🆕 Newsmakers — 3:30p ET, 2026-08-17 — new since last alert

📰 NEW MARKET THEMES: • Q2 2026 U.S. Retail Preview: Broadline Retail Drives Growth The U.S. consumer remains resilient enough to support earnings growth, but that resilience is increasingly concentrated. The LSEG U.S. Retail and Restaurant Q2 earnings index, which tracks changes in the growth rate of earnings within the sector, is expected to show a 67.0% grow… — seekingalpha.com · 08/17 3:11p https://seekingalpha.com/article/4937419-q2-2026-us-retail-preview-broadline-retail-drives-growth • Natural Gas, WTI Oil, Brent Oil Forecasts – Oil Rallies As Trump Says He Is In No Hurry For Iran Deal President Trump also said that U.S. would bomb Oman in case the country “gets in the way”. — fxempire.com · 08/17 3:05p https://www.fxempire.com/forecasts/article/natural-gas-wti-oil-brent-oil-forecasts-oil-rallies-as-trump-says-he-is-in-no-hurry-for-iran-deal-1617284 • The Market Says AI Bubble, The Guidance Says Buy AI-infrastructure stocks are not in a bubble; earnings and guidance across the stack are accelerating, not stagnating. Coherent, Applied Materials, and Sandisk each report robust revenue growth and guide to higher future demand, signaling real, funded AI buildout. — seekingalpha.com · 08/17 2:38p https://seekingalpha.com/article/4937410-the-market-says-ai-bubble-the-guidance-says-buy • Bears Beware: Case For Bull Market Momentum Market bears have seen many arguments fade as AI demand strengthened, earnings improved, market breadth widened, and inflation fears seem to have eased. AI infrastructure spending may not signal an earnings bubble if broader adoption of AI agents creates years of demand for comp… — seekingalpha.com · 08/17 2:05p https://seekingalpha.com/article/4937413-bears-beware-case-for-bull-market-momentum

🐘 NEW BIG-CAP MOVERS:

1. MU +4% $1011.29 (1142B cap) Bull v. Bear: MU Still "Cheap" Despite Massive Rally? Characteristics and Risks of Standardized Options: https://bit.ly/2v9tH6D. The price action of Micron (MU) shares have been a "rollercoaster," says Kevin Hincks. — youtube.com · 08/17 3:00p https://www.youtube.com/watch?v=MfWKzSNZHzI

2. SPCX +4% $145.23 (1900B cap) SpaceX's stock is rising, and that's a good sign for Nvidia and Google SpaceX shares are rising, and that's good news for some high-profile companies and public figures whose stakes in the company have been revealed. — marketwatch.com · 08/17 2:58p https://www.marketwatch.com/story/spacexs-stock-is-rising-and-thats-a-good-sign-for-nvidia-and-google-913ce9de

📈 NEW GAINERS:

1. FIGR +14% $35.69 (6.5B cap) Figure Technology CFO Minchung Kgil Sells 4,000 Shares The transaction involved the sale of 4,000 shares at ~$30.03 per share, representing $120,120 in total value as of the August 12, 2026 transaction date. The disposition reduced the CFO's direct equity holdings by 0.81%. — fool.com · 08/17 9:20a https://www.fool.com/coverage/filings/2026/08/17/figure-technology-cfo-minchung-kgil-sells-4-000-shares/

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