🆕 Newsmakers — 10:30a ET, 2026-08-14 — new since last alert

📰 NEW MARKET THEMES: • AI Building Boom Needs $2 Trillion In Debt—And Wall Street May Not Cover Half, Analyst Says $220 billion. That's the highest capital spending projection among “Magnificent Seven” companies, with Amazon taking the top spot ahead of Alphabet ($205 billion) and Microsoft ($175 billion). — forbes.com · 08/14 10:10a https://www.forbes.com/sites/tylerroush/2026/08/14/ai-building-boom-needs-2-trillion-in-debt-and-wall-street-may-not-cover-half-analyst-says/ • Sales at U.S. retailers slid in July, the latest in a string of weaker reports prompting a rethink about an economy that had looked to be only accelerating this spring Economists had expected a small increase in retail sales, but July brought surprisingly sour news. — wsj.com · 08/14 10:08a https://www.wsj.com/economy/weak-retail-sales-number-adds-to-softening-economic-data-c047dce9 • U.S. Natural Gas Futures Gain Ground U.S. natural gas futures rose, with recovering LNG demand and hot weather keeping some support under the market after Thursday's slightly bearish storage report. — wsj.com · 08/14 9:55a https://www.wsj.com/finance/commodities-futures/u-s-natural-gas-futures-gain-ground-71a55668 • S&P 500 Vs. TSX - Which Leads Next? In this episode, Tom Bruni, director of community and content for the CMT Association, and Sid Mokhtari, executive director at CIBC World Markets, break down the current market environment in the US and Canada - and where investors should focus next. Bruni explains why improving… — seekingalpha.com · 08/14 9:50a https://seekingalpha.com/article/4936776-sp-500-vs-tsx-which-leads-next

🐘 NEW BIG-CAP MOVERS:

1. NU +11% $15.48 (75B cap) Nu Holdings Q2: The First Billion-Dollar Quarter Deserves A Buy Rating NU Holdings (NU) delivered record Q2 2026 results, surpassing $1 billion in net income and achieving 39% YoY revenue growth with strong operational efficiency. NU's customer base expanded to 139 million, with rising activity rates and monthly revenue per active user up 22% YoY,… — seekingalpha.com · 08/14 9:45a https://seekingalpha.com/article/4936752-nu-holdings-q2-the-first-billion-dollar-quarter-deserves-a-buy-rating

2. SNDK +4% $1594.90 (236B cap) Sandisk: Why Shares Exploded Higher Post-Analyst Day, While Technicals Suggest Caution Sandisk Corporation is the top S&P 500 performer YTD, driven by robust NAND demand and record Q4 results. I maintain a Buy rating on SNDK, citing attractive valuation, high margins, and strong long-term revenue visibility. Q4 highlights include 51% sequential sales growth, 84.6%… — seekingalpha.com · 08/14 9:21a https://seekingalpha.com/article/4936740-sandisk-why-shares-exploded-higher-post-analyst-day-while-technicals-suggest-caution

📈 NEW GAINERS:

1. ETON +37% $55.87 (1.5B cap) Eton Pharmaceuticals, Inc. (ETON) Q2 2026 Earnings Call Transcript Eton Pharmaceuticals, Inc. (ETON) Q2 2026 Earnings Call Transcript — seekingalpha.com · 08/14 1:47a https://seekingalpha.com/article/4936485-eton-pharmaceuticals-inc-eton-q2-2026-earnings-call-transcript

2. HTFL +33% $41.29 (3.6B cap) HeartFlow, Inc. (HTFL) Q2 2026 Earnings Call Transcript HeartFlow, Inc. (HTFL) Q2 2026 Earnings Call Transcript — seekingalpha.com · 08/14 12:37a https://seekingalpha.com/article/4936502-heartflow-inc-htfl-q2-2026-earnings-call-transcript

