🆕 Newsmakers — 3:30p ET, 2026-08-27 — new since last alert

📰 NEW MARKET THEMES: • The Pain Trade Is Too Much Cash — Here's Where to Put It to Work Andrew Graham of Jackson Square Capital explains where the biggest opportunities sit across tech, healthcare, and consumer stocks — and the oversold trigger he watches before putting cash to work. — youtube.com · 08/27 3:01p https://www.youtube.com/watch?v=razWMoNuodY • Fed Chairman Kevin Warsh delivers his key Jackson Hole speech Friday. Here's what to expect Federal Reserve Chairman Kevin Warsh delivers the keynote speech Friday at the central bank's Jackson Hole, Wyoming symposium. Prior central bank leaders have used the event to discuss broad policy initiatives, but there's considerable uncertainty over how ambitious Warsh will b… — cnbc.com · 08/27 3:00p https://www.cnbc.com/2026/08/27/fed-chairman-kevin-warsh-delivers-his-key-jackson-hole-speech-friday.html • I'm Still Betting On AI Productivity Nvidia Corporation's Q2 earnings catalyzed a tech rally, especially in software, signaling market confidence in the AI application layer. NVDA is leveraging chip business cash flow to acquire and invest in AI application and tooling firms, anticipating profit migration up the st… — seekingalpha.com · 08/27 2:38p https://seekingalpha.com/article/4940980-im-still-betting-on-ai-productivity • How will stocks perform when the Fed chair speaks at Jackson Hole? Here's what history tells us. Kevin Warsh is due to deliver his first Jackson Hole speech since taking the helm at the Federal Reserve. Here's what to expect from markets. — marketwatch.com · 08/27 2:31p https://www.marketwatch.com/story/how-will-stocks-perform-when-the-fed-chair-speaks-at-jackson-hole-heres-what-history-tells-us-1f9466d0 • Yields on Seven-Year U.S. Treasurys Sold at Auction Near Two-Year High The Treasury auctioned $44 billion in seven-year notes at a yield of 4.512%, the highest since December 2024. — wsj.com · 08/27 2:28p https://www.wsj.com/finance/investing/yields-on-seven-year-u-s-treasurys-sold-at-auction-near-two-year-high-d191d5fd

🐘 NEW BIG-CAP MOVERS:

1. CRM +23% $252.12 (206B cap) Snowflake Stock Rises as Salesforce's Beat Lifts Enterprise Software Snowflake Inc. (NYSE:SNOW) shares are trading higher Thursday in sympathy with Salesforce, after the enterprise software giant posted stronger-than-expected second-quarter results and raised its full-year outlook. — benzinga.com · 08/27 3:11p https://www.benzinga.com/trading-ideas/movers/26/08/61478008/snowflake-stock-rises-as-salesforces-beat-lifts-enterprise-software

2. NVDA +8% $227.12 (5501B cap) Nvidia stock price jumps on stunning growth forecast as Hugging Face acquisition rumors swell Shares in Nvidia Corporation (Nasdaq: NVDA) are up in premarket trading on Thursday, one day after the world's largest technology company announced not only better-than-expected quarterly results, but full fiscal year guidance that surprised even many AI bulls. — fastcompany.com · 08/27 3:11p https://www.fastcompany.com/91597164/nvidia-stock-price-today-ai-chip-growth-buying-hugging-face-rumors

📈 NEW GAINERS:

1. CRM +23% $252.32 (207B cap) Snowflake Stock Rises as Salesforce's Beat Lifts Enterprise Software Snowflake Inc. (NYSE:SNOW) shares are trading higher Thursday in sympathy with Salesforce, after the enterprise software giant posted stronger-than-expected second-quarter results and raised its full-year outlook. — benzinga.com · 08/27 3:11p https://www.benzinga.com/trading-ideas/movers/26/08/61478008/snowflake-stock-rises-as-salesforces-beat-lifts-enterprise-software

2. CRWD +20% $227.49 (232B cap) Why CrowdStrike Stock Skyrocketed Today CrowdStrike reported record financial results. The company's annual recurring revenue, profits, and cash flow all increased at an impressive rate. — fool.com · 08/27 2:50p https://www.fool.com/investing/2026/08/27/why-crowdstrike-stock-skyrocketed-today/

3. NVDU +16% $146.95 (523M cap) ETF of the Week: Direxion Daily NVDA Bull 1X & 2X Shares (NVDU & NVDD) On this final episode of the “ETF of the Week” podcast, VettaFi's Head of Research, Todd Rosenbluth, discussed the Direxion Daily NVDA Bull 1X Shares (NVDU) and the Direxion Daily NVDA Bull 2X Shares (NVDD) with Chuck Jaffe of Money Life. — etftrends.com · 08/27 2:30p https://www.etftrends.com/leveraged-inverse-content-hub/direxion-daily-nvda-bull-1x-2x-shares-nvdu-nvdd-etf-of-the-week/

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