🆕 Newsmakers — 1:30p ET, 2026-08-24 — new since last alert

📰 NEW MARKET THEMES: • Michael Saylor sold the bottom. Bitcoin rallied anyway. Strategy sold $2 billion of stock last week and bought no Bitcoin with it. Its holdings sat unchanged at 840,447 BTC while Bitcoin posted the largest weekly dollar gain in its history. — youtube.com · 08/24 1:16p https://www.youtube.com/watch?v=7VQdhR6emro • Archer-Daniels-Midland: A Toll Collector Crushing Q2 Like Its Seed Oils Archer-Daniels-Midland is rated a buy, supported by its dominant infrastructure and toll-collector role in global food and energy supply chains. ADM's ag services and oilseeds segment drove 129% year-on-year operating profit growth, underlining its competitive moat and scale adv… — seekingalpha.com · 08/24 1:02p https://seekingalpha.com/article/4939685-archer-daniels-midland-a-toll-collector-crushing-q2-like-its-seed-oils • Bessent tapping Treasury's rainy-day fund for buybacks isn't a ‘bazooka' to get markets to move his way Bessent's move “does not change anything. It just reduces the cash that Treasury has on deposit,” one analyst says. — marketwatch.com · 08/24 12:52p https://www.marketwatch.com/story/bessent-tapping-treasurys-rainy-day-fund-for-buybacks-isnt-a-bazooka-to-get-markets-to-move-his-way-705ca356 • SPX & Russell 1000 Levels to Watch as Fed, Treasury Yields Add Uncertainty U.S. Treasury Secretary Scott Bessent is "pulling levers" in the bond market by doubling liquidity in longer-duration bonds, says @CharlesSchwab's Collin Martin. He considers the move a short-term fix to push back bond volatility. — youtube.com · 08/24 12:28p https://www.youtube.com/watch?v=iSfiL8yJBH4 • U.S. to Unveil New Iran Sanctions in ‘Economic D-Day.' What to Expect. Treasury Secretary Scott Bessent is aiming to isolate Tehran further from the global financial system. — barrons.com · 08/24 12:26p https://www.barrons.com/articles/bessent-iran-sanctions-announcement-economic-war-9a783312

🐘 NEW BIG-CAP MOVERS:

1. MSTR +2% $122.10 (40B cap) Strategy stock gains as company raises $2 billion without selling bitcoin MicroStrategy Incorporated (NASDAQ:MSTR) (Strategy) shares climbed 3.5% Monday after the bitcoin-focused firm completed a large at-the-market equity offering, raising roughly $2.01 billion in net proceeds through the sale of more than 18.2 million shares. The capital raise stren… — proactiveinvestors.com · 08/24 1:16p https://www.proactiveinvestors.com/companies/news/1097504

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