Select Upside, Downside Movers in the Morning
Upside
– $IRON +52% (Phase 3 APOLLO trial met all primary and secondary endpoints in erythropoietic protoporphyria)
– $AAME +41% (long-delayed 2025 annual report was filed, showing a return to annual profitability)
– $XLAB +24% (extends rally after securing an $8.2M AI-server order)
– $TCRT +20% (extends volatile rally tied to a proposed acquisition and financing of up to $350M)
– $MEDS +15% (extends rally after outlining peptide-compounding expansion and licensing a direct-to-consumer GLP-1 platform)
– $CLF +11% (Q3 profit and EBITDA beat expectations, Q4 EBITDA was guided higher and 2027 EBITDA is expected to exceed $4B)
– $NBIS +7.5%, $CRWV +7.7%, $BE +5.2%, $SMCI +4.1%, $IREN +5.9% (AI-infrastructure names rebound from last week’s financing-driven selloff as Treasury yields ease)
– $CRDO +4.7%, $TER +5.1%, $LRCX +4.6%, $AMD +3.7%, $MU +3.7%, $AVGO +3.1% (chip names rebound from last week’s AI-led selloff ahead of key sector earnings)
– $INTC +4.3% (JPMorgan upgrades to Neutral from Underweight as confidence in the turnaround improves)
– $VAI +4.0% (agrees to acquire an 18MW Ohio computing center)
– $DDOG +3.9% (Bernstein upgrades to Outperform and sharply raises its price target on stronger AI-consumption trends)
Downside
– $ACTU -9.1% (files to sell 40M shares with 20M warrants)