🆕 Newsmakers — 9:30a ET, 2026-08-24 — new since last alert

📰 NEW MARKET THEMES: • Guggenheim's Walsh Would Buy a Lot of 30-Year US Treasuries at 6% Guggenheim Partners Investment Management CIO Anne Walsh says she would "back up the truck" and buy a lot of 30-year US Treasuries at 6%. Walsh also talks about the risks of investing in the AI data center buildout. — youtube.com · 08/24 9:08a https://www.youtube.com/watch?v=g5SBZmIiYSg • We're Big Buyers of the 10-Year at 5%, BMO's Davis Says Earl Davis, BMO Global Asset Management Fixed Income & Money Markets head, says using the Treasury General Account to fund expanded buybacks is not a significant worry for him. Davis says he would be a big buyer of 10-year bonds at 5%. — youtube.com · 08/24 8:50a https://www.youtube.com/watch?v=QLJiOmPqbBI • India: The World Sold It, The Locals Kept Buying India, tracked by the iShares MSCI India ETF, underperformed with a -8% return versus EEM's +35% over the past year. The 40+ percentage point performance gap signals investor avoidance, but the underlying reasons challenge surface-level assumptions. — seekingalpha.com · 08/24 8:26a https://seekingalpha.com/article/4939576-india-the-world-sold-it-the-locals-kept-buying • Bessent Triggers The Nightmare Scenario For The Bond Market Inflation expectations have been rising since Bessent announced the increase in the bond buyback program to "stabilize" long term yields, driving the nominal yields higher. If inflation expectations rise to 2.5%, and breech that key level, the Fed might be forced to aggressively… — seekingalpha.com · 08/24 8:20a https://seekingalpha.com/article/4939575-bessent-triggers-the-nightmare-scenario-for-the-bond-market • S&P 500 Retreats As Bond Market Bear Scares Investors The S&P 500 dropped almost 1.4% from its previous week's close to wrap up the trading week ending on Friday, 21 August 2026, at 7,678.76. The CME Group's FedWatch Tool projections of the expected future for how the Fed will set the Federal Funds Rate changed little in the past w… — seekingalpha.com · 08/24 8:16a https://seekingalpha.com/article/4939573-sp500-retreats-bond-market-bear-scares-investors

🐘 NEW BIG-CAP MOVERS:

1. ETHA +4% $18.91 (12B cap) ETHA: Ethereum Outperforms Amid Dualing Bullish Catalysts, More Gains Likely I have a buy rating on iShares Ethereum Trust ETF (ETHA), citing a bullish macro backdrop and strong technical momentum. ETHA surged 29% last week, outperforming IBIT, driven by Treasury intervention signals and progress on the CLARITY Act. Despite high volatility (54% implied),… — seekingalpha.com · 08/24 7:40a https://seekingalpha.com/article/4939465-etha-ethereum-outperforms-amid-dualing-bullish-catalysts-more-gains-likely

2. BMNR +3% $23.60 (13B cap) Bitmine Immersion Technologies Stock Climbs Monday: What's Driving the Action? Shares of Bitmine Immersion Technologies Inc. (NYSE:BMNR) are trading higher Monday, extending gains of roughly 25% over the trailing week. Here's what's driving the move. — benzinga.com · 08/24 9:02a https://www.benzinga.com/trading-ideas/movers/26/08/61380457/bitmine-immersion-technologies-stock-climbs-monday-whats-driving-the-action

3. IBIT +2% $44.73 (75B cap) (no fresh news today — likely technical / low-coverage move)

4. MSTR +2% $121.67 (40B cap) Best-Performing Leveraged ETF Areas of Last Week These leveraged ETFs surged last week as biotech, AI, crypto and Bitcoin-linked stocks rallied despite rising Treasury yields. — zacks.com · 08/24 9:01a https://www.zacks.com/stock/news/2978773/best-performing-leveraged-etf-areas-of-last-week?cid=CS-STOCKNEWSAPI-FT-etf_news_and_commentary-2978773

📈 NEW GAINERS:

1. AIAI +46% $6.62 (465M cap) AIAI Holdings Commences Discussions with Messier 42 LLC Regarding Acquisition Opportunities DALLAS, TX / ACCESS Newswire / August 24, 2026 / AIAI Holdings Corporation (NASDAQ:AIAI) ("Ai2" or the "Company"), an AI-enabled diversified holding company utilizing Transformational AI (TAI) to enhance portfolio performance, announced today that, following discussions with its… — accessnewswire.com · 08/24 8:30a https://www.accessnewswire.com/newsroom/en/computers-technology-and-internet/aiai-holdings-commences-discussions-with-messier-42-llc-regarding-1210950

2. ELMT +19% $19.89 (587M cap) (no fresh news today — likely technical / low-coverage move)

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