🆕 Newsmakers — 9:30a ET, 2026-08-14 — new since last alert

📰 NEW MARKET THEMES: • Why the U.S. Government Is Behind This Satellite Stock's Fall to Earth York Space Systems stock sinks after the satellite technology company slashed full-year revenue guidance on changes to how the government is awarding contracts. — barrons.com · 08/14 9:09a https://www.barrons.com/articles/york-space-systems-earnings-stock-price-76c41c08 • Turkey cuts Russian oil imports as Black Sea export disruptions curb supplies, data shows Turkey reduced oil purchases from Russian ports in July and is set to cut them further in August after Ukrainian drone attacks disrupted ​exports from Russia's Black Sea terminals, according to traders and LSEG ‌shipping data. — reuters.com · 08/14 8:53a https://www.reuters.com/business/energy/turkey-cuts-russian-oil-imports-black-sea-export-disruptions-curb-supplies-data-2026-08-14/ • A September Lull Followed By October Surprise In Advance Of Midterms The S&P 500 reached new highs as inflation reports eased, reducing expectations for further Fed rate hikes. Producer Price Index data was benign, supporting a patient Fed stance and alleviating concerns about rising input costs. — seekingalpha.com · 08/14 8:53a https://seekingalpha.com/article/4936728-september-lull-followed-by-october-surprise-in-advance-of-midterms • Odds of a Fed Rate Hike May Rise, Emanuel Says Julian Emanuel, Evercore ISI chief equity & quantitative strategist, says the odds of a Federal Reserve interest rate hike may keep rising ahead of the next decision that comes in September. Emanuel says that could cause some volatility in markets. — youtube.com · 08/14 8:51a https://www.youtube.com/watch?v=SnZfDrpRmpE • Retail Sales Fell Last Month Retailers' sales fell by 0.6% last month to $763.6 billion, versus the 0.2% growth recorded in June. — wsj.com · 08/14 8:50a https://www.wsj.com/economy/consumers/retail-sales-fell-last-month-78fdf39a

🐘 NEW BIG-CAP MOVERS:

1. NU +14% $15.82 (77B cap) NU Q2 Earnings Call Highlights NU NYSE: NU reported second-quarter 2026 net income of $1.1 billion, its first quarter above the $1 billion mark, as customer growth, deeper engagement and expanding credit income supported profitability. Net income rose 49% year over year and 17% sequentially, while return on e… — marketbeat.com · 08/14 2:06a https://www.marketbeat.com/instant-alerts/nu-q2-earnings-call-highlights-2026-08-14/

2. MU +3% $982.45 (1109B cap) Sandisk Jumps 7%, Western Digital Gains 4%, Micron Climbs 3% as the Kospi Returns to a Bull Market Shares of Sandisk (NASDAQ:SNDK | SNDK Price Prediction) are up 7% to $1,630 in early Friday trading, extending Thursday's blowout session. — 247wallst.com · 08/14 9:03a https://247wallst.com/investing/2026/08/14/sandisk-jumps-7-western-digital-gains-4-micron-climbs-3-as-the-kospi-returns-to-a-bull-market/

📈 NEW GAINERS:

1. ARX +43% $19.51 (4.3B cap) Stock Market Today, Aug. 13: Accelerant Holdings Surges 43% on All-Cash Buyout Offer On Aug. 13, 2026, the specialty insurance platform jumped 43% after announcing a $4 billion all-cash deal and posting stronger-than-expected second-quarter results. — fool.com · 08/13 5:21p https://www.fool.com/coverage/stock-market-today/2026/08/13/stock-market-today-aug-13-accelerant-holdings-surges-43-on-all-cash-buyout-offer/

2. OMER +27% $17.35 (1.3B cap) Omeros Corporation (OMER) Q2 2026 Earnings Call Transcript Omeros Corporation (OMER) Q2 2026 Earnings Call Transcript — seekingalpha.com · 08/13 1:17a https://seekingalpha.com/article/4935734-omeros-corporation-omer-q2-2026-earnings-call-transcript

3. IMC +26% $10.10 (1.1B cap) (no fresh news today — likely technical / low-coverage move)

4. AZ +25% $8.10 (356M cap) (no fresh news today — likely technical / low-coverage move)

5. WDAY +18% $206.45 (54B cap) Anthropic's investor talks, Workday's stock surge, Apple's new facility and more in Morning Squawk Here are five key things investors need to know to start the trading day. — cnbc.com · 08/14 8:09a https://www.cnbc.com/2026/08/14/5-things-to-know-before-the-market-opens.html

6. SLGL +18% $84.04 (274M cap) (no fresh news today — likely technical / low-coverage move)

7. MH +17% $13.57 (2.6B cap) These Analysts Revise Their Forecasts On McGraw Hill After Q1 Results McGraw Hill Inc (NYSE:MH) on Thursday reported better-than-expected first-quarter financial results. — benzinga.com · 08/14 8:51a https://www.benzinga.com/analyst-stock-ratings/price-target/26/08/61207166/these-analysts-revise-their-forecasts-on-mcgraw-hill-after-q1-results

8. DUOG +17% $56.62 (1.2B cap) (no fresh news today — likely technical / low-coverage move)

9. PSFE +15% $7.91 (401M cap) Paysafe Becomes Envision Racing Title Partner to Build the Future of Fan Engagement; Where Motorsport, Gaming and Payments Become One [url="]Paysafe[/url] (NYSE: PSFE), a leading payments platform, today announced a title partnership with [url="]Envision Racing[/url], one of Formula E's most s — gurufocus.com · 08/14 4:00a https://www.gurufocus.com/news/9034728/paysafe-becomes-envision-racing-title-partner-to-build-the-future-of-fan-engagement-where-motorsport-gaming-and-payments-become-one

10. CRMD +15% $8.14 (632M cap) CorMedix Inc. (CRMD) Q2 2026 Earnings Call Transcript CorMedix Inc. (CRMD) Q2 2026 Earnings Call Transcript — seekingalpha.com · 08/13 1:47p https://seekingalpha.com/article/4936069-cormedix-inc-crmd-q2-2026-earnings-call-transcript

11. HUBS +14% $240.52 (12B cap) HubSpot Inc (HUBS) Shares Surge 14.5% -- What GF Score of 69 Tells Investors On August 13, 2026, HubSpot Inc (HUBS) shares rose 14.5% today, closing at $240.51. This uptick comes amidst a challenging year for the stock, which has seen a — gurufocus.com · 08/13 6:41p https://www.gurufocus.com/news/9033161/hubspot-inc-hubs-shares-surge-145-what-gf-score-of-69-tells-investors

12. BVC +14% $15.03 (2.5B cap) (no fresh news today — likely technical / low-coverage move)

13. QMCO +13% $24.68 (970M cap) Horizon Quantum Builds Software Stack for the Race to Practical Quantum Computing Horizon Quantum Computing Pte. NASDAQ: HQ is focusing on software intended to make quantum computers more usable for broader classes of applications, while maintaining a pre-revenue strategy until quantum systems can deliver measurable value in production environments, Chief Exe… — marketbeat.com · 08/14 9:03a https://www.marketbeat.com/instant-alerts/horizon-quantum-builds-software-stack-for-the-race-to-practical-quantum-computing-2026-08-14/

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