🆕 Newsmakers — 4:30p ET, 2026-08-26 — new since last alert

📰 NEW MARKET THEMES: • Nuvation: Why I'm Downgrading To Hold Despite Progress On NSCLC And Glioma Fronts Nuvation Bio Inc. is downgraded to Hold after a >200% share price run, reflecting cautious optimism amid early Ibtrozi launch dynamics. Ibtrozi, now the leading ROS1 TKI in new patient starts, posted $23.2m Q2 revenues with strong first-line uptake, but overall patient starts de… — seekingalpha.com · 08/26 4:15p https://seekingalpha.com/article/4940511-nuvation-why-im-downgrading-to-hold-despite-progress-on-nsclc-and-glioma-fronts • Trump signs order banning some foreign equipment from US energy grid President Donald Trump ​signed an executive order on ‌Wednesday banning the use of some foreign equipment in the U.S. electricity ​grid, the White House said. — reuters.com · 08/26 4:08p https://www.reuters.com/legal/government/trump-signs-order-banning-some-foreign-equipment-us-energy-grid-2026-08-26/

📈 NEW GAINERS:

1. ANF +36% $147.75 (6.6B cap) Abercrombie Stock Spikes 35% After Reporting $100 Million Tariff Refund Abercrombie expects to receive $20 million in tariff refunds for its third quarter. — forbes.com · 08/26 3:40p https://www.forbes.com/sites/antoniopequenoiv/2026/08/26/abercrombie-stock-spikes-35-after-reporting-100-million-tariff-refund/

2. CAPR +13% $9.36 (538M cap) Bragar Eagel & Squire, P.C. Reminds Investors that a Class Action Lawsuit Has Been Filed Against Capricor Therapeutics, Inc. and Encourages Investors to Contact the Firm Bragar Eagel & Squire, P.C.  Litigation Partner  Brandon Walker  Encourages Investors Who Suffered Losses In Capricor (CAPR) To Contact Him Directly To Discuss Their Options — globenewswire.com · 08/26 3:42p https://www.globenewswire.com/news-release/2026/08/26/3351662/0/en/bragar-eagel-squire-p-c-reminds-investors-that-a-class-action-lawsuit-has-been-filed-against-capricor-therapeutics-inc-and-encourages-investors-to-contact-the-firm.html

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