🆕 Newsmakers — 9:30a ET, 2026-08-21 — new since last alert

📰 NEW MARKET THEMES: • How is AI Infrastructure Demand Fueling CDW's Growth in 2026? CDW is riding strong AI infrastructure demand as customers invest in modernization, while its pipeline builds from procurement toward implementation. — zacks.com · 08/21 9:16a https://www.zacks.com/stock/news/2978090/how-is-ai-infrastructure-demand-fueling-cdw-s-growth-in-2026?cid=CS-STOCKNEWSAPI-FT-analyst_blog|quick_take-2978090 • Bitcoin Surges as Institutional Demand, Short Covering, Clarity Act Progress Converge The cryptocurrency jumped more than 9% to hit a peak of $79,455 on Friday—its highest level since late May—as a combination of catalysts converged. — wsj.com · 08/21 9:09a https://www.wsj.com/finance/currencies/bitcoin-surges-as-institutional-demand-short-covering-clarity-act-progress-converge-a6451d1a • Bitcoin on track for best week in more than two years. Has the next crypto bull market arrived? Is bitcoin ready to move on after a lengthy slump? One analyst says investors should be careful in trying to guess a bottom for the crypto. — marketwatch.com · 08/21 9:01a https://www.marketwatch.com/story/bitcoin-on-track-for-best-week-in-more-than-two-years-has-the-next-crypto-bull-market-arrived-0181180c • Crypto Assets Rally on Clarity Act Push: What's Next for Bitcoin & Legislation? Benjamin Peillard discusses the Clarity Act and how he sees the bill setting up needed guardrails for Bitcoin and other cryptocurrencies. Crypto-tied assets surged after President Trump called on Congress to pass the Clarity Act. — youtube.com · 08/21 9:00a https://www.youtube.com/watch?v=dRz-YYkjHVY • Semiconductors: Best Earnings In The S&P, Worst Tape On August 17, Nvidia agreed to stand behind up to $105 billion in lease value for OpenAI. That tenant did $6.7 billion in revenue last quarter, which isn't particularly exciting. — seekingalpha.com · 08/21 8:45a https://seekingalpha.com/article/4938787-semiconductors-best-earnings-in-s-and-p-worst-tape

🐘 NEW BIG-CAP MOVERS:

1. MSTR +6% $119.53 (39B cap) Strategy Rallies 8%, MARA Holdings Climbs 6%, Coinbase Jumps 5% as Bitcoin Breaks Out of Its 2026 Range Bitcoin‘s (CRYPTO:BTC) break above its 2026 ceiling is pulling every crypto-linked equity higher Friday morning, but the moves are stacking in very different sizes across the group. — 247wallst.com · 08/21 9:25a https://247wallst.com/investing/2026/08/21/strategy-rallies-8-mara-holdings-climbs-6-coinbase-jumps-5-as-bitcoin-breaks-out-of-its-2026-range/

2. IBIT +6% $43.51 (73B cap) Bitcoin's Bear Is Ready For Hibernation Market indicators suggest Bitcoin is in a late-stage bear. There still isn't "Confluence" within a broad set of timing indicators. While the CFTC and SEC are very supportive of crypto, I believe the Clarity Act is a necessary catalyst. — seekingalpha.com · 08/21 7:24a https://seekingalpha.com/article/4939077-bitcoins-bear-is-ready-for-hibernation

3. IREN +4% $44.25 (16B cap) These 3 Artificial Intelligence Stocks Can Double by the End of 2027 The AI boom isn't anywhere close to over, and Iren, Sandisk, and Zeta Global could extend their rallies into 2027 and beyond. — fool.com · 08/21 3:35a https://www.fool.com/investing/2026/08/21/these-3-ai-stocks-can-double-by-the-end-of-2027/

4. SOXL +3% $125.36 (35B cap) (no fresh news today — likely technical / low-coverage move)

5. ETHA +3% $18.00 (11B cap) Cryptocurrencies: Bitcoin Up 9% This Week This weekly update tracks some of the largest cryptocurrencies by market share: Bitcoin and Ether. While both are considered high-risk assets, they possess foundational differences that investors should understand. — etftrends.com · 08/20 5:13p https://www.etftrends.com/crypto-content-hub/cryptocurrencies-bitcoin-up-9-week/

6. BMNR +3% $22.12 (13B cap) Buy Bitcoin, Not This Surging Crypto Stock: Cramer On CNBC's “Mad Money Lightning Round,” Jim Cramer said Arlo Technologies, Inc. (NYSE:ARLO) is “actually profitable” and is “not a bad idea.” — benzinga.com · 08/21 8:10a https://www.benzinga.com/trading-ideas/long-ideas/26/08/61352556/buy-bitcoin-not-this-surging-crypto-stock-cramer

📈 NEW GAINERS:

1. XRPC +16% $13.10 (322M cap) (no fresh news today — likely technical / low-coverage move)

2. XRP +13% $15.52 (2.8B cap) Bitcoin Tops $75,000 For The First Time Since May As Crypto Surge Continues On Wednesday evening, Trump hosted several crypto executives for an event at the White House, a day before the Commodity Futures Trading Commission is set to hold its first meeting of its Innovation Advisory Committee. At the event, Trump called on Congress to pass the long-stal… — forbes.com · 08/21 3:00a https://www.forbes.com/sites/siladityaray/2026/08/21/bitcoin-tops-75000-for-the-first-time-since-may-as-crypto-surge-continues/

3. PRLD +12% $6.50 (373M cap) (no fresh news today — likely technical / low-coverage move)

4. BITU +12% $13.35 (324M cap) (no fresh news today — likely technical / low-coverage move)

5. LIME +11% $42.03 (2.7B cap) (no fresh news today — likely technical / low-coverage move)

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