🆕 Newsmakers — 10:30a ET, 2026-08-28 — new since last alert

📰 NEW MARKET THEMES: • Modine: A Medium-Term, High-Stakes Bet I assign a definitive Buy rating to Modine Manufacturing Company, driven by a data center cooling supercycle and a strategic shift to high-margin climate solutions. MOD secured a $4 billion hyperscaler contract, is spinning off its low-margin segment, and expects significant gro… — seekingalpha.com · 08/28 10:15a https://seekingalpha.com/article/4941248-modine-a-medium-term-high-stakes-bet • U.S. Payrolls Revised Down by 79,000 Jobs The preliminary benchmark revision showed 79,000 fewer jobs in March than previously estimated, a relatively small adjustment. — barrons.com · 08/28 10:13a https://www.barrons.com/articles/us-payrolls-jobs-revisions-bls-acdf91a4 • France's quantum computer maker Pasqal surges in Nasdaq debut Shares of French quantum-computing company Pasqal surged around 60% in their ​Nasdaq debut on Friday, signalling strong ‌investor appetite for one of the sector's newest public companies. — reuters.com · 08/28 10:01a https://www.reuters.com/business/frances-quantum-computer-maker-pasqal-surges-nasdaq-debut-2026-08-28/ • Warsh Signals Hawkish Shift on Inflation at Jackson Hole In prepared remarks for his keynote address at the Jackson Hole Economic Policy Symposium, Warsh discussed his views on the current economic conditions. — barrons.com · 08/28 10:00a https://www.barrons.com/articles/fed-kevin-warsh-jackson-hole-speech-inflation-4f8eacd4 • China is flooding the world with cheap exports and an accord to revalue its currency may be the only solution, writes @greg_ip China is flooding the world with cheap exports. An accord to revalue its currency might be the only solution. — wsj.com · 08/28 10:00a https://www.wsj.com/economy/trade/why-the-world-needs-to-force-chinas-yuan-to-revalue-2db5ff9c

🐘 NEW BIG-CAP MOVERS:

1. AFRM +9% $84.34 (28B cap) Affirm stock jumps after record profit: why BofA sees a nearly 35% upside Affirm Holdings AFRM shares rose about 11% in trading on Friday after the buy-now, pay-later company reported stronger-than-expected fourth-quarter results and delivered its most profitable quarter on record. The company reported adjusted earnings per share of $4.62, compared wi… — invezz.com · 08/28 10:09a https://invezz.com/news/2026/08/28/affirm-stock-jumps-after-record-profit-why-bofa-sees-a-nearly-35-upside/

2. CRM +2% $257.88 (212B cap) Even After A 22% Pop, You Know That Salesforce Is Still Undervalued Salesforce, Inc. is experiencing strong growth driven by Agentforce, its consolidated agentic AI software platform. CRM delivered a strong Q2, beating both revenue and earnings expectations, Agentforce ARR soaring 240% year-over-year. As CRM's high-margin Agentforce revenues inc… — seekingalpha.com · 08/28 10:19a https://seekingalpha.com/article/4941238-even-after-a-22-percent-pop-you-know-that-salesforce-is-still-undervalued

📈 NEW GAINERS:

1. ESTC +17% $97.93 (10B cap) Elastic Stock Jumps After Q1 Earnings Beat, Fiscal 2027 Guidance Raise Elastic NV (NYSE:ESTC) shares are surging early on Friday after the company posted better-than-expected first-quarter fiscal 2027 results and boosted guidance. — benzinga.com · 08/28 9:43a https://www.benzinga.com/markets/mid-cap/26/08/61492090/elastic-stock-jumps-after-q1-earnings-beat-fiscal-2027-guidance-raise

2. SOLS +16% $65.60 (10B cap) Solstice Advanced Materials, Element Solutions Cancel Deal After Shareholder Feedback The deal would have seen Solstice, a maker of refrigerants and advanced materials, buy specialty-chemicals maker Element for more than $12 billion in cash and stock. — wsj.com · 08/27 7:09p https://www.wsj.com/business/solstice-advanced-materials-element-solutions-cancel-deal-after-shareholder-feedback-22f863a4

3. GAP +15% $23.91 (8.6B cap) Gap Analysts Raise Their Forecasts After Better-Than-Expected Q2 Earnings Gap Inc (NYSE:GAP) on Thursday reported better-than-expected second-quarter earnings and raised their FY26 EPS guidance above estimates. — benzinga.com · 08/28 9:56a https://www.benzinga.com/analyst-stock-ratings/price-target/26/08/61492834/gap-analysts-raise-their-forecasts-after-better-than-expected-q2-earnings

4. PD +10% $13.95 (1.3B cap) PagerDuty, Inc. (PD) Q2 2027 Earnings Call Transcript PagerDuty, Inc. (PD) Q2 2027 Earnings Call Transcript — seekingalpha.com · 08/27 7:39p https://seekingalpha.com/article/4941056-pagerduty-inc-pd-q2-2027-earnings-call-transcript

5. AFRM +9% $84.40 (28B cap) Affirm stock jumps after record profit: why BofA sees a nearly 35% upside Affirm Holdings AFRM shares rose about 11% in trading on Friday after the buy-now, pay-later company reported stronger-than-expected fourth-quarter results and delivered its most profitable quarter on record. The company reported adjusted earnings per share of $4.62, compared wi… — invezz.com · 08/28 10:09a https://invezz.com/news/2026/08/28/affirm-stock-jumps-after-record-profit-why-bofa-sees-a-nearly-35-upside/

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

7. SCTX +8% $31.20 (505M cap) (no fresh news today — likely technical / low-coverage move)

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