🆕 Newsmakers — 1:30p ET, 2026-08-25 — new since last alert

📰 NEW MARKET THEMES: • ET Stock Rallies Past Industry in a Month: Should You Buy or Hold? Energy Transfer's 5.9% monthly rally is backed by fee-based cash flows, data-center demand and expansions, but high debt and lower ROE warrant caution. — zacks.com · 08/25 12:56p https://www.zacks.com/stock/news/2979881/et-stock-rallies-past-industry-in-a-month-should-you-buy-or-hold?cid=CS-STOCKNEWSAPI-FT-analyst_blog|most_popular_stocks-2979881 • Navitas: The High-Power Pivot Capturing Future Trends Navitas has restructured, exited low-end consumer lines, and now targets high-power, high-margin markets like AI infrastructure and grid electrification. Q2 '26 revenue grew 22% sequentially, with high-power end markets up 50% YoY; management expects these to dominate sales by y… — seekingalpha.com · 08/25 12:47p https://seekingalpha.com/article/4940040-navitas-the-high-power-pivot-capturing-future-trends • Governments tried to ban privacy. Wall Street just packaged it. Governments spent years treating privacy coins as criminal tools, and exchanges delisted them worldwide. Now Grayscale is turning its Zcash trust into an ETF on the New York Stock Exchange, ticker ZCSH, and charging 2.5% a year for the privilege. — youtube.com · 08/25 12:45p https://www.youtube.com/watch?v=7y1Xrg8Go8I • There's More to Growth Than AI For many of the past several years, investor enthusiasm has been concentrated in a narrow group of AI-related and technology stocks. As liquidity conditions tighten and speculation begins to recede, broader market fundamentals are gaining importance. — etftrends.com · 08/25 12:27p https://www.etftrends.com/etf-strategist-content-hub/theres-more-to-growth-than-ai/

🐘 NEW BIG-CAP MOVERS:

1. MRNA +13% $157.52 (62B cap) 3 Reasons AI Stocks are Primed for a Rebound While recent market turbulence tested momentum, the washout of extreme leverage combined with surging multi-year infrastructure spending and real-world biotech breakthroughs means the AI rally is far from over. — zacks.com · 08/25 12:56p https://www.zacks.com/commentary/2979877/3-reasons-ai-stocks-are-primed-for-a-rebound?cid=CS-STOCKNEWSAPI-FT-investment_ideas-2979877

2. SPCX +3% $138.45 (1810B cap) The Big 3: GOOGL, AMZN, SPCX As the AI trade sees risk-off activity heading into Nvidia (NVDA) earnings, @ProsperTradingAcademy's Charles Moon sees trading opportunities in Big Tech. He points to Alphabet (GOOGL) and Amazon (AMZN) as notable breakout candidates in the Mag 7, while pointing to a "pretty easy… — youtube.com · 08/25 1:00p https://www.youtube.com/watch?v=Rzb8P4yGsSU

📈 NEW GAINERS:

1. CRML +21% $8.07 (1.2B cap) Critical Metals Spikes 19%, MP Materials and United States Antimony Lag: Is the European Lithium Merger Driving the Move? Critical Metals is surging nearly 20% while its rare earth peers sit flat or slide lower, and no company announcement explains the gap. One unverified catalyst keeps surfacing in trader circles, and it has nothing to do with the ground under Greenland. — 247wallst.com · 08/25 10:59a https://247wallst.com/investing/2026/08/25/critical-metals-spikes-19-mp-materials-and-united-states-antimony-lag-is-the-european-lithium-merger-driving-the-move/

2. CAPR +20% $8.14 (468M cap) Deadline Alert: Capricor Therapeutics, Inc. (CAPR) Shareholders Who Lost Money Urged To Contact Glancy Prongay Wolke & Rotter LLP About Securities Fraud Lawsuit LOS ANGELES, Aug. 25, 2026 (GLOBE NEWSWIRE) -- Glancy Prongay Wolke & Rotter LLP reminds investors of the upcoming September 28, 2026 deadline to file a lead plaintiff motion in the class action filed on behalf of investors who purchased or otherwise acquired Capricor Therapeuti… — globenewswire.com · 08/25 12:50p https://www.globenewswire.com/news-release/2026/08/25/3350787/34548/en/deadline-alert-capricor-therapeutics-inc-capr-shareholders-who-lost-money-urged-to-contact-glancy-prongay-wolke-rotter-llp-about-securities-fraud-lawsuit.html

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