🆕 Newsmakers — 12:30p ET, 2026-08-27 — new since last alert

📰 NEW MARKET THEMES: • Farm, biofuel groups urge Trump to curb expanded refinery exemptions A coalition of U.S. farm and biofuel groups has urged ‌President Donald Trump to reject a proposed expansion of exemptions from the nation's biofuel blending requirements, warning that a surge in waivers for small refineries would hurt rural America by undercutting demand for Am… — reuters.com · 08/27 11:58a https://www.reuters.com/business/energy/farm-biofuel-groups-urge-trump-curb-expanded-refinery-exemptions-2026-08-27/ • InfuSystems: More Upside Ahead InfuSystems has shifted to a profit-focused strategy, driving a 24% FY25 adjusted EBITDA increase and maintaining strong margins despite GE contract restructuring. Wound Care revenue surged 154% due to partnerships and favorable reimbursement, while Oncology achieved record volu… — seekingalpha.com · 08/27 11:58a https://seekingalpha.com/article/4940907-infusystems-more-upside-ahead • A new tax on these companies would help Washington shrink the deficit This month, the U.S. Treasury Department made two ominous announcements: that it will no longer require shell companies to identify who owns them, and that the U.S. federal debt has hit $40 trillion. — marketwatch.com · 08/27 11:57a https://www.marketwatch.com/story/a-new-tax-on-these-companies-would-help-washington-shrink-the-deficit-354456ee • Treasuries Look Vulnerable to Another Vague Warsh Speech Kevin Warsh's inauspicious start as chairman of the Federal Reserve has guaranteed that his speech on Friday at the central bank's annual Jackson Hole conference will command rapt attention.  Bloomberg Surveillance Host Tom Keene discusses his expectations for this Jackson Hole… — youtube.com · 08/27 11:54a https://www.youtube.com/watch?v=-07b7YGvYjo • Ross Q2: Dressed For Continued Outperformance, Shares Fairly Valued Shares in Ross Stores continue to outperform the broader discount retail market, with YTD gains of over 30%. The company put out another strong quarterly release in mid-August which included beats on both the top and bottom lines, as well as raised forward guidance. At nearly 30… — seekingalpha.com · 08/27 11:36a https://seekingalpha.com/article/4940891-ross-q2-dressed-for-continued-outperformance-shares-fairly-valued

🐘 NEW BIG-CAP MOVERS:

1. CRM +21% $248.61 (204B cap) Jobless Claims Decreased More Than Expected Pre-market futures are mixed this morning — down -110 points on the blue-chip Dow, but +240 points on the tech heavy Nasdaq, with the S&P 500 splitting the difference, +22 points. This follows a Wednesday afternoon chock-full of earnings beats in the tech sector: +18% on Okta (… — zacks.com · 08/27 12:10p https://www.zacks.com/stock/news/2981129/jobless-claims-decreased-more-than-expected?cid=CS-STOCKNEWSAPI-FT-economic_highlights-2981129

2. NVDA +9% $228.59 (5536B cap) When Dan Ives Names the Next AI Winners, Does His Own Fund Already Own Them? On CNBC's Morning Call Sheet on August 27, 2026, longtime tech analyst Dan Ives told viewers where the next dollars flow after NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) reignited the AI rally. — 247wallst.com · 08/27 12:12p https://247wallst.com/investing/2026/08/27/when-dan-ives-names-the-next-ai-winners-does-his-own-fund-already-own-them/

3. ETHA +2% $19.04 (12B cap) (no fresh news today — likely technical / low-coverage move)

📈 NEW GAINERS:

1. OKTA +27% $171.29 (28B cap) Jobless Claims Decreased More Than Expected Pre-market futures are mixed this morning — down -110 points on the blue-chip Dow, but +240 points on the tech heavy Nasdaq, with the S&P 500 splitting the difference, +22 points. This follows a Wednesday afternoon chock-full of earnings beats in the tech sector: +18% on Okta (… — zacks.com · 08/27 12:10p https://www.zacks.com/stock/news/2981129/jobless-claims-decreased-more-than-expected?cid=CS-STOCKNEWSAPI-FT-economic_highlights-2981129

2. CRM +21% $248.58 (204B cap) Jobless Claims Decreased More Than Expected Pre-market futures are mixed this morning — down -110 points on the blue-chip Dow, but +240 points on the tech heavy Nasdaq, with the S&P 500 splitting the difference, +22 points. This follows a Wednesday afternoon chock-full of earnings beats in the tech sector: +18% on Okta (… — zacks.com · 08/27 12:10p https://www.zacks.com/stock/news/2981129/jobless-claims-decreased-more-than-expected?cid=CS-STOCKNEWSAPI-FT-economic_highlights-2981129

3. VEEV +17% $286.52 (47B cap) VEEV Q2 Earnings Call Centers on Falcon and CRM Momentum Veeva spotlights Falcon AI demand and record Vault CRM execution as stronger Q2 results support higher fiscal 2027 guidance. — zacks.com · 08/27 11:41a https://www.zacks.com/stock/news/2981027/veev-q2-earnings-call-centers-on-falcon-and-crm-momentum?cid=CS-STOCKNEWSAPI-FT-analyst_blog_plus|earnings_call_takeaways-2981027

4. CRWD +17% $220.96 (225B cap) CrowdStrike CEO Says the Company Had Its Best Quarter Ever. The Stock Is Rallying CrowdStrike shares are soaring after the cybersecurity software firm posted what CEO George Kurtz called “the best quarter in CrowdStrike's history.” — investopedia.com · 08/27 12:16p https://www.investopedia.com/market-update-crowdstrike-ceo-says-the-company-had-its-best-quarter-ever-the-stock-is-rallying-crwd-12069408

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