🆕 Newsmakers — 10:30a ET, 2026-08-21 — new since last alert

📰 NEW MARKET THEMES: • U.S. Natural Gas Futures Pick Up on Weather Outlook Natural gas futures started higher with help from hotter near-term weather forecasts, while gains remained limited by comfortable storage levels. — wsj.com · 08/21 10:11a https://www.wsj.com/finance/commodities-futures/u-s-natural-gas-futures-pick-up-on-weather-outlook-4a0dc26f • John Kilduff: This diesel price feeds right into the producer part of inflation John Kilduff, Founding Partner at Again Capital, says soaring diesel prices could fuel inflation, limit Fed cuts and pressure the economy as global supply shortages collide with rising U.S. demand. — youtube.com · 08/21 10:08a https://www.youtube.com/watch?v=ushEDeILYyk • Iran War: The Insurance Bill Goes Far Beyond Tankers The Iran conflict is creating direct losses in marine and specialty insurance, but its broader impact may come through renewed claims-cost inflation. Swiss Re expects property rebuilding costs to rise about 7% in the U.S. and 11% in Germany by 2027 as second-round inflation spre… — seekingalpha.com · 08/21 10:00a https://seekingalpha.com/article/4938892-iran-war-the-insurance-bill-goes-far-beyond-tankers • What the bond market is telling us about inflation, debt and the economy A rollercoaster week in global bond markets saw Treasury yields briefly pull back Wednesday after the U.S. Treasury announced $4 billion in buybacks, before climbing again Thursday. Thanos Papasavvas of ABP Invest and Julian Howard of GAM Investments join CNBC's Ritika Gupta to… — youtube.com · 08/21 9:55a https://www.youtube.com/watch?v=zeNV4P7DCl8 • Dow rises 250 points as US stocks rebound, but indexes eye weekly losses US stocks rebounded on Friday after a sharp sell-off in the previous session, although the major indexes remained on track for weekly losses as elevated Treasury yields and geopolitical tensions weighed on investor sentiment. The Dow Jones Industrial Average rose 255 points, whi… — invezz.com · 08/21 9:41a https://invezz.com/news/2026/08/21/dow-rises-250-points-as-us-stocks-rebound-but-indexes-eye-weekly-losses/

🐘 NEW BIG-CAP MOVERS:

1. MRNA +18% $156.83 (62B cap) Moderna Rallies 8%, BioNTech Climbs 4% as the mRNA Trade Whipsaws for a Third Session The mRNA trade is whipsawing for a third straight session as the market keeps repricing a single trial readout with no fresh clinical information hitting the tape Friday. — 247wallst.com · 08/21 10:06a https://247wallst.com/investing/2026/08/21/moderna-rallies-8-biontech-climbs-4-as-the-mrna-trade-whipsaws-for-a-third-session/

2. HOOD +12% $106.56 (96B cap) Robinhood Advances 5%, Webull Ticks Up as Bitcoin's Breakout Lifts Retail Brokerages A sharp Bitcoin breakout is spilling into retail brokerage stocks Friday morning, and the two publicly traded names are catching the move in very different proportions. — 247wallst.com · 08/21 9:38a https://247wallst.com/investing/2026/08/21/robinhood-advances-5-webull-ticks-up-as-bitcoins-breakout-lifts-retail-brokerages/

3. IBIT +6% $43.67 (73B cap) Bitcoin Explodes Higher, Revisiting IBIT And BTC As The Debasement Trade Returns Bitcoin surges to fresh highs above $75,000, fueled by renewed debasement trades and Treasury buyback announcements. I reiterate buy ratings on Bitcoin, IBIT, and BTC, citing strong momentum, macro tailwinds, and technical support at $73,000. Implied volatility for IBIT has spik… — seekingalpha.com · 08/21 10:15a https://seekingalpha.com/article/4939120-bitcoin-explodes-higher-revisiting-ibit-and-btc-as-the-debasement-trade-returns

4. SOFI +6% $18.95 (24B cap) Bitcoin, crypto shares climb after Trump pushes Clarity Act Cryptocurrency and blockchain-related stocks surged in premarket trading on Thursday after U.S. President Donald Trump urged Congress to ​pass legislation establishing clear rules for the digital asset sector, ‌following a White House meeting with industry executives. — reuters.com · 08/20 7:08a https://www.reuters.com/legal/government/bitcoin-crypto-shares-climb-after-trump-pushes-clarity-act-2026-08-20/

📈 NEW GAINERS:

1. MRNA +18% $156.85 (62B cap) Moderna Rallies 8%, BioNTech Climbs 4% as the mRNA Trade Whipsaws for a Third Session The mRNA trade is whipsawing for a third straight session as the market keeps repricing a single trial readout with no fresh clinical information hitting the tape Friday. — 247wallst.com · 08/21 10:06a https://247wallst.com/investing/2026/08/21/moderna-rallies-8-biontech-climbs-4-as-the-mrna-trade-whipsaws-for-a-third-session/

2. BKKT +15% $8.65 (386M cap) (no fresh news today — likely technical / low-coverage move)

3. MRNY +15% $36.87 (273M cap) (no fresh news today — likely technical / low-coverage move)

4. ARCT +15% $12.61 (358M cap) (no fresh news today — likely technical / low-coverage move)

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