🆕 Newsmakers — 12:30p ET, 2026-08-21 — new since last alert

📰 NEW MARKET THEMES: • States are coming after prediction markets — and setting up a costly legal battle over who gets to regulate them Prediction markets like Kalshi are regulated in different ways across states. There's a better way for them to thrive. — marketwatch.com · 08/21 12:14p https://www.marketwatch.com/story/states-are-coming-after-prediction-markets-and-setting-up-a-costly-legal-battle-over-who-gets-to-regulate-them-f9ab9a37 • Nasdaq-100: Banks Are Moving Higher While Tech Waits for the Long Bond to Cool Off Nasdaq-100 rebounds Friday, but high Treasury yields still pressure tech stocks as banks and materials lead the market rotation. — fxempire.com · 08/21 12:07p https://www.fxempire.com/forecasts/article/nasdaq-100-banks-are-moving-higher-while-tech-waits-for-the-long-bond-to-cool-off-1618090 • Treasury's Liquidity Boost "Band-Aid" & Fixed Income Strategies to Consider @CharlesSchwab's Cooper Howard calls the Treasury Secretary Scott Bessent's plan to double come liquidity support for longer-dated treasuries a "relative band-aid." He notes signs of concern he expects to persist. — youtube.com · 08/21 12:00p https://www.youtube.com/watch?v=6yR549zociA • Humanoid Robots Put China Ahead in Tech Race China's humanoid robot makers now control 97% of global shipments, giving Beijing an early lead over U.S. rivals. At the World Robot Conference, robots sort boxes, handle laundry, and bag clothes, but the real test is whether they can become everyday tools. — youtube.com · 08/21 12:00p https://www.youtube.com/watch?v=CjT7Z1yJnUQ • Bessent Broke It: Only Warsh Can Fix It The Treasury's expanded buyback operations failed to meaningfully support long-dated bonds but triggered a sharp drop in the dollar. Gold, Silver, Bitcoin, and international stocks rallied on dollar weakness, while broad equity indexes declined. — seekingalpha.com · 08/21 11:53a https://seekingalpha.com/article/4939165-bessent-broke-it-only-warsh-can-fix-it

🐘 NEW BIG-CAP MOVERS:

1. SOFI +6% $18.97 (24B cap) SoFi Climbs 5% as Robinhood Spikes 13%, Affirm Ticks Up: Is There a Crypto Connection Here? Fintech is Friday's sympathy trade, driven by Bitcoin‘s (CRYPTO:BTC)'s breakout pulling capital into retail brokerages and crypto-linked fintech corners. — 247wallst.com · 08/21 11:34a https://247wallst.com/investing/2026/08/21/sofi-climbs-5-as-robinhood-spikes-13-affirm-ticks-up-is-there-a-crypto-connection-here/

2. TSLA +5% $363.14 (1434B cap) Tesla Rallies 4% on Europe Semi Launch and Las Vegas Robotaxi Permits, Uber Ticks Up The autonomy bid is running through Tesla (NASDAQ:TSLA | TSLA Price Prediction) today, not across the sector. — 247wallst.com · 08/21 11:27a https://247wallst.com/investing/2026/08/21/tesla-rallies-4-on-europe-semi-launch-and-las-vegas-robotaxi-permits-uber-ticks-up/

3. NU +4% $14.75 (71B cap) (no fresh news today — likely technical / low-coverage move)

📈 NEW GAINERS:

1. AIAI +31% $5.92 (416M cap) NetraMark Corporate Update Highlights Record C$3.4 Million in Fiscal 2026 Contract Bookings, Up 645% from Previous Annual High TORONTO, Aug. 20, 2026 (GLOBE NEWSWIRE) -- NetraMark Holdings Inc . (the "Company" or "NetraMark") (TSX: AIAI) (OTCQB: AINMF) (Frankfurt: PF0), an artificial intelligence company transforming clinical trials with AI-powered precision analytics in the pharmaceutical industry, tod… — globenewswire.com · 08/20 7:00a https://www.globenewswire.com/news-release/2026/08/20/3348227/0/en/netramark-corporate-update-highlights-record-c-3-4-million-in-fiscal-2026-contract-bookings-up-645-from-previous-annual-high.html

2. ELMT +17% $19.45 (584M cap) (no fresh news today — likely technical / low-coverage move)

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