🆕 Newsmakers — 12:30p ET, 2026-08-14 — new since last alert

📰 NEW MARKET THEMES: • Investors Confident in Economy as Hedging Activity Slides @CharlesSchwab's Joe Mazzola addresses the slight downturn in July retail sales and what the weakness means for the economy. With hedging at significant lows, Joe says investors are confident in the current market environment but warns of tailwinds "dissipating pretty quickly. — youtube.com · 08/14 12:00p https://www.youtube.com/watch?v=DWZMFd5P044 • Week Ahead for FX, Bonds: Fed Minutes, China Data in Focus Minutes to the recent Federal Reserve meeting, where U.S. interest rates were left on hold, will be closely monitored for any clues on whether rates could rise next month. — wsj.com · 08/14 11:58a https://www.wsj.com/economy/week-ahead-for-fx-bonds-fed-minutes-china-data-in-focus-6ad23f18 • What The Goldman Deal Changes For The NEOS Funds Goldman Sachs is acquiring NEOS Investments for up to $2.25B, targeting its $30B in high-yield, index-linked option ETFs. NEOS flagship funds like QQQI and SPYI offer higher yields than Goldman's equivalents and are expected to remain unchanged post-acquisition. Fee structures f… — seekingalpha.com · 08/14 11:56a https://seekingalpha.com/article/4936824-what-the-goldman-deal-changes-for-the-neos-funds • Luigi Mangione pleads guilty in federal case related to UnitedHealthcare CEO killing Luigi Mangione pleaded guilty Friday in New York federal court to stalking that led to the killing of UnitedHealthcare CEO Brian Thompson. Mangione's plea came weeks before jury selection is scheduled to start for the New York state court trial in which he is charged with murder… — cnbc.com · 08/14 11:52a https://www.cnbc.com/2026/08/14/luigi-mangione-pleads-guilty-brian-thompson-killing.html • Flock Cameras CEO Says They Want to Balance Safety and Privacy Garrett Langley, Flock Safety CEO and founder, talks about rolling out new guardrails to enhance privacy protections and reduce instances of abuse. Some police officers have been accused of misusing the company's license plate readers. — youtube.com · 08/14 11:49a https://www.youtube.com/watch?v=SV5cxky5dOo

🐘 NEW BIG-CAP MOVERS:

1. NU +10% $15.29 (74B cap) NU stock: why Q2 earnings may have unlocked further upside Nu Holdings (NU) shares are ripping higher this morning after the neobank reported blowout fiscal Q2 earnings, featuring a decisive top- and bottom-line beat. On the back of record unit economics, NU's revenue climbed 39% year-on-year to $5.9 billion – helping its net income soa… — invezz.com · 08/14 12:15p https://invezz.com/news/2026/08/14/nu-stock-why-q2-earnings-may-have-unlocked-further-upside/

2. F +2% $14.18 (57B cap) Driving the Next Generation Forward: Court Street Ford's Kenady Minley Recognized With 2026 Ally Sees Her Award Bourbonnais, Illinois rising leader receives national recognition in Miami for her commitment to community impact and shaping the future of the auto industry MIAMI, Aug. 14, 2026 /PRNewswire/ -- Ally Financial (NYSE: ALLY) announced at the 46th Annual National Association of Min… — prnewswire.com · 08/14 9:01a https://www.prnewswire.com/news-releases/driving-the-next-generation-forward-court-street-fords-kenady-minley-recognized-with-2026-ally-sees-her-award-302851331.html

📈 NEW GAINERS:

1. CAPR +55% $6.52 (375M cap) Kaplan Fox Announces a Securities Class Action Filed Against Capricor Therapeutics, Inc. (NASDAQ: CAPR) – Lead Plaintiff Deadline is September 28, 2026 NEW YORK, Aug. 14, 2026 (GLOBE NEWSWIRE) -- Kaplan Fox & Kilsheimer LLP announces that a class action lawsuit has been filed against Capricor Therapeutics, Inc. (“Capricor” or the “Company”) (NASDAQ: CAPR) on behalf of investors that purchased or otherwise acquired Capricor secu… — globenewswire.com · 08/14 11:45a https://www.globenewswire.com/news-release/2026/08/14/3345514/1020/en/kaplan-fox-announces-a-securities-class-action-filed-against-capricor-therapeutics-inc-nasdaq-capr-lead-plaintiff-deadline-is-september-28-2026.html

2. ETON +40% $57.17 (1.6B cap) Eton Pharmaceuticals: No Reason Pharma Can't Deliver More Great Earnings Like These Eton Pharmaceuticals, Inc. delivered record Q2 2026 results, with product sales up 99% and full-year revenue guidance raised to over $145 million. ETON targets over $500 million in peak annual sales by leveraging organic growth, pipeline development, and strategic acquisitions i… — seekingalpha.com · 08/14 11:36a https://seekingalpha.com/article/4936810-eton-pharmaceuticals-no-reason-pharma-cant-deliver-more-great-earnings-like-these

3. UMAC +25% $33.92 (1.6B cap) QUICK SPARK: Drone Stocks Rally on Trump's Latest Tariff Move U.S.-listed drone stocks are rallying after President Donald Trump imposed tariffs on foreign-made drones and drone parts. — benzinga.com · 08/14 11:59a https://www.benzinga.com/trading-ideas/movers/26/08/61216473/drone-stocks-rally-on-trumps-latest-tariff-move

4. NMAX +17% $11.09 (997M cap) Why Newsmax Stock Is Skyrocketing Today Newsmax's Q2 report delivered better-than-expected sales and earnings. Increasing sales contributions from licensing and affiliate fees could improve the business's margin profile. — fool.com · 08/14 11:52a https://www.fool.com/investing/2026/08/14/why-newsmax-stock-is-skyrocketing-today/

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