🆕 Newsmakers — 1:30p ET, 2026-08-14 — new since last alert

📰 NEW MARKET THEMES: • Drone stocks are soaring thanks to Trump's new tariffs Rally is being led by shares of Unusual Machines, which previously disclosed Donald Trump Jr. as an adviser. — marketwatch.com · 08/14 1:04p https://www.marketwatch.com/story/drone-stocks-are-soaring-thanks-to-trumps-new-tariffs-895c6658 • Getting Inflation Down To 2% Just Got Harder The Federal Reserve, under Chairman Warsh, remains committed to achieving a 2% inflation target, emphasizing methodological rigor and data accuracy. Recent CPI and PPI readings showed modest improvement, yet both remain well above the Fed's 2% target, challenging market optimism. — seekingalpha.com · 08/14 12:36p https://seekingalpha.com/article/4936841-getting-inflation-down-to-2-percent-just-got-harder • Market Midday: Stocks Fall, Consumer Sentiment & Retail Sales Disappoint • 8/14/25 CNBC Business News Update with Jessica Ettinger - Markets & Business News With Expert Analysis From Top Business Names. Visit CNBC.com For More. — youtube.com · 08/14 12:23p https://www.youtube.com/watch?v=VBV2voUVGjk • Still trying to time the stock market? This chart shows why it's tougher than you think. The “fear of missing out” and “fear of topping out” may drive you to make mistakes. — marketwatch.com · 08/14 12:21p https://www.marketwatch.com/story/still-trying-to-time-the-stock-market-this-chart-shows-why-its-tougher-than-you-think-79a726c4 • Mangione Pleads Guilty in US Case Over Healthcare CEO Killing Luigi Mangione pleaded guilty to federal stalking charges related to the fatal shooting of UnitedHealth Group Inc. executive Brian Thompson. He faces a maximum sentence of life in prison. — youtube.com · 08/14 12:08p https://www.youtube.com/watch?v=Hb0lCXTxqZc

🐘 NEW BIG-CAP MOVERS:

1. NU +8% $15.08 (73B cap) Nu Holdings Jumps 10% to a Five-Month High, StoneCo Drops 6% as Nubank Breaks From the Pack Shares of Nu Holdings (NYSE:NU | NU Price Prediction) are up 10% Friday afternoon to $15.35, while StoneCo (NASDAQ:STNE) stock is down 6% to $9.59. — 247wallst.com · 08/14 12:28p https://247wallst.com/investing/2026/08/14/nu-holdings-jumps-10-to-a-five-month-high-stoneco-drops-6-as-nubank-breaks-from-the-pack/

2. HL +5% $18.61 (12B cap) (no fresh news today — likely technical / low-coverage move)

3. CDE +3% $19.02 (20B cap) (no fresh news today — likely technical / low-coverage move)

📈 NEW GAINERS:

1. CAPR +53% $6.44 (370M cap) ROSEN, RECOGNIZED INVESTOR COUNSEL, Encourages Capricor Therapeutics, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action - CAPR New York, New York--(Newsfile Corp. - August 14, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Capricor Therapeutics, Inc. (NASDAQ: CAPR) between December 17, 2025 and July 26, 2026, inclusive (the "Class Period"), of the imp… — newsfilecorp.com · 08/14 1:15p https://www.newsfilecorp.com/release/309707/ROSEN-RECOGNIZED-INVESTOR-COUNSEL-Encourages-Capricor-Therapeutics-Inc.-Investors-to-Secure-Counsel-Before-Important-Deadline-in-Securities-Class-Action-CAPR

2. VALN +28% $7.26 (688M cap) European Regulator Validates Pfizer and Valneva's Lyme Disease Vaccine Application Valneva SE (NASDAQ:VALN) stock is surging on Friday after the company and its partner Pfizer Inc. (NYSE:PFE) announced that the European Medicines Agency (EMA) has validated the Marketing Authorization Application (MAA) for PF-07307405, their Lyme disease vaccine candidate. — benzinga.com · 08/14 12:46p https://www.benzinga.com/news/health-care/26/08/61218760/european-regulator-validates-pfizer-and-valnevas-lyme-disease-vaccine-application

3. UMAC +22% $33.25 (1.6B cap) Unusual Machines Soars 22%, Red Cat Climbs 8%, Ondas Gains 4% on Trump's 100% Drone Tariff Unusual Machines (NYSE:UMAC) stock is soaring 22% to $33.24 midday Friday, leading a scattered rally in domestic drone names. — 247wallst.com · 08/14 1:22p https://247wallst.com/investing/2026/08/14/unusual-machines-soars-22-red-cat-climbs-8-ondas-gains-4-on-trumps-100-drone-tariff/

4. TMCR +19% $7.30 (453M cap) (no fresh news today — likely technical / low-coverage move)

5. NBIL +17% $39.44 (339M cap) (no fresh news today — likely technical / low-coverage move)

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