🆕 Newsmakers — 12:30p ET, 2026-08-13 — new since last alert

📰 NEW MARKET THEMES: • Reassured By Cooler July CPI? This Chart Points To A Rate Hike July CPI came in at 0.1% monthly and 3.4% annually, and markets cut the odds of a September hike. In my view the tightening risk did not go away. — seekingalpha.com · 08/13 12:20p https://seekingalpha.com/article/4936168-reassured-by-cooler-july-cpi-chart-points-to-rate-hike • Flock to Add Safeguards to AI Surveillance Tools After Backlash The surveillance-technology company has faced criticism over the risks of police abuse of its AI-enabled camera system. — wsj.com · 08/13 12:18p https://www.wsj.com/tech/flock-to-add-safeguards-to-ai-surveillance-tools-after-backlash-910eabee • Bill Ackman's Newest Holdings The hedge fund manager has added Visa, Mastercard, Netflix and three other new investments to his portfolios. — barrons.com · 08/13 12:07p https://www.barrons.com/articles/bill-ackman-pershing-square-funds-stocks-7c7318b3 • Rate Hikes "Won't Derail" Stock Market & Crypto's Midterm Elections Catalyst PPI continued the trend CPI by signaling inflation is cooling. @CharlesSchwab's Kevin Gordon expects the Fed to hold interest rates in its next meeting with current data in mind. — youtube.com · 08/13 12:00p https://www.youtube.com/watch?v=XhOGU7DMa2w • Unusual Machines Q2: The Valuation Still Requires A Lot Unusual Machines delivered Q2 revenue of $16.7M, doubling sequentially and up 687% YoY, with gross margin rising to 34.7%. UMAC's valuation remains stretched at $27, requiring belief in rapid scaling to several hundred million in revenue and eventual profitability. Q3 revenue is… — seekingalpha.com · 08/13 11:56a https://seekingalpha.com/article/4936144-unusual-machines-q2-the-valuation-still-requires-a-lot

🐘 NEW BIG-CAP MOVERS:

1. SMCI +6% $40.01 (26B cap) Super Micro Computer: Strong Quarter And Outlook, But Concerns Remain Helped by delays of large-scale, low margin AI date center projects, Super Micro Computer delivered much better-than-expected profitability and cash flows in the final quarter of fiscal year 2026. In addition, SMCI management provided first quarter and full fiscal year 2027 guid… — seekingalpha.com · 08/13 11:39a https://seekingalpha.com/article/4936125-super-micro-computer-strong-quarter-and-outlook-but-concerns-remain

2. NOK +3% $10.64 (57B cap) (no fresh news today — likely technical / low-coverage move)

📈 NEW GAINERS:

1. ARX +43% $19.52 (4.3B cap) Shareholder Alert: Ademi LLP investigates whether Accelerant Holdings is obtaining a Fair Price for Public Shareholders Shareholder Alert: Ademi LLP investigates whether Accelerant Holdings is obtaining a Fair Price for Public Shareholders PR Newswi — gurufocus.com · 08/13 11:00a https://www.gurufocus.com/news/9032105/shareholder-alert-ademi-llp-investigates-whether-accelerant-holdings-is-obtaining-a-fair-price-for-public-shareholders

2. AVAH +18% $10.71 (2.3B cap) Aveanna Healthcare Q2 Earnings Call Highlights Aveanna Healthcare NASDAQ: AVAH reported higher second-quarter revenue and adjusted EBITDA, supported by growth across its three operating divisions, improved reimbursement rates, increased volumes and operational efficiencies. The company also raised its full-year outlook and u… — marketbeat.com · 08/13 12:05p https://www.marketbeat.com/instant-alerts/aveanna-healthcare-q2-earnings-call-highlights-2026-08-13/

3. TMS +17% $8.70 (626M cap) (no fresh news today — likely technical / low-coverage move)

4. SNDK +16% $1554.56 (230B cap) Sandisk Unveils Multi-Year Financial Model and Growth Strategy, Memory Stocks Soar Sandisk's long-term model provides a credible bullish argument for continued strength in memory stocks, particularly if AI-driven storage demand develops as expected. — 247wallst.com · 08/13 12:06p https://247wallst.com/investing/2026/08/13/sandisk-unveils-multi-year-financial-model-and-growth-strategy-memory-stocks-soar/

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