Monday 12 May 2025 Morning Notes

The market is ripping higher on a tariff pause with China. Bonds meanwhile are selling off.

Yesterday AMC: DJT, HE
Today BMO: FOXA

Other News:

Follow through names to watch:

GAINERS:
RH: +16% at 226;
NBIS: +14% at 32.25;
SHOP: +13% at 103;
VFC: +12% at 14.90;

LOSERS:
PAAS: -6% at 25.48;
NEM: -5% at 51.20;

Follow through watch:

Day before Y'day AMC: AAOI, AFRM, AKAM, AUR, BILL, CLSK, COIN, DBX, DKNG, EXPE, ILMN, LYFT, MARA, MCHP, MCK, MNST, MP, NET, PARA, PINS, RKLB, RKT, RNG, RUM, SERV, SOUN, STNE, TOST, TTD, TXRH,
Day before Y'day BMO:

Y'day Other News:

2 days ago AMC: APA, APP, CF, COHR, FTNT, GRPN, IONQ, NTR, OXY, PAAS
2 days ago BMO: ARM, ASPN, BUD, COP, CROX, HUT, KVUE, MLCO, MTCH, NVAX, PENN, PTON, QBTS, SHOP, TPR

2 days ago other news: DAVE: +27% at 138 on earnings; NVAX; +20% at 7.17; APP: +16% at 352; GRPN: +10% at 18.72; TPR: +8% at 81; IONQ: +8% at 31.50; KVUE: +7% at 24.70; CART: -6.5% at 42.75 on CEO resigning; CROX: +6% at 107; FTNT: -9% at 97;SHOP: -5% at 90;