🆕 Newsmakers — 3:30p ET, 2026-08-13 — new since last alert

📰 NEW MARKET THEMES: • Cellebrite Q2: This 33% Selloff Looks Like An Overreaction Cellebrite DI Ltd. experienced a 33% post-earnings drop, but I view this as an overreaction given its robust fundamentals. Q2 saw ARR and revenue growth miss guidance, management transition, and slower-than-expected Inseyets conversions, but core products and retention remain st… — seekingalpha.com · 08/13 3:03p https://seekingalpha.com/article/4936305-cellebrite-q2-this-33-percent-selloff-looks-like-an-overreaction • White Mountains: Downgrading On Price Rise And Outlook White Mountains Insurance Group, Ltd. is downgraded to Hold after a 20% share price run-up and signs of the underwriting cycle peaking. WTM remains discounted to book value and trades at a low P/E under 5x, with no evidence of a re-rating despite recent outperformance. Recent as… — seekingalpha.com · 08/13 2:51p https://seekingalpha.com/article/4936295-white-mountains-downgrading-on-price-rise-and-outlook • Inflation Holds Steady, Rate Hike Odds Retreat For a market braced for an inflation surprise, July's CPI report provided none of the sort. Core CPI rose 0.2% and headline CPI increased 0.1%, both matching expectations. — etftrends.com · 08/13 2:30p https://www.etftrends.com/etf-strategist-content-hub/inflation-holds-steady-rate-hike-odds-retreat/

🐘 NEW BIG-CAP MOVERS:

1. SMCI +5% $39.65 (26B cap) Dell Stock Gains as Super Micro, Lenovo Beat Expectations Dell Technologies Inc. (NYSE:DELL) shares are trading higher Thursday, touching a new all-time high, as strength across the server hardware sector lifts the stock following upbeat results this week from Super Micro Computer and Lenovo. — benzinga.com · 08/13 2:40p https://www.benzinga.com/trading-ideas/movers/26/08/61189024/dell-stock-gains-as-super-micro-lenovo-beat-expectations

2. TQQQ +4% $77.37 (48B cap) TQQQ: Why I'm Not Buying The 15% Dip ProShares UltraPro QQQ is rated SELL due to insufficient momentum and technical confirmation, despite a 15% drawdown from its high. TQQQ's leveraged structure amplifies both gains and losses, with recent volatility and neutral RSI making the current entry unattractive for 3x exp… — seekingalpha.com · 08/12 5:29p https://seekingalpha.com/article/4935616-tqqq-why-im-not-buying-the-15-percent-dip

3. NOK +2% $10.56 (57B cap) Why Nokia Is Still A Buy After Q2 Earnings Report And Stock Pullback Nokia Oyj retains its Buy rating following Q2 results, driven by robust AI and cloud sector growth. Q2 revenue rose 8.3% Y/Y to €4.82B, with AI & Cloud net sales up 105%, highlighting strong momentum in digital infrastructure. NOK maintains a 2026 operational outlook, adjusting… — seekingalpha.com · 08/13 3:23p https://seekingalpha.com/article/4936312-why-nokia-is-still-a-buy-after-q2-earnings-report-and-stock-pullback

📈 NEW GAINERS:

1. VCX +26% $40.20 (1.8B cap) (no fresh news today — likely technical / low-coverage move)

2. WDAY +20% $209.50 (55B cap) Workday skyrockets 25% before trading halted on report of Silver Lake takeover Workday skyrockets 25% before trading halted on report of Silver Lake takeover — cnbc.com · 08/13 2:51p https://www.cnbc.com/2026/08/13/workday-skyrockets-25percent-before-trading-halted-on-report-of-silver-lake-takeover.html

3. PSFE +17% $8.06 (417M cap) Paysafe Wallet Users Rise 8% as iGaming Volume Accelerates Paysafe added more consumers to its digital wallets in the second quarter, but those additional users did not lift overall wallet volume. According to a second-quarter earnings presentation Thursday (Aug. 13), three-month active consumers increased 8% from a year earlier to 7.8… — pymnts.com · 08/13 12:28p https://www.pymnts.com/earnings/2026/paysafe-wallet-users-rise-8percent-igaming-volume-accelerates/

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