🆕 Newsmakers — 1:30p ET, 2026-08-11 — new since last alert

📰 NEW MARKET THEMES: • Unitree's IPO may be just the beginning of an investor frenzy over humanoid-robot stocks The Chinese company will be the first to market in a wave of new humanoid-robotics IPOs. — marketwatch.com · 08/11 1:17p https://www.marketwatch.com/story/unitrees-ipo-may-be-just-the-beginning-of-an-investor-frenzy-over-humanoid-robot-stocks-8c2d39b6 • Burry Vs Jensen: The Number That Breaks The AI Boom Nvidia Corporation (NVDA) faces a pivotal debate on GPU depreciation, with CEO Jensen Huang advocating longer useful lives versus Michael Burry's shorter timeline. NVDA's move to establish compute financing platforms, backed by major institutional lenders, aims to mobilize $500B… — seekingalpha.com · 08/11 12:49p https://seekingalpha.com/article/4934814-burry-vs-jensen-the-number-that-breaks-the-ai-boom • AI Capex To Hit $1 Trillion - And Estimates Are Still Too Low Analysts have persistently underestimated Big Tech AI spending, with guided 2026 spending now over 150% higher than initial estimates. JP Morgan and Goldman Sachs are now forecasting AI capex of $1 trillion or more in 2027, and trillions more in the coming years. — seekingalpha.com · 08/11 12:37p https://seekingalpha.com/article/4934806-ai-capex-to-hit-1-trillion-and-estimates-are-still-too-low • Market Midday: Stocks Lower, Oil Rises Amid Iran War Concerns • 8/11/26 The CNBC Business News Update with Jessica Ettinger features market numbers & news with CNBC expert analysis and sound from top business names. Updated throughout the business day. — youtube.com · 08/11 12:28p https://www.youtube.com/watch?v=cDPmDmYhZF8 • Altius Minerals Corporation (ALS:CA) Q2 2026 Earnings Call Transcript Altius Minerals Corporation (ALS:CA) Q2 2026 Earnings Call Transcript — seekingalpha.com · 08/11 12:27p https://seekingalpha.com/article/4934843-altius-minerals-corporation-als-ca-q2-2026-earnings-call-transcript

🐘 NEW BIG-CAP MOVERS:

1. IREN +4% $40.10 (14B cap) Riot Platforms Soars 17% on $9.1B Anthropic Data Center Deal; AI Infrastructure Peers IREN, Applied Digital, TeraWulf Head Higher Shares of Riot Platforms (NASDAQ:RIOT | RIOT Price Prediction) are up 17% to $22.64 Tuesday morning after the company disclosed a landmark AI data center lease alongside its latest quarterly report. — 247wallst.com · 08/11 9:05a https://247wallst.com/investing/2026/08/11/riot-platforms-soars-17-on-9-1b-anthropic-data-center-deal-ai-infrastructure-peers-iren-applied-digital-terawulf-head-higher/

2. AAL +3% $15.46 (10B cap) American Airlines Advances Sustainable Aviation With eSAF Flight AAL's first passenger flight using eSAF shows the fuel can work in existing aircraft and infrastructure, advancing its lower-carbon strategy. — zacks.com · 08/10 2:01p https://www.zacks.com/stock/news/2972213/american-airlines-advances-sustainable-aviation-with-esaf-flight?cid=CS-STOCKNEWSAPI-FT-analyst_blog|company_news_corporate_actions-2972213

3. NOK +3% $9.40 (51B cap) Nokia Declines 28.7% in Three Months: Should You Buy the Dip? NOK's shares have slumped 28.7%, but AI infrastructure growth and stronger networking demand could offer a path to recovery. — zacks.com · 08/11 12:55p https://www.zacks.com/stock/news/2972915/nokia-declines-28-7-in-three-months-should-you-buy-the-dip?cid=CS-STOCKNEWSAPI-FT-analyst_blog|most_popular_stocks-2972915

📈 NEW GAINERS:

1. NIQ +41% $16.51 (4.9B cap) Why NIQ Global Intelligence Stock Is Skyrocketing Today NIQ's second-quarter report arrived with significant sales and earnings beats. The company also raised its full-year guidance and appears to be making progress reducing its leverage ratio. — fool.com · 08/11 12:06p https://www.fool.com/investing/2026/08/11/why-niq-global-stock-is-skyrocketing-today/

2. FENC +17% $12.75 (443M cap) Fennec Pharmaceuticals Inc. (FENC) Q2 2026 Earnings Call Transcript Fennec Pharmaceuticals Inc. (FENC) Q2 2026 Earnings Call Transcript — seekingalpha.com · 08/11 12:57p https://seekingalpha.com/article/4934858-fennec-pharmaceuticals-inc-fenc-q2-2026-earnings-call-transcript

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