🆕 Newsmakers — 1:30p ET, 2026-08-13 — new since last alert

📰 NEW MARKET THEMES: • Mortgage rates fall for first time in 6 weeks The average rate on a 30-year fixed mortgage fell this week to 6.67%, according to the latest Freddie Mac data released Thursday. That is down from last week's reading of 6.69%. — foxbusiness.com · 08/13 1:22p https://www.foxbusiness.com/economy/mortgage-rates-8-13-2026 • Why September is the worst month of the year for the stock market Investors need to be on their guard against the pumpkin-spice latte effect, which is about to rear its ugly head. — marketwatch.com · 08/13 1:06p https://www.marketwatch.com/story/why-september-is-the-worst-month-of-the-year-for-the-stock-market-59285c78 • Top energy plays for the rest of the year Why oil prices have not super-spiked despite the ongoing Strait of Hormuz standoff. Wall Street's top energy stock picks heading into the fall. — cnbc.com · 08/13 1:04p https://www.cnbc.com/2026/08/13/top-energy-plays-for-the-rest-of-the-year-including-a-behind-the-meter-power-play.html • Sky Harbour: Rewarding New Investors At Old Investors' Expense Sky Harbour Group Corporation reported improved Q2 '26 profitability metrics, yet remains unprofitable on a GAAP basis. SKYH's unique airport hangar leasing model shows operational scale, with campus profit more than doubling year-over-year and occupancy at 83.7%. Profitability… — seekingalpha.com · 08/13 1:03p https://seekingalpha.com/article/4936207-sky-harbour-rewarding-new-investors-at-old-investors-expense • The Week Ahead: July Fed Minutes, Blue-Chip Earnings on Deck Next week will bring a fresh batch of economic data, including the July Federal Open Market Committee (FOMC) meeting minutes and the U.S. Manufacturing Purchasing Managers' Index (PMI). — schaeffersresearch.com · 08/13 1:00p https://www.schaeffersresearch.com/content/news/2026/08/13/the-week-ahead-july-fed-minutes-blue-chip-earnings-on-deck

🐘 NEW BIG-CAP MOVERS:

1. SMCI +7% $40.15 (26B cap) Super Micro Climbs 7% on Record Backlog, Dell and Hewlett Packard Enterprise Gain 3% Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) shares are rising 6% to $40 midday Thursday, extending a rally that began after Tuesday afternoon's — 247wallst.com · 08/13 1:09p https://247wallst.com/investing/2026/08/13/super-micro-climbs-7-on-record-backlog-dell-and-hewlett-packard-enterprise-gain-3/

2. INTC +4% $105.41 (532B cap) Why Intel Stock Popped Today It took a lot of GPUs to train OpenAI and Anthropic, but now we need CPUs too, says Bank of America. CPU sales could grow 36% annually through 2030. — fool.com · 08/13 12:44p https://www.fool.com/investing/2026/08/13/why-intel-stock-popped-today/

3. NOK +3% $10.66 (58B cap) Optics Stocks Divide: Coherent and Cisco Drop After Earnings While Nokia and Ciena Soar The optics complex is splitting in two this morning. Coherent (NYSE:COHR | COHR Price Prediction) is trading down 4.94% and Cisco Systems (NASDAQ:CSCO) is down 8.48% after both reported fiscal fourth-quarter results last night. — 247wallst.com · 08/13 1:15p https://247wallst.com/investing/2026/08/13/optics-stocks-divide-coherent-and-cisco-drop-after-earnings-while-nokia-and-ciena-soar/

📈 NEW GAINERS:

1. IMC +23% $9.88 (1.0B cap) (no fresh news today — likely technical / low-coverage move)

2. SLGL +17% $83.30 (272M cap) (no fresh news today — likely technical / low-coverage move)

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