🆕 Newsmakers — 4:30p ET, 2026-08-27 — new since last alert

📰 NEW MARKET THEMES: • Opinion | The Federal Housing Administration is Fine United Wholesale Mortgage's performance shouldn't be conflated with the FHA's program-wide performance. — wsj.com · 08/27 4:19p https://www.wsj.com/opinion/the-federal-housing-administration-is-fine-e73ecc56 • Fmr. Cleveland Fed Pres.: Treasury's bond intervention 'complicates things a bit' for Fed's Warsh Loretta Mester, fmr. Cleveland Fed President, joins 'Closing Bell Overtime' to talk what to expect from Fed Chair Warsh's Jackson Hole speech. — youtube.com · 08/27 4:06p https://www.youtube.com/watch?v=eMurq7t25Bo • Good Good Golf ad fallout deepens as Callaway ends partnership, retailers pull gear and Golf Channel delays show A controversial ad from Callaway Golf that was made by Good Good Golf has caused a firestorm online for showing a male player shoving a female golfer to the ground after she attempts to use his driver. — marketwatch.com · 08/27 3:55p https://www.marketwatch.com/story/good-good-golf-ad-fallout-deepens-as-callaway-ends-partnership-retailers-pull-gear-and-golf-channel-delays-show-33546426 • How Bitcoin Prices Got An Unintended Boost From The U.S. Government Bitcoin prices have soared as an unintended consequence of new Treasury plans. Famed growth investor and crypto bull Jim Roppel explains. — investors.com · 08/27 3:45p https://www.investors.com/news/bitcoin-prices-how-got-unintended-boost-from-u-s-government/ • Nasdaq 100 Forecast: Coiled and Ready to Break — Will Bulls Target 30,750 or Bears Drag It to 27,000? The Nasdaq 100 is coiling in a Bollinger squeeze, with Elliott Wave counts pointing either to new highs (30,500-30,750) or a sharp decline (~27,000). — fxempire.com · 08/27 3:24p https://www.fxempire.com/forecasts/article/nasdaq-100-forecast-coiled-and-ready-to-break-will-bulls-target-30750-or-bears-drag-it-to-27000-1619725

🐘 NEW BIG-CAP MOVERS:

1. NVDA +9% $227.91 (5520B cap) Here's What Wall Street Analysts Are Saying After Nvidia's Earnings Are investors back on the Nvidia bandwagon? — investopedia.com · 08/27 4:26p https://www.investopedia.com/what-wall-street-analysts-are-saying-after-nvidia-earnings-nvda-stock-12069545

📈 NEW GAINERS:

1. AIIR +17% $7.98 (1.3B cap) AIR Announces Results of Extraordinary General Meeting of Shareholders DUBAI, United Arab Emirates, Aug. 26, 2026 (GLOBE NEWSWIRE) -- AIR Global PLC (“AIR” or the “Company”) (NASDAQ: AIIR), a global leader in advanced flavored inhalation technologies and pioneer of next-generation nicotine delivery systems, today announced the results of an Extraor… — globenewswire.com · 08/26 7:00a https://www.globenewswire.com/news-release/2026/08/26/3351183/0/en/air-announces-results-of-extraordinary-general-meeting-of-shareholders.html

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