MOVING UP $GAP surged 5% after an upgrade to Overweight from Neutral by JP Morgan, with a new price target of $30. They revised their FY25 EPS to $2.30 and FY26 EPS to $2.53, expecting revenue growth and margin expansion. $INTC rose 2% on CEO Pat Gelsinger's retirement announcement. David Zinsner and Michelle Johnston Holthaus are appointed interim Co-CEOs, with Frank Yeary as Interim Executive Chair while a permanent successor is sought. $NBIS soared 16% after securing $700M through a private placement involving NVDA, planning to issue 33.33M Class A shares at $21/share. $NVCR jumped 30% following successful trial results where its cancer therapy, combined with chemotherapy, extended pancreatic cancer patient survival from 14.16 to 16.20 months on average. $PTCT climbed 14% after licensing its experimental Huntington's Disease drug, PTC518, to a Novartis unit for up to $2.9B, with $1B upfront. $SMCI increased 14% after confirming no need to restate financials, with no evidence of shipping incomplete products to boost quarterly revenue. $TNDM went up 6% after an upgrade to Overweight from Equal Weight by Morgan Stanley, with a $45 price target, citing undervalued stock and potential in type-2 diabetes market expansion. $TSLA gained 2% with Stifel maintaining its Buy rating, raising the target to $411, praising Tesla's broader market vision beyond just being an automaker. Additionally, Roth MKM upgraded TSLA to Buy, setting a $380 target, highlighting potential catalysts for value increase. MOVING DOWN $CORZ drops 5% on news of a $500M convertible senior notes offer for 2031. $NU falls 5%, hit by Citigroup's downgrade to Sell, citing profit-taking despite strong growth in Brazil. $PCG slides 5% after announcing $2.4B in stock offerings. $STLA tumbles 8% following CEO Carlos Tavares' sudden resignation after nearly four years. $UPST plunges 11%, downgraded to Underweight at JP Morgan, with caution advised on fintech at current valuations.

RECAP • $AAP Q3: Sales down 21% to $2.15B, below $2.67B forecast; EPS at -$0.04 vs. $0.49 expected. Plans include store and distribution center closures, and headcount cuts. • $BZH Q4: Revenue up 25% to $806.2M vs. $777.8M expected; Adjusted EBITDA down 10.5%. Home closings up 4.8%, but gross margin decreased. • $BV Q4: Adj. EPS $0.30 vs. $0.31 est., revenue slightly below at $728.7M. FY guidance lower than expected. • $CPRI ends merger with Tapestry, which then ups its share buyback plan. • $IBTA Q3: EPS $0.94 vs. $0.35 forecast, revenue up 16% to $98.6M. Q4 revenue guidance below expectations. • $JJSF Q4: Adj. EPS $1.60 vs. $1.85 expected, sales slightly under $429.75M estimate. • $HP Q4: EPS $0.76 vs. $0.81 expected, revenue $694M vs. $695.24M forecast. FY25 CapEx guidance $290M-$325M, depreciation around $400M, R&D $32M. • $HI Q4: Adj. EPS $1.01 vs. $0.92 expected, revenue $837.6M vs. $792.98M. Q1 and FY25 EPS guidance below estimates. • $OVV agrees to acquire Montney assets for $2.377B cash from Paramount Resources Ltd. • $TTEK Q4: EPS $0.38 vs. $0.37 expected, revenue $1.37B vs. $1.135B. Provides next quarter and FY guidance. • $NU Q3: Adjusted net income $592M vs. $559M est., revenue $2.9B as expected, ROE at 30%. • $OPRX Q3: EPS $0.12 vs. $0.06 est., revenue $21.3M vs. $25M. FY guidance below expectations. • $TARS Q3: EPS ($0.61) vs. ($0.97) est., sales $48.1M vs. $43.44M. • $CSCO Q1: EPS $0.91 vs. $0.87, revenue $13.84B vs. $13.77B. Provides Q2 and FY guidance. • $DIS Q2: EPS $1.14 vs. $1.10, revenue $22.57B vs. $22.47B. Forecasts high-single digit EPS growth for FY25. • $ASML expects sales to reach €44B-€60B by 2030, with 8%-14% annual growth. • $DDD Q3 prelim: Revenue about $113M, with growth in materials but decline in printer sales. • $DIGI Q4: EPS $0.52 vs. $0.50, revenue $105.1M vs. $104.08M. Q1 guidance set. • $JD Q3: EPS $1.24 vs. $1.05, revenue up 5.1% to $37.1B. No Q4 guidance. • $KLIC Q4: EPS $0.34 vs. $0.35, revenue $181.3M vs. $180M. Announces share repurchase and dividend increase. • $NN Q3: EPS ($0.11) vs. ($0.16), revenue $1.61M vs. $1.105M. • $SONO Q4: EPS ($0.18) vs. ($0.41), revenue $255.38M vs. $247.36M. No forward guidance. • $SYNA to issue $400M in convertible notes due 2031.