Rocky Brands (RCKY) +38% — Earnings Beat and New Buyback

‍

Rocky Brands jumped 38% in one day after reporting strong Q4 results and announcing a new $7.5M share repurchase program, signaling confidence in the company’s outlook.Q4 revenue rose 9.1% to $139.7M, while EPS increased to $0.86 ($0.94 adjusted) and net income climbed 36% YoY. Strong direct-to-consumer sales (+30.8%) helped drive the results.The earnings beat combined with the new buyback boosted investor confidence and drove the sharp move higher.

‍

Larimar Therapeutics (LRMR) +31% — Breakthrough Therapy Designation

‍

Larimar jumped 31% in one day after the FDA granted Breakthrough Therapy Designation to its lead drug nomlabofusp, a potential treatment for Friedreich’s ataxia.The designation could speed up approval, with the company planning a BLA submission in June 2026 and a potential U.S. launch in 2027 if approved. Friedreich’s ataxia affects roughly ~5,000 patients in the U.S. and ~15,000–20,000 globally, creating a rare-disease market potentially worth $1B+ annually if an effective therapy is approved.The regulatory progress strengthened confidence that the therapy could become the first disease-modifying treatment for the disease, driving the sharp move higher.

Nvidia (NVDA) — Blowout Earnings but Stock Fades

‍

Nvidia reported another massive earnings beat, but the stock initially jumped and then faded back toward flat, showing that expectations remain extremely high.

Key results:
‍

• EPS: $1.62 vs $1.53 expected
• Revenue: $68.1B (+73% YoY) vs $65.9B expected
• Data center revenue: $62.3B (+75% YoY) — the main growth driver
• Free cash flow: $34.9B, more than double last year
• Gross margin: ~75%
  ‍

Guidance was even stronger:
‍

• Next-quarter revenue: about $78B midpoint vs $72.8B expected
• Margins expected to stay around ~75%
• Nvidia said it has secured enough supply capacity for multiple quarters.
  ‍

Demand remains extremely strong, with CEO Jensen Huang saying enterprise AI adoption and agentic systems are accelerating rapidly. Sovereign AI demand has also surged, with government-related business more than tripling this year.
‍

However, the stock struggled to hold gains after the call as investors focused on competition risks and limited detail around future growth, especially as Chinese competitors continue to improve.
‍

China also remains a wildcard. Nvidia’s guidance does not assume meaningful China data-center revenue, even though limited shipments may resume.