🆕 Newsmakers — 10:30a ET, 2026-08-19 — new since last alert

📰 NEW MARKET THEMES: • U.S. to Buy Back More Longer-Term Bonds “The current maximum size of $2 billion per operation will be at least $4 billion per operation,” the U.S. Treasury said. — wsj.com · 08/19 10:21a https://www.wsj.com/finance/investing/u-s-to-buy-back-more-longer-term-bonds-39524410 • Don't Mail It In Before Labor Day: These 3 Events Could Shake Stock Q2 earnings have been stellar, while July inflation data was just what the doves ordered. Retailer results hit this week, and NVIDIA reports next Wednesday, offering fresh clues on consumer strength and the AI boom. — seekingalpha.com · 08/19 10:05a https://seekingalpha.com/article/4938292-dont-mail-before-labor-day-3-events-could-shake-stock • Productivity Gains Helped Offset Tariff-Fueled Inflation Productivity growth helped absorb much of the inflationary pressure from higher tariffs last year, though other forces kept price growth above the Federal Reserve's target. — barrons.com · 08/19 10:00a https://www.barrons.com/articles/productivity-tariffs-inflation-fed-bed2a8cb • When the Bond Market Speaks, People Listen, TD's Goldberg Says Gennadiy Goldberg, TD Securities head of US rates strategy, says interest rate hikes by the Federal Reserve could help flatten the yield curve. But he believes the Fed is going to try and hold rates steady. — youtube.com · 08/19 9:47a https://www.youtube.com/watch?v=9YmWz--3it4 • Pressure on bonds abates as Treasury announces buybacks. What may come next. The Treasury Department said Wednesday that it will more than double the size of government-debt buybacks, sending yields sharply lower and stocks higher at the market open. — marketwatch.com · 08/19 9:39a https://www.marketwatch.com/story/pressure-on-bonds-abates-as-treasury-announces-buybacks-what-may-come-next-af7d7c76

🐘 NEW BIG-CAP MOVERS:

1. MRNA +154% $160.11 (64B cap) Moderna Stock Eyes Best Day Ever After Cancer Vaccine Breakthrough Moderna Inc (NASDAQ:MRNA) is powering up the Nasdaq this morning, last seen126.5% higher to trade at $142.61. — schaeffersresearch.com · 08/19 10:16a https://www.schaeffersresearch.com/content/news/2026/08/19/moderna-stock-eyes-best-day-ever-after-cancer-vaccine-breakthrough

2. MRVL +7% $232.19 (203B cap) Marvell stock jumps 7%, and it has Google to thank Marvell Technology MRVL stock gained 7% on Wednesday as it expands its relationship with Google amid accelerating demand for custom AI chips, giving the Alphabet-owned company the option to acquire a stake worth up to $12.2 billion in the chipmaker. Google gets potential 7% stak… — invezz.com · 08/19 10:08a https://invezz.com/news/2026/08/19/marvell-stock-jumps-7-and-it-has-google-to-thank/

3. STLA +7% $5.41 (16B cap) The Desert Calls: Jeep® Brand Returns to Rebelle Rally With Veteran Driver and Jeep Gladiator Mojave AUBURN HILLS, Mich., Aug. 18, 2026 /PRNewswire/ --  Jeep® brand returns to the Rebelle Rally for the 11th consecutive year as a Silver Partner 2026 Rebelle Rally takes place Oct. 7-17, challenging teams across 1,500 miles of off-road terrain using maps and compasses, no GPS or c… — prnewswire.com · 08/18 1:00p https://www.prnewswire.com/news-releases/the-desert-calls-jeep-brand-returns-to-rebelle-rally-with-veteran-driver-and-jeep-gladiator-mojave-302854265.html

4. PFE +4% $28.41 (162B cap) Gateway Wealth Partners LLC Has $479,000 Stake in Pfizer Inc. $PFE Gateway Wealth Partners LLC lowered its position in Pfizer Inc. (NYSE: PFE) by 54.4% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 19,883 shares of the biopharmaceutical company's stock after selli… — defenseworld.net · 08/19 3:46a https://www.defenseworld.net/2026/08/19/gateway-wealth-partners-llc-has-479000-stake-in-pfizer-inc-pfe.html

