🆕 Newsmakers 12:30p ET — new news — 2026-08-25
🆕 Newsmakers — 12:30p ET, 2026-08-25 — new since last alert
📰 NEW MARKET THEMES: • Stanley Druckenmiller leads doubters who think Bessent's bond ploys will fail Billionaire investor Stanley Druckenmiller cast doubt on whether the Treasury Department's recent bond market maneuvers will be successful. In a published op-ed, Druckenmiller said Treasury Secretary Scott Bessent's efforts may not only fail to bring down government bond yields,… — cnbc.com · 08/25 12:12p https://www.cnbc.com/2026/08/25/stanley-druckenmiller-leads-doubters-who-think-bessents-bond-ploys-will-fail.html • Forget Iran; Bessent Gave Us 1 Trillion Reasons To Buy The Treasury's expanded secondary sanctions on Iran are overshadowed by its plan to fund buybacks from the TGA, shifting liquidity dynamics. Market reactions to 'Operation Economic Outcast' were muted, with Brent crude falling and equities flat, signaling the Iran risk is alread… — seekingalpha.com · 08/25 11:59a https://seekingalpha.com/article/4940025-forget-iran-bessent-gave-us-1-trillion-reasons-to-buy • S&P/TSX Energy Index Rallies 16% in July, Tops Canadian Sectors The S&P/TSX Energy Index jumped 16% in July, emerging as the standout performer in an otherwise subdued Canadian equity market. Despite energy's strong performance, Canadian energy equity ETFs recorded $244 million in net outflows. — etftrends.com · 08/25 11:27a https://www.etftrends.com/etfs-in-canada-content-hub/sp-tsx-energy-index-rallies-16-in-july-tops-canadian-sectors/ • JPMorgan's Kevin Curtin on AI backlash: There's always risk with financing infrastructure projects Kevin Curtin, JPMorgan AI Infrastructure Investment Banking head, joins 'Squawk on the Street' to discuss the growing backlash to new data centers as tech companies pour billions into the AI buildout. — youtube.com · 08/25 11:25a https://www.youtube.com/watch?v=qFz8LzlbaOM
🐘 NEW BIG-CAP MOVERS:
-
SMCI +9% $38.43 (25B cap) SMCI's Backlogs are Growing at a Record Pace: What's Ahead? Super Micro Computer's record backlog and AI demand set the stage for growth, with management expecting AI solutions to exceed 80% of revenues. — zacks.com · 08/25 11:56a https://www.zacks.com/stock/news/2979795/smci-s-backlogs-are-growing-at-a-record-pace-what-s-ahead?cid=CS-STOCKNEWSAPI-FT-analyst_blog|quick_take-2979795
-
BMNR +4% $25.16 (14B cap) Crypto Stocks Rally While Bitcoin Trades Near $80K: CleanSpark Jumps 7%, BitMine Climbs 4% Crypto-linked equities are outrunning the coins in Tuesday morning trade. The CoinShares Bitcoin Mining and Digital Power ETF (NASDAQ:WGMI) is up 4% to $46.55, while the iShares Bitcoin Trust ETF (NASDAQ:IBIT) is up 0.6% to $44.92. — 247wallst.com · 08/25 12:16p https://247wallst.com/investing/2026/08/25/crypto-stocks-rally-while-bitcoin-trades-near-80k-cleanspark-jumps-7-bitmine-climbs-4/
-
SPCX +2% $138.37 (1809B cap) SpaceX Rises 3% as Musk Pulls the NVIDIA Orbital Data Center Into 2027, JPMorgan Sees 75% Upside SpaceX (NASDAQ:SPCX | SPCX Price Prediction) stock is up 3% to $139.06 midday Tuesday, breaking from a lukewarm space complex that hasn't followed the move. — 247wallst.com · 08/25 12:22p https://247wallst.com/investing/2026/08/25/spacex-rises-3-as-musk-pulls-the-nvidia-orbital-data-center-into-2027-jpmorgan-sees-75-upside/
— new items only (already-sent headlines filtered). Full list in the 10am/3pm digest.