🆕 Newsmakers — 1:30p ET, 2026-08-27 — new since last alert

📰 NEW MARKET THEMES: • Credo Is Entering Its Hardest Test Credo enters its Q1 FY2027 earnings report on September 1, with consensus expecting $470.38 million in revenue, representing approximately 111% year-over-year growth. FY2027 optical revenue is expected to be above $600 million, creating the next major growth engine beyond Credo'… — seekingalpha.com · 08/27 1:02p https://seekingalpha.com/article/4940940-credo-is-entering-its-hardest-test • Major tech companies call for defensive surge to defeat AI-driven hacks Major tech companies including OpenAI, Anthropic, Microsoft , Alphabet , and Amazon are calling for a ​society-wide defensive surge to defeat what they describe ‌as an impending wave of hacks driven by artificial intelligence. — reuters.com · 08/27 1:02p https://www.reuters.com/legal/litigation/major-tech-companies-call-defensive-surge-defeat-ai-driven-hacks-2026-08-27/ • Fed Chairman Kevin Warsh takes the stage in Jackson Hole on Friday with an unusual presence looming over him: a Treasury secretary stepping closer to terrain long treated as the Fed's The Treasury secretary's plan to buy back long-dated debt is the latest in a string of moves raising questions about his ambitions. — wsj.com · 08/27 12:45p https://www.wsj.com/economy/central-banking/bessents-moves-test-boundaries-between-treasury-and-fed-8db4af4a • 2 Income Picks That Hiked Their Dividends, And Will Hike Again Distribution hikes provide built-in inflation protection, steadily expanding portfolio cash flow without requiring additional capital contributions. EPR Properties delivered +10% YoY growth across revenue, FFOAA per share, and AFFO per share in Q2 2026, leading management to rai… — seekingalpha.com · 08/27 12:39p https://seekingalpha.com/article/4940930-2-income-picks-that-hiked-their-dividends-and-will-hike-again

🐘 NEW BIG-CAP MOVERS:

1. CRM +21% $249.41 (204B cap) Salesforce Stock Rockets 20% on Anthropic Windfall, Guidance Raise Salesforce Inc. (NYSE:CRM) shares surged as much as 20% on Thursday after the enterprise software giant posted a sweeping fiscal second-quarter beat and lifted its full-year outlook. — benzinga.com · 08/27 1:06p https://www.benzinga.com/trading-ideas/movers/26/08/61473652/salesforce-stock-rockets-20-anthropic-windfall-guidance-raise

2. NVDA +9% $229.07 (5548B cap) Nvidia Soars Almost 10%—Pushing Value Back Above $5.5 Trillion Nvidia shares jumped almost 10% to nearly $230 on Thursday, as investors reacted to blowout second-quarter earnings and a forecast for substantial AI-driven growth through its next fiscal year. — forbes.com · 08/27 1:25p https://www.forbes.com/sites/fionariley/2026/08/27/nvidia-soars-almost-10-pushing-value-back-above-55-trillion/

3. INTC +3% $90.90 (459B cap) Intel Jumps 3.6% as Nvidia's $5 Billion Entry Price Looks Tiny Intel (INTC), the semiconductor and foundry company, jumped approximately 3.6% to $91.37 Thursday as Nvidia's bullish forecast ignited another rally across its — gurufocus.com · 08/27 12:07p https://www.gurufocus.com/news/9056487/intel-jumps-36-as-nvidias-5-billion-entry-price-looks-tiny

📈 NEW GAINERS:

1. OKTA +27% $171.21 (28B cap) OKTA Q2 Earnings Beat on Subscription Growth, FY27 View Raised Okta beats Q2 fiscal 2027 estimates as subscription revenues rise 12%, while stronger cash flow and backlog growth support a raised full-year outlook. — zacks.com · 08/27 1:00p https://www.zacks.com/stock/news/2981283/okta-q2-earnings-beat-on-subscription-growth-fy27-view-raised?cid=CS-STOCKNEWSAPI-FT-analyst_blog|earnings_article-2981283

2. CRM +21% $249.29 (204B cap) Salesforce Stock Rockets 20% on Anthropic Windfall, Guidance Raise Salesforce Inc. (NYSE:CRM) shares surged as much as 20% on Thursday after the enterprise software giant posted a sweeping fiscal second-quarter beat and lifted its full-year outlook. — benzinga.com · 08/27 1:06p https://www.benzinga.com/trading-ideas/movers/26/08/61473652/salesforce-stock-rockets-20-anthropic-windfall-guidance-raise

3. CRWD +19% $225.49 (229B cap) Cybersecurity Demand Fuels CrowdStrike's Earnings Beat: ETFs in Focus CrowdStrike's earnings beat highlights strong cybersecurity demand. Discover ETFs positioned to benefit from CRWD's growth and the broader sector's momentum. — zacks.com · 08/27 12:31p https://www.zacks.com/stock/news/2981154/cybersecurity-demand-fuels-crowdstrike-s-earnings-beat-etfs-in-focus?cid=CS-STOCKNEWSAPI-FT-etf_news_and_commentary-2981154

4. VEEV +16% $284.27 (46B cap) Stocks Gain as Nvidia Earnings Energize Tech Stock are higher at midday as investors parse through today's wave of earnings, including chip behemoth Nvidia — schaeffersresearch.com · 08/27 12:39p https://www.schaeffersresearch.com/content/ezines/2026/08/27/stocks-gain-as-nvidia-earnings-energize-tech

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