🆕 Newsmakers — 10:30a ET, 2026-08-12 — new since last alert

📰 NEW MARKET THEMES: • Historically ominous stock market crash signal just got triggered A rare stock market crash signal that preceded several major downturns has been triggered on the S&P 500, raising concerns about the strength of the ongoing rally. — finbold.com · 08/12 10:03a https://finbold.com/historically-ominous-stock-market-crash-signal-just-got-triggered/ • U.S. Natural Gas Futures Gain on Hotter Weather Outlook U.S. natural gas futures rose as overnight forecasts added heat to the weather outlook for a likely increase in power-sector demand. — wsj.com · 08/12 10:02a https://www.wsj.com/finance/commodities-futures/u-s-natural-gas-futures-gain-on-hotter-weather-outlook-dbc58b4a • U.S. GoldMining: Whistler Has A Lot Of Potential U.S. GoldMining offers speculative upside via its Whistler Gold-Copper project in Alaska, with robust PEA metrics but significant funding risks. Whistler's PEA shows $2.04B after-tax NPV5%, 33% IRR, and 3.6Moz AuEq LOM, but $1.28B capex dwarfs USGO's current cash position. Equit… — seekingalpha.com · 08/12 10:00a https://seekingalpha.com/article/4935326-us-goldmining-whistler-has-a-lot-of-potential • Trust, but hedge: Quietly violent summer lingers as bulls buy crash protection It's been a wild summer for stocks, even if it may not feel like it at surface level: the S&P 500 is back at an all-time high, and volatility measured by the Cboe VIX Index is near year-to-date lows. Small-caps are the quietest relative to big-caps in at least a year. — cnbc.com · 08/12 9:59a https://www.cnbc.com/2026/08/12/trust-but-hedge-quietly-violent-summer-lingers-as-bulls-buy-crash-protection.html • Dow rises as CPI meets estimates, AI earnings lift US stocks higher US stock indexes opened higher on Wednesday after a largely in-line inflation report reinforced expectations that the Federal Reserve could leave interest rates unchanged next month, while strong earnings and upbeat guidance from artificial intelligence infrastructure companies… — invezz.com · 08/12 9:39a https://invezz.com/news/2026/08/12/dow-rises-as-cpi-meets-estimates-ai-earnings-lift-us-stocks-higher/

🐘 NEW BIG-CAP MOVERS:

1. SMCI +14% $36.02 (23B cap) Super Micro Computer Stock Rallies as Profits, Outlook Top Estimates Shares of Super Micro Computer are surging after the server maker's profits blew past estimates. — investopedia.com · 08/12 10:16a https://www.investopedia.com/market-update-super-micro-computer-stock-rallies-as-profits-outlook-top-estimates-smci-12057918

📈 NEW GAINERS:

1. NBIS +21% $233.13 (56B cap) Nebius Group (NBIS) Reports Q2 Loss, Tops Revenue Estimates Nebius Group (NBIS) came out with a quarterly loss of $0.12 per share versus the Zacks Consensus Estimate of a loss of $0.67. This compares to a loss of $0.38 per share a year ago. — zacks.com · 08/12 10:01a https://www.zacks.com/stock/news/2973340/nebius-group-nbis-reports-q2-loss-tops-revenue-estimates?cid=CS-STOCKNEWSAPI-FT-fundamental_analysis|yseop_template_4-2973340

2. CRWV +19% $107.27 (59B cap) Wall Street updates CoreWeave stock price target after double earnings beat On Wednesday, August 12, CoreWeave (NASDAQ: CRWV) stock saw a veritable deluge of Wall Street analyst rating and price target updates. — finbold.com · 08/12 10:20a https://finbold.com/wall-street-updates-coreweave-stock-price-target-after-double-earnings-beat/

3. PESI +17% $20.48 (434M cap) Perma-Fix Awarded Master IDIQ Subcontract by Hanford Tank Waste Operations & Closure for Grouting and Disposal of Hanford Mixed Low-Level Waste Work to be performed at the Company's Perma-Fix Northwest facility in Richland, Washington; ordering period runs January 2027 through December 2041 Work to be performed at the Company's Perma-Fix Northwest facility in Richland, Washington; ordering period runs January 2027 throu… — globenewswire.com · 08/12 7:00a https://www.globenewswire.com/news-release/2026/08/12/3343492/0/en/perma-fix-awarded-master-idiq-subcontract-by-hanford-tank-waste-operations-closure-for-grouting-and-disposal-of-hanford-mixed-low-level-waste.html

