🆕 Newsmakers — 10:30a ET, 2026-08-25 — new since last alert

📰 NEW MARKET THEMES: • Ondas: Acquisition Pain Should Subside (Rating Upgrade) Ondas trades at yearly lows, partly due to market confusion and disappointment around a long string of acquisitions. The counter-drone and robotics company is now guiding to 30%+ organic growth with revenues topping $525 million this year. Ondas isn't helping shareholders with a… — seekingalpha.com · 08/25 10:10a https://seekingalpha.com/article/4939966-ondas-acquisition-pain-should-subside-rating-upgrade • Regulators Probing Near-Collapse of Hedge Fund Situational Awareness The SEC has sought information from banks that provided financing to supercharge the hedge fund's AI-centric bets. — wsj.com · 08/25 10:00a https://www.wsj.com/finance/regulation/regulators-probing-near-collapse-of-hedge-fund-situational-awareness-dbf5dfc6 • Operation Economic Outcast Directed At China, Major Escalation Likely Operation Economic Outcast is designed to economically isolate Iran and force Iran to reopen Hormuz and give up its nuclear program. The secondary sanctions are directly targeting China, but China might not fully comply; it has leverage due to its control of rare earth materials. — seekingalpha.com · 08/25 9:43a https://seekingalpha.com/article/4939952-operation-economic-outcast-directed-at-china-major-escalation-likely • The Entire AI Trade Hinges On One Number Nvidia is the pivotal catalyst for the next phase of the AI trade, with its Q2 earnings beat magnitude set to determine sector direction. Investor skepticism has created an asymmetric risk-reward profile, favoring a sustained rally in AI stocks if Nvidia delivers a material earn… — seekingalpha.com · 08/25 9:36a https://seekingalpha.com/article/4939950-the-entire-ai-trade-hinges-on-one-number • Crude Oil Falls Despite New Iran Sanctions, Brace for Tons of Inflation Data Crude oil prices have trickled lower despite the U.S. placed new sanctions on Iran. Kevin Hincks explains what the set-up means for the macro outlook and tentative market moves. — youtube.com · 08/25 9:30a https://www.youtube.com/watch?v=H_SPi2EiG2w

🐘 NEW BIG-CAP MOVERS:

1. MRNA +11% $153.53 (61B cap) Moderna Rallies 11%, BioNTech Ticks Up: Is the mRNA Trade Down to One Name? Two names built on the same platform have stopped moving together this morning. Moderna (NASDAQ:MRNA | MRNA Price Prediction) stock is up 11% to $154.15, a Tuesday morning session standing well apart from anything happening across the broader biotech sector. — 247wallst.com · 08/25 10:24a https://247wallst.com/investing/2026/08/25/moderna-rallies-11-biontech-ticks-up-is-the-mrna-trade-down-to-one-name/

2. BMNR +5% $25.23 (14B cap) Bitmine Immersion shares jump over 7% as crypto holdings reach $14.9B Bitmine Immersion (NASDAQ:IMMR) Technologies (NYSE:BMNR) shares rose more than 7% on Monday after the company disclosed a holdings update showing total crypto and "moonshot" investments valued at $14.9 billion as of August 24, 2026. The company said it has staked more than 5 mil… — proactiveinvestors.com · 08/24 1:36p https://www.proactiveinvestors.com/companies/news/1097505

3. NOK +3% $10.29 (56B cap) (no fresh news today — likely technical / low-coverage move)

4. SOFI +3% $18.70 (24B cap) SoFi vs. Sezzle: Which Fintech Stock Is the Better Buy? SoFi is well diversified and offers the same financial products and services you can expect from a traditional bank. Sezzle makes most of its money from BNPL, but it's growing at a much faster rate. — fool.com · 08/25 5:00a https://www.fool.com/investing/2026/08/25/sofi-vs-sezzle-which-fintech-stock-is-the-better-b/

📈 NEW GAINERS:

1. PAMT +18% $13.05 (273M cap) (no fresh news today — likely technical / low-coverage move)

2. CAPR +16% $7.92 (453M cap) SueWallSt Reminds Shareholders of a Lead Plaintiff Deadline of September 28, 2026 in Capricor Therapeutics, Inc. Lawsuit - CAPR NEW YORK, Aug. 25, 2026 (GLOBE NEWSWIRE) -- SueWallSt notifies investors in Capricor Therapeutics, Inc. (NASDAQ: CAPR) that a class action has been filed on behalf of shareholders who purchased securities between December 17, 2025 and July 26, 2026.  See if you could be eligible… — globenewswire.com · 08/25 10:17a https://www.globenewswire.com/news-release/2026/08/25/3350633/0/en/suewallst-reminds-shareholders-of-a-lead-plaintiff-deadline-of-september-28-2026-in-capricor-therapeutics-inc-lawsuit-capr.html

3. GENB +16% $20.53 (2.6B cap) (no fresh news today — likely technical / low-coverage move)

4. CRML +16% $7.71 (1.1B cap) (no fresh news today — likely technical / low-coverage move)

5. NYAX +14% $52.57 (1.9B cap) Nayax Enters into Definitive Agreement to Acquire IPS Group, a Leading Smart Parking Technology Provider Acquisition establishes Nayax as a leader in smart parking, expanding its addressable cashless opportunity by approximately $85 billion Acquisition establishes Nayax as a leader in smart parking, expanding its addressable cashless opportunity by approximately $85 billion — globenewswire.com · 08/25 6:00a https://www.globenewswire.com/news-release/2026/08/25/3350268/0/en/nayax-enters-into-definitive-agreement-to-acquire-ips-group-a-leading-smart-parking-technology-provider.html

6. ABCL +14% $12.05 (3.7B cap) (no fresh news today — likely technical / low-coverage move)

7. MEI +13% $15.92 (565M cap) (no fresh news today — likely technical / low-coverage move)

8. MRAM +12% $18.14 (426M cap) (no fresh news today — likely technical / low-coverage move)

9. EXOD +12% $8.77 (263M cap) (no fresh news today — likely technical / low-coverage move)

10. VIR +12% $11.07 (1.9B cap) (no fresh news today — likely technical / low-coverage move)

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