🆕 Newsmakers — 1:30p ET, 2026-08-12 — new since last alert

📰 NEW MARKET THEMES: • Hydro One Limited (H:CA) Q2 2026 Earnings Call Transcript Hydro One Limited (H:CA) Q2 2026 Earnings Call Transcript — seekingalpha.com · 08/12 1:17p https://seekingalpha.com/article/4935369-hydro-one-limited-h-ca-q2-2026-earnings-call-transcript • Maple Leaf Foods Inc. (MFI:CA) Q2 2026 Earnings Call Transcript Maple Leaf Foods Inc. (MFI:CA) Q2 2026 Earnings Call Transcript — seekingalpha.com · 08/12 1:17p https://seekingalpha.com/article/4935377-maple-leaf-foods-inc-mfi-ca-q2-2026-earnings-call-transcript • The Market's August Rally Is Sizzlin'—and Inflation Won't Throw Water on It Rising prices and a soft labor market give the Fed a pass on doing anything with rates. And that's absolutely fine with Wall Street. — barrons.com · 08/12 1:17p https://www.barrons.com/articles/stocks-bonds-inflation-jobs-oil-fed-e60a0ce3 • This Veteran Strategist Says the ‘No-Brainer' Stock Hedge Is Gone. What to Buy Instead. AllianceBernstein strategist Inigo Fraser Jenkins says the era of using 10-year U.S. bonds as an easy way to diversify stock portfolios is over. Possible diversifiers: Base metals and energy. — barrons.com · 08/12 12:49p https://www.barrons.com/articles/stocks-bonds-treasuries-investing-alliancebernstein-db03bc37 • Fed is still ‘inflation-first' after cooler CPI, but weak jobs report means it's no longer ‘inflation-only' – Natixis Wednesday morning's CPI report is proof that broad inflationary pressures are easing, but while the Federal Reserve is likely to remain focused on inflation between now and the September meeting, last Friday's dismal nonfarm payrolls data means both sides of the dual mandate are… — kitco.com · 08/12 12:33p https://www.kitco.com/news/article/2026-08-12/fed-still-inflation-first-after-cooler-cpi-weak-jobs-report-means-its-no

🐘 NEW BIG-CAP MOVERS:

1. CRWV +19% $107.54 (59B cap) Lumentum Rockets 15% on Blowout Earnings, Coherent Climbs 9%, Corning Gains 5% on Optics Earnings and CoreWeave, Super Micro Read-Through Lumentum (NASDAQ:LITE | LITE Price Prediction) shares are surging Wednesday, up 15% to $942 in midday trading after the optical components maker delivered a blowout fiscal Q4 2026 report. — 247wallst.com · 08/12 1:22p https://247wallst.com/investing/2026/08/12/lumentum-rockets-15-on-blowout-earnings-coherent-climbs-9-corning-gains-5-on-optics-earnings-and-coreweave-super-micro-read-through/

2. SMCI +19% $37.45 (24B cap) Lumentum Rockets 15% on Blowout Earnings, Coherent Climbs 9%, Corning Gains 5% on Optics Earnings and CoreWeave, Super Micro Read-Through Lumentum (NASDAQ:LITE | LITE Price Prediction) shares are surging Wednesday, up 15% to $942 in midday trading after the optical components maker delivered a blowout fiscal Q4 2026 report. — 247wallst.com · 08/12 1:22p https://247wallst.com/investing/2026/08/12/lumentum-rockets-15-on-blowout-earnings-coherent-climbs-9-corning-gains-5-on-optics-earnings-and-coreweave-super-micro-read-through/

3. NOK +10% $10.37 (56B 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

4. SPCX +9% $145.53 (1903B cap) Why SpaceX stock is soaring around 7% today SpaceX stock (SPCX) rose around 7% on Wednesday after CEO Elon Musk outlined ambitious plans for artificial intelligence and discussed Starlink and the company's longer-term future during an all-hands meeting with employees. The stock rose to $142.62 after closing Tuesday down 3… — invezz.com · 08/12 12:21p https://invezz.com/news/2026/08/12/why-spacex-stock-is-soaring-around-7-today/

5. INTC +4% $101.90 (514B cap) The Big 3: INTC, SBUX, CAT @Theotrade's Don Kaufman remains bearish on Caterpillar (CAT) even after the stock slipped from its recent all-time highs, as well as Intel (INTC) as it experiences similar price action. However, he offers a bullish take on Starbucks (SBUX). — youtube.com · 08/12 1:00p https://www.youtube.com/watch?v=96d5YWtF7nY

