🆕 Newsmakers — 9:30a ET, 2026-08-13 — new since last alert

📰 NEW MARKET THEMES: • U.S. Enlists Private Sector in Cyber Battle Good morning. Citing a growing threat posed by transnational criminal organizations, President Trump on Wednesday signed a memorandum that enlists the help of the private sector. — wsj.com · 08/13 9:16a https://www.wsj.com/cio-journal/u-s-enlists-private-sector-in-cyber-battle-4f2303a8 • Fed should raise rates to restrain growth and inflation, Hammack says Cleveland Federal Reserve Bank President Beth Hammack on Thursday reiterated ​her view that the U.S. central ‌bank should raise rates immediately to bring down too-high inflation and restrain business ​growth and investment. — reuters.com · 08/13 9:02a https://www.reuters.com/business/finance/fed-should-raise-rates-restrain-growth-inflation-hammack-says-2026-08-13/ • Kaplan on Rate Hikes, Warsh at Jackson Hole Former Dallas Fed President and Goldman Sachs Vice Chair Robert Kaplan says the Federal Reserve was right to hold rates in July. He also says Fed Chairman Kevin Warsh needs to give some more details about policy when he speaks in Jackson Hole. — youtube.com · 08/13 9:01a https://www.youtube.com/watch?v=VSC2ppAA6VU • U.S. Jobless Claims Rose Again Last Week The number of people who filed for unemployment benefits was 209,000 in the week through Aug. 8, higher than the 204,000 claims expected by economists. — wsj.com · 08/13 8:59a https://www.wsj.com/economy/jobs/u-s-jobless-claims-rose-again-last-week-29384997 • DeepSeek releases official V4 Pro model as it steps up expansion Chinese artificial intelligence startup DeepSeek on Thursday formally released its official V4 Pro model, aiming to regain ground against fast-moving domestic rivals as ​it expands hiring, computing capacity and fundraising efforts. — reuters.com · 08/13 8:56a https://www.reuters.com/world/china/deepseek-releases-official-v4-pro-model-it-steps-up-expansion-2026-08-13/

🐘 NEW BIG-CAP MOVERS:

1. IREN +6% $46.10 (16B cap) IREN Delivers Horizon 1 to Microsoft and Achieves NVIDIA Exemplar Cloud Status on GB300 NVL72 NEW YORK, Aug. 13, 2026 (GLOBE NEWSWIRE) -- IREN Limited (NASDAQ: IREN) (“IREN”) today announced that Horizon 1 has been delivered to and accepted by Microsoft, and that IREN has achieved NVIDIA Exemplar Cloud status on NVIDIA GB300 NVL72. — globenewswire.com · 08/13 7:33a https://www.globenewswire.com/news-release/2026/08/13/3344413/0/en/iren-delivers-horizon-1-to-microsoft-and-achieves-nvidia-exemplar-cloud-status-on-gb300-nvl72.html

📈 NEW GAINERS:

1. EROC +23% $13.82 (4.1B cap) ERock, Inc. (EROC) Q2 2026 Earnings Call Transcript ERock, Inc. (EROC) Q2 2026 Earnings Call Transcript — seekingalpha.com · 08/12 1:47p https://seekingalpha.com/article/4935540-erock-inc-eroc-q2-2026-earnings-call-transcript

2. SION +23% $6.25 (284M cap) SION ALERT: Investigation Launched into Sionna Therapeutics, Inc., RGRD Law Attorneys Encourage Investors and Potential Witnesses to Contact Law Firm SION ALERT: Investigation Launched into Sionna Therapeutics, Inc., RGRD Law Attorneys Encourage Investors and Potential Witnesses to Contact Law — gurufocus.com · 08/12 11:00p https://www.gurufocus.com/news/9029775/sion-alert-investigation-launched-into-sionna-therapeutics-inc-rgrd-law-attorneys-encourage-investors-and-potential-witnesses-to-contact-law-firm