5. NU +3% $14.84 (72B cap) Nu Holdings Added Millions of Customers Again Last Quarter. Is the Stock Priced for That Growth? Nu's profits are surging as it gains millions of new customers. Credit cards and unsecured loans make up the bulk of the lending portfolio, two product lines that carry higher risk. — fool.com · 08/19 6:45a https://www.fool.com/investing/2026/08/19/nu-holdings-millions-customers-stock-priced-growth/

6. AAPL +2% $316.46 (4647B cap) Trading SPY, QQQ And 6 Mega-Cap Leaders: Key Levels To Watch For AAPL, MSFT, NVDA, GOOGL, META And TSLA Good Morning Traders! — benzinga.com · 08/19 9:12a https://www.benzinga.com/Opinion/26/08/61299237/trading-spy-qqq-and-6-mega-cap-leaders-key-levels-to-watch-for-aapl-msft-nvda-googl-meta-and-tsla-2

📈 NEW GAINERS:

1. MRNA +155% $160.75 (64B cap) Moderna Stock Eyes Best Day Ever After Cancer Vaccine Breakthrough Moderna Inc (NASDAQ:MRNA) is powering up the Nasdaq this morning, last seen126.5% higher to trade at $142.61. — schaeffersresearch.com · 08/19 10:16a https://www.schaeffersresearch.com/content/news/2026/08/19/moderna-stock-eyes-best-day-ever-after-cancer-vaccine-breakthrough

2. MRNY +147% $38.46 (285M cap) (no fresh news today — likely technical / low-coverage move)

3. MRVI +29% $7.38 (2.0B cap) (no fresh news today — likely technical / low-coverage move)

4. GDXU +26% $156.52 (779M cap) (no fresh news today — likely technical / low-coverage move)

5. BNTX +23% $114.00 (29B cap) (no fresh news today — likely technical / low-coverage move)

6. ARCT +20% $9.82 (279M cap) (no fresh news today — likely technical / low-coverage move)

7. JNUG +18% $188.24 (601M cap) (no fresh news today — likely technical / low-coverage move)

8. NUGT +17% $184.60 (1.4B cap) (no fresh news today — likely technical / low-coverage move)

9. TWST +17% $135.58 (8.4B cap) (no fresh news today — likely technical / low-coverage move)

10. EL +16% $97.94 (35B cap) Estee Lauder Companies Q4 Earnings Call Highlights Estee Lauder Companies NYSE: EL said fiscal 2026 marked a return to growth and a substantial improvement in profitability as the prestige beauty company advanced its Beauty Reimagined strategy and Profit Recovery and Growth Plan. — marketbeat.com · 08/19 10:05a https://www.marketbeat.com/instant-alerts/estee-lauder-companies-q4-earnings-call-highlights-2026-08-19/

11. MVLL +16% $29.95 (359M cap) (no fresh news today — likely technical / low-coverage move)

12. TEM +15% $56.80 (9.9B cap) Tempus AI: The Data Flywheel Has Started Spinning Tempus AI reported its first GAAP profit, accelerated data business growth, and raised 2026 revenue guidance to $1.595B–$1.605B (+25% Y/Y). Operating leverage from oncology volume and a mix shift to high-margin Data & Apps (72%-75% GM) drove profitability improvement and narrowe… — seekingalpha.com · 08/18 9:48a https://seekingalpha.com/article/4937700-tempus-ai-the-data-flywheel-has-started-spinning

13. DRD +15% $27.92 (2.4B cap) DRDGOLD H2 Earnings Call Highlights DRDGOLD NYSE: DRD reported higher revenue, profit and free cash flow for financial year 2026, supported by a 40% increase in the gold price, production above guidance and cost discipline. The company also declared a final cash dividend of ZAR1.20 per share, its 19th consecutive… — marketbeat.com · 08/19 6:03a https://www.marketbeat.com/instant-alerts/drdgold-h2-earnings-call-highlights-2026-08-19/

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