6. NVDA +3% $224.06 (5427B cap) 5 Semiconductor Stocks Jim Cramer Could Be Talking About on Thursday Jim Cramer is hosting a semiconductor-focused CNBC Investing Club call Thursday at noon. — 247wallst.com · 08/12 1:14p https://247wallst.com/investing/2026/08/12/5-semiconductor-stocks-jim-cramer-could-be-talking-about-on-thursday/

📈 NEW GAINERS:

1. NBIL +56% $32.34 (278M cap) (no fresh news today — likely technical / low-coverage move)

2. NBIS +28% $247.42 (59B cap) Bloom Energy Jumps 13% as Nebius Picks Its Fuel Cells for AI Data Center, FuelCell Climbs 11% Bloom Energy (NYSE:BE) shares are rallying midday Wednesday after Nebius Group named the fuel cell maker as its behind-the-meter power partner for a flagship AI data center. — 247wallst.com · 08/12 12:36p https://247wallst.com/investing/2026/08/12/bloom-energy-jumps-13-as-nebius-picks-its-fuel-cells-for-ai-data-center-fuelcell-climbs-11/

3. QNT +23% $68.68 (2.2B cap) Quantinuum CEO on Oracle partnership: 'Tip of the iceberg' Quantinuum CEO Rajeeb Hazra joins 'Squawk on the Street' to discuss the company's multi-year partnership with Oracle, why he calls it the "tip of the iceberg," and more. — youtube.com · 08/12 12:53p https://www.youtube.com/watch?v=EtnoFdHkfTM

4. CRWV +19% $107.48 (59B cap) Lumentum Rockets 15% on Blowout Earnings, Coherent Climbs 9%, Corning Gains 5% on Optics Earnings and CoreWeave, Super Micro Read-Through Lumentum (NASDAQ:LITE | LITE Price Prediction) shares are surging Wednesday, up 15% to $942 in midday trading after the optical components maker delivered a blowout fiscal Q4 2026 report. — 247wallst.com · 08/12 1:22p https://247wallst.com/investing/2026/08/12/lumentum-rockets-15-on-blowout-earnings-coherent-climbs-9-corning-gains-5-on-optics-earnings-and-coreweave-super-micro-read-through/

5. SMCI +19% $37.47 (24B cap) Lumentum Rockets 15% on Blowout Earnings, Coherent Climbs 9%, Corning Gains 5% on Optics Earnings and CoreWeave, Super Micro Read-Through Lumentum (NASDAQ:LITE | LITE Price Prediction) shares are surging Wednesday, up 15% to $942 in midday trading after the optical components maker delivered a blowout fiscal Q4 2026 report. — 247wallst.com · 08/12 1:22p https://247wallst.com/investing/2026/08/12/lumentum-rockets-15-on-blowout-earnings-coherent-climbs-9-corning-gains-5-on-optics-earnings-and-coreweave-super-micro-read-through/

6. ATRO +18% $88.39 (3.4B cap) Why Astronics Stock Popped Today Business is going great at Astronics right now -- but what about the stock price? — fool.com · 08/12 1:01p https://www.fool.com/investing/2026/08/12/why-astronics-stock-popped-today/

7. WYFI +17% $28.40 (1.1B cap) WhiteFiber Q2 Earnings Call Highlights WhiteFiber NASDAQ: WYFI reported second-quarter revenue growth and outlined progress across its North Carolina colocation campus, Canadian facilities and cloud services business, as management emphasized a strategy centered on contracted infrastructure, customer prepayments and… — marketbeat.com · 08/12 1:05p https://www.marketbeat.com/instant-alerts/whitefiber-q2-earnings-call-highlights-2026-08-12/

8. IRE +17% $11.46 (273M cap) (no fresh news today — likely technical / low-coverage move)

9. LITE +16% $947.99 (74B cap) Lumentum Rockets 15% on Blowout Earnings, Coherent Climbs 9%, Corning Gains 5% on Optics Earnings and CoreWeave, Super Micro Read-Through Lumentum (NASDAQ:LITE | LITE Price Prediction) shares are surging Wednesday, up 15% to $942 in midday trading after the optical components maker delivered a blowout fiscal Q4 2026 report. — 247wallst.com · 08/12 1:22p https://247wallst.com/investing/2026/08/12/lumentum-rockets-15-on-blowout-earnings-coherent-climbs-9-corning-gains-5-on-optics-earnings-and-coreweave-super-micro-read-through/

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