🆕 Newsmakers — 3:30p ET, 2026-08-19 — new since last alert

📰 NEW MARKET THEMES: • Should the Fed hold fewer meetings? Here's what experts have to say JJ Kinahan, CBOE Global Markets senior vice president, and Rebecca Patterson, Bridgewater Associates former chief investment strategist, join 'Power Lunch' to discuss the minutes from the Fed's July meeting. — youtube.com · 08/19 3:16p https://www.youtube.com/watch?v=88fxde0XS84 • Target Is Making The Most Of A Tough Environment (Q2 Review) Target Corporation delivered a strong Q2 with 5.3% net sales growth and notable margin expansion, despite a challenging retail environment. The company raised its full-year 2026 outlook, now expecting 5% net sales growth and EPS of $9.90–$10.90, signaling momentum in its busines… — seekingalpha.com · 08/19 3:05p https://seekingalpha.com/article/4938413-target-is-making-the-most-of-a-tough-environment-q2-review • FOMC minutes show a Fed growing restless on inflation as Warsh floats six-meeting FOMC schedule for 2027 The minutes from the July 28-29 Federal Open Market Committee (FOMC) meeting showed members growing increasingly concerned about persistent inflation, with some insisting that price pressures were up even after discounting Iran, tariffs and other more transitory factors. Meanwhi… — kitco.com · 08/19 2:53p https://www.kitco.com/news/article/2026-08-19/fomc-minutes-show-fed-growing-restless-inflation-warsh-floats-six-meeting • Natural Gas, WTI Oil, Brent Oil Forecasts – Oil Tests New Highs As UAE Stops Trade With Iran Oil markets moved higher amid lack of progress in the Middle East. — fxempire.com · 08/19 2:50p https://www.fxempire.com/forecasts/article/natural-gas-wti-oil-brent-oil-forecasts-oil-tests-new-highs-as-uae-stops-trade-with-iran-1617695 • Fed Minutes Signal Interest Rate Hikes Unless Inflation Improves Federal Reserve officials indicated interest rates would likely need to rise unless inflation improves, though they acknowledged the outlook for consumer prices remains “highly uncertain,” according to minutes from the central bank's July meeting released Wednesday. — forbes.com · 08/19 2:45p https://www.forbes.com/sites/tylerroush/2026/08/19/fed-minutes-signal-interest-rate-hikes-unless-inflation-improves/

🐘 NEW BIG-CAP MOVERS:

1. MRNA +151% $158.00 (63B cap) Moderna's Cancer Breakthrough Just Made Tempus AI's $1.5 Billion Bet Look Brilliant $1.5 billion. That is what Tempus AI (NASDAQ:TEM | TEM Price Prediction) agreed to pay for Personalis (NASDAQ:PSNL) in a definitive merger announced July 20, 2026, a deal structured as a 100% stock transaction with a Tempus option to elect cash for up to half the consideration. — 247wallst.com · 08/19 2:44p https://247wallst.com/investing/2026/08/19/modernas-cancer-breakthrough-just-made-tempus-ais-1-5-billion-bet-look-brilliant/

2. PFE +4% $28.23 (161B cap) Which Drugmaker Stock Has Dominated in 2026: Merck, Pfizer, or Amgen? Among U.S. large-cap drugmakers, one name has clearly outrun the pack in 2026 so far. — 247wallst.com · 08/19 3:20p https://247wallst.com/investing/2026/08/19/which-drugmaker-stock-has-dominated-in-2026-merck-pfizer-or-amgen/

📈 NEW GAINERS:

1. MRNA +151% $157.87 (63B cap) Moderna's Cancer Breakthrough Just Made Tempus AI's $1.5 Billion Bet Look Brilliant $1.5 billion. That is what Tempus AI (NASDAQ:TEM | TEM Price Prediction) agreed to pay for Personalis (NASDAQ:PSNL) in a definitive merger announced July 20, 2026, a deal structured as a 100% stock transaction with a Tempus option to elect cash for up to half the consideration. — 247wallst.com · 08/19 2:44p https://247wallst.com/investing/2026/08/19/modernas-cancer-breakthrough-just-made-tempus-ais-1-5-billion-bet-look-brilliant/

2. PURR +24% $8.93 (1.2B cap) (no fresh news today — likely technical / low-coverage move)

3. TEM +23% $60.70 (11B cap) Moderna's Cancer Breakthrough Just Made Tempus AI's $1.5 Billion Bet Look Brilliant $1.5 billion. That is what Tempus AI (NASDAQ:TEM | TEM Price Prediction) agreed to pay for Personalis (NASDAQ:PSNL) in a definitive merger announced July 20, 2026, a deal structured as a 100% stock transaction with a Tempus option to elect cash for up to half the consideration. — 247wallst.com · 08/19 2:44p https://247wallst.com/investing/2026/08/19/modernas-cancer-breakthrough-just-made-tempus-ais-1-5-billion-bet-look-brilliant/

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