4. ATRO +17% $87.50 (3.4B cap) Nebius Group, Astronics, H&R Block, WhiteFiber And Other Big Stocks Moving Higher On Wednesday U.S. stocks were higher, with the Nasdaq Composite gaining around 100 points on Wednesday. — benzinga.com · 08/12 10:00a https://www.benzinga.com/news/26/08/61143601/nebius-group-astronics-hr-block-whitefiber-and-other-big-stocks-moving-higher-on-wednesday

5. HRB +16% $54.30 (6.9B cap) H&R Block Q4 Earnings Call Highlights H&R Block NYSE: HRB reported fiscal 2026 revenue growth of 4.9% and adjusted earnings-per-share growth of 13.9%, as the tax-preparation company cited improved client conversion, retention and demand from more complex filers. — marketbeat.com · 08/11 10:05p https://www.marketbeat.com/instant-alerts/hr-block-q4-earnings-call-highlights-2026-08-11/

6. WYFI +16% $28.09 (1.1B cap) WhiteFiber, Inc. Reports Second Quarter 2026 Results NEW YORK, Aug. 12, 2026 /PRNewswire/ -- WhiteFiber, Inc. (Nasdaq: WYFI) ("WhiteFiber" or the "Company"), a leading provider of AI infrastructure and high-performance computing solutions, today announced financial results for the second quarter ended June 30, 2026. Sam Tabar, Chi… — prnewswire.com · 08/12 7:00a https://www.prnewswire.com/news-releases/whitefiber-inc-reports-second-quarter-2026-results-302848971.html

7. AII +16% $23.40 (458M cap) Here's What Key Metrics Tell Us About American Integrity Insurance (AII) Q2 Earnings Although the revenue and EPS for American Integrity Insurance (AII) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers. — zacks.com · 08/11 7:01p https://www.zacks.com/stock/news/2973153/here-s-what-key-metrics-tell-us-about-american-integrity-insurance-aii-q2-earnings?cid=CS-STOCKNEWSAPI-FT-fundamental_analysis|nfm-2973153

8. SHAZ +16% $65.39 (2.3B cap) Brokerages Set SharonAI Holdings, Inc. Class A Common Stock (NASDAQ:SHAZ) PT at $107.67 Shares of SharonAI Holdings, Inc. Class A Common Stock (NASDAQ: SHAZ - Get Free Report) have earned a consensus rating of "Hold" from the five research firms that are currently covering the stock, Marketbeat reports. One analyst has rated the stock with a sell recommendation, on… — defenseworld.net · 08/11 1:15a https://www.defenseworld.net/2026/08/11/brokerages-set-sharonai-holdings-inc-class-a-common-stock-nasdaqshaz-pt-at-107-67.html

9. QNT +15% $64.31 (2.0B cap) Quantinuum et Oracle s'associent pour accélérer l'adoption de l'informatique quantique hybride sur Oracle Cloud Infrastructure Helios, l'ordinateur quantique le plus avancé de Quantinuum, sera déployé dans un centre de données IA OCI situé aux États-Unis, afin de permettre l'exécution — prnewswire.com · 08/12 9:10a https://www.prnewswire.com/news-releases/quantinuum-et-oracle-sassocient-pour-accelerer-ladoption-de-linformatique-quantique-hybride-sur-oracle-cloud-infrastructure-302849739.html

10. SION +14% $5.83 (262M cap) Sionna Therapeutics, Inc. (SION) Shares Plummet Following Clinical Trial Results—Johnson Fistel Investigates SAN DIEGO, Aug. 11, 2026 (GLOBE NEWSWIRE) -- Johnson Fistel, PLLP, a leading stockholder rights law firm, is investigating potential violations of the federal securities laws involving Sionna Therapeutics, Inc. (NASDAQ: SION). Click here to join the investigation. — globenewswire.com · 08/11 10:40a https://www.globenewswire.com/news-release/2026/08/11/3342959/0/en/sionna-therapeutics-inc-sion-shares-plummet-following-clinical-trial-results-johnson-fistel-investigates.html

11. CEPL +14% $8.68 (280M cap) (no fresh news today — likely technical / low-coverage move)

12. SMCI +14% $36.07 (23B cap) Super Micro Computer Stock Rallies as Profits, Outlook Top Estimates Shares of Super Micro Computer are surging after the server maker's profits blew past estimates. — investopedia.com · 08/12 10:16a https://www.investopedia.com/market-update-super-micro-computer-stock-rallies-as-profits-outlook-top-estimates-smci-12057918

13. BRUN +14% $21.19 (1.7B cap) (no fresh news today — likely technical / low-coverage move)

— new items only (already-sent headlines filtered). Full list in the 10am/3pm digest.