🆕 Newsmakers — 9:30a ET, 2026-08-25 — new since last alert

📰 NEW MARKET THEMES: • Stride: Mispriced Growth Transition Could Actually Drive Significant Upside Stride offers a compelling risk/reward profile, driven by robust Career Learning segment growth and an undervalued forward earnings multiple. Career Learning revenue surged 19.1% with 13.9% enrollment growth, offsetting General Education declines and shifting the business mix to… — seekingalpha.com · 08/25 9:12a https://seekingalpha.com/article/4939937-stride-mispriced-growth-transition-could-actually-drive-significant-upside • U.S. Home Price Growth Rose in June The S&P Cotality Case-Shiller National Home Price Index rose 1.5% in the 12 months through June, compared with a 1.2% increase in May. — wsj.com · 08/25 9:08a https://www.wsj.com/economy/housing/u-s-home-price-growth-rose-in-june-b0c2a451 • How 2026's Bull Market Differs from 2022 & Fed's Role to Maintain Run Talley Leger is surprised to find himself more bullish than expected in 2026, highlighting a still-strong economy and neutral Fed to support his bullishness. He takes a "step back" perspective for investors and touches on how a Kevin Warsh-led FOMC opens the door for a deeper bu… — youtube.com · 08/25 9:00a https://www.youtube.com/watch?v=oijNIbGeB_c • There's a New Mac Mini and Mac Studio. Good Luck Getting Your Hands on One. Between the AI agent craze and the global memory-chip shortage, Apple might struggle to keep these refreshed little powerhouse Macs in stock. — wsj.com · 08/25 9:00a https://www.wsj.com/tech/personal-tech/mac-mini-mac-studio-apple-ai-memory-chip-41d2a74b • Edenor: Why The 75% Earnings Drop Is Misleading, And Metrogas Isn't Priced In Yet Edenor maintains strong operational recovery, but the market already prices in current improvements, justifying my continued 'Hold' rating. Q2 2026 results show revenue up 10% YoY and EBITDA up 94% YoY (ex-CAMMESA), while headline net earnings fell due to a non-recurring gain la… — seekingalpha.com · 08/25 8:53a https://seekingalpha.com/article/4939927-edenor-why-the-75-percent-earnings-drop-is-misleading-and-metrogas-isnt-priced-in-yet

🐘 NEW BIG-CAP MOVERS:

1. SOXL +5% $116.50 (32B cap) Leveraged ETF SOXL Climbs Over 5% After Key Trading Signal Direxion Daily Semiconductor Bull 3X Shares (NYSE:SOXL) experienced a significant Power Inflow alert, a key bullish indicator that is closely tracked by traders who value order flow analytics, specifically institutional and retail order flow data. — benzinga.com · 08/24 4:46p https://www.benzinga.com/Opinion/26/08/61397165/leveraged-etf-soxl-climbs-over-5-percent-after-key-trading-signal

2. INTC +3% $89.87 (453B cap) AMD and Intel Rise 3% on a Strong Buy Upgrade and a Pelosi Disclosure, NVIDIA and Broadcom Tick Up Shares of Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) and Intel (NASDAQ:INTC) are each up 3% early Tuesday on two unrelated, name-specific catalysts, while the broader chip group rides sector strength at roughly a third of that pace. — 247wallst.com · 08/25 9:18a https://247wallst.com/investing/2026/08/25/amd-and-intel-rise-3-on-a-strong-buy-upgrade-and-a-pelosi-disclosure-nvidia-and-broadcom-tick-up/

3. SMCI +3% $36.16 (23B cap) Super Micro Computer: The Cash Burn Is Inevitable Super Micro Computer is upgraded from Strong Sell to Sell after a strong quarter, but fundamental cash flow concerns persist. Q4 saw a gross margin spike to 17.6% due to favorable mix and non-recurring items, but guidance points to normalization. SMCI's free cash flow remains de… — seekingalpha.com · 08/25 8:05a https://seekingalpha.com/article/4939904-super-micro-computer-cash-burn-is-inevitable

4. TQQQ +2% $70.46 (43B cap) (no fresh news today — likely technical / low-coverage move)

📈 NEW GAINERS:

1. SUPX +24% $10.54 (332M cap) SuperX Secures $38.8 Million NVIDIA B300 Server Order from Woodman, Accelerating Expansion into Japan's AI Infrastructure Market SINGAPORE, Aug. 25, 2026 /PRNewswire/ -- SuperX AI Technology Limited (NASDAQ: SUPX, "SuperX" or the "Company"), a Nasdaq-listed full-stack AI infrastructure solutions provider, today announced that it has received, through its wholly-owned Japanese subsidiary SuperX Industries… — prnewswire.com · 08/25 8:00a https://www.prnewswire.com/news-releases/superx-secures-38-8-million-nvidia-b300-server-order-from-woodman-accelerating-expansion-into-japans-ai-infrastructure-market-302859335.html

2. ALVO +19% $5.25 (1.8B cap) Napco Security Technologies Posts Upbeat Q4 Results, Joins Alvotech, Rum Group And Other Big Stocks Moving Higher On Monday U.S. stocks were mixed, with the Dow Jones index gaining around 150 points on Monday. — benzinga.com · 08/24 10:22a https://www.benzinga.com/trading-ideas/movers/26/08/61383984/napco-security-technologies-posts-upbeat-q4-results-joins-alvotech-rum-group-and-other-big-stocks-moving-higher-on-monday

3. NNNN +16% $7.90 (347M cap) (no fresh news today — likely technical / low-coverage move)

4. FWDI +11% $5.73 (421M cap) (no fresh news today — likely technical / low-coverage move)

5. SBMT +11% $9.16 (270M cap) Silver Bow Mining Targets Montana Processing Complex to Boost Rainbow Block Strategy Silver Bow Mining NYSEAMERICAN: SBMT said it has entered into a definitive agreement to acquire the Jefferson County Metallurgical Complex in Montana, a past-producing processing site located about 55 miles by road from the company's Rainbow Block project in Butte. — marketbeat.com · 08/24 6:02p https://www.marketbeat.com/instant-alerts/silver-bow-mining-targets-montana-processing-complex-to-boost-rainbow-block-strategy-2026-08-24/

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