🆕 Newsmakers — 4:30p ET, 2026-08-17 — new since last alert

📰 NEW MARKET THEMES: • Why it pays to stay invested: No amount of bad news could stop the stock market's strongest run in more than 25 years Despite a number of shocks and surprises — a global pandemic, a tariff scare and a war with Iran, to name a few — returns in the U.S. stock market have been strong relative to history since the end of 2019. — marketwatch.com · 08/17 3:48p https://www.marketwatch.com/story/why-it-pays-to-stay-invested-no-amount-of-bad-news-could-stop-the-stock-markets-strongest-run-in-more-than-25-years-54ba3f8a

🐘 NEW BIG-CAP MOVERS:

1. SPCX +4% $146.23 (1912B cap) Amazon's Stake in Anthropic Is Now Big Enough to Move Its Earnings. Here's How That Compares to Alphabet's Stake in SpaceX. Amazon's stake in Anthropic creates a powerful double benefit: huge equity gains plus a long-term AWS/Trainium spending commitment. Alphabet's SpaceX stake has become a highly valuable liquid asset, but the company's IPO added volatility and temporarily reduced Alphabet's financ… — fool.com · 08/17 3:28p https://www.fool.com/investing/2026/08/17/amazons-stake-in-anthropic-is-now-big-enough-to-mo/

📈 NEW GAINERS:

1. AXTI +18% $95.97 (4.9B cap) AXT, Inc. Announces Financial Conference Participation for the Third Quarter 2026 FREMONT, Calif.--(BUSINESS WIRE)---- $AXTI--AXT, Inc. (Nasdaq: AXTI), a leading manufacturer of compound semiconductor substrates, today announced that it will participate in the upcoming financial conferences: Needham 7th Annual Virtual Semiconductor & SemiCap 1x1 Conference on… — businesswire.com · 08/17 4:05p https://www.businesswire.com/news/home/20260817600255/en/AXT-Inc.-Announces-Financial-Conference-Participation-for-the-Third-Quarter-2026/

2. ATTO +14% $22.71 (977M cap) Meet Attovia: The Clinical-Stage Biotech That Aims to Stop Chronic Itch at the Source Attovia Therapeutics (NASDAQ:ATTO) has arrived on public markets with a pipeline built entirely on one bet: that a biparatopic antibody platform called Attobody can turn well-validated immunology targets into next-generation biologics. — 247wallst.com · 08/17 9:10a https://247wallst.com/investing/2026/08/17/meet-attovia-the-clinical-stage-biotech-that-aims-to-stop-chronic-itch-at-the-source/

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