3. VALN +25% $7.05 (669M cap) Pfizer and Valneva's Lyme Disease Vaccine Candidate Marketing Authorization Application Validated by European Medicines Agency NEW YORK & LYON, France, August, 14, 2026 Pfizer Inc. (NYSE: PFE) and Valneva SE (Nasdaq: VALN; Euronext Paris: VLA) today announced that the European Medicines Agency (EMA) has validated the Marketing Authorization Application (MAA) for PF-07307405, the companies' 6-valent oute… — globenewswire.com · 08/14 1:00a https://www.globenewswire.com/news-release/2026/08/14/3345081/0/en/pfizer-and-valneva-s-lyme-disease-vaccine-candidate-marketing-authorization-application-validated-by-european-medicines-agency.html

4. IMXI +18% $13.84 (417M cap) Western Union and Intermex Provide Update on Pending Acquisition The Western Union Company (NYSE: WU) and International Money Express, Inc. (Intermex) (NASDAQ: IMXI) today provided an update regarding regulatory approvals for — gurufocus.com · 08/14 1:00a https://www.gurufocus.com/news/9033731/western-union-and-intermex-provide-update-on-pending-acquisition

5. NMAX +17% $11.09 (1000M cap) Momentum Builds After FCC Ruling But Newsmax Remains Stuck At Hold Newsmax Inc. benefits from FCC rule changes enabling industry consolidation, potentially positioning its national brand for strategic partnerships or acquisition. NMAX's fundamentals show accelerating growth—Q2 2026 revenues rose 16.5% YOY and broadcasting grew 20.5%, with the c… — seekingalpha.com · 08/14 9:29a https://seekingalpha.com/article/4936743-momentum-builds-after-fcc-ruling-but-newsmax-remains-stuck-at-hold

6. LPTH +15% $15.12 (949M cap) (no fresh news today — likely technical / low-coverage move)

7. FCEL +14% $23.26 (1.9B cap) (no fresh news today — likely technical / low-coverage move)

8. UMAC +14% $31.07 (1.5B cap) Drone stocks rally after Trump orders tariffs on foreign-made components President Donald Trump announced import tariffs on drones in an effort to boost U.S. manufacturing and protect national security. Shares of Unusual Machines, Red Cat, Aerovironment and Kratos all climbed. — cnbc.com · 08/14 10:01a https://www.cnbc.com/2026/08/14/drone-stocks-trump-tariffs.html

9. AAOI +13% $147.62 (12B cap) Applied Optoelectronics Inc (AAOI) Shares Fall 5.8% -- GF Value Says Still Overvalued Valuation Assessment of Applied Optoelectronics Inc (AAOI)On August 13, 2026, Applied Optoelectronics Inc (AAOI) shares fell 5.8%, currently priced at $130.08, — gurufocus.com · 08/13 6:48p https://www.gurufocus.com/news/9033168/applied-optoelectronics-inc-aaoi-shares-fall-58-gf-value-says-still-overvalued

10. RDDT +13% $178.73 (34B cap) Social Media Giant Reddit Is Set to Join the S&P 500 Soon. Its Stock Is Soaring Reddit stock is getting a much-needed boost on its admission into a major index. — investopedia.com · 08/14 10:12a https://www.investopedia.com/market-update-reddit-stock-soars-on-news-of-sp-500-inclusion-rddt-12059838

11. ALOY +13% $14.61 (998M cap) REalloys Reports Second Quarter 2026 Results Saskatchewan Research Council (“SRC”) Rare Earth Processing Facility upgrade and Metallization Facility fully funded; $122.4 million of cash at quarter-end; advances U.S. Army Enhanced Use Lease negotiations at Tooele Army Depot BOCA RATON, Fla., August 13, 2026 – PRISM MediaWir… — prismmediawire.com · 08/13 5:30p https://prismmediawire.com/realloys-reports-second-quarter-2026-results/

12. REA +13% $15.09 (304M cap) (no fresh news today — likely technical / low-coverage move)

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