🆕 Newsmakers — 10:30a ET, 2026-08-24 — new since last alert

📰 NEW MARKET THEMES: • Market Open: Stocks Lower, US-Canada Talks Fail, Bessent Speaks on Iran • 8/24/26 CNBC Business News Update with Jessica Ettinger - Markets & Business News With Expert Analysis From Top Business Names. Visit CNBC.com For More. — youtube.com · 08/24 10:03a https://www.youtube.com/watch?v=PR5OJVxihpc • Italy's banking shake-up: all the M&A deals since 2025 Monte dei Paschi di Siena's simultaneous offers for Banco BPM and Banca Generali are the latest in a series of moves seeking to transform Italy's once-dormant banking sector. — reuters.com · 08/24 10:03a https://www.reuters.com/legal/transactional/italys-banking-shake-up-all-ma-deals-since-2025-2026-08-24/ • Crypto extends gains after biggest 3-day rally since 2023 Bitcoin and crypto stocks extended their rally after the flagship cryptocurrency broke out of its trading range. — cnbc.com · 08/24 10:02a https://www.cnbc.com/2026/08/24/crypto-extends-gains-after-biggest-3-day-rally-since-2023.html • Oil trades lower even as Bessent promises ‘economic D-Day' announcement on Iran One key is how any new U.S. sanctions might affect China, the No. 1 buyer of Iranian crude oil. — marketwatch.com · 08/24 9:58a https://www.marketwatch.com/story/oil-trades-lower-even-as-bessent-promises-economic-d-day-announcement-on-iran-a90d862e • India faces weakest monsoon in nearly two decades as El Nino strengthens India is on course for its weakest monsoon in nearly two decades, with rainfall likely to end the season around 15% below the long-term average, the lowest since 2009, two ​senior weather department sources said. — reuters.com · 08/24 9:49a https://www.reuters.com/business/environment/india-faces-weakest-monsoon-nearly-two-decades-el-nino-strengthens-2026-08-24/

🐘 NEW BIG-CAP MOVERS:

1. MSTR +6% $125.90 (42B cap) Strategy earmarks $1.6 billion cash pool for treasury operations, buybacks Michael Saylor's Strategy set aside about $1.6 billion in cash to fund future treasury operations, including potential ​bitcoin purchases and share buybacks, the company disclosed ‌in a regulatory filing on Monday. — reuters.com · 08/24 9:29a https://www.reuters.com/legal/transactional/strategy-earmarks-16-billion-cash-pool-treasury-operations-buybacks-2026-08-24/

2. VALE +3% $15.02 (64B cap) (no fresh news today — likely technical / low-coverage move)

📈 NEW GAINERS:

1. FWDI +15% $5.92 (437M cap) (no fresh news today — likely technical / low-coverage move)

2. NNNN +14% $7.78 (341M cap) (no fresh news today — likely technical / low-coverage move)

3. NSSC +12% $42.77 (1.5B cap) NAPCO Security Technologies, Inc. Reports Fiscal Q4 and Full Year 2026 Results AMITYVILLE, N.Y., Aug. 24, 2026 /PRNewswire/ -- NAPCO Security Technologies, Inc. (NASDAQ: NSSC), one of the leading manufacturers and designers of high-tech electronic security equipment, wireless communication devices for intrusion and fire alarm systems and the related recurr… — prnewswire.com · 08/24 7:00a https://www.prnewswire.com/news-releases/napco-security-technologies-inc-reports-fiscal-q4-and-full-year-2026-results-302857743.html

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