🆕 Newsmakers — 10:30a ET, 2026-08-26 — new since last alert

📰 NEW MARKET THEMES: • Anthropic's $30 Trillion And The Artificial Intelligence Bubble That Never Was AI market valuations, such as Anthropic's potential $2 trillion IPO, appear justified if the projected $30 trillion AI market materializes. I view the risk of an AI bubble as overstated; productivity gains, while mixed, are likely to accelerate as technology matures and adoption… — seekingalpha.com · 08/26 10:05a https://seekingalpha.com/article/4940349-anthropic-30-trillion-and-the-artificial-intelligence-bubble-that-never-was • Warsh's Jackson Hole Silence May Push Long-Term Rates Much Higher Kevin Warsh's Jackson Hole speech is a pivotal opportunity to demonstrate true policy independence amid Treasury efforts to manage the yield curve. Long-end rates have remained rangebound for years; recent inflation data shows underlying improvement, despite headline risks from… — seekingalpha.com · 08/26 9:55a https://seekingalpha.com/article/4940043-warsh-jackson-hole-silence-may-push-long-term-rates-much-higher • Dow holds steady at open after inflation tops expectations as Nvidia results loom The S&P 500 was little changed Wednesday after the latest inflation data showed price pressures remain elevated. The broad-market index rose 0.1%, while the Nasdaq Composite traded around the flatline. — invezz.com · 08/26 9:54a https://invezz.com/news/2026/08/26/dow-holds-steady-at-open-after-inflation-tops-expectations-as-nvidia-results-loom/ • A Mixed Year For Bonds Ahead Of Warsh's Jackson Hole Speech The bond market has had a rocky year, but several fixed‑income sectors are posting gains so far in 2026, based on a set of ETFs through Aug. 25's close. Junk bonds and floating‑rate securities continue to lead in 2026, logging gains of 2.9% and 2.7%, respectively. — seekingalpha.com · 08/26 9:45a https://seekingalpha.com/article/4940361-mixed-year-for-bonds-ahead-of-warsh-jackson-hole-speech • Nasdaq, S&P 500 and Dow Brace for Jackson Hole Signals Nasdaq 100, S&P 500 and Dow Jones trade cautiously ahead of Nvidia earnings and Jackson Hole, with Fed policy signals set to shape the market outlook. — fxempire.com · 08/26 9:44a https://www.fxempire.com/forecasts/article/nasdaq-sp-500-and-dow-brace-for-jackson-hole-signals-1619237

📈 NEW GAINERS:

1. ANF +32% $144.00 (6.4B cap) Abercrombie & Fitch Stock Surges on Rosy Outlook Abercrombie & Fitch shares are back in the green for the year after a stronger-than-expected quarter. — investopedia.com · 08/26 10:06a https://www.investopedia.com/market-update-abercrombie-fitch-stock-surges-on-rosy-outlook-anf-12068307

2. BZ +16% $18.93 (8.7B cap) Kanzhun Limited (BZ) Q2 2026 Earnings Call Transcript Kanzhun Limited (BZ) Q2 2026 Earnings Call Transcript — seekingalpha.com · 08/25 2:29p https://seekingalpha.com/article/4940004-kanzhun-limited-bz-q2-2026-earnings-call-transcript

3. WBTN +13% $10.66 (1.4B cap) (no fresh news today — likely technical / low-coverage move)

4. CAPR +13% $9.35 (537M cap) CAPR Shareholder Alert: Capricor Therapeutics, Inc. Securities Class Action Lawsuit - Investors With Losses May Contact Levi & Korsinsky A securities class action alleges Capricor Therapeutics failed to disclose that it changed the pre-specified statistical analysis plan for its Phase 3 HOPE-3 trial without FDA agreement, leaving results the agency characterized as "post-hoc and exploratory." NEW YORK, Aug. 26, 2… — prnewswire.com · 08/26 10:09a https://www.prnewswire.com/news-releases/capr-shareholder-alert-capricor-therapeutics-inc-securities-class-action-lawsuit---investors-with-losses-may-contact-levi--korsinsky-302860416.html

5. SMTC +11% $140.94 (13B cap) Semtech Q2: Accelerating Growth In Data Centers Will Keep Sending Shares Higher Semtech delivered a strong quarter with 32.7% y/y revenue growth and a double beat on both revenue and EPS. SMTC's data center segment, fueled by AI infrastructure demand, drove 91% y/y growth and is expected to remain the primary revenue engine. Guidance for next quarter implie… — seekingalpha.com · 08/26 7:45a https://seekingalpha.com/article/4940272-semtech-q2-accelerating-growth-in-data-centers-will-keep-sending-shares-higher

6. XSPIX +9% $69.21 (2.7B cap) (no fresh news today — likely technical / low-coverage move)

7. OPTX +9% $8.52 (343M cap) Syntec Optics (NASDAQ: OPTX) Wins New Recurring Space Order as Space Economy Expands ROCHESTER, NEW YORK, Aug. 26, 2026 (GLOBE NEWSWIRE) -- Syntec Optics Holdings, Inc. (Nasdaq: OPTX), a leading provider of deep tech for the defense, space, AI data centers, and other vibrant end-markets, today announced a new order to build specialized high-tech waveguides for s… — globenewswire.com · 08/26 7:35a https://www.globenewswire.com/news-release/2026/08/26/3351245/0/en/syntec-optics-nasdaq-optx-wins-new-recurring-space-order-as-space-economy-expands.html

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