🆕 Newsmakers — 2:30p ET, 2026-08-25 — new since last alert

📰 NEW MARKET THEMES: • Wall Street Lunch: OpenAI's JalapeñO Tops Nvidia's Blackwell In Some Inference Tests OpenAI's in-house inference chip, Jalapeño, developed with Broadcom, outperformed Nvidia's Blackwell on perf/W in multiple scenarios per SemiAnalysis benchmarks. Dick's Sporting Goods stock plunged after Q2 earnings miss and a cautious full-year outlook, citing increased promoti… — seekingalpha.com · 08/25 2:11p https://seekingalpha.com/article/4940069-wall-street-lunch-openais-jalapeo-tops-nvidias-blackwell-in-some-inference-tests • Cheapest AI Infrastructure Play Left: Crypto Miners Converting To AI Data Centers Bitcoin miners are pivoting to AI data center operations, securing long-term contracts and reducing revenue volatility tied to BTC price swings. Sector leaders like TeraWulf and Core Scientific have signed multi-billion dollar AI compute contracts, with projections that AI servi… — seekingalpha.com · 08/25 1:49p https://seekingalpha.com/article/4940068-cheapest-ai-infrastructure-play-left-crypto-miners-converting-to-ai-data-centers • S&P 500 Earnings Growth Overstated And Bifurcated S&P 500 profit growth is highly concentrated in energy and AI infrastructure, with most other sectors showing significantly weaker fundamentals. Valuations remain at extreme historical levels, raising caution amid tepid GDP growth, weak consumer demand, and potential AI bubble r… — seekingalpha.com · 08/25 1:23p https://seekingalpha.com/article/4940054-sp500-earnings-growth-overstated-and-bifurcated • Bessent's Mentor Druckenmiller Calls Bond Buying a Mistake Stanley Druckenmiller, the billionaire investor who mentored US Treasury Secretary Scott Bessent in his early career as a hedge fund trader, suggested his former pupil is making a mistake by wading into the bond market. Bessent has recently pledged to increase the Treasury's pur… — youtube.com · 08/25 1:17p https://www.youtube.com/watch?v=avsFs_E1ZHw

🐘 NEW BIG-CAP MOVERS:

1. SMCI +9% $38.28 (25B cap) Supermicro's Discount Is Getting Harder To Ignore Supermicro secured over $60 billion in new orders, with roughly 70% tied directly to AI infrastructure demand. FY2027 revenue guidance of $65 billion to $72 billion materially exceeded the previous consensus of roughly $54.4 billion. Q4 gross margin surged to 17.6%, but manageme… — seekingalpha.com · 08/25 2:26p https://seekingalpha.com/article/4940077-supermicros-discount-is-getting-harder-to-ignore

2. SOXL +3% $115.05 (32B cap) AI, International Equities Feature in Last Week's Top Stories AI and international equities featured prominently in last week's top stories, as did small caps. Other topics included in the top five were bonds and Fidelity's market outlook for the rest of the year. — etftrends.com · 08/25 1:30p https://www.etftrends.com/equity-etf-content-hub/ai-international-equities-feature-in-last-weeks-top-stories/

3. SPCX +2% $138.06 (1805B cap) SpaceX will build a second, $100B ‘Starbase' spaceport in Louisiana SpaceX has announced it will build a second spaceport for future launches of its Starship mega-rocket at a former Exxon property in Louisiana, ending what the company says was a seven-year search for a suitable location. — techcrunch.com · 08/25 2:26p https://techcrunch.com/2026/08/25/spacex-will-build-a-second-100b-starbase-spaceport-in-louisiana/

4. CDE +2% $21.35 (22B cap) Coeur Mining Is No Longer Cheap, But Growth Still Justifies More Upside I'm reiterating Coeur Mining as a Strong Buy with a $26 price target, reflecting 30% upside. CDE delivered record revenue, adjusted EBITDA, and $388 million in free cash flow, ending the quarter with $1.1 billion cash and net cash position. The valuation has changed materially s… — seekingalpha.com · 08/24 3:22p https://seekingalpha.com/article/4939735-coeur-mining-is-no-longer-cheap-but-growth-still-justifies-more-upside

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