🆕 Newsmakers — 11:30a ET, 2026-08-17 — new since last alert

📰 NEW MARKET THEMES: • Memory Is The Best AI Story, Equipment Is The Better Trade The AI Stack Model splits the AI trade into 14 segments across 4 layers, scoring each on macro conditions, estimate revisions, and how much the market has already paid. Memory wins on fundamentals - revisions up 21% on average - but trades 152% above its own five-year average. — seekingalpha.com · 08/17 11:19a https://seekingalpha.com/article/4937335-memory-is-the-best-ai-story-equipment-is-the-better-trade • EyePoint Stock Craters 71% After Drug Trial Failure. It May Be an Overreaction. Duravyu, EyePoint's candidate for wet age-related macular degeneration, misses the mark, but muddled trial data may be to blame. — barrons.com · 08/17 11:14a https://www.barrons.com/articles/eyepoint-stock-wet-amd-drug-trial-failure-18a221df • Market Stands Steady In Early Trading FOMC minutes are coming out Wednesday. Retail earnings will take center stage this week. — seekingalpha.com · 08/17 10:58a https://seekingalpha.com/article/4937347-market-stands-steady-early-trading • Losers Of REIT Earnings Season Not Every REIT Joined The Recovery: Part 2 focuses on the relatively small group of laggards where company-specific credit, legal, refinancing, or asset-level issues overshadowed an otherwise very strong earnings. Weakness Was More Company-Specific Than Sector-Wide: Empire State… — seekingalpha.com · 08/17 10:58a https://seekingalpha.com/article/4937352-losers-of-reit-earnings-season • Most investors are making the same costly mistake — and it has nothing to do with picking the wrong stocks Studies showing younger investors believe gambling is a reasonable path to wealth creation, and not all that different from investing, “concerns me deeply,” Liz Ann Sonders said. — marketwatch.com · 08/17 10:57a https://www.marketwatch.com/story/most-investors-are-making-the-same-costly-mistake-and-it-has-nothing-to-do-with-picking-the-wrong-stocks-4af9d328

🐘 NEW BIG-CAP MOVERS:

1. MU +6% $1031.95 (1165B cap) Micron vs. NVIDIA: Which AI Chip Stock Is the Better Buy Now? MU's surging HBM demand, explosive earnings growth and lower valuation give it the edge over NVDA as the better AI chip stock to buy today. — zacks.com · 08/17 11:22a https://www.zacks.com/stock/news/2975693/micron-vs-nvidia-which-ai-chip-stock-is-the-better-buy-now?cid=CS-STOCKNEWSAPI-FT-analyst_blog|most_popular_stocks-2975693

2. SPCX +6% $148.53 (1943B cap) Why is SpaceX stock rallying today? SpaceX SPCX stock rose 6% on Monday as investors responded to a series of disclosures showing significant institutional holdings in the company and a number of bullish analyst calls. The stock also benefited from stronger sentiment across technology and artificial intelligence s… — invezz.com · 08/17 11:15a https://invezz.com/news/2026/08/17/why-is-spacex-stock-rallying-today/

3. IREN +3% $45.53 (16B cap) IREN's NVIDIA Status and Microsoft Win: Time to Buy or Hold the Stock? IREN's Microsoft delivery and NVIDIA Exemplar Cloud status boost its AI credibility, but capital needs and execution risks keep the risk-reward balanced. — zacks.com · 08/17 11:11a https://www.zacks.com/stock/news/2975681/iren-s-nvidia-status-and-microsoft-win-time-to-buy-or-hold-the-stock?cid=CS-STOCKNEWSAPI-FT-analyst_blog|most_popular_stocks-2975681

4. INTC +3% $105.10 (530B cap) QUICK SPARK: Intel Stock Rises After CEO Spends $10 Million on Shares Intel Corp. (NASDAQ:INTC) CEO Lip-Bu Tan on Friday disclosed a roughly $10 million insider purchase of the chipmaker's shares. Tan bought 105,263 shares at $95 per share, lifting his total beneficial ownership to roughly 1.33 million shares. — benzinga.com · 08/17 10:34a https://www.benzinga.com/trading-ideas/movers/26/08/61249603/quick-spark-intel-stock-rises-after-ceo-spends-10-million-on-shares

📈 NEW GAINERS:

1. AXTI +15% $93.77 (4.8B cap) Here's Why AXTI Stock Is a Buy Despite Its Premium 48.12X Valuation AXT's 399.3% YTD surge comes amid record InP revenues, AI data-center demand and long-term supply deals that could support its premium valuation. — zacks.com · 08/17 11:26a https://www.zacks.com/stock/news/2975771/here-s-why-axti-stock-is-a-buy-despite-its-premium-48-12x-valuation?cid=CS-STOCKNEWSAPI-FT-analyst_blog|most_popular_stocks-2975771

2. CBRS +15% $251.29 (57B cap) Cerebras: AI Growth Is Just Kicking Off Cerebras Systems delivered 74% Y/Y GAAP revenue growth and 281% Y/Y AI cloud services growth in the second-quarter. CBRS benefits from secular AI CapEx trends, with robust demand for its wafer technology and gross margin gains indicating pricing power. Analyst projections highli… — seekingalpha.com · 08/17 11:04a https://seekingalpha.com/article/4937328-cerebras-ai-growth-just-kicking-off

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