🆕 Newsmakers — 2:30p ET, 2026-08-24 — new since last alert

📰 NEW MARKET THEMES: • More 'Naked Swimmers' Will Continue To Emerge As The Tide Recedes Markets continue to trade near record highs even as bond yields have hit their highest levels since 2007 and energy prices remain elevated. Private credit markets are deteriorating, with record default rates and redemption gates at major funds like Apollo (APO) and Blackstone (B… — seekingalpha.com · 08/24 1:52p https://seekingalpha.com/article/4939705-more-naked-swimmers-will-continue-to-emerge-as-tide-recedes • Fed Chair has to say something about inflation, says former Fed President Patrick Harker Patrick Harker, Fmr. Philadelphia Fed president, joins 'Squawk on the Street' to discuss what to expect from the Federal Reserve's annual Jackson Hole symposium. — youtube.com · 08/24 1:45p https://www.youtube.com/watch?v=YrVeVofzgv8 • Update On PICK: Reiterating The Buy Recommendation I reiterate my Buy recommendation on the iShares MSCI Global Metals & Mining Producers ETF, which remains in a long-term bullish trend near record highs. Industrial metals prices, especially copper, zinc, tin, and steel, have posted strong double-digit gains in 2026, driving pro… — seekingalpha.com · 08/24 1:34p https://seekingalpha.com/article/4939700-update-on-pick-reiterating-the-buy-recommendation • Trump admin unveils anti-Iran global sanctions plan, signals China not exempt Trump admin unveils anti-Iran global sanctions plan, signals China not exempt — cnbc.com · 08/24 1:31p https://www.cnbc.com/2026/08/24/trump-iran-economy-sanctions-china-bessent.html • The AI Trade Deleveraged, Its Suppliers Didn't AI trade fundamentals will likely drive future returns as speculative leverage unwinds, evidenced by lower volatility in semiconductor stocks. But, leverage is moving on and off-balance sheets of major AI players like Alphabet (GOOGL) and NVIDIA (NVDA), introducing hidden system… — seekingalpha.com · 08/24 1:31p https://seekingalpha.com/article/4939699-the-ai-trade-deleveraged-its-suppliers-didnt

🐘 NEW BIG-CAP MOVERS:

1. BMNR +6% $24.31 (14B cap) Bitmine Immersion shares jump over 7% as crypto holdings reach $14.9B Bitmine Immersion (NASDAQ:IMMR) Technologies (NYSE:BMNR) shares rose more than 7% on Monday after the company disclosed a holdings update showing total crypto and "moonshot" investments valued at $14.9 billion as of August 24, 2026. The company said it has staked more than 5 mil… — proactiveinvestors.com · 08/24 1:36p https://www.proactiveinvestors.com/companies/news/1097505

2. MSTR +3% $123.10 (41B cap) MSTR stock rises as Strategy holds Bitcoin, builds $1.59B cash pool Strategy (formerly known as Microstrategy) MSTR did not buy any Bitcoin last week, but the company used a roughly $2 billion stock sale to strengthen its liquidity position as the cryptocurrency rallied sharply. Bitcoin rose nearly 25% over the past week and traded around $78,70… — invezz.com · 08/24 1:49p https://invezz.com/news/2026/08/24/mstr-stock-rises-as-strategy-holds-bitcoin-builds-1-59b-cash-pool/

3. IBIT +3% $44.79 (75B cap) Bitcoin: Digital Gold in the Deficit Era Backed by historically reliable technical floors, record-setting liquidations, and mounting government debt, the current Bitcoin correction fits the pattern of previous cyclical bottoms. — zacks.com · 08/24 2:26p https://www.zacks.com/commentary/2979278/bitcoin-digital-gold-in-the-deficit-era?cid=CS-STOCKNEWSAPI-FT-investment_ideas-2979278

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