🆕 Newsmakers — 3:30p ET, 2026-08-12 — new since last alert

📰 NEW MARKET THEMES: • Russian Limits Retail Crypto to Bitcoin, Ether and Tether The Bank of Russia is placing new limits on cryptocurrency trading for retail investors. The proposed rules, published Tuesday (Aug. 11) by the Russian central bank, would allow those investors to trade only bitcoin, ether and Tether's USDT stablecoin, limiting them to 300,000 r… — pymnts.com · 08/12 3:18p https://www.pymnts.com/cryptocurrency/2026/russian-limits-retail-crypto-to-bitcoin-ether-and-tether/ • Descartes Group's Earnings Rise Validates Bullish View On Supply Chain Software Descartes Systems Group remains a Buy, supported by strong revenue and earnings growth, robust free cash flow, and a clean, debt-free balance sheet. DSGX's forward EV/EBITDA multiple has compressed to 17x despite high-quality growth, making its valuation attractive relative to p… — seekingalpha.com · 08/12 2:48p https://seekingalpha.com/article/4935543-descartes-groups-earnings-rise-validates-bullish-view-on-supplychainsoftware • Market At Record Highs — Nancy Tengler Says To Keep Buying These Names Even at record levels, Nancy Tengler says the opportunity isn't over. She lays out the infrastructure and cybersecurity plays she's leaning into for the second half of 2026. — youtube.com · 08/12 2:40p https://www.youtube.com/watch?v=9TjEH3gYj7g • Integra Resources Corp. (ITR:CA) Q2 2026 Earnings Call Transcript Integra Resources Corp. (ITR:CA) Q2 2026 Earnings Call Transcript — seekingalpha.com · 08/12 2:37p https://seekingalpha.com/article/4935455-integra-resources-corp-itr-ca-q2-2026-earnings-call-transcript • U.S. budget deficit surged in July to highest level since March 2021 The U.S. budget deficit totaled $432.3 billion in July, the highest since March 2021. In addition to the single-month move, the year-to-date total for the government's fiscal year has now surpassed the same period in 2025. — cnbc.com · 08/12 2:08p https://www.cnbc.com/2026/08/12/us-budget-deficit-surged-in-july-to-highest-level-since-march-2021.html

🐘 NEW BIG-CAP MOVERS:

1. SMCI +20% $38.04 (25B cap) Super Micro Computer's $60 Billion Signal Changes The AI Story Super Micro Computer, Inc. booked over $60 billion of Q4 orders while targeting $65 billion to $72 billion in fiscal 2027 revenue. SMCI's Q4 revenue increased 93% to $11.1 billion despite infrastructure readiness delays pushing customer deployments into subsequent quarters. Ente… — seekingalpha.com · 08/12 3:03p https://seekingalpha.com/article/4935555-super-micro-computer-60-billion-dollar-signal-changes-ai-story

2. CRWV +19% $107.79 (59B cap) CRWV "Inflection Quarter" Faces Challenges in Debt Financing "It's an inflection quarter" for CoreWeave (CRWV), says Mark Gibbens, who highlights the neocloud company's revenue growth and backlog as bullish indicators. Mark adds that a partnership with Nvidia (NVDA) adds to future prospects. — youtube.com · 08/12 2:00p https://www.youtube.com/watch?v=wVMv620AMvY

3. SPCX +12% $149.03 (1950B cap) SpaceX Shares Rise Over 7% After Key Trading Signal Space Exploration Technologies Corp (NASDAQ:SPCX) experienced a significant Power Inflow alert, a key bullish indicator that is closely tracked by traders who value order flow analytics, specifically institutional and retail order flow data. — benzinga.com · 08/12 2:50p https://www.benzinga.com/Opinion/26/08/61155014/spacex-shares-rise-over-7-percent-after-key-trading-signal

4. INTC +4% $101.47 (512B cap) Intel Dropped After Strong Earnings. Here Is What $1,000 Invested Could Return Over 3 Years. Intel stock has plummeted about 31% from its June peak. The stock price is up some 164% year to date. — fool.com · 08/12 2:41p https://www.fool.com/investing/2026/08/12/intel-dropped-after-strong-earnings-here-is-what-1/

