🆕 Newsmakers — 2:30p ET, 2026-08-18 — new since last alert

📰 NEW MARKET THEMES: • The Fed minutes are coming —and they're more crucial now as Warsh limits his communication Investors are starved for information in a new world of “terse” communication from the central bank. — marketwatch.com · 08/18 2:19p https://www.marketwatch.com/story/the-fed-minutes-are-coming-and-theyre-more-crucial-now-as-warsh-limits-his-communication-fd780695 • Coherent: AI Demand Is Outrunning Its Factories Coherent's Q4 revenue reached a record $2.05 billion as Data Center revenue surged 66% and gross margin expanded to 40.2%. Fiscal 2027 is effectively sold out, while purchase orders extend into 2028 and LTAs reach through the decade. Six-inch InP delivers roughly four times the… — seekingalpha.com · 08/18 2:14p https://seekingalpha.com/article/4937878-coherent-ai-demand-is-outrunning-its-factories • What's Driving Yields Higher? Call it the Great Normalization. Fed Chairman Kevin Warsh wants bond markets to speak for themselves. Well, here's what they're saying. — barrons.com · 08/18 2:07p https://www.barrons.com/articles/whats-driving-yields-higher-call-it-the-great-normalization-bcdcd429 • Harvey Remakes Its AI Legal Platform by Adding Memory It now remembers the preferences and work context of individual users, with organizational memory a longer-term goal. — wsj.com · 08/18 2:05p https://www.wsj.com/cio-journal/harvey-remakes-its-ai-legal-platform-by-adding-memory-cf3f6563 • Fortune Brands: The Water Segment Turnaround Execution Remains A 'Show-Me' Story Fortune Brands Innovations is rated Hold due to execution issues in its Water segment and ongoing revenue weakness. FBIN's Q2 2026 adjusted EBIT and EPS benefited from an $81M tariff refund; underlying profits and EPS declined year-over-year when adjusted. Management expects Wat… — seekingalpha.com · 08/18 1:57p https://seekingalpha.com/article/4937868-fortune-brands-innovations-story-water-segment-turnaround-execution-remains-uncertain

🐘 NEW BIG-CAP MOVERS:

1. NKE +4% $40.58 (60B cap) Goldman Sachs Stands Out, Nike Falls Flat. Best and Worst Dow Charts. Goldman Sachs, a premier global financial-services firm, has gained 44% over the past year. Nike, meanwhile, is down 50%. — barrons.com · 08/18 1:41p https://www.barrons.com/articles/goldman-sachs-nike-dow-technical-analysis-949bba5d

📈 NEW GAINERS:

1. AMLX +56% $33.48 (3.7B cap) Amylyx Pharmaceuticals, Inc. (AMLX) Discusses Positive Phase III LUCIDITY Topline Results for Avexitide in Post-Bariatric Hypoglycemia Transcript Amylyx Pharmaceuticals, Inc. (AMLX) Discusses Positive Phase III LUCIDITY Topline Results for Avexitide in Post-Bariatric Hypoglycemia Transcript — seekingalpha.com · 08/18 1:21p https://seekingalpha.com/article/4937860-amylyx-pharmaceuticals-inc-amlx-discusses-positive-phase-iii-lucidity-topline-results-for

2. AIAI +18% $5.91 (416M cap) AIAI Holdings' CEO Todd Furniss Issues Shareholder Letter DALLAS, TX / ACCESS Newswire / August 18, 2026 / AIAI Holdings Corporation (NASDAQ:AIAI) ("Ai2" or the "Company"), an AI-enabled diversified holding company utilizing Transformational AI (TAI) to enhance portfolio performance, today issues a shareholder letter from CEO Todd Furn… — accessnewswire.com · 08/18 9:28a https://www.accessnewswire.com/newsroom/en/computers-technology-and-internet/aiai-holdings-ceo-todd-furniss-issues-shareholder-letter-1208756

3. OBIO +16% $5.47 (328M cap) (no fresh news today — likely technical / low-coverage move)

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