🆕 Newsmakers — 11:30a ET, 2026-08-28 — new since last alert

📰 NEW MARKET THEMES: • Fed's Warsh: Full Speech at Jackson Hole Symposium Federal Reserve Chairman Kevin Warsh said inflation isn't meaningfully slowing and warned that policymakers must be confident that it is, otherwise the central bank has “work to do.” He reiterated that policymakers will return inflation to their 2% goal, which he said is a firm… — youtube.com · 08/28 11:16a https://www.youtube.com/watch?v=iLpSvNQoPR0 • Every Fed Meeting Is Now 'Live,' Pimco's Clarida Says Richard Clarida, Pimco global economic adviser and a former Federal Reserve vice chairman, says the Fed is prepared to hike if inflation pressures don't ease. He speaks after Fed Chairman Kevin Warsh's speech at the central bank's annual conference in Jackson Hole, Wyoming. — youtube.com · 08/28 11:13a https://www.youtube.com/watch?v=065mzZhF-Hs • The Fed Is Challenged, & Red Tape Is Repricing the Miners US data left the Federal Reserve in an uncomfortable position. Core PCE for July rose 0.2% month on month and 3.3% year on year, both in line with consensus, while headline PCE came in firmer at 3.7%, a tenth above expectations1. — etftrends.com · 08/28 11:11a https://www.etftrends.com/coinshares-content-hub/fed-challenged-red-tape-repricing-miners/ • Investors Wait On Warsh's Comments At Jackson Hole Warsh not expected to say much about monetary policy in Jackson Hole. Nvidia banks second-largest one-day stock gain. — seekingalpha.com · 08/28 11:10a https://seekingalpha.com/article/4941296-investors-wait-on-warsh-comments-at-jackson-hole • The U.S. economy created fewer new jobs in 2025-26 than initially reported. Here's how big the change is. The economy created slightly fewer jobs from the spring of 2025 to the spring of 2026 than originally reported, new government figures show, leaving intact an image of a sluggish labor market in which hiring was unusually slow. — marketwatch.com · 08/28 11:09a https://www.marketwatch.com/story/the-u-s-economy-created-fewer-new-jobs-in-2025-26-than-initially-reported-heres-how-big-the-change-is-175efd60

🐘 NEW BIG-CAP MOVERS:

1. AMZN +4% $266.74 (2869B cap) 4 Cloud Computing Stocks to Profit Amid Intense Market Volatility GOOGL, MSFT, AMZN and ANET stand out as cloud computing plays as AI, scalability and cost efficiency fuel enterprise adoption. — zacks.com · 08/28 11:05a https://www.zacks.com/stock/news/2981747/4-cloud-computing-stocks-to-profit-amid-intense-market-volatility?cid=CS-STOCKNEWSAPI-FT-cloud_computing-2981747

2. CRM +4% $261.76 (214B cap) Salesforce Q2 Earnings Call Focuses on AI-Led Reacceleration CRM raises its fiscal 2027 revenue outlook as AI demand, stronger bookings and low attrition reinforce its case for organic reacceleration. — zacks.com · 08/28 11:01a https://www.zacks.com/stock/news/2981748/salesforce-q2-earnings-call-focuses-on-ai-led-reacceleration?cid=CS-STOCKNEWSAPI-FT-analyst_blog_plus|earnings_call_takeaways-2981748

3. AAPL +2% $321.96 (4729B cap) Machine learning algorithm sets Apple stock price for iPhone Fold September 9 launch Apple (NASDAQ: AAPL) stock is in focus as the market expects the company to launch its first foldable iPhone model on September 9. — finbold.com · 08/28 9:32a https://finbold.com/machine-learning-algorithm-sets-apple-stock-price-for-iphone-fold-september-9-launch/

📈 NEW GAINERS:

1. SOLS +15% $64.66 (10B cap) Solstice Stock Is Surging After Terminating Element Merger Solstice Advanced Materials Inc. (NYSE:SOLS) shares are jumping Friday after the company and Element Solutions mutually agreed to terminate their pending merger. Here's what you need to know. — benzinga.com · 08/28 10:57a https://www.benzinga.com/trading-ideas/movers/26/08/61496136/solstice-stock-is-surging-after-terminating-element-merger

2. APMD +12% $32.20 (1.3B cap) (no fresh news today — likely technical / low-coverage move)

3. WBTN +11% $11.02 (1.5B cap) (no fresh news today — likely technical / low-coverage move)

4. MOBI +8% $11.49 (382M cap) Mobia Medical Announces Addition of Paired VNS to Updated AHA Stroke Guidelines AUSTIN, Texas, Aug. 28, 2026 (GLOBE NEWSWIRE) -- Mobia Medical, Inc. (Nasdaq: MOBI), a medical device company redefining stroke recovery for survivors living with life-altering motor impairments, today announced that implantable paired Vagus Nerve Stimulation (VNS) has been reco… — globenewswire.com · 08/28 7:30a https://www.globenewswire.com/news-release/2026/08/28/3352638/0/en/mobia-medical-announces-addition-of-paired-vns-to-updated-aha-stroke-guidelines.html

5. AMZU +8% $39.74 (361M cap) (no fresh news today — likely technical / low-coverage move)

6. AFRM +8% $83.80 (28B cap) Affirm Q4 Earnings Call Highlights Growth and Product Expansion AFRM???s record profitability, card momentum and merchant expansion frame fiscal 2027 as it balances growth with tight credit discipline. — zacks.com · 08/28 11:01a https://www.zacks.com/stock/news/2981750/affirm-q4-earnings-call-highlights-growth-and-product-expansion?cid=CS-STOCKNEWSAPI-FT-analyst_blog_plus|earnings_call_takeaways-2981750

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