🆕 Newsmakers — 2:30p ET, 2026-08-27 — new since last alert

📰 NEW MARKET THEMES: • What Warsh will say and how the market will react, according to prediction markets Prediction market traders give only 20% odds that Warsh will mention "bond market" and a 17% chance he says "yield curve," two terms that could refer to highs in yields last week. Kalshi odds also show less than a 10% chance the chairman will say "rate cut. — cnbc.com · 08/27 2:14p https://www.cnbc.com/2026/08/27/what-warsh-will-say-and-how-the-market-will-react-according-to-prediction-markets.html • Donald Trump Jr. told Republican state attorneys not to fight prediction markets, NY Times reports Speaking before a group of Republican state attorneys general in March, Donald Trump Jr. said that states were being misled by gambling companies that are worried they'll lose their “monopolies,” The New York Times reported, citing four people familiar with his comments. The pre… — cnbc.com · 08/27 2:09p https://www.cnbc.com/2026/08/27/trump-jr-told-gop-state-attorneys-general-dont-fight-prediction-markets-nyt-reports.html • The Fed, Bonds And AI: 3 Forces Driving The Markets Markets may move on content of Fed Chair Warsh's Jackson Hole speech. U.S. Treasury yields have been stable in the past 3 years, but that could change. — seekingalpha.com · 08/27 2:05p https://seekingalpha.com/article/4940983-fed-bonds-ai-3-forces-driving-markets • Fed's Collins Says Rate Increase Warranted If Inflation Disappoints The Boston Fed president, who has been part the central bank's more cautious center, says recent data have been mixed. — wsj.com · 08/27 2:04p https://www.wsj.com/economy/central-banking/feds-collins-says-rate-increase-warranted-if-inflation-disappoints-2938832e • Brian Sullivan: Gulf nations are unlikely to agree to a toll plan for Strait of Hormuz safe passage The latest I'm hearing on the Strait of Hormuz. The three mega cap oil stocks that stand to benefit from the removal of Syria from the terrorism sponsor list. — cnbc.com · 08/27 1:45p https://www.cnbc.com/2026/08/27/brian-sullivan-gulf-nations-are-unlikely-to-agree-to-a-toll-plan-for-strait-of-hormuz-safe-passage.html

🐘 NEW BIG-CAP MOVERS:

1. CRM +22% $250.56 (205B cap) Anthropic-Salesforce deal eases doomsday software fears CNBC's Kate Rooney reports on the latest regarding Salesforce and Anthropic. — youtube.com · 08/27 2:16p https://www.youtube.com/watch?v=rKtn-R5BVD4

2. NVDA +8% $226.14 (5477B cap) Micron Lags Despite NVIDIA's $279B Memory Commitment; Western Digital Drops 4%, SK Hynix Ticks Up The memory trade is unwinding on Thursday even as the broader semiconductor complex trades higher, a split that captures a classic case of great news landing into a crowded and heavily extended position. — 247wallst.com · 08/27 2:18p https://247wallst.com/investing/2026/08/27/micron-lags-despite-nvidias-279b-memory-commitment-western-digital-drops-4-sk-hynix-ticks-up/

3. BMNR +3% $25.74 (15B cap) Why Is BitMine Immersion Stock Surging on Thursday? Bitmine Immersion Technologies Inc (NYSE:BMNR) stock is surging on Thursday following updates regarding its Ethereum (CRYPTO: ETH) treasury strategy. The move comes after it disclosed its portfolio and nears its goal of acquiring 5% of the global circulating Ethereum supply. — benzinga.com · 08/27 11:56a https://www.benzinga.com/trading-ideas/movers/26/08/61470807/why-is-bitmine-immersion-stock-surging-on-thursday

📈 NEW GAINERS:

1. CRM +22% $250.57 (205B cap) Anthropic-Salesforce deal eases doomsday software fears CNBC's Kate Rooney reports on the latest regarding Salesforce and Anthropic. — youtube.com · 08/27 2:16p https://www.youtube.com/watch?v=rKtn-R5BVD4

2. VEEV +17% $286.15 (46B cap) Why Veeva Systems Stock Skyrocketed Today Veeva delivered sales and profits that exceeded expectations. As a result of the robust results, management increased its full-year guidance. — fool.com · 08/27 1:47p https://www.fool.com/investing/2026/08/27/why-veeva-systems-stock-skyrocketed-today/

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