🆕 Newsmakers — 10:30a ET, 2026-08-17 — new since last alert

📰 NEW MARKET THEMES: • Market Open: Stocks Mixed, US-Iran Memo Ends, Hormuz Shipping Halted • 8/17/26 CNBC Business News Update with Jessica Ettinger - Markets & Business News With Expert Analysis From Top Business Names. Visit CNBC.com For More. — youtube.com · 08/17 10:11a https://www.youtube.com/watch?v=kCGc4b4EMe4 • Banks reach $86.4 million Mexican bond rigging settlement in Manhattan Mexican banking affiliates of Bank of America , Banco Santander , BBVA , Citigroup , Deutsche ​Bank and HSBC agreed to pay $86.4 million ‌to settle a long-running antitrust lawsuit by investors who accused them of rigging the market for Mexican ​government bonds. — reuters.com · 08/17 10:05a https://www.reuters.com/business/finance/banks-reach-864-million-mexican-bond-rigging-settlement-manhattan-2026-08-17/ • Another Bullish Historical Precedent The S&P 500 achieved its 27th all-time high, supported by robust Q2 earnings growth of 31% and easing inflation data. Consensus profit growth for the S&P 500 in 2024 has surged to 27%, an unprecedented upgrade outside post-recession recoveries. — seekingalpha.com · 08/17 9:47a https://seekingalpha.com/article/4937297-another-bullish-historical-precedent • How American Markets Can Keep Rising US equities have demonstrated resilience and strong gains in 2026 despite geopolitical and policy headwinds. I maintain a long position in US assets, recognizing underlying market strength and historical reliability. — seekingalpha.com · 08/17 9:42a https://seekingalpha.com/article/4937294-how-american-markets-can-keep-rising • The stock market is driving the economy in one major way The wealth effect of higher equity prices has enabled U.S. consumers to continue spending even when changes in disposable income suggested recessions might be possible — marketwatch.com · 08/17 9:35a https://www.marketwatch.com/story/the-stock-market-is-driving-the-economy-in-one-major-way-9ea09725

🐘 NEW BIG-CAP MOVERS:

1. SPCX +5% $147.28 (1927B cap) Prediction markets set date when SpaceX will merge with Tesla Prediction market traders are increasingly betting that a Tesla (NASDAQ: TSLA) and SpaceX (NASDAQ: SPCX) merger could happen in the first half of 2027. — finbold.com · 08/17 10:19a https://finbold.com/prediction-markets-set-date-when-spacex-will-merge-with-tesla/

2. MU +5% $1018.28 (1151B cap) Billionaire David Tepper Trimmed Micron and Sold out of SanDisk. Here's the New AI Stocks He's Buying David Tepper's Appaloosa Management filed its Q2 2026 13F on August 14, 2026, and the disclosure told a specific story: the hedge fund manager whose portfolio returned 32% in the first half of 2026 on memory-chip makers spent the second quarter pulling chips off that table and r… — 247wallst.com · 08/17 10:09a https://247wallst.com/investing/2026/08/17/billionaire-david-tepper-trimmed-micron-and-sold-out-of-sandisk-heres-the-new-ai-stocks-hes-buying/

3. BMNR +3% $18.59 (11B cap) (no fresh news today — likely technical / low-coverage move)

4. NOK +2% $10.98 (59B cap) (no fresh news today — likely technical / low-coverage move)

📈 NEW GAINERS:

1. CBRS +16% $253.39 (57B cap) Nebius, CoreWeave Get Major AI Boost as Data Center Prices Keep Rising Nebius (NBIS) and CoreWeave (CRWV) are seeing pricing trends in AI data center services that could support further growth as demand for computing capacity conti — gurufocus.com · 08/17 7:22a https://www.gurufocus.com/news/9035253/nebius-coreweave-get-major-ai-boost-as-data-center-prices-keep-rising

2. ARGX +16% $983.88 (61B cap) argenx VYVGART Hits Phase III Goal in Autoimmune Myositis, Eyes IMNM Filing argenx NASDAQ: ARGX reported positive top-line results from its Phase III ALKIVIA trial of VYVGART Hytrulo in autoimmune myositis, meeting its primary endpoint in a combined population of patients with immune-mediated necrotizing myopathy, or IMNM, and dermatomyositis, or DM. — marketbeat.com · 08/17 10:04a https://www.marketbeat.com/instant-alerts/argenx-vyvgart-hits-phase-iii-goal-in-autoimmune-myositis-eyes-imnm-filing-2026-08-17/

3. FDMT +14% $13.84 (724M cap) (no fresh news today — likely technical / low-coverage move)

4. FBYD +13% $11.16 (547M cap) (no fresh news today — likely technical / low-coverage move)

5. KORU +12% $24.26 (1.8B cap) (no fresh news today — likely technical / low-coverage move)

6. AXTI +12% $91.64 (4.6B cap) AXT (NASDAQ:AXTI) Shares Up 9.6% – Should You Buy? AXT Inc (NASDAQ: AXTI - Get Free Report)'s share price traded up 9.6% during mid-day trading on Friday. The stock traded as high as $84.42 and last traded at $84.8630. Approximately 3,177,156 shares traded hands during mid-day trading, a decline of 69% from the average session v… — defenseworld.net · 08/16 4:12a https://www.defenseworld.net/2026/08/16/axt-nasdaqaxti-shares-up-9-6-should-you-buy.html

7. MVLL +12% $31.04 (372M cap) (no fresh news today — likely technical / low-coverage move)

8. IMC +11% $9.03 (949M cap) (no fresh news today — likely technical / low-coverage move)

9. CCXIU +11% $18.80 (788M cap) (no fresh news today — likely technical / low-coverage move)

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