🆕 Newsmakers — 11:30a ET, 2026-08-25 — new since last alert

📰 NEW MARKET THEMES: • Drop In Crude Oil Prices Fuels Markets WTI crude oil falls to $82 range. Investors await Nvidia's earnings. — seekingalpha.com · 08/25 11:00a https://seekingalpha.com/article/4940017-drop-in-crude-oil-prices-fuels-markets • Are Inflation-Fighting Bonds on Sale? I just bought more Treasury Inflation-Protected Securities. Plus, more questions for your adviser about private funds (and happy 96th birthday, Warren Buffett). — wsj.com · 08/25 10:55a https://www.wsj.com/finance/investing/are-inflation-fighting-bonds-on-sale-376ad05a • Thoma Bravo Conceded 40 Deal Sweeteners in Debt Talks Thoma Bravo executives gave ground to lenders, resulting in 40 creditor-friendly changes to the deal documents for Proofpoint, including tighter limits on future borrowing and regular check-in calls. Sridhar Natarajan has more on "Bloomberg Open Interest. — youtube.com · 08/25 10:49a https://www.youtube.com/watch?v=Hyu-CheRpbo • Transportadora de Gas del Sur: Vaca Muerta Infrastructure Creates A New Growth Platform Transportadora de Gas del Sur is transitioning from a regulated utility to an integrated infrastructure platform, leveraging Vaca Muerta's growth across the value chain. Q2 2026 results highlight strong operating performance, robust cash flow, and segment growth, especially in l… — seekingalpha.com · 08/25 10:32a https://seekingalpha.com/article/4939973-transportadora-de-gas-del-sur-vaca-muerta-infrastructure-creates-a-new-growth-platform • Target shares drop 5% after Halloween costume backlash Target shares dropped about 5% in early trading a day after the company apologized for and rolled back a Halloween costume that critics said evoked ​Blackface and minstrel shows. — reuters.com · 08/25 10:27a https://www.reuters.com/legal/transactional/target-shares-drop-5-after-halloween-costume-backlash-2026-08-25/

🐘 NEW BIG-CAP MOVERS:

1. MRNA +14% $157.88 (63B cap) What Happens if Moderna's Cancer Vaccine Works Moderna and Merck's personalized cancer vaccine could transform cancer treatment and create a multibillion-dollar market, but investors may already be pricing in much of its potential. — barrons.com · 08/25 10:37a https://www.barrons.com/articles/moderna-stock-cancer-vaccine-merck-mrna-1bb40995

2. SMCI +9% $38.26 (25B cap) Super Micro Surges 8% as Taiwan Indicts Employees but Not the Company, Dell Climbs 4% The AI server complex is rebounding Tuesday morning after a Taiwanese indictment landed narrowly on individuals rather than the corporate parents behind them. — 247wallst.com · 08/25 10:45a https://247wallst.com/investing/2026/08/25/super-micro-surges-8-as-taiwan-indicts-employees-but-not-the-company-dell-climbs-4/

3. SPCX +3% $138.61 (1812B cap) How Much Upside is Left in SpaceX (SPCX)? Wall Street Analysts Think 61.37% The average of price targets set by Wall Street analysts indicates a potential upside of 61.4% in SpaceX (SPCX). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the st… — zacks.com · 08/25 10:56a https://www.zacks.com/stock/news/2979719/how-much-upside-is-left-in-spacex-spcx-wall-street-analysts-think-61-37?cid=CS-STOCKNEWSAPI-FT-fundamental_analysis|consensus_price_target-2979719

📈 NEW GAINERS:

1. GENB +18% $20.95 (2.7B cap) Generate Biomedicines stock jumps as post-IPO lock-up set to expire Shares of Generate Biomedicines Inc (NASDAQ:GENB) jumped more than 20% on Tuesday as investors positioned ahead of the expiration of the company's post-IPO lock-up period. The lock-up, which ends Wednesday, will free company insiders, early investors and major shareholders to se… — proactiveinvestors.com · 08/25 11:22a https://www.proactiveinvestors.com/companies/news/1097580

2. STDN +14% $13.60 (2.0B cap) (no fresh news today — likely technical / low-coverage move)

3. MRNA +14% $157.89 (63B cap) What Happens if Moderna's Cancer Vaccine Works Moderna and Merck's personalized cancer vaccine could transform cancer treatment and create a multibillion-dollar market, but investors may already be pricing in much of its potential. — barrons.com · 08/25 10:37a https://www.barrons.com/articles/moderna-stock-cancer-vaccine-merck-mrna-1bb40995

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