🆕 Newsmakers — 9:30a ET, 2026-08-11 — new since last alert

📰 NEW MARKET THEMES: • Hollywood Mogul Ari Emanuel to Buy Theater Giant in $6 Billion Deal The media mogul's live entertainment business Mari Group said it had agreed to buy Britain's ATG Entertainment from a private-equity firm. — wsj.com · 08/11 9:16a https://www.wsj.com/business/deals/hollywood-mogul-ari-emanuel-to-buy-theater-giant-in-6-billion-deal-5de4e228 • Timing The AI Boom To Bust Oil prices are rising amid geopolitical tensions, low reserves, and approaching U.S. elections, creating economic headwinds. AI-related tech stocks continue to post strong earnings and revenue, but investor scrutiny is increasing, with sector valuations now more in line with the… — seekingalpha.com · 08/11 8:54a https://seekingalpha.com/article/4934626-timing-ai-boom-to-bust • Foreign Stocks Lose Their Edge As U.S. Momentum Roars Back Vanguard Total International Stock Index Fund is up 15.7% year to date, maintaining a moderate premium over the U.S. stock market's 14.0% gain via the SPDR S&P 500 ETF. But the return spread is narrowing, and the recent surge in U.S. stocks could be an early sign that internatio… — seekingalpha.com · 08/11 8:50a https://seekingalpha.com/article/4934649-foreign-stocks-lose-edge-as-us-momentum-roars-back • Property Play: Brookfield's no-fear play on what's next in real estate CNBC's Diana Olick sits down with Brookfield Global Real Estate CEO Lowell Baron. — youtube.com · 08/11 8:30a https://www.youtube.com/watch?v=lygdWbTs9T0 • Arko: The USPP Deal Looks Worse Than It Really Is Arko Corp. remains a 'Buy' despite operational weakness and market skepticism following the USPP acquisition and a disappointing quarter. ARKO's acquisition of USPP adds 280 million gallons in wholesale fuel volume but raises leverage to 3–3.5x EBITDA, reigniting concerns over a… — seekingalpha.com · 08/11 8:30a https://seekingalpha.com/article/4934594-arko-stock-uspp-deal-looks-worse-than-it-really-is

🐘 NEW BIG-CAP MOVERS:

1. SOXL +3% $133.81 (37B cap) South Korea to establish fund for semiconductor materials, parts and equipment, official says South Korea will launch a new 5 ​trillion won ($3.52 billion) semiconductor ‌fund focused on promising chip materials, components and fabless companies, ​Presidential Chief of Staff ​Kang Hoon-sik said on Monday, ⁠as part of government plans ​to build chip clusters. — reuters.com · 08/10 5:19a https://www.reuters.com/world/asia-pacific/south-korea-establish-fund-semiconductor-materials-parts-equipment-official-says-2026-08-10/

2. NOK +2% $9.34 (50B cap) (no fresh news today — likely technical / low-coverage move)

📈 NEW GAINERS:

1. VREX +49% $18.46 (777M cap) Teledyne: Varex Acquisition Strengthens The Buy Case Teledyne Technologies (TDY) will acquire Varex Imaging (VREX) for $1.1 billion, broadening TDY's healthcare equipment portfolio and strengthening X-ray capabilities. The acquisition price of $18.90 per VREX share represents a fair 8.7x EV/EBITDA multiple, below TDY's own median… — seekingalpha.com · 08/11 9:17a https://seekingalpha.com/article/4934636-teledyne-varex-acquisition-strengthens-the-buy-case

2. HZO +46% $52.12 (1.1B cap) Levin Capital Applauds MarineMax Board for Acting on Shareholder Feedback and Pursuing a Value-Maximizing Sale to Safe Harbor Marinas NEW YORK--(BUSINESS WIRE)--Levin Capital Strategies (collectively with its affiliates, “Levin Capital” or the “Firm”), a top 10 shareholder of MarineMax, Inc. (NYSE: HZO) (“MarineMax”), today issued the following statement commending MarineMax's Board of Directors (the “Board”)… — businesswire.com · 08/11 8:00a https://www.businesswire.com/news/home/20260811953407/en/Levin-Capital-Applauds-MarineMax-Board-for-Acting-on-Shareholder-Feedback-and-Pursuing-a-Value-Maximizing-Sale-to-Safe-Harbor-Marinas/

3. ABCL +35% $9.34 (2.9B cap) Investors Buy Large Volume of AbCellera Biologics Call Options (NASDAQ:ABCL) AbCellera Biologics Inc. (NASDAQ: ABCL - Get Free Report) was the target of unusually large options trading on Monday. Stock investors purchased 16,666 call options on the company. This is an increase of approximately 151% compared to the typical daily volume of 6,636 call optio… — defenseworld.net · 08/11 1:21a https://www.defenseworld.net/2026/08/11/investors-buy-large-volume-of-abcellera-biologics-call-options-nasdaqabcl.html

4. SLN +29% $15.43 (756M cap) Silence Therapeutics’ Divesiran Hits Phase II Goal, Sets Up Phase III PV Trial Silence Therapeutics (NASDAQ: SLN) reported top-line results from its Phase II SANRECO trial of divesiran in patients with phlebotomy-dependent polycythemia vera, or PV, with the study meeting its primary endpoint and supporting the company's plan to advance a quarterly dosing r… — defenseworld.net · 08/11 1:02a https://www.defenseworld.net/2026/08/11/silence-therapeutics-divesiran-hits-phase-ii-goal-sets-up-phase-iii-pv-trial.html

5. FSLY +21% $27.75 (4.3B cap) Fastly stock has gone parabolic after earnings: how high can it go? Fastly stock went parabolic this week, hitting its highest level since May 5 this year, and 78% from its lowest point in July. It has soared by 174% this year, outperforming the broader stock market as the Nasdaq 100 and S&P 500 have jumped by less than 20% this year. — invezz.com · 08/11 8:40a https://invezz.com/news/2026/08/11/fastly-stock-has-gone-parabolic-after-earnings-how-high-can-it-go/

6. ACDC +18% $5.10 (908M cap) (no fresh news today — likely technical / low-coverage move)

7. BETR +17% $18.05 (276M cap) (no fresh news today — likely technical / low-coverage move)

8. BSP +16% $51.43 (35B cap) (no fresh news today — likely technical / low-coverage move)

9. CLMT +15% $45.47 (4.0B cap) Why Calumet Stock Is Rocketing Higher Today Bank of America raised its price target on Calumet stock. Stronger free cash flow enabled the company to retire debt in Q2 2026. — fool.com · 08/10 3:39p https://www.fool.com/investing/2026/08/10/why-calumet-stock-is-rocketing-higher-today/

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