🆕 Newsmakers — 10:30a ET, 2026-08-13 — new since last alert

📰 NEW MARKET THEMES: • Winners Of REIT Earnings Season REITs concluded a surprisingly strong earnings season, with 83 REITs - or 83% - raising full-year FFO guidance, just 4% lowering, and the average outlook increasing 1.4% from prior guidance. Strong Fundamentals, Weak Tape: REITs slipped modestly during earnings season despite wi… — seekingalpha.com · 08/13 10:00a https://seekingalpha.com/article/4935809-winners-of-reit-earnings-season • Here's Why You Should Add Cooper Companies Stock to Your Portfolio Now Cooper Companies' premium lens migration, MiSight growth and fertility recovery offer long-term upside despite Asia-Pacific, tariff and FX pressures. — zacks.com · 08/13 9:55a https://www.zacks.com/stock/news/2974080/here-s-why-you-should-add-cooper-companies-stock-to-your-portfolio-now?cid=CS-STOCKNEWSAPI-FT-analyst_blog|rank_focused-2974080 • U.S. Natural Gas Futures Fall Ahead of Storage Data U.S. natural gas futures fell ahead of the EIA's weekly inventory report. — wsj.com · 08/13 9:48a https://www.wsj.com/finance/commodities-futures/european-gas-market-faces-supply-pressures-but-u-s-cargoes-might-ease-some-concerns-9c9f662e • Dow opens higher as softer PPI and falling oil lift Wall Street mood US stocks opened higher on Thursday as easing oil prices and softer-than-expected producer inflation boosted investor sentiment, strengthening expectations that the Federal Reserve will leave interest rates unchanged at its September policy meeting. The Dow Jones Industrial Aver… — invezz.com · 08/13 9:40a https://invezz.com/news/2026/08/13/dow-opens-higher-as-softer-ppi-and-falling-oil-lift-wall-street-mood/ • PPI Follows CPI Trend of Cooling Inflation: What Does it Mean for Fed? More reprieve for investors worried about inflation hit the tape Thursday morning when PPI came in cooler than expected. Kevin Hincks takes a deep dive into the report and points to key metrics signaling that inflation is cooling and lowering the chances for an interest rate hik… — youtube.com · 08/13 9:30a https://www.youtube.com/watch?v=jlH8Is395rY

🐘 NEW BIG-CAP MOVERS:

1. SMCI +12% $42.01 (27B cap) Super Micro Guided Fiscal 2027 Revenue $16 Billion Above Wall Street and Missed the Quarter Anyway Supermicro's fiscal fourth-quarter revenue of $11.1 billion nearly doubled from a year ago but came in below the $11.55 billion analysts expected. Gross margin reached 17.5%, above even the preliminary 15% to 17% range the company flagged in July. — fool.com · 08/12 11:19p https://www.fool.com/investing/2026/08/12/super-micro-guided-fiscal-2027-revenue-16-billion/

2. IREN +10% $48.18 (17B cap) IREN stock jumps 12% after Microsoft Horizon 1 delivery, Nvidia Exemplar Cloud status IREN Ltd. shares rose more than 12% in Thursday morning trading after the AI cloud infrastructure provider announced it had delivered the first phase of its large-scale Microsoft deployment and secured Nvidia Exemplar Cloud status, marking two significant milestones in its push… — invezz.com · 08/13 10:24a https://invezz.com/news/2026/08/13/iren-stock-jumps-12-after-microsoft-horizon-1-delivery-nvidia-exemplar-cloud-status/

3. SOXL +6% $150.55 (42B cap) Semiconductor Flows Stay ‘Sticky' in Leveraged Chip ETFs Like SOXL Despite Fidelity's Cycle-Peak Warning Investors continue to pour billions into semiconductor ETFs, including speculative leveraged funds such as the Direxion Daily Semiconductor Bull 3X ETF (NYSE:SOXL), even as Fidelity Investments‘ Director of Global Macro Jurrien Timmer warns the semiconductor cycle could be neari… — benzinga.com · 08/13 6:31a https://www.benzinga.com/etfs/sector-etfs/26/08/61167724/semiconductor-flows-stay-sticky-in-leveraged-chip-etfs-like-soxl-despite-fidelitys-cycle-peak-warning

4. INTC +5% $105.81 (534B cap) Intel's Best Growth in 15 Years: 25% Revenue Surge and Our New Price Target Intel (NASDAQ: INTC | INTC Price Prediction) posted 25.42% year-over-year revenue growth in Q2 2026, its strongest top-line result in more than 15 years, powered by a 59% surge in Data Center and AI revenue. — 247wallst.com · 08/13 10:00a https://247wallst.com/investing/2026/08/13/intels-best-growth-in-15-years-25-revenue-surge-and-our-new-price-target/

5. NOK +4% $10.75 (58B cap) What the Coming 6G Trials With Nvidia, T-Mobile Could Mean for Nokia Investors The artificial intelligence-radio access network (AI-RAN) thesis is moving from presentations to real-world implementation, and Nokia (NYSE:NOK | NOK Price Prediction) is now at the center of this development. — 247wallst.com · 08/13 7:30a https://247wallst.com/investing/2026/08/13/what-the-coming-6g-trials-with-nvidia-t-mobile-could-mean-for-nokia-investors/

