🆕 Newsmakers — 4:30p ET, 2026-08-13 — new since last alert

📰 NEW MARKET THEMES: • The Next Leg Of The Bull Run Is Priced In Oil Barrels I still think a rate hike is on the table before the end of this year (likely December). That may lead to a double-digit correction in the broader markets. — seekingalpha.com · 08/13 4:18p https://seekingalpha.com/article/4936348-the-next-leg-of-the-bull-run-is-priced-in-oil-barrels • Trade court upholds Trump's closure of 'de minimis' loophole A federal trade court upheld President Donald Trump's elimination of the "de minimis" loophole, which allowed low-value goods to be imported to the U.S. tax free. Trump, a major proponent of tariffs and other forms of protectionism, celebrated the continued closure of the exempt… — cnbc.com · 08/13 3:56p https://www.cnbc.com/2026/08/13/trump-trade-court-de-minimis-tariffs-ieepa.html • A Market Ahead of Its Economy Key Takeaways The market is unusually disconnected from today's economy. The market is focused on the future of AI rather than the near-term economy. — etftrends.com · 08/13 3:34p https://www.etftrends.com/etf-strategist-content-hub/a-market-ahead-of-its-economy/ • AAII Sentiment Survey: Neutral Sentiment Rebounds Bullish sentiment decreased 2.3 percentage points to 34.7%. Neutral sentiment increased 2.4 percentage points to 27.4%. — seekingalpha.com · 08/13 3:29p https://seekingalpha.com/article/4936320-aaii-sentiment-survey-neutral-sentiment-rebounds • Japan On Possible Yen Intervention Watch Bloomberg's Anya Andrianova joins Emily Graffeo on "Real Yield." The yen remains within striking distance of a crucial level against the dollar, even after Prime Minister Sanae Takaichi's government was said to support an interest-rate hike. — youtube.com · 08/13 3:19p https://www.youtube.com/watch?v=Ecg2RSxIq3c

🐘 NEW BIG-CAP MOVERS:

1. SOFI +3% $18.43 (24B cap) CoreCap Advisors LLC Has $186,000 Position in SoFi Technologies, Inc. $SOFI CoreCap Advisors LLC lowered its holdings in SoFi Technologies, Inc. (NASDAQ: SOFI) by 89.5% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 10,361 shares of the company's stock af… — defenseworld.net · 08/12 3:37a https://www.defenseworld.net/2026/08/12/corecap-advisors-llc-has-186000-position-in-sofi-technologies-inc-sofi.html

2. IREN +2% $44.76 (16B cap) IREN: One AI Stock That Still Looks Cheap IREN (IREN) is pivoting from bitcoin mining to large-scale AI data center operations, targeting a 10x capacity buildout by 2028. I assign a Buy rating and $72.25 price target, reflecting ~65% upside as contracted ARR ramps from $4B in 2026 to $10B by 2028. Major partnerships wit… — seekingalpha.com · 08/13 12:46p https://seekingalpha.com/article/4936197-iren-one-ai-stock-that-still-looks-cheap

📈 NEW GAINERS:

1. ARX +43% $19.51 (4.3B cap) Accelerant Q2 Earnings Beat Estimates on Strong Premium Growth ARX's Q2 earnings beat estimates as premium growth, higher fee revenues and stronger Exchange Services drive results. — zacks.com · 08/13 3:31p https://www.zacks.com/stock/news/2974607/accelerant-q2-earnings-beat-estimates-on-strong-premium-growth?cid=CS-STOCKNEWSAPI-FT-analyst_blog|earnings_article-2974607

2. AVAH +25% $11.29 (2.5B cap) Aveanna Healthcare: Q2 Earnings Report Boosts The Stock And Reinforces My Buy Rating Aveanna Healthcare Holdings delivered strong Q2 2026 results, beating earnings and revenue estimates and significantly raising full-year EBITDA and revenue guidance. AVAH's valuation remains attractive versus peers, with the lowest forward P/E multiples and leading EBITDA margin… — seekingalpha.com · 08/13 3:49p https://seekingalpha.com/article/4936330-aveanna-healthcare-q2-earnings-report-boosts-stock-and-reinforces-my-buy-rating

3. CTEV +20% $42.22 (720M cap) (no fresh news today — likely technical / low-coverage move)

4. WDAY +18% $206.45 (54B cap) Workday Jumps Amid Report Silver Lake In Talks To Buy Software Maker Workday stock soared on Thursday a report that private equity firm Silver Lake is in talks to buy the human resources software maker. — investors.com · 08/13 3:37p https://www.investors.com/news/technology/workday-stock-wday-silver-lake-buyout-speculation/

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