgraded to Outperform from Neutral at Macquarie
)