🆕 Newsmakers — 4:30p ET, 2026-08-18 — new since last alert

📰 NEW MARKET THEMES: • U.S. Tech Stocks Slip as Bond Yields Hit Decade Highs; Iran Truce Expires U.S. stocks fell as a worldwide bond selloff pushed long-term yields to their highest levels in years. — wsj.com · 08/18 4:19p https://www.wsj.com/finance/stocks/u-s-tech-stocks-slip-as-bond-yields-hit-decade-highs-iran-truce-expires-122be523 • Zed Francis on AI Chip "Volatility Smash" & Using "Boom Bust" to Your Advantage Volatility has hit a new "floor," says Zed Francis, and he gives credit to AI chip stocks. He explains how the sector, combined with leveraged ETFs and a surge in positioning, caused the sudden uptick in volatility and its subsequent freefall. — youtube.com · 08/18 4:00p https://www.youtube.com/watch?v=DPKqWY8MNMs • Bitcoin Whales Add 43,000 Bitcoin in 60 Days Bitcoin whales have added about 43,000 Bitcoin over the past 60 days, worth roughly $2.75 billion at current prices, according to CryptoQuant. Kavita Gupta, founder & general partner of the Delta Blockchain Fund, says she sees a movement of Bitcoin, rather than buying of Bitcoin. — youtube.com · 08/18 3:57p https://www.youtube.com/watch?v=3gQ4PvgoECM • America's growing debt pile will be the big focus Wednesday as global bond rout deepens How much will the U.S. need to pay to convince the world to keep lending it money? — marketwatch.com · 08/18 3:52p https://www.marketwatch.com/story/americas-growing-debt-pile-will-be-the-big-focus-wednesday-as-global-bond-rout-deepens-a6955c80 • Explainer: Treasury yields are rising - why does it matter? A sell-off in U.S. government bonds is pushing up borrowing costs, which could squeeze households, companies, financial markets and the federal budget alike. — reuters.com · 08/18 3:35p https://www.reuters.com/business/finance/treasury-yields-are-rising-why-does-it-matter-2026-08-18/

📈 NEW GAINERS:

1. AMLX +64% $35.11 (3.9B cap) Amylyx Pharmaceuticals Announces $350.0 Million Proposed Public Offering of Common Stock CAMBRIDGE, Mass.--(BUSINESS WIRE)---- $AMLX--Amylyx Pharmaceuticals, Inc. (Nasdaq: AMLX) (“Amylyx” or the “Company”) today announced that it has commenced an underwritten public offering of $350.0 million of shares of its common stock. In addition, Amylyx intends to grant the un… — businesswire.com · 08/18 4:01p https://www.businesswire.com/news/home/20260818657144/en/Amylyx-Pharmaceuticals-Announces-350.0-Million-Proposed-Public-Offering-of-Common-Stock/

2. WEAV +32% $7.28 (579M cap) Why Weave Communications Stock Soared Today Weave's AI tools make small healthcare practices more efficient. A tech-focused investment company wants to buy Weave and further develop its platform. — fool.com · 08/18 3:38p https://www.fool.com/investing/2026/08/18/why-weave-communications-stock-soared-today/

3. LYEL +17% $15.79 (387M cap) (no fresh news today — likely technical / low-coverage move)

4. CDNL +15% $45.14 (690M cap) Cardinal Infrastructure ALERT: Securities Fraud Investigation by Block & Leviton Could Allow Investors to Recover Losses Boston, Massachusetts--(Newsfile Corp. - August 17, 2026) - Block & Leviton is investigating Cardinal Infrastructure (NASDAQ: CDNL) for potential securities law violations. Investors who have lost money in their Cardinal Infrastructure investment should contact the firm to learn… — newsfilecorp.com · 08/17 12:25p https://www.newsfilecorp.com/release/309948/Cardinal-Infrastructure-ALERT-Securities-Fraud-Investigation-by-Block-Leviton-Could-Allow-Investors-to-Recover-Losses

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