>>> US Gapping up

Gapping up

In reaction to strong earnings/guidance: DTLK +31.6%, ENPH +5.5%, GMED +3%, GM +2.9% (also declares 30 cents per share quarterly common stock dividend; names Chuck Stevens Chief Financial Officer; forecasts modest global industry growth in 2014 driven by the United States, China and Europe), BAC +2.6%, MDRX +0.8%(guides 3-yr CAGR non-GAAP revs to grow 5-8%; adj. EDITBA to grow 18-22% range - investor presentation), LLTC +0.8%.

Financial related names showing strength: C +1.4%, MS +1.3% (assumed with a Mkt Perform at Keefe Bruyette; tgt $34), RBS +1.3%, DB +1.3%, HBAN +1.3%, ING +1.1%, GS +0.6%.

Solar names are higher on light volume: HSOL +6.9% (signs strategic partnership MOU with Shanghai HuiTianRan Investment Holding Group to Develop downstream opportunities in China including 700 MW Module supply or EPC contracts), RSOL +4%, SOL +3%, CSIQ +1.6%, SPWR +0.8%

Other news: CHTP +161.7% (confirms FDA Advisory Panel recommends approval of NORTHERA (droxidopa) for the treatment of symptomatic Noh), GST +25% (light volume; still checking for catalyst), DRWI +14.1% (DragonWave and Xi'an Potevio Communications Establish Strategic Sales Agreement for Chinese Mobile Market ), CLNE +9.7% (Clean Energy Opens First LNG Station in Florida and Signs New Multi-year Fueling Agreements), AMRN +6.3% (still checking), PLUG +5.8% (continued strength), NGLS +4.9% (increases quarterly dividend ~2% to $0.7475 from $0.7325 per share), ARO +4.8% (reports indicate exploring options), RMTI +4.8% (still checking), SQNM +4.7% (unit entered into agreement to offer access to its MaterniT21 PLUS laboratory-developed test to Mayo Medical Laboratories), QTM +4.7% (continued strength following guidance/upgrade), VICL +3.1% (higher intraday as CEO, Chief Accounting Officer, and two VPs discloses acquisition of stock, pursuant to a restricted stock grant), CTRL +2% (after 38%+ move higher following Google/Nest news), ERIC +2% (still checking), ELON +1.9% (after 28%+ move higher following Google/Nest news), FRO +1.8% (still checking), TSLA +1.6% (following 15% move higher on guidance; CEO was on CNBC after the close), AAPL +1% (WSJ profiles interview with Apple CEO Tim Cook who said China Mobile (CHL) deal will increase smartphone sales in China).

Analyst comments: FTNT +2% (upgraded to Outperform from Neutral at Wedbush), INTC +1.5% (upgraded to Outperform from Mkt Perform at BMO Capital Mkts), TWTR +1.2% (initiated with a Neutral at Nomura; tgt $60), BIDU +0.9% ( following positive Credit Agricole comments; says top internet pick for 2014 and is cheapest China internet stock), FB +0.5% (initiated with a Buy at Nomura), EC +0.2% (initiated with a Outperform at Raymond James), XLNX +0.1% (upgraded to Overweight from Equal Weight at Barclays)