🆕 Newsmakers — 11:30a ET, 2026-08-11 — new since last alert

📰 NEW MARKET THEMES: • Markets Straddle Flat Line In Early Trading Traders await Wednesday's CPI report. Nvidia shares rise after unprecedented financing engine. Super Micro Computer to report after the bell. — seekingalpha.com · 08/11 11:17a https://seekingalpha.com/article/4934775-markets-straddle-flat-line-early-trading • Auto loans hit record high and some other consumer debt rising, New York Fed says U.S. consumers took out a record amount in auto loans in the second quarter ​and boosted their credit card and home equity balances as well, the New York Fed said in its latest household debt ‌and credit report on Tuesday. — reuters.com · 08/11 11:05a https://www.reuters.com/business/autos-transportation/auto-loans-hit-record-high-some-other-consumer-debt-rising-new-york-fed-says-2026-08-11/ • Behind High Credit-Card Delinquencies: Stale, Charged Off Loans The share of loans transitioning into serious delinquency has been stabilizing even though the overall pile has been growing, New York Fed says. — wsj.com · 08/11 11:01a https://www.wsj.com/finance/investing/behind-high-credit-card-delinquencies-stale-charged-off-loans-ebce480b • Behind High Credit-Card Delinquencies: Stale, Charged-Off Loans The share of loans transitioning into serious delinquency has been stabilizing even though the overall pile has been growing, New York Fed says. — wsj.com · 08/11 11:01a https://www.wsj.com/personal-finance/behind-high-credit-card-delinquencies-stale-charged-off-loans-ebce480b • Why Investors Fall for Shooting Stars My colleague Spencer Jakab wrote last week about why investors seem to forgive fallen investing stars. A question that intrigues me is why investors fall for these shooting stars in the first place. — wsj.com · 08/11 11:00a https://www.wsj.com/finance/investing/why-investors-fall-for-shooting-stars-b116f862

🐘 NEW BIG-CAP MOVERS:

1. GRAB +4% $3.82 (15B cap) (no fresh news today — likely technical / low-coverage move)

📈 NEW GAINERS:

1. QMCO +54% $18.14 (714M cap) Quantum, Kopin, Alamar Biosciences And Other Big Stocks Moving Higher On Tuesday U.S. stocks were mixed, with the Dow Jones index gaining around 150 points on Tuesday. — benzinga.com · 08/11 10:08a https://www.benzinga.com/trading-ideas/movers/26/08/61111418/quantum-kopin-alamar-biosciences-and-other-big-stocks-moving-higher-on-tuesday

2. FRMI +23% $7.25 (4.6B cap) Fermi stock jumps 23% on $6.5B TensorWave AI data center lease deal Shares of Fermi surged in trading on Tuesday after the data center developer announced it had secured its first major tenant for its Project Matador campus in Amarillo, Texas. The stock FRMI climbed 23% to $7.24 after the company disclosed a 15-year lease agreement with AI cloud… — invezz.com · 08/11 11:25a https://invezz.com/news/2026/08/11/fermi-stock-jumps-23-on-6-5b-tensorwave-ai-data-center-lease-deal/

3. SE +14% $130.75 (79B cap) Sea Limited (SE) Q2 2026 Earnings Call Transcript Sea Limited (SE) Q2 2026 Earnings Call Transcript — seekingalpha.com · 08/11 11:17a https://seekingalpha.com/article/4934665-sea-limited-se-q2-2026-earnings-call-transcript

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