Upside, Downside Movers in the Morning
Upside:
-AEHR +18% (receives follow-on FOX-XP wafer-level burn-in system order from lead silicon photonics customer)
-ALNY +18% (strength following disappointing Phase 3 CARDIO-TTRansform data from AZN, IONS)
-ENVX +17% (appoints Michael Vyvoda as COO)
-SMPL +15% (earnings, guidance)
-BBIO +11% (strength following disappointing Phase 3 CARDIO-TTRansform data from AZN, IONS)
-FCEL +11% (signs MoU with Siemens for fuel cell-based power generation collaboration)
-CECO +6.9% (JPMorgan Chase and Co Initiates CECO with Overweight, price target: $130)
-MU +6.7% (plans up to $3B investment to strengthen US semiconductor supply chain in collaboration with GlobalWafers)
-UCTT +6.5% (appoints Michael Keogh as CFO)
-BE +6.2% (rejects Hunterbrook Media report claims on financial results, accounting and scandium oxide supply)
-CBRS +5.8% (expands European data center capacity)
-MRVL +5.8% (sector strength)
-SNDK +5.1% (sector strength; hearing price target raise from Wedbush)
-TENX +5.1% (to present LEVEL trial data at ESC Congress 2026)
-NBIS +5.0% (strength following META headline on doubling compute capacity)
-INMD +4.8% (Steel Partners offers to acquire InMode at $16.75/shr in cash)
-PENG +4.6% (earnings, guidance)
-AVGO +4.4% (strength following META headline on doubling compute capacity)
-MARA +4.3% (acquires Matagorda County, Texas powered land site from HIF)
-CRWV +3.7% (strength following META headline on doubling compute capacity)
-AMD +3.5% (sector strength)
-CAT +3.0% (momentum)
-FIVE +2.4% (hearing Mizuho Securities Raised FIVE to Outperform from Neutral, price target: $220)
Downside:
-IONS -21% (Phase 3 CARDIO-TTRansform misses primary endpoint for eplontersen in ATTR-CM)
-FBRX -8.2% (FB102 Phase 1b vitiligo study data)
-AZN -7.8% (Phase 3 CARDIO-TTRansform misses primary endpoint for eplontersen in ATTR-CM)
-IBM -4.8% (SBUX reportedly uses AI to develop in-house software solutions to reduce reliance on Microsoft and IBM software)
-CRM -4.6% (KeyBanc Capital Markets Cuts CRM to Sector Weight from Overweight)
-RXT -4.1% (expands Palantir partnership for regulated and sovereign enterprise AI; files mixed shelf; indeterminate amount; earnings, guidance)
-LEVI -4.0% (earnings, guidance)
-META -3.8% (AI chip going to production)
-MAT -2.7% (Goldman Sachs Cuts MAT to Sell from Neutral, price target: $12)
-PEP -2.5% (earnings, guidance)
