🆕 Newsmakers — 11:30a ET, 2026-08-27 — new since last alert

📰 NEW MARKET THEMES: • Jackson Hole Could End In 3 Ways Kevin Warsh's upcoming Jackson Hole speech is pivotal for bond markets and the S&P 500, given recent Treasury interventions and hotter-than-expected headline inflation. Warsh's 'less is more' communication risks unsettling markets; investors seek explicit commitment to the 2% in… — seekingalpha.com · 08/27 11:23a https://seekingalpha.com/article/4940878-jackson-hole-could-end-in-3-ways • Nvidia's Robust Results Power Nasdaq, S&P 500 Index Nvidia reports triple-digit increase in sales. Marvell reports after the bell. — seekingalpha.com · 08/27 11:20a https://seekingalpha.com/article/4940920-nvidia-robust-results-power-nasdaq-sp500-index • 3M Doing The Right Things And Still Leveraged To Cyclical Recovery 3M's core industrial business is benefiting from a strengthening short-cycle recovery, while 30%-40% of end-markets remain weak, notably consumer electronics and auto. An expanding manufacturing recovery could drive beat-and-raise quarters, and management has been restrained on… — seekingalpha.com · 08/27 11:06a https://seekingalpha.com/article/4940868-3m-doing-the-right-things-and-still-leveraged-to-cyclical-recovery • U.S. Natural Gas Gains Ahead of Inventory Data U.S. natural gas futures remained higher after weekly storage data came out. — wsj.com · 08/27 11:02a https://www.wsj.com/finance/commodities-futures/u-s-natural-gas-gains-ahead-of-inventory-data-56850438 • ‘CORRUPTION': Dr. Mehmet Oz highlights the Medicaid fraud battle Medicare and Medicaid Services Admin Dr. Mehmet Oz joins Cheryl Casone to discuss the FDA approval of Rasonque for pancreatic cancer and a CMS crackdown on Medicaid fraud. — youtube.com · 08/27 11:00a https://www.youtube.com/watch?v=JGZJeF1gXJY

🐘 NEW BIG-CAP MOVERS:

1. CRM +20% $247.05 (202B cap) Salesforce Rewarded The Brave: Now Sell And Take Your Gains (Rating Downgrade) Salesforce surged 13% post-Q2 FY27, but recent gains are driven by noisy, non-recurring EPS items and inorganic growth. cRPO growth outpaced revenue, signaling near-term acceleration, yet organic revenue guidance was only modestly raised amid acquisition-driven boosts. CRM's rec… — seekingalpha.com · 08/27 10:37a https://seekingalpha.com/article/4940840-salesforce-rewarded-the-brave-now-sell-and-take-your-gains-downgrade

2. NVDA +8% $225.47 (5461B cap) After Nvidia Confirms the AI Boom Is Alive, Cybersecurity Stocks Are Ripping Higher The AI boom has moved beyond a handful of chipmakers and cloud giants. As companies pour more money into artificial intelligence, they are also creating more systems, identities, data and autonomous agents that need protection. — 247wallst.com · 08/27 11:20a https://247wallst.com/investing/2026/08/27/after-nvidia-confirms-the-ai-boom-is-alive-cybersecurity-stocks-are-ripping-higher/

3. INTC +3% $91.01 (459B cap) Why is AMD stock falling while Intel stock rises after Nvidia's earnings? Nvidia's blowout earnings gave semiconductor stocks a lift on Thursday, after the world's leading AI chipmaker projected 70% revenue growth for fiscal 2028 and signaled that demand for artificial intelligence infrastructure remains well above current supply. The Philadelphia Sem… — invezz.com · 08/27 11:18a https://invezz.com/news/2026/08/27/why-is-amd-stock-falling-while-intel-stock-rises-after-nvidias-earnings/

4. IBIT +3% $45.67 (76B cap) ETFs to Watch After Revival of Bitcoin Bitcoin surged past $80,000 on Aug. 25, 2026, after the U.S. Department of the Treasury announced that it would double its long-dated bond buyback program. The "debasement trade" amid escalating national debt concerns mainly led to the rise in Bitcoin prices. — zacks.com · 08/27 11:21a https://www.zacks.com/stock/news/2981148/etfs-to-watch-after-revival-of-bitcoin?cid=CS-STOCKNEWSAPI-FT-etf_news_and_commentary-2981148

📈 NEW GAINERS:

1. OKTA +27% $170.64 (28B cap) Wall Street Lunch: Trump Administration Weighs Broader Semiconductor Tariffs The Trump administration may impose new tariffs on semiconductors, potentially impacting a broad range of tech products and complicating U.S. AI ambitions. Okta (OKTA) rallies on strong Q2 results and raised full-year guidance, highlighting robust demand for its security solutio… — seekingalpha.com · 08/27 11:09a https://seekingalpha.com/article/4940899-wall-street-lunch-trump-administration-weighs-broader-semiconductor-tariffs

2. CRM +20% $247.18 (202B cap) Salesforce Rewarded The Brave: Now Sell And Take Your Gains (Rating Downgrade) Salesforce surged 13% post-Q2 FY27, but recent gains are driven by noisy, non-recurring EPS items and inorganic growth. cRPO growth outpaced revenue, signaling near-term acceleration, yet organic revenue guidance was only modestly raised amid acquisition-driven boosts. CRM's rec… — seekingalpha.com · 08/27 10:37a https://seekingalpha.com/article/4940840-salesforce-rewarded-the-brave-now-sell-and-take-your-gains-downgrade

3. CRWD +18% $223.80 (228B cap) CRWD Q2 Earnings Call Puts AI Security at Center of Outlook CrowdStrike lifts its fiscal 2027 ARR outlook as Falcon Flex accelerates platform adoption and AI security demand broadens across the business. — zacks.com · 08/27 11:01a https://www.zacks.com/stock/news/2981025/crwd-q2-earnings-call-puts-ai-security-at-center-of-outlook?cid=CS-STOCKNEWSAPI-FT-analyst_blog_plus|earnings_call_takeaways-2981025

4. VEEV +16% $284.82 (46B cap) Veeva Systems Stock Is Having Its Best Day Ever as Software Sector Rallies Veeva Systems stock surges and is having its best day ever after the software company's quarterly earnings and guidance made Wall Street believers. — barrons.com · 08/27 10:40a https://www.barrons.com/articles/veeva-systems-earnings-stock-price-software-232082de

5. FWDI +15% $6.84 (504M cap) (no fresh news today — likely technical / low-coverage move)

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