🆕 Newsmakers — 11:30a ET, 2026-08-14 — new since last alert

📰 NEW MARKET THEMES: • Economic Optimism Falls For First Time In 3 Months—As Republican Sentiment Nears 2-Year Low Views on the U.S. economy fell unexpectedly in August, ending two months of improvement after the war in Iran lowered economic optimism to a record low, according to a widely tracked University of Michigan survey, as sentiment among Republicans fell to its lowest level in nearly… — forbes.com · 08/14 11:10a https://www.forbes.com/sites/tylerroush/2026/08/14/economic-optimism-falls-for-first-time-in-3-months-as-republican-sentiment-nears-2-year-low/ • Can Strong LEAP Demand Help ASE Technology Challenge AMKR & INTC? ASX's LEAP demand is driving revenue and margin gains as AI infrastructure needs fuel advanced packaging growth and capacity expansion. — zacks.com · 08/14 10:30a https://www.zacks.com/stock/news/2974851/can-strong-leap-demand-help-ase-technology-challenge-amkr-intc?cid=CS-STOCKNEWSAPI-FT-analyst_blog|quick_take-2974851 • Calm Economic News Continues To Soothe The Markets Sandisk's bullish guidance fuels stock. Applied Materials fails to wow Wall Street. — seekingalpha.com · 08/14 10:30a https://seekingalpha.com/article/4936799-calm-economic-news-continues-to-soothe-the-markets • Consumer Sentiment Has Dropped in August, per Michigan Survey Consumers' economic mood is weaker this month versus July, according to preliminary results from the University of Michigan's monthly survey. — wsj.com · 08/14 10:28a https://www.wsj.com/economy/consumers/consumer-sentiment-has-dropped-in-august-per-michigan-survey-f2960646 • Surging 30 Year Bond Yields And Dwindling Social Security Will Force A Reckoning Rising 30-year Treasury yields to 5.2% signal eroding confidence in U.S. fiscal stability and sustainability. Social Security's projected insolvency by 2032 will force difficult policy choices—tax hikes, spending cuts, or more borrowing—each with negative economic implications. — seekingalpha.com · 08/14 10:24a https://seekingalpha.com/article/4936764-surging-30-year-bond-yields-and-dwindling-social-security-will-force-a-reckoning

🐘 NEW BIG-CAP MOVERS:

1. NU +11% $15.42 (75B cap) NU Q2 Earnings Call Focuses on Margins, AI and Mexico NU says record risk-adjusted margins can stay near current levels as AI expands, credit holds firm and Mexico's banking push accelerates. — zacks.com · 08/14 11:01a https://www.zacks.com/stock/news/2974977/nu-q2-earnings-call-focuses-on-margins-ai-and-mexico?cid=CS-STOCKNEWSAPI-FT-analyst_blog_plus|earnings_call_takeaways-2974977

📈 NEW GAINERS:

1. CAPR +52% $6.40 (368M cap) CAPR Investors Have Opportunity to Lead Capricor Therapeutics, Inc. Securities Fraud Lawsuit with SBS Law LOS ANGELES, Aug. 14, 2026 (GLOBE NEWSWIRE) -- Schall, Brown & Schwartz LLP (“SBS”), a national shareholder rights litigation firm, reminds investors of a class action lawsuit against Capricor Therapeutics, Inc. (“Capricor” or “the Company”) (NASDAQ: CAPR) for violations of §§10… — globenewswire.com · 08/14 10:26a https://www.globenewswire.com/news-release/2026/08/14/3345445/0/en/capr-investors-have-opportunity-to-lead-capricor-therapeutics-inc-securities-fraud-lawsuit-with-sbs-law.html

2. RDDT +14% $180.38 (35B cap) Reddit stock soars after S&P 500 inclusion announcement Reddit Inc (NYSE:RDDT) shares jumped more than 16% on Friday after S&P Dow Jones Indices said the company will join the S&P 500 index next week. The inclusion is expected to trigger mandatory buying from institutional funds that track the benchmark. — proactiveinvestors.com · 08/14 10:41a https://www.proactiveinvestors.com/companies/news/1097068

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