🆕 Newsmakers — 12:30p ET, 2026-08-26 — new since last alert

📰 NEW MARKET THEMES: • Harmonic: A Double Beat And Higher Guidance, Yet No Stock Reaction Harmonic delivered a 54% YoY Broadband revenue surge, double beat in Q2, and raised full-year guidance, yet shares remain flat. HLIT's margins are strengthening, with EBIT margin at 18.1% and management projecting a 4-5x profit increase for the year. Record broadband backlog and… — seekingalpha.com · 08/26 12:12p https://seekingalpha.com/article/4940422-harmonic-a-double-beat-and-higher-guidance-yet-no-stock-reaction • ASC 842 Is About To Drop A Bomb On AI Hype AI hyperscalers like Microsoft, Meta, Amazon, and Alphabet face a looming liability surge as ASC 842 lease accounting rules hit. ASC 842 will force recognition of long-term lease obligations on balance sheets, materially increasing reported leverage and altering financial optics. — seekingalpha.com · 08/26 11:58a https://seekingalpha.com/article/4940413-asc-842-is-about-to-drop-a-bomb-on-ai-hype • Kevin Warsh Just Got Another Reason to Raise Rates in September For much of 2026, investors have been trying to reconcile two competing forces: a Federal Reserve that wants inflation back at 2% and a White House that has pushed for lower borrowing costs. — 247wallst.com · 08/26 11:52a https://247wallst.com/investing/2026/08/26/kevin-warsh-just-got-another-reason-to-raise-rates-in-september/ • Russia's NORSI refinery halts oil processing after drone attack, sources say Russia's fourth-largest oil refinery and second-largest gasoline producer NORSI suspended crude oil ​processing on Wednesday after a Ukrainian ‌drone attack, three industry sources said. — reuters.com · 08/26 11:47a https://www.reuters.com/business/energy/russias-norsi-refinery-halts-oil-processing-after-drone-attack-sources-say-2026-08-26/ • U.S. Midterms: Policy Implications Matter More Than Political Outcomes Trade policy, geopolitical tensions, affordability pressures, AI-related concerns and conflict in the Middle East have all shaped the investment outlook. While the composition of Congress will undoubtedly influence policy at the sector level, particularly highly contested sector… — seekingalpha.com · 08/26 11:35a https://seekingalpha.com/article/4940431-us-midterms-policy-implications-matter-more-than-political-outcomes

📈 NEW GAINERS:

1. ANF +37% $148.81 (6.6B cap) Record Performance, Lawsuits, and More Trending Today A busy morning filled with inflation data and fresh earnings reports is pushing stocks higher at last check. — schaeffersresearch.com · 08/26 12:17p https://www.schaeffersresearch.com/content/news/2026/08/26/record-performance-lawsuits-and-more-trending-today

2. BHVN +13% $16.20 (2.4B cap) Biohaven and SK Biopharmaceuticals Enter into Strategic Global Licensing Agreement for Novel Kv7 Ion Channel Platform and Opakalim, Lead Candidate for Epilepsy Biohaven and SK Biopharmaceuticals Enter into Strategic Global Licensing Agreement for Novel Kv7 Ion Channel Platform and Opakalim, Lead Candida — gurufocus.com · 08/26 3:00a https://www.gurufocus.com/news/9053732/biohaven-and-sk-biopharmaceuticals-enter-into-strategic-global-licensing-agreement-for-novel-kv7-ion-channel-platform-and-opakalim-lead-candidate-for-epilepsy

3. CAPR +10% $9.13 (526M cap) Bronstein, Gewirtz & Grossman LLC Urges Capricor Therapeutics, Inc. Investors to Act: Class Action Filed Alleging Investor Harm New class action for Capricor (CAPR) urges investors to seek recovery for alleged securities fraud violations – lead plaintiff deadline of 9/28/2026 — globenewswire.com · 08/26 12:00p https://www.globenewswire.com/news-release/2026/08/26/3351587/9788/en/bronstein-gewirtz-grossman-llc-urges-capricor-therapeutics-inc-investors-to-act-class-action-filed-alleging-investor-harm.html

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