🆕 Newsmakers — 11:30a ET, 2026-08-21 — new since last alert

📰 NEW MARKET THEMES: • EPA extends renewable fuel standard compliance deadline for refiners The ​Environmental Protection Agency plans ‌to extend a September 1 deadline requiring oil refiners to ​demonstrate compliance with ​the nation's biofuel blending laws, ⁠the agency said on ​Friday, in a move that could ​provide the industry more flexibility as it grapples with e… — reuters.com · 08/21 10:55a https://www.reuters.com/business/energy/epa-extends-renewable-fuel-standard-compliance-deadline-refiners-2026-08-21/ • Greg Mankiw, Thomas Sargent and William White all have strong ideas about why prices rise. Their work could guide how the Fed fights inflation. Greg Mankiw, Thomas Sargent and William White all have strong ideas about why prices rise. Their work could guide how the Fed fights inflation. — wsj.com · 08/21 10:42a https://www.wsj.com/economy/central-banking/the-three-minds-leading-the-feds-inflation-rethink-b0914711 • Ken Griffin says Citadel unwound more than 80% of risk tied to Situational Awareness portfolio Ken Griffin says Citadel unwound more than 80% of risk tied to Situational Awareness portfolio — cnbc.com · 08/21 10:40a https://www.cnbc.com/2026/08/21/citadel-situational-awareness-ken-griffin.html • Markets Try To Bounce Back As Yields Head Higher Markets still reacting to Treasury Department's buyback program. 30-year yield is nearing multiyear highs. — seekingalpha.com · 08/21 10:40a https://seekingalpha.com/article/4939153-markets-try-to-bounce-back-yields-head-higher

🐘 NEW BIG-CAP MOVERS:

1. MRNA +11% $148.54 (59B cap) COVID-19 Made Moderna Famous: Cancer Could Define Its Future For years, Moderna, Inc‘s (NASDAQ:MRNA) biggest challenge wasn't developing new medicines — it was convincing investors that it could thrive after COVID-19. The company's vaccine transformed it into one of the world's most recognizable biotech names, but as the pandemic demand f… — benzinga.com · 08/21 10:44a https://www.benzinga.com/trading-ideas/long-ideas/26/08/61357504/moderna-cancer-vaccine-future

2. TSLA +4% $358.86 (1417B cap) In China's Biggest Car Recall, Tesla and 8 Others Will Address Door Safety China's regulator ordered changes after vehicle occupants sometimes had difficulty exiting electric cars with retractable door handles after crashes. — nytimes.com · 08/21 11:09a https://www.nytimes.com/2026/08/21/business/china-car-recall-doors.html

📈 NEW GAINERS:

1. RFAI +222% $41.00 (342M cap) RF Acquisition Corp. Stock Skyrockets Following Key SEC Filings Shares of RF Acquisition Corp II (NASDAQ:RFAI) are surging Friday morning following Thursday SEC filings detailing the results of an extraordinary general meeting. — benzinga.com · 08/21 8:58a https://www.benzinga.com/trading-ideas/movers/26/08/61353509/rf-acquisition-corp-stock-skyrockets-following-key-sec-filings

2. CRML +19% $6.90 (1.0B cap) (no fresh news today — likely technical / low-coverage move)

3. BVC +18% $15.83 (2.7B cap) (no fresh news today — likely technical / low-coverage move)

4. ASST +17% $18.91 (1.9B cap) (no fresh news today — likely technical / low-coverage move)

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