5. NVDA +2% $222.62 (5393B cap) Nvidia's partnership for financing is a good thing for the company: Former Nasdaq CEO Bob Greifeld Bob Greifeld, Cornerstone Financial Tech Management co-founder and former Nasdaq CEO, joins 'The Exchange' to discuss compute as an asset class, the risks associated and much more. — youtube.com · 08/12 2:35p https://www.youtube.com/watch?v=VVvbvEr4HR0

📈 NEW GAINERS:

1. NBIS +29% $249.81 (60B cap) This Nvidia-Backed Cloud Company's Stock Is Soaring on Stronger-Than-Expected Earnings Nebius shares could be set to add more than one-quarter of their value in a single session. — investopedia.com · 08/12 2:36p https://www.investopedia.com/market-update-this-nvidia-backed-cloud-company-stock-is-soaring-on-stronger-than-expected-earnings-nbis-12058293

2. QNT +28% $71.73 (2.2B cap) Why Quantinuum Stock Popped Today Quantinuum released its first earnings report as a publicly traded company last night. It didn't actually "earn" anything -- but its sales nearly quadrupled year over year. — fool.com · 08/12 1:58p https://www.fool.com/investing/2026/08/12/why-quantinuum-stock-popped-today/

3. EROC +24% $13.90 (3.8B cap) ERock, Inc. (EROC) Q2 2026 Earnings Call Transcript ERock, Inc. (EROC) Q2 2026 Earnings Call Transcript — seekingalpha.com · 08/12 1:47p https://seekingalpha.com/article/4935540-erock-inc-eroc-q2-2026-earnings-call-transcript

4. SMWB +22% $8.86 (778M cap) Similarweb Q2 Earnings Call Highlights Similarweb NYSE: SMWB reported second-quarter fiscal 2026 revenue growth of 9% year over year and raised its full-year outlook, as the company cited larger enterprise contracts, improving retention and rising demand for its digital data from artificial intelligence companies. — marketbeat.com · 08/12 3:05p https://www.marketbeat.com/instant-alerts/similarweb-q2-earnings-call-highlights-2026-08-12/

5. SMCI +20% $38.02 (25B cap) Super Micro Computer's $60 Billion Signal Changes The AI Story Super Micro Computer, Inc. booked over $60 billion of Q4 orders while targeting $65 billion to $72 billion in fiscal 2027 revenue. SMCI's Q4 revenue increased 93% to $11.1 billion despite infrastructure readiness delays pushing customer deployments into subsequent quarters. Ente… — seekingalpha.com · 08/12 3:03p https://seekingalpha.com/article/4935555-super-micro-computer-60-billion-dollar-signal-changes-ai-story

6. CRWV +19% $107.72 (59B cap) CRWV "Inflection Quarter" Faces Challenges in Debt Financing "It's an inflection quarter" for CoreWeave (CRWV), says Mark Gibbens, who highlights the neocloud company's revenue growth and backlog as bullish indicators. Mark adds that a partnership with Nvidia (NVDA) adds to future prospects. — youtube.com · 08/12 2:00p https://www.youtube.com/watch?v=wVMv620AMvY

7. MRX +18% $71.00 (5.1B cap) Marex Group plc Ordinary Shares Q2 Earnings Call Highlights Marex Group plc Ordinary Shares NASDAQ: MRX reported record second-quarter profit as revenue growth across its clearing, agency and execution, market-making and solutions businesses offset lower exchange volumes and declining market volatility from the first quarter. — marketbeat.com · 08/12 11:05a https://www.marketbeat.com/instant-alerts/marex-group-plc-ordinary-shares-q2-earnings-call-highlights-2026-08-12/

8. RSKD +18% $6.24 (958M cap) Riskified Q2 Earnings Call Highlights Riskified NYSE: RSKD reported second-quarter revenue growth of 22% year over year to $98.7 million, its fastest growth rate in more than four years, as new merchant activity, upsells and demand for fraud-management tools accelerated. The company also raised its full-year revenue… — marketbeat.com · 08/12 3:05p https://www.marketbeat.com/instant-alerts/riskified-q2-earnings-call-highlights-2026-08-12/

9. HQ +18% $14.76 (793M cap) (no fresh news today — likely technical / low-coverage move)

10. WYFI +18% $28.52 (1.1B cap) (no fresh news today — likely technical / low-coverage move)

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