🆕 Newsmakers — 9:30a ET, 2026-08-12 — new since last alert

📰 NEW MARKET THEMES: • The CPI and Inflation, Explained Here's how the consumer-price index is put together, and the ways economists study this and other indicators to track inflation. — wsj.com · 08/12 9:16a https://www.wsj.com/economy/central-banking/the-cpi-and-inflation-explained-662fc1e3 • Inflation Rose As Expected In July—But Not Enough To Force An Interest Rate Hike, Analysts Say Consumer prices rose as expected in July, according to Federal data published Wednesday, as analysts projected an in-line inflation report would likely persuade the Federal Reserve not to raise interest rates next month. — forbes.com · 08/12 9:15a https://www.forbes.com/sites/tylerroush/2026/08/12/inflation-rose-as-expected-in-july-but-not-enough-to-force-an-interest-rate-hike-analysts-say/ • The $30 trillion Treasury market is facing a painful reckoning. How rising yields could squeeze your portfolio. The roughly $30 trillion Treasury market — widely seen as the bedrock of the global financial system — is facing a dangerous reckoning driven by a perfect storm of rising risks. — marketwatch.com · 08/12 8:58a https://www.marketwatch.com/story/the-30-trillion-treasury-market-is-facing-a-painful-reckoning-how-rising-yields-could-squeeze-your-portfolio-8fa9edd8 • My Argument Against A Fed Rate Hike Geopolitical tensions in the Strait of Hormuz and rising oil prices are elevating bond yields and weighing on equities. July's CPI is expected to show another decline in the annual inflation rate, likely supporting a positive market response and easing interest rates. — seekingalpha.com · 08/12 8:54a https://seekingalpha.com/article/4935294-my-argument-against-fed-rate-hike • July inflation eases to 3.4% – likely keeping the Fed split on interest rates for now The Consumer Price Index rose 3.4% in July over the past 12 months, cooling slightly from 3.5% in June, the Bureau of Labor Statistics said Wednesday. — nypost.com · 08/12 8:53a https://nypost.com/2026/08/12/business/july-inflation-eases-to-3-4-likely-keeping-the-fed-split-on-interest-rates-for-now/

🐘 NEW BIG-CAP MOVERS:

1. INTC +4% $101.60 (512B cap) Why This Investor Bought Intel's Post-Offering Dip Intel Corp. (NASDAQ:INTC) stock gained nearly 2% in Wednesday's premarket trading as investors weighed an upsized stock offering against optimism over potential foundry customer wins. Nasdaq futures rose 0.89%, while S&P 500 futures gained 0.37%. — benzinga.com · 08/12 8:59a https://www.benzinga.com/analyst-stock-ratings/analyst-color/26/08/61140580/why-this-investor-bought-intels-post-offering-dip

📈 NEW GAINERS:

1. NIQ +42% $16.58 (4.8B cap) Gen Z Spending is Expected to Reach $12 Trillion by 2030. Here's Why That Doesn't Matter as Much as Brands Think CHICAGO--(BUSINESS WIRE)--The biggest shift in consumer spending isn't generational—it's behavioral. New research from NielsenIQ (NYSE: NIQ) finds consumers across every age group are increasingly making the same calculation: where is a premium worth paying, and where can they s… — businesswire.com · 08/12 6:00a https://www.businesswire.com/news/home/20260812239453/en/Gen-Z-Spending-is-Expected-to-Reach-12-Trillion-by-2030.-Heres-Why-That-Doesnt-Matter-as-Much-as-Brands-Think/

2. KOPN +24% $5.20 (964M cap) Fabric.AI and Kopin Expand Neural I/o™ Program with Several New Non-Disclosure Agreements Across the AI Interconnect Ecosystem NEW YORK, NY, Aug. 12, 2026 (GLOBE NEWSWIRE) -- Fabric.AI (Nasdaq: FABC) (“Fabric.AI” or the “Company”), an AI infrastructure company developing a suite of fabless semiconductor technologies for next-generation AI factories, today announced expanded industry engagement around it… — globenewswire.com · 08/12 9:15a https://www.globenewswire.com/news-release/2026/08/12/3343753/0/en/fabric-ai-and-kopin-expand-neural-i-o-program-with-several-new-non-disclosure-agreements-across-the-ai-interconnect-ecosystem.html

3. SEPN +23% $47.76 (2.2B cap) (no fresh news today — likely technical / low-coverage move)

4. FRMI +21% $7.12 (4.7B cap) Stock Traders Buy High Volume of Call Options on Fermi (NASDAQ:FRMI) Fermi Inc. (NASDAQ: FRMI - Get Free Report) was the recipient of unusually large options trading on Tuesday. Stock traders bought 95,560 call options on the company. This is an increase of approximately 63% compared to the typical volume of 58,756 call options. Fermi Stock Up 21… — defenseworld.net · 08/12 2:23a https://www.defenseworld.net/2026/08/12/stock-traders-buy-high-volume-of-call-options-on-fermi-nasdaqfrmi.html

5. OPTX +17% $8.87 (360M cap) (no fresh news today — likely technical / low-coverage move)

6. EROC +17% $13.12 (3.6B cap) ERock Reports Second Quarter 2026 Results HOUSTON--(BUSINESS WIRE)--ERock, Inc. (NYSE: EROC) ("ERock" or the "Company"), a leading provider of utility-grade onsite power solutions, today reported financial and operating results for the second quarter ended June 30, 2026, highlighted by record contracted backlog, acceler… — businesswire.com · 08/11 4:05p https://www.businesswire.com/news/home/20260811144024/en/ERock-Reports-Second-Quarter-2026-Results/

7. SE +15% $131.51 (79B cap) SEA Q2 Earnings Call Highlights SEA NYSE: SE reported second-quarter 2026 revenue of $7.8 billion, up 48% from a year earlier, while adjusted EBITDA rose 11% to more than $917 million. Net income increased 11% year over year to $458 million, as growth in its Shopee e-commerce and Monee financial-services busin… — marketbeat.com · 08/11 4:07p https://www.marketbeat.com/instant-alerts/sea-q2-earnings-call-highlights-2026-08-11/

8. KORU +14% $20.12 (370M cap) (no fresh news today — likely technical / low-coverage move)

9. MASS +14% $10.01 (416M cap) 908 Devices to Present at the 17th Annual Midwest IDEAS Investor Conference BURLINGTON, Mass.--(BUSINESS WIRE)--908 Devices Inc. (Nasdaq: MASS), a core small-cap growth company focused on purpose-built handheld chemical analysis tools for vital health, safety and defense tech applications, announced that CEO and Co-founder Kevin J. Knopp and CFO Joe Gri… — businesswire.com · 08/12 7:00a https://www.businesswire.com/news/home/20260812976155/en/908-Devices-to-Present-at-the-17th-Annual-Midwest-IDEAS-Investor-Conference/

10. IMMX +13% $11.49 (628M cap) INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Immix Biopharma, Inc. - IMMX NEW YORK, Aug. 11, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of Immix Biopharma, Inc. (“Immix” or the “Company”) (NASDAQ: IMMX). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980. — globenewswire.com · 08/11 6:23p https://www.globenewswire.com/news-release/2026/08/11/3343299/1087/en/investor-alert-pomerantz-law-firm-investigates-claims-on-behalf-of-investors-of-immix-biopharma-inc-immx.html

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