>>> US Gapping up

Gapping up
In reaction to earnings/guidance:
  • ROOT +18.8%, CORZ +18.3% (also expands relationship with CoreWeave; new deal brings an additional $1.2 bln in contracted revs), NTNX +16.4%, MQ +13.4% (also CEO steps down; also to acquire TransactPay; also authorizes up to $300 mln for repurchases), OPRA +13.3%, MARA +12.7%, SNOW +12.4% (also securely integrates Microsoft Azure OpenAI service), AMBA +10.9%, LTBR +9.8%, SEMR +9.3% (also Co-Founder/CEO to focus exclusively on product innovation and AI as new CTO), CPRX +8.6% (also pursuing strategic investments), GOCO +8.5%, ADTN +8.4%, FTI +8.4%, LZ +8.2%, IRWD +8.2%, RSI +8.1%, GRBK +7.6% (also increases share repurchase authorization to $100 mln), MNKD +7.1% (also files mixed shelf securities offering), WRBY +6.9%, VST +6.9%, VSEC +6.6% (also names new COO and other execs), LFST +6.5%, SPCE +6.3%, VERV +6.2%, VYX +6.1%, PZZA +6%, ONC +5.8%, ARDT +5.6%, ZLAB +5.6%, CERT +5.4%, TWI +5.4%, TASK +5.1%, EVTC +5.1%, WHD +4.6%, HEI +4.5%, LTH +4.5%, SRRK +4.3%, URBN +4.1%, PSTL +4.1%, JOBY +4% (also reports record certification progress and delivery of second aircraft to US Air Force), UHS +4%, HAYW +4%, INVH +3.9%, MIRM +3.7%, SDGR +3.7%, KROS +3.7%, SBGI +3.7%, TALO +3.6%, ORA +3.4%, GTN +3.4%, SNPS +3.1%, GDRX +3.1%, VTOL +2.9%, KW +2.8%, VRN +2.7%, WES +2.6%, NVDA +2.5%, JOE +2.5% (also increases share repurchase program to $100 mln), ACIW +2.4%, HHH +2.2%, NXST +2.2%, STGW +2.1%, VAC +1.9%, ARGX +1.8%, NCLH +1.6%, INSW +1.4%, WBD +1.4%, SATS +1.3%, EVRG +1.3%, DORM +1.2%, NHC +1.1%, AMSF +1% (also increases dividend)
Other news:
  • RILY +14.7% (announces $160 Million Debt Financing Provided by Oaktree)
  • BLTE +5.9% (Announces Interim Analysis Results from the Pivotal Global Phase 3 DRAGON trial of Tinlarebant in Adolescent Stargardt Disease Subjects)
  • ZVIA +4.4% (files $50 mln mixed shelf securities offering)
  • BLND +3.8% (to expand income and employment verification platform)
  • PRG +3.3% (increases dividend)
  • IOSP +1% (announces partnership with UNESCO)
  • ALL +0.8% (authorizes new $1.5 bln share repurchase program; also increases dividend)
Analyst comments:
  • FCX +2.3% (upgraded to Buy from Hold at Jefferies)
  • STLD +1.5% (upgraded to Peer Perform from Underperform at Wolfe Research)
  • CHKP +1.3% (upgraded to Outperform from Neutral at Robert Baird)