🆕 Newsmakers — 4:30p ET, 2026-08-12 — new since last alert

📰 NEW MARKET THEMES: • Meren Energy Inc. (MER:CA) Q2 2026 Earnings Call Transcript Meren Energy Inc. (MER:CA) Q2 2026 Earnings Call Transcript — seekingalpha.com · 08/12 4:17p https://seekingalpha.com/article/4935610-meren-energy-inc-mer-ca-q2-2026-earnings-call-transcript • 'Teflon' Inflation Won't Stick, JPMorgan's Kelly Says David Kelly, JPMorgan Asset Management's chief global strategist, sees a disinflation trend in the US stemming from lower tariff costs and oil eventually flowing out of the Strait of Hormuz. Speaking on "Bloomberg Surveillance," Kelly also says the Federal Reserve is on the wron… — youtube.com · 08/12 4:07p https://www.youtube.com/watch?v=phdZd_GApC0 • Fed Will Stay on Hold in September, Pimco's Wilding Says Pimco Economist Tiffany Wilding reacts to the latest US consumer price report and what it means for Federal Reserve monetary policy. She speaks on "Bloomberg Surveillance. — youtube.com · 08/12 4:06p https://www.youtube.com/watch?v=rhCCL80ZdX0 • Constellation Software Inc. (CSU:CA) Q2 2026 Earnings Call Transcript Constellation Software Inc. (CSU:CA) Q2 2026 Earnings Call Transcript — seekingalpha.com · 08/12 3:57p https://seekingalpha.com/article/4935367-constellation-software-inc-csu-ca-q2-2026-earnings-call-transcript • Investors are still excited about equities, says Norton of Empower Underlying US inflation was subdued in July, likely easing pressure on the Federal Reserve to raise interest rates. Marta Norton, Chief Investment Strategist at Empower, reacts to the CPI data. — youtube.com · 08/12 3:54p https://www.youtube.com/watch?v=pWfFS6HU90k

🐘 NEW BIG-CAP MOVERS:

1. CRWV +19% $107.73 (59B cap) CoreWeave & Nebius Are Soaring. This Brand-New ETF Gives Exposure Across Top Neocloud Stocks. AI infrastructure and neocloud names are stealing the spotlight. Nebius Group (NASDAQ:NBIS | NBIS Price Prediction) surged 30.5% today, extending a year-to-date gain of 201.27% and a one-year advance of 234.77%. — 247wallst.com · 08/12 4:03p https://247wallst.com/investing/2026/08/12/coreweave-nebius-are-soaring-this-brand-new-etf-gives-exposure-across-top-neocloud-stocks/

2. SMCI +19% $37.55 (24B cap) Supermicro Announces Participation in Upcoming Investor Events SAN JOSE, Calif.--(BUSINESS WIRE)--Super Micro Computer, Inc. (Nasdaq: SMCI), an AI, Enterprise, Storage, and 5G/Edge Total IT Solution Provider featuring Data Center Building Block Solutions® (DCBBS), today announced its participation in the upcoming investor conferences: Oppen… — businesswire.com · 08/12 4:05p https://www.businesswire.com/news/home/20260812666058/en/Supermicro-Announces-Participation-in-Upcoming-Investor-Events/

3. SPCX +10% $146.22 (1912B cap) SpaceX Jumps: New Grok Model Released; Elon Musk Holds Companywide Meeting SpaceX released its newest AI model, Grok 4.6, on Wednesday. The stock rose as much as 11%, rising above its IPO price. — investors.com · 08/12 3:16p https://www.investors.com/news/spacex-stock-grok-openai-anthropic-elon-musk/

4. INTC +3% $100.95 (509B cap) Intel: BofA sees $20B raise fueling foundry and server CPU growth Intel Corp (NASDAQ:INTC, XETRA:INL) priced roughly $20 billion in new equity this week, a move analysts at BofA Securities said reflects growing confidence in the chipmaker's foundry business rather than a defensive balance-sheet play. The bank estimates the offering, which incl… — proactiveinvestors.com · 08/12 3:35p https://www.proactiveinvestors.com/companies/news/1096963

5. NVDA +3% $224.09 (5428B cap) This 2020 Nvidia chip is still going strong. That matters for the AI boom. CoreWeave signed a contract to rent Nvidia A100 GPUs into 2029, challenging AI depreciation fears. CoreWeave's deal suggests older Nvidia GPUs remain valuable, contrary to rapid obsolescence claims. — businessinsider.com · 08/12 3:47p https://www.businessinsider.com/coreweave-deal-challenges-nvidia-ai-chip-obsolescence-fears-2026-8

📈 NEW GAINERS:

1. NBIS +34% $259.20 (62B cap) CoreWeave & Nebius Are Soaring. This Brand-New ETF Gives Exposure Across Top Neocloud Stocks. AI infrastructure and neocloud names are stealing the spotlight. Nebius Group (NASDAQ:NBIS | NBIS Price Prediction) surged 30.5% today, extending a year-to-date gain of 201.27% and a one-year advance of 234.77%. — 247wallst.com · 08/12 4:03p https://247wallst.com/investing/2026/08/12/coreweave-nebius-are-soaring-this-brand-new-etf-gives-exposure-across-top-neocloud-stocks/

2. CRWV +19% $107.73 (59B cap) CoreWeave & Nebius Are Soaring. This Brand-New ETF Gives Exposure Across Top Neocloud Stocks. AI infrastructure and neocloud names are stealing the spotlight. Nebius Group (NASDAQ:NBIS | NBIS Price Prediction) surged 30.5% today, extending a year-to-date gain of 201.27% and a one-year advance of 234.77%. — 247wallst.com · 08/12 4:03p https://247wallst.com/investing/2026/08/12/coreweave-nebius-are-soaring-this-brand-new-etf-gives-exposure-across-top-neocloud-stocks/

3. SMCI +19% $37.55 (24B cap) Supermicro Announces Participation in Upcoming Investor Events SAN JOSE, Calif.--(BUSINESS WIRE)--Super Micro Computer, Inc. (Nasdaq: SMCI), an AI, Enterprise, Storage, and 5G/Edge Total IT Solution Provider featuring Data Center Building Block Solutions® (DCBBS), today announced its participation in the upcoming investor conferences: Oppen… — businesswire.com · 08/12 4:05p https://www.businesswire.com/news/home/20260812666058/en/Supermicro-Announces-Participation-in-Upcoming-Investor-Events/

4. WYFI +18% $28.58 (1.1B cap) WhiteFiber and Krambu Partner to Bring 100MW of High-Density GPU Infrastructure Capacity to Market in 2027 WhiteFiber named exclusive Krambu GPU infrastructure operator, creating a new pipeline of liquid-cooled capacity for enterprise AI and AI lab deployments NEW YORK and SAN JOSE, Calif., Aug. 12, 2026 /PRNewswire/ -- WhiteFiber, Inc. (Nasdaq: WYFI) ("WhiteFiber" or the "Company"),… — prnewswire.com · 08/12 4:01p https://www.prnewswire.com/news-releases/whitefiber-and-krambu-partner-to-bring-100mw-of-high-density-gpu-infrastructure-capacity-to-market-in-2027-302849939.html

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