Upside, Downside Movers in the Morning

Avatar photo Doug Kass on August 4, 2026

Upside:

-MOVE +118% (signs multi-year agreement to provide NVIDIA Blackwell GPU clusters to AI company)

-AMIX +79% (receives US patent for nerve-targeting technology for cancer-related pain)

-AMRC +40% (earnings, guidance)

-BLZE +23% (earnings, guidance)

-LIFE +20% (earnings, guidance)

-AAOI +18% (Trump Administration drafting new ban on Chinese Optical transceivers)

-W +17% (earnings, guidance)

-VOYG +16% (earnings, guidance)

-PLTR +15% (earnings, guidance)

-COHR +13% (Trump Administration drafting new ban on Chinese Optical transceivers)

-WGS +13% (earnings, guidance)

-ZBRA +13% (earnings, guidance)

-CAT +11% (earnings, guidance)

-ENTG +7.8% (earnings, guidance)

-IT +7.3% (earnings, guidance)

-SNAP +6.6% (earnings, guidance)

-LUNR +6.3% (selected by L3Harris to build 18 spacecraft platforms for AMDT3 missile tracking)

-ON +6.0% (earnings, guidance)

-Q +4.9% (earnings, guidance)

-MU +4.8% (momentum)

-ET +4.1% (earnings, guidance)

-LDOS +3.4% (earnings, guidance)

-TDG +3.0% (earnings, guidance)

-ADM +2.6% (earnings, guidance)

-SPCX +2.2% (higher ahead of earnings)

Downside:

-AHCO -28% (earnings, guidance)

-DOCN -11% (earnings, guidance)

-POWL -11% (earnings, color)

-CMI -7.8% (earnings, guidance)

-FIS -7.8% (earnings, guidance)

-SPOT -6.3% (earnings, guidance)

-ENR -5.3% (earnings, guidance)

-DD -5.2% (earnings, guidance)

-GWW -4.8% (earnings, guidance)

-DUOL -4.4% (Tier1 firm Cuts DUOL to Underperform from Neutral, price target: $93 from $103)

-ROK -3.6% (earnings, guidance)

-HUT -3.4% (earnings, color)

-NKE -3.0% (JPMorgan Chase and Co Cuts NKE to Underweight from Neutral, price target: $40)

-SHLS -2.7% (earnings, guidance)

-AMZN -2.3% (Jeff Bezos sells 15M common shares worth $4.07B)

Positions: None.

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Posted by Doug Kass

Doug Kass is a world-renowned hedge fund manager with decades of experience and success navigating through some of the most turbulent periods in market history. He is known for his time-tested analytical skills and ability to look past the current noise and herd mentality. On TheStreet Pro, Kass provides frequent market commentary and investing ideas for active investors throughout each trading day in Doug’s Daily Diary. He also serves as president of Seabreeze Partners Management Inc. Previously, he served as a senior manager at Omega Advisors, a $6 billion investment partnership. He co-authored a book with Ralph Nader and the Center for the Study of Responsive Law called “Citibank: The Ralph Nader Report” and can be found as a guest host on CNBC's "Squawk Box." A Note from Doug: Current strategies and actionable trade ideas -- all on one dynamic platform built exclusively for active trades. From sudden sell-offs to sudden spikes, TheStreet Pro arms you with crucial analysis -- at a rapid fire, professional pace -- to help you make sound trading decisions -- every day, every hour, and every minute. Join me and my team of professional traders for unique perspectives and breakthrough investment opportunities.

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