Core & Main Stock Discussion

Gapping up
In reaction to earnings/guidance:
• $Coty Inc(COTY.US)$ +3.9%, $General Mills(GIS.US)$+2.6%
Other news:
• $Clene(CLNN.US)$ +5.3% (announces presentation of updated survival results from the Phase 2 RESCUE-ALS trial open-label extension)
• $Clearway Energy-C(CWEN.US)$ +2.5% (Provides operational update on El Segundo Energy Center)
• $Apartment Income(AIRC.US)$ +2.4% (provides operating update)
• $Alpine Immune(ALPN.US)$ +2.3% (...

Gapping up
In reaction to earnings/guidance:
• $Bowlero(BOWL.US)$ +3.4%
Other news:
• $Intellia Therapeutics(NTLA.US)$ +10.8% (Interim Clinical Data for its Second Systemically Delivered Investigational CRISPR Candidate, NTLA-2002)
• $Gogo Inc(GOGO.US)$ +5% (Repurchases 1.5 million shares of common stock from BlackRock)
• $ADC Therapeutics(ADCT.US)$ +2.9% (ADC Therapeutics and Swedish Orphan Biovitrum AB (BIOVF) confirms positive CHM...

Gapping up
In reaction to earnings/guidance:
• $Planet Labs PBC(PL.US)$ +11.3%, $Core & Main(CNM.US)$ +6.1%, $Regal Rexnord(RRX.US)$ +2% (reaffirms outlook), $Oracle(ORCL.US)$ +1.6%
Other news:
• $Akero Therapeutics(AKRO.US)$ +93.2% (reports Phase 2b HARMONY Study)
• $Akouos(AKUS.US)$ +10.3% (FDA clears IND application to initiate a Phase 1/2 first in human pediatric clinical trial of AK-OTOF)
• $Catalyst Pharmaceuticals(CPRX.US)$ +7.7...

Gainers:
• $National Vision(EYE.US)$ +13.8% (appointed to join S&P SmallCap 600)
• $Braze(BRZE.US)$ +12.2% (In reaction to earnings/guidance)
• $Oracle(ORCL.US)$ +11.7% (In reaction to earnings/guidance)
• $TeraWulf(WULF.US)$ +7.5% (announced recent financing actions and near-term ramp of digital infrastructure)
• $Continental Resources(CLR.US)$ +7.5% (announces receipt of "take private" proposal from Hamm Family of $70/share)
•...

Gainers:
• $Clovis Oncology(CLVS.US)$ +40.6% (Rubraca significantly improves progression-free survival in first-line maintenance treatment in women with ovarian cancer regardless of their biomarker status in phase 3 athena-mono trial)
• $Dare Bioscience(DARE.US)$ +13.61% (Organon and Dar Bioscience have entered into an agreement whereby Organon will license global rights to XACIATO)
• $KULR Technology(KULR.US)$ +9.5% (secured a battery sa...

Upgrades
• $Baker Hughes(BKR.US)$ : Wells Fargo Upgrades to Overweight from EqualWeight - PT $43
• $CDW Corp(CDW.US)$ : Morgan Stanley Upgrades to Overweight from Equalweight - PT $214 (from $201)
• $Core & Main(CNM.US)$ : Barclays Upgrades to Overweight from Equalweight - PT $34 (from $32)
• $Five Below(FIVE.US)$ : Citigroup Upgrades to Buy from Neutral - PT $205 (from $176)
• $Vector(VGR.US)$ : Barclays Uprages to Overweight from Equal Weight - PT $16 (from ...