🆕 Newsmakers — 11:30a ET, 2026-08-26 — new since last alert

📰 NEW MARKET THEMES: • The Death Of The Dollar The Treasury is using proceeds from short-term Treasury sales to buy long-term bonds, effectively conducting its own form of QE to lower long-term yields. The Fed is indirectly supporting this by buying $40 billion/month of short-term Treasuries, boosting liquidity without label… — seekingalpha.com · 08/26 11:05a https://seekingalpha.com/article/4940373-the-death-of-the-dollar • Progressive: July Results Show The Growth Mix Is Changing Progressive remains a buy at about 12x earnings, supported by strong underwriting, a low expense ratio, and continued mid-single-digit premium growth. Policies in force are growing faster than written premiums, suggesting customer growth is replacing some of the pricing tailwind… — seekingalpha.com · 08/26 10:52a https://seekingalpha.com/article/4940366-progressive-july-results-show-the-growth-mix-is-changing • Scott Bessent Hasn't Crashed The Market Long-term US Treasury yields have surged, but equity markets and the VIX show little fear or contagion. The Fed's credibility is under scrutiny as inflation remains above target and policy action lags hawkish messaging. — seekingalpha.com · 08/26 10:38a https://seekingalpha.com/article/4940359-scott-bessent-hasnt-crashed-market • Forget growth stocks. Buy value before the hangover. Gold broke out of a nine-week range and Kenny Polcari thinks the move is fear rather than fundamentals. Adam Shapiro, managing editor at AInvest, would still consider buying it, around the 15% Ray Dalio floated, on one condition: decide now when you are getting out. — youtube.com · 08/26 10:35a https://www.youtube.com/watch?v=YIZ46scbV3w • Auburn National Bancorporation: Why I Will Initiate A Long Position Auburn National Bancorporation leads the Lee County deposit market with robust loan quality and a $100M market cap. AUBN delivered strong H1 results, reversing loan loss provisions and posting $1.29 EPS, supporting a 4% dividend yield at a 40% payout ratio. The loan book is 60%… — seekingalpha.com · 08/26 10:30a https://seekingalpha.com/article/4940142-auburn-national-bancorporation-why-i-will-initiate-a-long-position

🐘 NEW BIG-CAP MOVERS:

1. META +2% $582.59 (1484B cap) Meta reaches $18 billion of settlements over children's social media addiction Meta Platforms agreed to make major changes to Facebook and Instagram and pay up to $18 billion to resolve claims by most U.S. states that it designed those platforms to addict children and misled consumers about their safety. — reuters.com · 08/26 11:20a https://www.reuters.com/business/meta-reaches-18-billion-settlements-over-childrens-social-media-addiction-2026-08-26/

📈 NEW GAINERS:

1. ANF +37% $148.99 (6.6B cap) Abercrombie & Fitch Q2 Earnings Call Highlights Abercrombie & Fitch NYSE: ANF reported record second-quarter fiscal 2026 net sales of $1.27 billion, up 5% from a year earlier, as growth across regions and brands exceeded the company's prior outlook. The retailer also raised its full-year sales, operating-margin and earnings-p… — marketbeat.com · 08/26 11:06a https://www.marketbeat.com/instant-alerts/transcript-abercrombie-fitch-q2-earnings-call-highlights-2026-08-26/

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