🆕 Newsmakers — 4:30p ET, 2026-08-25 — new since last alert

📰 NEW MARKET THEMES: • Trump Opens Door to Hyperliquid In 'Unprecedented Move' Bloomberg Intelligence's Dushyant Shahrawat joins Scarlet Fu and Tim Stenovec on "Bloomberg Crypto."  President Trump said US regulators are working to bring Hyperliquid, a fast-growing crypto platform, into the country, offering one of the clearest signals yet that the White Ho… — youtube.com · 08/25 4:06p https://www.youtube.com/watch?v=XKF1_DX2YW8 • Kalshi traders see low likelihood of major crypto bill becoming law this year The Digital Asset Market Clarity Act, which was passed with bipartisan support in the House in July 2025, is set for a procedural vote in the Senate on Sept. 15. The Clarity Act would spell out a regulatory framework for digital commodities under the purview of the Securities an… — cnbc.com · 08/25 3:52p https://www.cnbc.com/2026/08/25/kalshi-traders-see-low-likelihood-of-major-crypto-bill-becoming-law-this-year.html • Bond rout ending? Massive bets on bond rally dominate options market There's an old Wall Street adage: Stocks float on a sea of bonds. Options traders are betting the tide is going out. — cnbc.com · 08/25 3:42p https://www.cnbc.com/2026/08/25/bond-rout-ending-massive-bets-on-bond-rally-dominate-options-market-.html • AI Semiconductor Chips Vs. Software Stocks: Understanding Cyclicality And Disruption Software stocks have recently outperformed semiconductor stocks, but long-term risks and narratives differ across both sectors. Nvidia Corporation and Microsoft Corporation are both AI-driven, but NVDA faces custom ASIC risk, while MSFT's growth is tied to Azure and custom chips. — seekingalpha.com · 08/25 3:32p https://seekingalpha.com/article/4940102-ai-semiconductor-chips-vs-software-stocks-understanding-cyclicality-and-disruption

🐘 NEW BIG-CAP MOVERS:

1. NU +3% $15.14 (73B cap) Fintech Stocks Gain Attention as Financial Services Go Digital Interactive Brokers, Nu Holdings and Visa highlight how fintech is redefining payments, lending and investing with AI, blockchain and digital wallets. — zacks.com · 08/25 10:41a https://www.zacks.com/stock/news/2979632/fintech-stocks-gain-attention-as-financial-services-go-digital?cid=CS-STOCKNEWSAPI-FT-fintech-2979632

2. NVDA +2% $213.05 (5160B cap) Options traders are betting on the quietest Nvidia earnings reaction in years. It could be an opportunity for AI bulls. Nvidia's quarterly earnings announcement has been a major stock-market event ever since the AI boom began in earnest with the introduction of ChatGPT in late 2022. — marketwatch.com · 08/25 4:07p https://www.marketwatch.com/story/options-traders-are-betting-on-the-quietest-nvidia-earnings-reaction-in-years-it-could-be-an-opportunity-for-ai-bulls-91955793

3. SPCX +2% $137.95 (1804B cap) 2 Million Kids Got Free SpaceX Shares in Their Trump Accounts, So What Are They Worth Now? Gwynne Shotwell stood on stage in Louisiana this morning to unveil a $100 billion rocket launch facility, a project big enough to give SpaceX a second Starbase and shift a chunk of American aerospace payroll to the Gulf Coast. — 247wallst.com · 08/25 4:23p https://247wallst.com/investing/2026/08/25/2-million-kids-got-free-spacex-shares-in-their-trump-accounts-so-what-are-they-worth-now/

📈 NEW GAINERS:

1. REAX +18% $28.43 (620M cap) Real REMAX Group Announces $450 Million Share Repurchase Authorization MIAMI--(BUSINESS WIRE)--Real REMAX Group authorizes up to $450 million in share repurchases, reflecting confidence in strategy and commitment to balanced capital allocation. — businesswire.com · 08/24 4:35p https://www.businesswire.com/news/home/20260824252743/en/Real-REMAX-Group-Announces-450-Million-Share-Repurchase-Authorization/

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