3. HQ +20% $14.93 (806M cap) (no fresh news today — likely technical / low-coverage move)

4. MRX +19% $71.13 (5.1B cap) Why Marex Group Stock Popped Today All four of its reporting segments posted double-digit (and even triple-digit) revenue increases. It's doing well with its strategic and active acquisition policy. — fool.com · 08/12 6:57p https://www.fool.com/investing/2026/08/12/why-marex-group-stock-popped-today/

5. WYFI +18% $28.58 (1.1B cap) Bit Digital, Inc. Announces Second Quarter 2026 Financial Results NEW YORK, Aug. 13, 2026 /PRNewswire/ -- Bit Digital, Inc. (Nasdaq: BTBT) (the "Company"), a publicly listed Strategic Asset Company focused on Ethereum ("ETH") strategies and AI/HPC infrastructure, today announced its financial results for the second quarter of 2026. The Company… — prnewswire.com · 08/13 8:00a https://www.prnewswire.com/news-releases/bit-digital-inc-announces-second-quarter-2026-financial-results-302850765.html

6. HRB +16% $54.18 (6.9B cap) Assenagon Asset Management S.A. Takes $4.46 Million Position in H&R Block, Inc. $HRB Assenagon Asset Management S.A. purchased a new stake in shares of H&R Block, Inc. (NYSE: HRB) during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 116,980 shares of the company's stock, valued at… — defenseworld.net · 08/13 3:59a https://www.defenseworld.net/2026/08/13/assenagon-asset-management-s-a-takes-4-46-million-position-in-hr-block-inc-hrb.html

7. WEN +15% $8.66 (1.6B cap) Why Wendy's Stock Blasted Almost 15% Higher Today It has apparently formed a consortium to back the effort. The company promised to evaluate any potential offers. — fool.com · 08/12 5:10p https://www.fool.com/investing/2026/08/12/why-wendys-stock-blasted-almost-15-higher-today/

8. CAVA +14% $69.47 (8.2B cap) Cava (CAVA) Reports Q2 Earnings: What Key Metrics Have to Say The headline numbers for Cava (CAVA) give insight into how the company performed in the quarter ended June 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals. — zacks.com · 08/12 5:01p https://www.zacks.com/stock/news/2973850/cava-cava-reports-q2-earnings-what-key-metrics-have-to-say?cid=CS-STOCKNEWSAPI-FT-fundamental_analysis|nfm-2973850

9. PHOE +14% $21.80 (471M cap) (no fresh news today — likely technical / low-coverage move)

10. AII +13% $22.91 (460M cap) American Integrity Insurance Group Q2 Earnings Call Highlights American Integrity Insurance Group NYSE: AII reported record second-quarter earnings and voluntary new-business production, as the Florida-focused property insurer expanded in key in-state markets and continued building its presence across the Southeast. — marketbeat.com · 08/12 1:05p https://www.marketbeat.com/instant-alerts/american-integrity-insurance-group-q2-earnings-call-highlights-2026-08-12/

11. FCEL +13% $21.67 (1.7B cap) Bloom Energy Jumps 13% as Nebius Picks Its Fuel Cells for AI Data Center, FuelCell Climbs 11% Bloom Energy (NYSE:BE) shares are rallying midday Wednesday after Nebius Group named the fuel cell maker as its behind-the-meter power partner for a flagship AI data center. — 247wallst.com · 08/12 12:36p https://247wallst.com/investing/2026/08/12/bloom-energy-jumps-13-as-nebius-picks-its-fuel-cells-for-ai-data-center-fuelcell-climbs-11/

12. BE +12% $237.16 (70B cap) Bloom Energy stock just formed a rare pattern: will it jump to $300 soon? Bloom Energy stock has rebounded recently, moving from the August low of $157.2 to a high of $248 today. This rebound has coincided with the ongoing rotation back to AI companies and its strong financial results. — invezz.com · 08/13 8:35a https://invezz.com/news/2026/08/13/bloom-energy-stock-just-formed-a-rare-pattern-will-it-jump-to-300-soon/

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