>>> US Gapping up

Gapping up

Gapping up
In reaction to strong earnings/guidance
: GBSN +64.5%, CNET +15.4%, CHKE +7.9%, INFY +5.4%, RF +3.2%, C +2.9%, CUBI +2%, MESG +0.9%

M&A news: PLCM +2.9% (Polycom to be acquired by Mitel (MITL) in a cash & stock transaction valued at ~$1.96 bln or $13.68 per share)

Select metals/mining stocks trading higher: IAG +1.9%, ABX +1.4%, GDX +1.3%, NEM +1.2%, GOLD +1.2%

Other news: SUNE +23% (Vivint Solar at Investor Day, noted the SUNE merger created a lot of volatility in 2H sales), EBIO +9% (still checking), ARIA +6.8% (presents updated phase 1/2 clinical data on Brigatinib in patients with ALK+ ), VSLR +5% (Vivint Solar provides update in presentation for its Investor Day), ATHM +4.4% (Telstra (TLSYY) to sell 47.7% stake in Autohome for $1.6 bln to Ping An Insurance Group), AFCO +3.1% (American Farmland announces review of strategic alternatives; retained financial advisors), STM +2.9% (may be in sympathy with MU upgrade), TSM +2.5% (may be in sympathy with MU upgrade), MRNS +1.9% (granted orphan designation by the FDA for ganaxolone for the treatment of status epilepticus), DEPO +1.7% (decides not to pursue reincorporation proposed by Starboard; Starboard Value issues statement in response ), VRX +1.2% (reviewing options with investment banks as private equity firms express interest in its units, according to Reuters), DYN +0.9% (reports it bid 2,197 MW into the MISO capacity auction for the 2016/17 planning year)

Analyst comments: MU +2.4% (upgraded to Strong Buy from Outperform at Raymond James), JBLU +1.9% (upgraded to Overweight from Equal Weight at Barclays), MITK +1.7% (initiated with a Buy at ROTH Capital)