Upside, Downside Movers in the Morning
Upside:
-SEER +37% (receives non-binding take-private proposal from CEO Omid Farokhzad for $2.45/shr plus CVRs)
-WULF +16% (executes 20-year Anthropic lease at Justified Data)
-PEW +14% (momentum)
-IREN +7.6% (recent notable premarket strength being attributed to press report that Anthropic’s plans to buy 1.4GW of Aussie data centre capacity)
-CXW +7.3% (completes sale of California City Detention Facility and Otay Mesa Detention Center for $1.5B)
-AVGO +5.4% (expands Apple technology collaboration through 2031)
-KOS +5.1% (Q2 operations update)
-ESI +3.9% (confirms to be acquired by Solstice Advanced Materials at ~$50.10/shr in $14.5B stock-cash deal)
-MU +3.6% (signs long-term strategic customer agreement with Ford for automotive memory and storage supply)
-HCM +3.2% (momentum following receiving China conditional approval for ORPATHYS in MET-amplified GC/GEJ adenocarcinoma)
-IRD +2.8% (reaches FDA alignment on pivotal Phase 3 OPGx-LCA5 study design; Expects dosing in Q4 2026)
-SCLX +2.1% (signs binding term sheet for $100M private placement with iHolding Group at $15.00/shr)
Downside:
-ZIM -6.7% (provides update on Hapag-Lloyd merger agreement)
-DDOG -4.9% (Bernstein SocGen Group Cuts DDOG to Market Perform from Outperform, price target: $226)
-RF -2.4% (multiple broker downgrades)
