π Newsmakers 2:30p ET β new news β 2026-08-11
π Newsmakers β 2:30p ET, 2026-08-11 β new since last alert
π° NEW MARKET THEMES: β’ AI computing power is becoming a tradable asset class as CME launches futures contracts CME Group is partnering with Silicon Data to introduce two compute futures contracts on Oct. 5, pending regulatory approval. The new asset class will give companies and investors an avenue to trade and hedge the price of AI computing capacity, much as they do oil, electricity anβ¦ β cnbc.com Β· 08/11 2:09p https://www.cnbc.com/2026/08/11/ai-computing-power-becomes-a-tradable-asset-class-as-cme-starts-futures.html β’ Health insurers are dumping Medicare Advantage plans. Here's how many seniors could be affected. Older adults could be scrambling for new health coverage next year, especially in rural markets that have fewer insurance choices. β marketwatch.com Β· 08/11 2:02p https://www.marketwatch.com/story/health-insurers-are-dumping-medicare-advantage-plans-heres-how-many-seniors-could-be-affected-646b4e99 β’ Silvercorp Metals Inc. (SVM:CA) Q1 2027 Earnings Call Transcript Silvercorp Metals Inc. (SVM:CA) Q1 2027 Earnings Call Transcript β seekingalpha.com Β· 08/11 1:57p https://seekingalpha.com/article/4934868-silvercorp-metals-inc-svm-ca-q1-2027-earnings-call-transcript β’ Sequoia's $250 Million Bet on America's Drone Future Drone startup Neros has raised $250 million in a round co-led by Sequoia that triples its valuation to $2.5 billion as it expands beyond strike drones into autonomous systems and drone interceptors. CEO Soren Monroe-Anderson and Sequoia partner Shaun Maguire join Bloomberg to diβ¦ β youtube.com Β· 08/11 1:47p https://www.youtube.com/watch?v=k7z3mLOYFGw β’ Target Hires First Chief AI Officer in Retail's Latest Tech Push The retailer said it would bring on two executives to focus on AI and user experience capabilities, a crucial element of its plan to recover from sluggish performance. β wsj.com Β· 08/11 1:41p https://www.wsj.com/business/retail/target-hires-first-chief-ai-officer-in-retails-latest-tech-push-a1cfd1ab
π NEW GAINERS:
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ALMR +29% $36.08 (2.5B cap) Alamar Biosciences Stock Soars, CEO Says Company Is Well-Positioned to Sustain Upcoming Momentum Alamar Biosciences Inc. (NASDAQ:ALMR) shares are trading higher on Tuesday as the company is expanding its global partnership with the Alzheimer's Disease Data Initiative and Gates Ventures. β benzinga.com Β· 08/11 1:25p https://www.benzinga.com/markets/earnings/26/08/61120052/alamar-biosciences-stock-soars-ceo-says-company-is-well-positioned-to-sustain-upcoming-momentum
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FF +25% $6.47 (284M cap) FutureFuel Q2 Earnings Call Highlights FutureFuel NYSE: FF reported a return to profitability in the second quarter of 2026, as higher production volumes, improved pricing and more favorable biofuels market conditions lifted revenue and gross profit. The company also resumed quarterly investor calls for the first timβ¦ β marketbeat.com Β· 08/11 2:07p https://www.marketbeat.com/instant-alerts/futurefuel-q2-earnings-call-highlights-2026-08-11/
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KOPN +20% $5.07 (939M cap) Kopin Soars Tuesday Following MicroLED Development Award Shares of Kopin (NASDAQ:KOPN) are surging 28.38% at midday Tuesday, one of the sharpest single-session moves the microdisplay maker has posted all year. β 247wallst.com Β· 08/11 1:40p https://247wallst.com/investing/2026/08/11/kopin-soars-tuesday-following-microled-development-award/
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MASS +17% $10.29 (422M cap) 908 Devices Q2 Earnings Call Highlights 908 Devices NASDAQ: MASS reported second-quarter revenue growth of 23% as demand from U.S. state and local government customers, FTIR product shipments and its recently acquired NIRLab platform supported results. The company also raised the low end of its full-year revenue outloβ¦ β marketbeat.com Β· 08/11 11:06a https://www.marketbeat.com/instant-alerts/908-devices-q2-earnings-call-highlights-2026-08-11/
β new items only (already-sent headlines filtered). Full list in the 10am/3pm digest.