🆕 Newsmakers — 3:30p ET, 2026-08-24 — new since last alert

📰 NEW MARKET THEMES: • Artisan International Small-Mid Fund Q2 2026 Portfolio Review Artisan International Small-Mid Fund portfolio modestly trailed the MSCI ACWI ex USA SMID Index in Q2. On an individual company basis, NICE, Landis+Gyr and DBV Technologies were the largest Q2 detractors. Our top contributors for the quarter were Rohm, LivaNova and Glanbia. — seekingalpha.com · 08/24 3:03p https://seekingalpha.com/article/4939730-artisan-international-small-mid-fund-q2-2026-portfolio-review • Industrials Bend But Don't Break Industrials rebounded 0.29% on Friday, snapping four consecutive declines. The gain wasn't enough to lift the sector back above its 50-DMA, but it did add to the series of higher lows that have been in place since the spring. — seekingalpha.com · 08/24 3:03p https://seekingalpha.com/article/4939729-industrials-bend-but-dont-break • The Economically Sensitive Materials Sector Is Breaking Out Basic Materials broke out of a multi-month consolidation, with unusually broad strength in copper and agricultural input stocks creating several attractive trend-trading setups. The strength in economically sensitive Materials supports the narrative of a healthy economy with per… — seekingalpha.com · 08/24 2:45p https://seekingalpha.com/article/4939737-economically-sensitive-materials-sector-breaking-out • Bessent's Iran Economic D-Day And Much Ado About Nothing Iran's "economic D-Day" sanctions are unlikely to shift the regime's stance or meaningfully impact global markets near-term. Much of the negative market impact from Iran-related turmoil is already priced in; expect volatility but not fundamental disruption before the U.S. midter… — seekingalpha.com · 08/24 2:00p https://seekingalpha.com/article/4939709-bessent-iran-economic-d-day-and-much-ado-about-nothing

📈 NEW GAINERS:

1. SUPX +20% $10.22 (322M cap) (no fresh news today — likely technical / low-coverage move)

2. SBMT +13% $9.31 (275M cap) Silver Bow Mining Signs Definitive Agreement to Acquire the Jefferson County Metallurgical Complex in Montana BUTTE, Mont.--(BUSINESS WIRE)---- $SBMT #criticalminerals--Silver Bow Mining signs agreement to acquire the Jefferson County Metallurgical Complex to support evaluation of its Rainbow Block Project. — businesswire.com · 08/24 6:54a https://www.businesswire.com/news/home/20260824129889/en/Silver-Bow-Mining-Signs-Definitive-Agreement-to-Acquire-the-Jefferson-County-Metallurgical-Complex-in-Montana/

3. SCTX +12% $38.30 (620M cap) (no fresh news today — likely technical / low-coverage move)

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