Earnings dislocations in CLF, MXL and SMCI face off against three no-news vertical movers with reverse splits and live ATMs underneath, on the morning after the tape’s worst AI-capex day in a month.
Earnings names CLF and EQT carry the only clean catalysts into a capex-shocked, oil-above-$90 tape, while heavily-shorted biotech binaries load up and the no-news parabolics crack pre-market.
Nvidia’s 9.3% stake makes NBIS the day’s real catalyst, EQPT’s IPO lockup expires this morning, and six no-news squeezes top the fade watch.