🆕 Newsmakers — 9:30a ET, 2026-08-20 — new since last alert

📰 NEW MARKET THEMES: • Hewlett-Packard Enterprise: The Surprising Top Choice In Networking Hewlett-Packard Enterprise emerges as the top equity pick among networking peers due to its discounted valuation and improving business model post-Juniper acquisition. ANET leads in growth, margins, and ROIC, but its premium valuation and hyperscaler concentration pose correctio… — seekingalpha.com · 08/20 9:16a https://seekingalpha.com/article/4938708-hewlett-packard-enterprise-the-surprising-top-choice-in-networking • Philadelphia Area Manufacturing Activity Continued to Expand in August The reserve bank's manufacturing business outlook survey showed that the current-activity index rose to 47.4 in August from 41.4 in July. — wsj.com · 08/20 9:09a https://www.wsj.com/economy/central-banking/philadelphia-area-manufacturing-activity-continued-to-expand-in-august-cadc4a64 • Bitcoin surges 11% in two days as Trump, crypto execs lead last ditch effort for Clarity Act Bitcoin is trading at its highest levels since early June as crypto execs joined with President Donald Trump push to get the Clarity Act over the finish line. — cnbc.com · 08/20 9:06a https://www.cnbc.com/2026/08/20/bitcoin-surges-as-trump-crypto-execs-lead-final-push-for-clarity-act.html • U.S. Jobless Claims Pull Back After Recent Run-Up The number of people who filed for unemployment benefits was 206,000 in the week through Aug. 15, 6,000 lower than the upwardly revised 212,000 reported a week earlier. — wsj.com · 08/20 8:59a https://www.wsj.com/economy/jobs/u-s-jobless-claims-pull-back-after-recent-run-up-0892bc92 • Strategy Doubles Down On Its Aggressive Defense Of 12.6% Yielding STRC Strategy has aggressively defended its STRC preferreds, restoring prices close to the $100 per share redemption anchor after a deep 25% discount in June. STRC now offers a 13.6% dividend yield, about 900 basis points above the 10-year Treasury, reflecting its unique risk profile… — seekingalpha.com · 08/20 8:47a https://seekingalpha.com/article/4938690-strategy-doubles-down-on-its-aggressive-defense-of-12-6-percent-yielding-strc

🐘 NEW BIG-CAP MOVERS:

1. MSTR +9% $113.47 (38B cap) 5 Things to Know Before the Stock Market Opens on Thursday Stock futures are lower after major indexes snapped a three-day losing streak yesterday; bond yields are back on the rise after pulling back sharply yesterday on the news that the Treasury would increase its purchase of longer-term bonds; Walmart shares are falling as the retail… — investopedia.com · 08/20 8:25a https://www.investopedia.com/5-things-to-know-before-the-stock-market-opens-on-thursday-august-20-2026-12064081

2. ETHA +9% $17.23 (11B cap) Bitcoin, crypto shares climb after Trump pushes Clarity Act Cryptocurrency and blockchain-related stocks surged in premarket trading on Thursday after U.S. President Donald Trump urged Congress to ​pass legislation establishing clear rules for the digital asset sector, ‌following a White House meeting with industry executives. — reuters.com · 08/20 7:08a https://www.reuters.com/legal/government/bitcoin-crypto-shares-climb-after-trump-pushes-clarity-act-2026-08-20/

3. BMNR +6% $21.42 (12B cap) Bitmine Immersion Stock Moves Higher as Ethereum and Bitcoin Rally Shares of Bitmine Immersion Technologies Inc. (NYSE:BMNR) are gaining on Thursday morning, trading higher as major digital assets extend their upward momentum. — benzinga.com · 08/20 8:56a https://www.benzinga.com/trading-ideas/movers/26/08/61327167/bitmine-immersion-stock-moves-higher-as-ethereum-and-bitcoin-rally

4. IBIT +5% $40.63 (68B cap) Bitcoin Reclaims $69K on Treasury Move: More ETF Upside Ahead? Bitcoin's rebound above $69,000, strong ETF inflows and a more supportive macro backdrop could offer fresh upside for Bitcoin ETFs. — zacks.com · 08/20 9:01a https://www.zacks.com/stock/news/2977389/bitcoin-reclaims-69k-on-treasury-move-more-etf-upside-ahead?cid=CS-STOCKNEWSAPI-FT-etf_news_and_commentary-2977389

