Upside, Downside Movers in the Morning
Upside:
-NNBR +41% (triples Q1 liquid cooling product line for NVIDIA AI data center racks) -BTOG +34% (acquires $11M of NVIDIA Blackwell B300 AI infrastructure assets)
-SRFM +34% (PLTR expands Surf Air Mobility partnership to accelerate SurfOS commercial rollout)
-CMCSA +23% (plans tax-free spin-off of NBCUniversal and Sky into independent public company; to suspend share buybacks)
-CHTR +22% (said to have held executive-level talks about partnering on a consumer mobile phone offering with SpaceX)
-IRDM +21% (to be acquired by Rocket Lab at $54.00/shr cash-stock in ~$8.0B EV)
-QDEL +18% (reportedly looking to sell testing unit for $1.5B)
-VRDN +8.2% (prices Lumvoa at same level as Tepezza for thyroid eye disease)
-NNE +5.8% (said to be in early investment talks from UAE firm)
-MSTR +5.3% (adopts Digital Credit Capital Framework; Authorizes $1B Digital Credit Securities repurchase and $1B class A common stock repurchase)
-GRRR +4.7% (raises guidance)
-BAH +4.5% (partners with OpenAI for AI deployment across national security and critical infrastructure missions)
-QNT +4.1% (multiple broker initiations)
-WULF +2.9% (CitiGroup Initiates WULF with Buy, price target: $36)
Downside:
-EVMN -28% (Phase 2b EVO756 in CSU misses primary endpoint at Week 12)
-MQ -6.0% (effects 1-for-4 reverse stock split)
-BLD -5.4% (weakness ahead of pending acquisition by QXO)
-STI -3.7% (adopts SpaceX treasury strategy for corporate cash reserves)
-DOCS -3.4% (Tier1 firm Cuts DOCS to Underperform from Buy, price target: $20 from $38)
-MLM -2.9% (confirms to acquire Lhoist North America for $13.5B in cash and stock)
-REPL -2.7% (earnings, color)
Positions: None.
