Upside, Downside Movers in the Morning
Upside
– MEDS +127% (acquires AI cancer-diagnostics laboratory and precision-oncology CRO businesses)
– TPST +39% (secures an exclusive option to license a clinical-stage CD7-targeted in-vivo CAR-T platform)
– YFOR +20% (reports estimated total assets of $38.0M and net assets of $25.2M as of June 30)
– WAFU +18% (AI intelligent-agent industrialization project passes review for a Hangzhou innovation program)
– LUXE +16% (Q4 sales and profitability improved, with top- and bottom-line growth expected to accelerate in FY27)
– JZXN +14% (AI intelligent-imaging platform advances through system validation toward commercial deployment)
– CIEN +3.3%, COHR +3.1%, LITE +2.4%, MRVL +2.3%, DELL +2.5%, GLW +2.5% (AI-connectivity and data-center hardware names join a broader semiconductor rebound)
– INTC +3.5%, SKHY +33.3% (reported talks could bring memory-chip manufacturing to the U.S. through leased capacity or a joint venture)
– AMAT +1.9%, LRCX +2.1%, KLAC +2.1% (chip-equipment names gain on the prospective U.S. memory-capacity investment read-through)
Downside
– HCAI -20% ($2.75M registered direct offering adds equity supply)
– MYSZ -20% ($2.5M private placement creates dilution)
– CLLS -12% (extends weakness after Citizens downgrades to Market Perform)
– JBHT -12% (conference comments indicated Q3 earnings could fall 5%-10% sequentially as purchased-transportation costs rise sharply)
– VEEA -4.6% (profit-taking after the prior session’s triple-digit surge)
– FANG -4.7%, EOG -2.1% (oil producers retreat as crude reverses lower; FANG also faces a newly reported 75,000-share director sale)
– EXPE -2.8% (European regulatory concerns focus on online-travel market concentration)
– SAIA -2.2%, ODFL -3.6% (freight peers fall on the JBHT cost-inflation and sequential-earnings read-through)
