Upside, Downside Movers in the Morning

Avatar photo Doug Kass on September 17, 2026

Upside

– $AEMD +403% (merger agreement with North Immunology adds an IL-13 x IL-18 bispecific-antibody program for atopic dermatitis)

– $GNRC +30% (Amazon supply agreement includes $2.4B of backup-generator deliveries expected during 2027-2028)

– $VEEA +30% (non-binding combination term sheet with NovaGen targets a $750M AI-health platform)

– $DTSS +12% (strategic cooperation expands into AI-powered elderly-care robots in China)

– $MEDS +12% (Helomics acquisition expands its cancer-diagnostics and precision-oncology platform)

– $VICR +12% (licenses its vertical power-delivery technology to a leading AI OEM)

– $NBIS +9.0% (reported AI-compute price increases signal stronger pricing power amid constrained capacity)

– $IREN +5.5%, CIFR +6.3% (AI-compute peers gain on the pricing-power read-through from NBIS)

– $APLD +5.8%, HUT +5.0%, WULF +4.7% (Wells Fargo initiates the data-center infrastructure names at Overweight)

– $NOK +5.0% (expands its Microsoft partnership by integrating network-automation data tools with Microsoft Fabric)

– $BE +4.5%, $GEV +3.3% (data-center power names gain as the Amazon-GNRC agreement reinforces hyperscaler power demand)

– LCID +4.2% (partners with Bolt to deploy at least 25,000 Level 4 autonomous vehicles across Europe)

– QGEN +3.5% (traders circulating German press report saying Qiagen attracts interest from KKR, Advent, TPG)

– GLW +3.7%, ANET ($ANET) +2.7%, CIEN +3.2% (AI networking and optical names rise as compute pricing points to continued infrastructure tightness)

– MRVL ($MRVL) +3.5%, LRCX +3.6%, INTC +3.2%, TER +3.6%, AMAT +3.2%, KLAC +3.2% (semiconductors rebound with technology shares after the Fed decision clears a major policy-event overhang)

Downside

– LGVN -49% (Phase 2b ELPIS II trial in hypoplastic left heart syndrome missed its primary efficacy endpoint)

– DLXY -45% (reverses sharply after a non-binding LOI covering up to a 48% interest in a Kazakhstan oil-field project)

– FLNC -22% (cuts FY guidance as supply-chain issues and delays ramping its Houston manufacturing facility drive a much larger expected loss)

– S -3.9% (no clear fresh catalyst identified; notable liquid cybersecurity move)

– BDX -3.5% (no clear fresh catalyst identified; unusually large premarket move in the medical-device name)

– LEN ($LEN) -1.3% (quarter missed and forward guidance disappointed as affordability pressure continued to weigh on homebuilding demand)

Source: Trade The News