🆕 Newsmakers — 1:30p ET, 2026-08-18 — new since last alert

📰 NEW MARKET THEMES: • Bitcoin: A Low-Volume Lull While the Macro Backdrop Is Quietly Turning Bitcoin remains caught in a summer lull. Daily volumes are running at $4B per day on trusted exchanges, with similarly subdued activity across equities and other risk assets. — etftrends.com · 08/18 1:20p https://www.etftrends.com/coinshares-content-hub/bitcoin-low-volume-lull-macro-backdrop-quietly-turning/ • Japan's Bond Market Selloff May Drive Treasury Rates Significantly Higher Japanese Government Bond yields are surging, narrowing the U.S.-Japan rate spread to decade lows and pressuring global interest rates higher. Despite interventions, the Japanese yen continues to weaken, reflecting investor doubts about Bank of Japan policy credibility and Japan'… — seekingalpha.com · 08/18 12:54p https://seekingalpha.com/article/4937834-japans-bond-market-selloff-may-drive-treasury-rates-significantly-higher • Dave: Steady Member Base And Growing CashAI Keep This Stock A Buy Dave Inc. remains a buy after a 20% post-earnings pullback, driven by strong earnings growth and durable member expansion. Dave's ExtraCash and CashAI platforms underpin industry-leading margins, with gross margin above 72% and net margin at 35%, supporting robust unit economics… — seekingalpha.com · 08/18 12:53p https://seekingalpha.com/article/4937832-dave-steady-member-base-and-growing-cashai-keep-this-stock-a-buy • Analysis: Bond market pressure is squeezing Main Street as Wall Street waits on Warsh Long-term Treasury yields have climbed, steepening the yield curve even though the Fed has kept its policy rate unchanged. Higher yields feed into mortgages, auto loans, credit cards and other consumer borrowing costs. — cnbc.com · 08/18 12:48p https://www.cnbc.com/2026/08/18/bond-market-treasury-yields-warsh-main-street.html • Nasdaq Index: Rising Bond Yields Threaten Nasdaq Uptrend as Memory Stocks Sink Nasdaq falls as global bond yields reach multidecade highs, sending memory stocks lower and putting the 50-day moving average at the center of the tech selloff. — fxempire.com · 08/18 12:33p https://www.fxempire.com/forecasts/article/nasdaq-index-rising-bond-yields-threaten-nasdaq-uptrend-as-memory-stocks-sink-1617464

📈 NEW GAINERS:

1. AMLX +55% $33.29 (3.7B cap) Amylyx: Upgraded To Strong Buy On LUCIDITY Outcome, Avexitide, And 2026 Catalysts Amylyx Pharmaceuticals, Inc. is upgraded to Strong Buy after positive phase 3 LUCIDITY results for avexitide in post-bariatric hypoglycemia [PBH]. Avexitide met its primary endpoint, achieving a 55% reduction in severe hypoglycemic events, with strong statistical significance an… — seekingalpha.com · 08/18 1:08p https://seekingalpha.com/article/4937839-amylyx-upgraded-to-strong-buy-on-lucidity-outcome-avexitide-and-2026-catalysts

2. WEAV +32% $7.29 (580M cap) WEAV Investigation Alert: Halper Sadeh LLC is Investigating Whether Weave Communications, Inc. is Obtaining a Fair Price for its Shareholders NEW YORK--(BUSINESS WIRE)--Halper Sadeh LLC, an investor rights law firm, is investigating the sale of Weave Communications, Inc. (NYSE: WEAV) to Francisco Partners for $7.40 per share in cash. Halper Sadeh encourages Weave shareholders to click here to learn more about their ri… — businesswire.com · 08/18 12:38p https://www.businesswire.com/news/home/20260818820518/en/WEAV-Investigation-Alert-Halper-Sadeh-LLC-is-Investigating-Whether-Weave-Communications-Inc.-is-Obtaining-a-Fair-Price-for-its-Shareholders/

3. IMC +14% $9.72 (1.0B cap) (no fresh news today — likely technical / low-coverage move)

4. TRIB +14% $12.70 (257M cap) Trinity Biotech's Trinovium Subsidiary Agrees to Collaborate with Echelon Data Centres to Develop Advanced Liquid Cooling Solutions for AI Infrastructure -  Collaboration with leading hyperscale data center company will support Trinovium's technical and commercial readiness through development of cooling technologies for next-generation AI and modular data center infrastructure - Data center liquid cooling market is projected to… — globenewswire.com · 08/17 8:30a https://www.globenewswire.com/news-release/2026/08/17/3346100/8624/en/trinity-biotech-s-trinovium-subsidiary-agrees-to-collaborate-with-echelon-data-centres-to-develop-advanced-liquid-cooling-solutions-for-ai-infrastructure.html

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