Upside, Downside Movers in the Morning

Upside:

-SNOW +37% (earnings, guidance)

-CRSR +32% (Elgato brand is bringing MCP support to Stream Deck; Starting with NVIDIA G-Assist, AI tools and agentic workflows can now execute actions on a user’s system )

-UMAC +28% (said to be among companies linked to govt deals, amid ties to Donald Trump Jr)

-RCAT +18% (Trump Administration is in discussions to fund US drone companies)

-DLTR +16% (earnings, guidance)

-KSS +16% (earnings, guidance)

-NCNO +11% (earnings, guidance)

-A +10% (earnings, guidance)

-BBY +10% (earnings, guidance)

-NBIS +9.7% (Situational Awareness LP (Aschenbrenner) discloses 5.6% passive stake)

-ONDS +8.5% (Trump Administration is in discussions to fund US drone companies)

-DOO +7.9% (earnings, guidance)

-HRL +6.7% (earnings, guidance)

-DSX +5.4% (earnings)

-MRVL +3.9% (earnings, guidance)

-CZR +2.1% (confirms to be acquired by Fertitta Entertainment in all-cash $31.00 per-share deal)

-XPEV +2.0% (earnings, guidance)

Downside:

-PLAB -21% (earnings, guidance)

-SIDU -18% (prices $100M registered direct offering at $5.08/shr)

-P -14% (earnings, guidance)

-TTD -3.1% (Rothschild & Co Redburn Initiates TTD with Sell, price target: $11)

-BBW -2.6% (earnings, guidance)

-SNPS -2.5% (earnings, guidance)

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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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