6. CRWV +3% $111.06 (61B cap) CoreWeave AI Cloud Platform Powers MasterClass's AI Teaching Agents [url="]CoreWeave, Inc.[/url] (Nasdaq: CRWV), The Essential Cloud for AI™, today announced that [url="]MasterClass[/url], the online personalized learning plat — gurufocus.com · 08/13 9:00a https://www.gurufocus.com/news/9031707/coreweave-ai-cloud-platform-powers-masterclasss-ai-teaching-agents

📈 NEW GAINERS:

1. ARX +44% $19.56 (4.3B cap) Accelerant Holdings (ARX) Tops Q2 Earnings and Revenue Estimates Accelerant Holdings (ARX) came out with quarterly earnings of $0.32 per share, beating the Zacks Consensus Estimate of $0.16 per share. This compares to earnings of $0.14 per share a year ago. — zacks.com · 08/13 9:36a https://www.zacks.com/stock/news/2974051/accelerant-holdings-arx-tops-q2-earnings-and-revenue-estimates?cid=CS-STOCKNEWSAPI-FT-fundamental_analysis|yseop_template_4-2974051

2. AIRO +27% $10.81 (340M cap) AIRO Group Q2 Earnings Call Highlights AIRO Group NASDAQ: AIRO reported second-quarter 2026 revenue of $43.2 million, up nearly 76% from $24.6 million a year earlier, as stronger-than-expected drone segment performance offset weaker results in avionics and training. — marketbeat.com · 08/13 9:05a https://www.marketbeat.com/instant-alerts/airo-group-q2-earnings-call-highlights-2026-08-13/

3. OMER +23% $16.86 (1.2B cap) Omeros Corporation (OMER) Q2 2026 Earnings Call Transcript Omeros Corporation (OMER) Q2 2026 Earnings Call Transcript — seekingalpha.com · 08/13 1:17a https://seekingalpha.com/article/4935734-omeros-corporation-omer-q2-2026-earnings-call-transcript

4. IRE +21% $14.16 (337M cap) (no fresh news today — likely technical / low-coverage move)

5. BIRK +19% $43.63 (8.0B cap) Birkenstock (BIRK) Q3 Earnings Lag Estimates Birkenstock (BIRK) came out with quarterly earnings of $0.86 per share, missing the Zacks Consensus Estimate of $0.87 per share. This compares to earnings of $0.7 per share a year ago. — zacks.com · 08/13 8:10a https://www.zacks.com/stock/news/2973989/birkenstock-birk-q3-earnings-lag-estimates?cid=CS-STOCKNEWSAPI-FT-fundamental_analysis|yseop_template_4-2973989

6. CRMD +18% $8.39 (658M cap) CorMedix (CRMD) Q2 Earnings and Revenues Top Estimates CorMedix (CRMD) came out with quarterly earnings of $0.29 per share, beating the Zacks Consensus Estimate of $0.26 per share. This compares to earnings of $0.28 per share a year ago. — zacks.com · 08/13 9:45a https://www.zacks.com/stock/news/2974066/cormedix-crmd-q2-earnings-and-revenues-top-estimates?cid=CS-STOCKNEWSAPI-FT-fundamental_analysis|yseop_template_4-2974066

7. AVAH +17% $10.57 (2.3B cap) Aveanna Healthcare (AVAH) Beats Q2 Earnings and Revenue Estimates Aveanna Healthcare (AVAH) came out with quarterly earnings of $0.22 per share, beating the Zacks Consensus Estimate of $0.17 per share. This compares to earnings of $0.18 per share a year ago. — zacks.com · 08/13 9:26a https://www.zacks.com/stock/news/2974045/aveanna-healthcare-avah-beats-q2-earnings-and-revenue-estimates?cid=CS-STOCKNEWSAPI-FT-fundamental_analysis|yseop_template_4-2974045

8. TBBB +15% $48.66 (5.6B cap) Breakfast News: BBB Foods Opens Shops at Full Tilt TBBB rallies on strong expansion, Anthropic could IPO with $2 trillion valuation, and more — fool.com · 08/13 7:30a https://www.fool.com/investing/breakfast-news/2026/08/13/breakfast-news-bbb-foods-opens-shops-at-full-tilt/

9. AZ +15% $7.43 (332M cap) A2Z Cust2Mate Solutions Corp. (AZ) Reports Q2 Loss, Beats Revenue Estimates A2Z Cust2Mate Solutions Corp. (AZ) came out with a quarterly loss of $0.16 per share in line with the Zacks Consensus Estimate. This compares to a loss of $0.31 per share a year ago. — zacks.com · 08/12 6:41p https://www.zacks.com/stock/news/2973885/a2z-cust2mate-solutions-corp-az-reports-q2-loss-beats-revenue-estimates?cid=CS-STOCKNEWSAPI-FT-fundamental_analysis|yseop_template_4-2973885

10. HLIT +13% $13.59 (1.5B cap) Harmonic Inc. (HLIT) Q2 2026 Earnings Call Transcript Harmonic Inc. (HLIT) Q2 2026 Earnings Call Transcript — seekingalpha.com · 08/13 12:17a https://seekingalpha.com/article/4935762-harmonic-inc-hlit-q2-2026-earnings-call-transcript

11. RUM +12% $8.48 (3.7B cap) RUM Group Shares Surge Wednesday: What's Driving the Action? RUM Group Inc. (NASDAQ:RUM) shares are trading higher on Wednesday as investors react to record revenue, closes and a newly expanded AI-infrastructure narrative. — benzinga.com · 08/12 3:18p https://www.benzinga.com/trading-ideas/movers/26/08/61155996/rum-group-shares-surge-wednesday-whats-driving-the-action

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