🆕 Newsmakers — 10:30a ET, 2026-08-27 — new since last alert

📰 NEW MARKET THEMES: • Family offices are making a bullish bet on the stock market, according to CNBC Family Office Portfolio Tracker The private investment firms of the ultra wealthy raised their stock holdings in the second quarter, according to the latest CNBC Family Office Portfolio Tracker. Family offices also trimmed their exposure to real estate and private market investments as private credit funds mar… — cnbc.com · 08/27 9:40a https://www.cnbc.com/2026/08/27/family-offices-making-bullish-bet-on-stocks-according-to-cnbc-tracker.html • Former Fed Gov. Stephen Miran: It'd be 'weird' to hike rates in light of better inflation data Stephen Miran, Hudson Bay Capital senior strategist and former Fed governor and CEA chair, joins 'Squawk Box' to discuss the state of the economy, the Fed's inflation fight, rate path outlook, his thoughts on Fed Chairman Kevin Warsh, and more. — youtube.com · 08/27 9:26a https://www.youtube.com/watch?v=Q3BTBpSE2iQ

🐘 NEW BIG-CAP MOVERS:

1. CRM +20% $247.35 (202B cap) Salesforce Stock Soars After Strong Results, Raised Outlook Salesforce stock is rallying after the enterprise software maker's second-quarter results topped expectations. — investopedia.com · 08/27 10:06a https://www.investopedia.com/market-update-salesforce-stock-soars-after-strong-results-raised-outlook-crm-12069299

2. NVDA +8% $225.74 (5466B cap) Q2: Nvidia Isn't Microsoft, And 2026 Isn't 1999 Nvidia Corporation is rated Strong Buy, driven by unmatched efficiency in AI hardware and robust earnings growth. NVDA's valuation at 32x earnings is well below historical tech bubbles, with projected EPS growth of 90% this year and 45% next year. NVDA's ecosystem—CUDA software,… — seekingalpha.com · 08/27 10:20a https://seekingalpha.com/article/4940837-q2-nvidia-isnt-microsoft-and-2026-isnt-1999

3. INTC +5% $92.50 (467B cap) AMD and INTC Are 2 AI Semiconductor Behemoths Ahead of NVDA in 2026 AMD and INTC have outperformed NVDA in 2026 as AI infrastructure expands, with strong data center growth and significant upside potential. — zacks.com · 08/27 8:35a https://www.zacks.com/stock/news/2980808/amd-and-intc-are-2-ai-semiconductor-behemoths-ahead-of-nvda-in-2026?cid=CS-STOCKNEWSAPI-FT-analyst_blog|investment_ideas-2980808

4. SMCI +3% $38.52 (25B cap) Why The Cisco Deal Only Solves Half Of Super Micro's Problem This article was written by Doug Nathman, with research by his team at Trefis. — forbes.com · 08/27 7:55a https://www.forbes.com/sites/greatspeculations/2026/08/27/why-the-cisco-deal-only-solves-half-of-super-micros-problem/

📈 NEW GAINERS:

1. OKTA +22% $164.39 (27B cap) Okta Analysts Boost Their Forecasts After Better-Than-Expected Q2 Results Okta Inc. (NASDAQ:OKTA) on Wednesday posted upbeat second-quarter results. — benzinga.com · 08/27 9:49a https://www.benzinga.com/analyst-stock-ratings/price-target/26/08/61463735/okta-analysts-boost-their-forecasts-after-better-than-expected-q2-results

2. CRM +20% $247.23 (203B cap) Salesforce Stock Soars After Strong Results, Raised Outlook Salesforce stock is rallying after the enterprise software maker's second-quarter results topped expectations. — investopedia.com · 08/27 10:06a https://www.investopedia.com/market-update-salesforce-stock-soars-after-strong-results-raised-outlook-crm-12069299

3. NOWL +19% $7.75 (277M cap) (no fresh news today — likely technical / low-coverage move)

4. VEEV +18% $289.50 (47B cap) Veeva Analysts Boost Their Forecasts After Upbeat Q2 Results Veeva Systems Inc. (NYSE:VEEV) posted better-than-expected second-quarter results after Wednesday's closing bell. — benzinga.com · 08/27 9:34a https://www.benzinga.com/analyst-stock-ratings/price-target/26/08/61461918/veeva-analysts-boost-their-forecasts-after-upbeat-q2-results

5. CRWD +18% $223.04 (227B cap) CrowdStrike Shares Pop 13% After CEO Touts Best-Ever Quarter—Here's Why He Says Anthropic Is Responsible “Every enterprise will run on AI, and securing it is the largest market opportunity in our history,” Kurtz said. — forbes.com · 08/27 10:20a https://www.forbes.com/sites/tylerroush/2026/08/27/crowdstrike-shares-pop-13-after-ceo-touts-best-ever-quarter-heres-why-he-says-anthropic-is-responsible/

6. PURR +15% $13.34 (1.8B cap) Hyperliquid Strategies Q4 Earnings Call Highlights Hyperliquid Strategies NASDAQ: PURR reported fiscal 2026 results highlighted by gains on its HYPE token treasury, growing staking revenue and a balance sheet with more than $2 billion in assets and no debt as of June 30. — marketbeat.com · 08/27 10:05a https://www.marketbeat.com/instant-alerts/transcript-hyperliquid-strategies-q4-earnings-call-highlights-2026-08-27/

7. NVDU +15% $145.46 (518M cap) AI Theme Still Running Hot as Nvidia Beats Q2 Earnings Estimates Heading into Q2 fiscal 2027 earnings, the capital markets wondered if the vaunted chipmaking giant Nvidia still has its mojo. Despite rallying to atmospheric levels over the past three years, this massive upside is already baked into its stock price. — etftrends.com · 08/27 8:11a https://www.etftrends.com/equity-etf-content-hub/ai-theme-still-running-hot-as-nvidia-beats-q2-earnings-estimates/

8. OOMA +15% $23.61 (649M cap) Ooma, Inc. (OOMA) Q2 2027 Earnings Call Transcript Ooma, Inc. (OOMA) Q2 2027 Earnings Call Transcript — seekingalpha.com · 08/26 8:59p https://seekingalpha.com/article/4940556-ooma-inc-ooma-q2-2027-earnings-call-transcript

9. NVDL +15% $36.50 (3.5B cap) AI Theme Still Running Hot as Nvidia Beats Q2 Earnings Estimates Heading into Q2 fiscal 2027 earnings, the capital markets wondered if the vaunted chipmaking giant Nvidia still has its mojo. Despite rallying to atmospheric levels over the past three years, this massive upside is already baked into its stock price. — etftrends.com · 08/27 8:11a https://www.etftrends.com/equity-etf-content-hub/ai-theme-still-running-hot-as-nvidia-beats-q2-earnings-estimates/

10. BUUU +14% $32.00 (374M cap) (no fresh news today — likely technical / low-coverage move)

11. RPD +14% $13.39 (895M cap) (no fresh news today — likely technical / low-coverage move)

12. SAIL +14% $20.68 (12B cap) (no fresh news today — likely technical / low-coverage move)

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