Select Upside, Downside Movers in the Morning

Avatar photo Doug Kass on October 19, 2026

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)

Upside, Downside Movers in the Morning

Avatar photo Doug Kass on October 16, 2026

Upside

– $TCRT +25.0% (extends its surge after closing a PAH-focused biotech acquisition and securing about $350M of financing)

– $NCPL +19.0% (regains Nasdaq minimum-bid compliance)

– $SITC +18.0% (declares a $3.00 special cash distribution after an asset sale and plans to delist from the NYSE)

– $FFR +9.0% (launches the $2,490 FF Nova humanoid robot and outlines a proposed roughly $200M robotics combination)

– $ASM +6.5% (Roth/MKM upgrades to Buy from Neutral and raises its target to $8)

– $SMTC +4.0% (raises Q3 sales, operating-margin and EPS outlooks at its data-center analyst day)

– $TSLA +3.0% (unveils a redesigned Roadster featuring rocket-style thrusters)

– $STLA +3.0% (better-than-feared Q3 shipment update showed consolidated volumes down just 1% year over year)

– $FRO +3.0% (tanker shares rebound as geopolitical disruption continues to support shipping rates)

– $RBRK +3.0%, $VRNS +2.5% (cybersecurity names rise after VRNS agreed to a $6.3B all-cash acquisition)

– $NOK +2.5%, $AAOI +2.0% (networking and optical names gain after SMTC raised its data-center outlook)

Downside

– GUTS -53.0% (REMAIN-1 met its six-month co-primary endpoint, but 5.1% weight regain versus 8.2% for sham and a still-pending one-year co-primary fell short of elevated expectations)

– $JAGX -29.0% (special preferred-stock dividend was paid, with each preferred share set to convert into five common shares on November 2, intensifying dilution concerns)

– $MDXH -17.0% (suspends FY revenue guidance after preliminary Q3 revenue of about $22.7M)

– $TLK -15.0% (Indonesia ADR slumps after a warning that the country could face an emerging-market index downgrade)

– $CRWV -5.0%, $IREN -3.5%, $NBIS -2.5% (AI-infrastructure names extend their selloff on debt-funded buildout and profitability concerns)

– $TRV -4.0% (Q3 beat with lower-than-expected catastrophe losses, but shares sell the news after elevated expectations)

– $SKHY -3.5%, $SNDK -2.5%, $MU -2.5%, $ALAB -2.5%, $WDC -2.0%, $AMD -2.0% (chip and storage names weaken as the AI trade de-risks amid higher-rate concerns)

– $IONQ -2.5%, $ASTS -2.5% (speculative long-duration growth names weaken as rate-hike expectations rise)

– $MSTR -2.5%, $HUT -2.0%, $CRCL -1.5% (crypto-linked shares trade lower amid broad risk-off positioning)

Upside, Downside Movers in the Morning

Avatar photo Doug Kass on October 12, 2026

Upside

– $GIXI +135.0% (autonomous robots begin delivering blood and bone marrow at a major hospital, expanding an existing chemotherapy-logistics deployment)

– $CCC +10.5% (GTCR and Elliott are reportedly in advanced acquisition talks, with a deal potentially coming this week)

– $MEDS +7.0% (Humana adds the ChemoFx gynecologic-cancer assay to a Medicaid coverage policy)

– $IREN +5.5% (Anthropic is reportedly the previously undisclosed customer behind a multiyear AI-cloud services agreement)

– $BIIB +2.5% (JPMorgan upgrades to Overweight, citing an increasingly compelling clinical-catalyst path)

– $BFLY +1.5% (Canaccord initiates coverage with a Buy rating)

Downside

– $WFF -15.5% (gives back part of Friday’s nearly 500% speculative surge, with no fresh company catalyst identified)

– $QUCY -13.5% (launches an at-the-market equity program allowing up to $100 million of share sales)

– $MU -2.5%, $MRVL -2.0%, $INTC -1.5% (chip stocks weaken as advanced-memory competition and concerns over AI spending weigh on the sector)

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