5. SOFI +2% $18.87 (24B cap) Bitcoin, crypto shares climb after Trump pushes Clarity Act Cryptocurrency and blockchain-related stocks surged in premarket trading on Thursday after U.S. President Donald Trump urged Congress to ​pass legislation establishing clear rules for the digital asset sector, ‌following a White House meeting with industry executives. — reuters.com · 08/20 7:08a https://www.reuters.com/legal/government/bitcoin-crypto-shares-climb-after-trump-pushes-clarity-act-2026-08-20/

📈 NEW GAINERS:

1. MRNA +177% $174.38 (60B cap) Moderna Stock Rockets Higher After Positive Cancer Vaccine Trial Data Moderna and Merck delivered positive news about their personalized skin-cancer vaccine Wednesday. Investors bought their shares in droves. — investopedia.com · 08/20 9:26a https://www.investopedia.com/moderna-stock-rockets-higher-after-positive-cancer-vaccine-trial-data-12063143

2. MRNY +169% $42.00 (264M cap) YieldMax® ETFs Announces Weekly Distributions for Group 2 ETFs CHICAGO and MILWAUKEE and NEW YORK, Aug. 19, 2026 (GLOBE NEWSWIRE) -- YieldMax® ETFs today announced distributions for the YieldMax® Group 2 weekly pay ETFs. Group 2 Distribution Announcement Ex. — globenewswire.com · 08/19 6:55a https://www.globenewswire.com/news-release/2026/08/19/3347503/0/en/yieldmax-etfs-announces-weekly-distributions-for-group-2-etfs.html

3. PURR +30% $9.39 (1.3B cap) Hyperliquid Strategies Inc Announces Webcast to Discuss Results for the Fiscal Year Ended June 30, 2026 NEW YORK, Aug. 19, 2026 /PRNewswire/ -- Hyperliquid Strategies Inc (NASDAQ: PURR) ("HSI" or the "Company"), the premier digital asset treasury platform focused on the Hyperliquid ecosystem, today announced that it will host a live webcast on Thursday, August 27, 2026, at 8:00 a.… — prnewswire.com · 08/19 4:15p https://www.prnewswire.com/news-releases/hyperliquid-strategies-inc-announces-webcast-to-discuss-results-for-the-fiscal-year-ended-june-30-2026-302855589.html

4. ARCT +25% $10.28 (287M cap) (no fresh news today — likely technical / low-coverage move)

5. TEM +24% $61.25 (11B cap) Tempus AI Just Had Their Entire Strategy Validated By Moderna's Vaccine Advance Tempus AI remains a strong buy, driven by its unique flywheel business model and recent validation of its technology via the Personalis acquisition. TEM's diagnostics and data/applications segments are both growing rapidly, with Q2 2026 revenue up 19.4% YoY and major partnership… — seekingalpha.com · 08/20 8:00a https://seekingalpha.com/article/4938625-tempus-ai-just-had-their-entire-strategy-validated-by-moderna-s-vaccine-advance

6. TWST +23% $142.39 (8.5B cap) Twist Bioscience Stock Resilient Despite Scorpion Capital Short Report Twist Bioscience Corp (NASDAQ:TWST) shares surged Wednesday after Anthropic named the company an independent evaluator in a new AI-driven protein design campaign. — benzinga.com · 08/19 4:11p https://www.benzinga.com/trading-ideas/movers/26/08/61315639/twist-bioscience-stock-resilient-despite-scorpion-capital-short-report

7. BNTX +22% $113.12 (27B cap) BioNTech Highlights Late-Stage Lung Cancer Pipeline Momentum and First Global Data for Pumitamig/Elfetabart Drozuntecan Novel-Novel Combination at WCLC 2026 MAINZ, Germany, August 20, 2026 – BioNTech SE (Nasdaq: BNTX, “BioNTech” or “the Company”) will present new clinical data from its diversified development program in lung cancer treatment at the IASLC 2026 World Conference on Lung Cancer (“WCLC”) in Seoul, Republic of Korea, from… — globenewswire.com · 08/20 5:30a https://www.globenewswire.com/news-release/2026/08/20/3348151/0/en/biontech-highlights-late-stage-lung-cancer-pipeline-momentum-and-first-global-data-for-pumitamig-elfetabart-drozuntecan-novel-novel-combination-at-wclc-2026.html

8. MVLL +19% $30.95 (374M cap) (no fresh news today — likely technical / low-coverage move)

9. DNA +18% $7.71 (485M cap) DNA X, Inc. Reports Second Quarter 2026 Financial Results

   • Strengthened balance sheet with $1.8 million cash from new convertible debt in Q2 and additional $5.0 million through the sale of preferred stock after quarter end — globenewswire.com · 08/19 4:15p https://www.globenewswire.com/news-release/2026/08/19/3347981/0/en/dna-x-inc-reports-second-quarter-2026-financial-results.html

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