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$IREN big moves (3.4% as of now) on: IREN (NASDAQ: IREN) signed a transmission connection agreement to support a massive 800MW data‑center campus in South Australia — one of the largest APAC AI‑compute projects announced to date.
Drone stocks the hot gap up theme this morning on a WSJ report. $UMAC $RCAT $KTOS $AVAV $MOB. The software theme also getting some action on the incredible $SNOW earnings move last night. $NOW $PATH $TEAM
So many gaps today on the prospect of a deal with Iran. Space theme most participants on the runup into the $SPCX SpaceX IPO in a few weeks. $MNTS $RDW $LUNR $FLY $ASTS $RKLB
$FUTU curl off bottom on this - Futu Receives Investigation Notice and Administrative Penalty Pre-Notification Letter from the China Securities Regulatory Commission. $271 million penalty proposed.
Quantum theme most participants in gap, day 2 after news about government grants yesterday. Do they hold up after open in the question. $INFQ 8.44%, $RGTI 5.76% $QUBT 39.4%, $QBTS 3.85% and IBM 3.57% which was the biggest beneficiary. $IONQ not included on the grant gap down.
China theme stocks big gap down, especially $FUTU $PDD and $BABA on: The China Securities Regulatory Commission Announced Plans To Eliminate Illegal Cross-Border Operations By Offshore Securities
Nice move this morning on Quantum theme on this: The Wall Street Journal Reported Trump Administration to Award $2B to Nine Quantum Companies Through Chips Act and Receive Equity Stakes, Citing Commerce Departmen $RGTI $QBTS $QUBT $IONQ
Software/Cloud names some gap today. $NOW impressive turn around last few days. $MSFT has the Ackman buy lingering. $CRM $TEAM $SNOW $WDAY $ADOBE (the number by the theme shows the participation intensity)
Our real-time Theme Scanner is showing the Space Theme as having the most 2%+ gappers today. $LUNR $RKLB $MNTS $RDW with $ASTS the biggest laggard after poor earnings recently