🆕 Newsmakers — 9:30a ET, 2026-08-27 — new since last alert

📰 NEW MARKET THEMES: • U.S. Jobless Claims Pull Back Again The number of people who filed for unemployment benefits was 203,000 in the week through Aug. 22, 4,000 lower than the upwardly revised 207,000 reported a week earlier. — wsj.com · 08/27 8:57a https://www.wsj.com/economy/jobs/u-s-jobless-claims-pull-back-again-13d03ae9 • Nasdaq 100, S&P 500 Rise on Nvidia as Dow Jones Lags Nasdaq 100 and S&P 500 gain after Nvidia earnings while Dow Jones lags, with 53,000, 7,600 and 7,800 marking key levels in the index outlook. — fxempire.com · 08/27 8:51a https://www.fxempire.com/forecasts/article/nasdaq-100-sp-500-rise-on-nvidia-as-dow-jones-lags-1619616 • Nvidia Is One Less Brick On The Wall Of Worry, For Now Nvidia beat expectations and raised 2028 revenue growth guidance to 70%, reinforcing AI sector strength despite supply constraints. AI accelerator demand remains robust, but questions persist about NVDA's circular financing and rising competition. — seekingalpha.com · 08/27 8:49a https://seekingalpha.com/article/4940782-nvidia-is-one-less-brick-on-wall-of-worry-for-now • This Quantum Stock Is Puzzling. Why Its Growth Surge Is Mostly an Illusion. One analyst is overlooking Quantum Computing Inc.'s bizarre corporate history and persistent financial challenges for a surprising reason. — barrons.com · 08/27 8:43a https://www.barrons.com/articles/quantum-computing-stock-buy-revenue-growth-00a14436 • Kansas City Fed's Schmid says inflation 'stubborn' and 'sticky,' policy rate not restrictive Kansas City Fed President Jeffrey Schmid said Thursday that inflation has been "stubborn" and "sticky" though he did not commit to supporting an interest rate hike. However, he said he doesn't see the current level of rates being restrictive on the economy. — cnbc.com · 08/27 8:20a https://www.cnbc.com/2026/08/27/kansas-city-feds-schmid-says-inflation-stubborn-and-sticky-policy-rate-not-restrictive.html

🐘 NEW BIG-CAP MOVERS:

1. NVDA +6% $222.24 (5383B cap) NVIDIA's Blockbuster Quarter May Still Undersell How Big the AI Buildout Is NVIDIA TodayNVDANVIDIA$209.66 -3.39 (-1.59%) As of 08/26/2026 04:00 PM Eastern52-Week Range$164.07▼$236.54Dividend Yield0.48%P/E Ratio32.11Price Target$317.44Add to WatchlistNVIDIA's NASDAQ: NVDA Q2 fiscal year 2027 (FY2027) results extend the trend, which says a lot for a compa… — marketbeat.com · 08/27 9:10a https://www.marketbeat.com/articles/nvidias-blockbuster-quarter-may-still-undersell-how-big-the-ai-buildout-is/

2. SOXL +6% $123.52 (34B cap) US weighs a new round of tariffs on semiconductors, Politico reports The Trump administration is considering a new ​round of sweeping tariffs on semiconductors, Politico ‌reported on Thursday citing eight people familiar with discussions. — reuters.com · 08/27 5:28a https://www.reuters.com/business/us-weighs-new-round-tariffs-semiconductors-politico-reports-2026-08-27/

3. BMNR +4% $25.85 (15B cap) Bitmine Immersion Technologies (BMNR) kondigt aan dat zijn ETH-holdings 5,85 miljoen tokens hebben bereikt en dat de totale holdings in cryptovaluta en liquide middelen 14,9 miljard dollar bedragen. Bitmine bezit 4,8% van het totale ETH-aanbod van 120,7 miljoen Bitmine heeft in slechts 14 maanden 97% van het doel van de 'Alchemy of 5%' bereikt ETH steeg de — prnewswire.com · 08/26 5:17a https://www.prnewswire.com/news-releases/bitmine-immersion-technologies-bmnr-kondigt-aan-dat-zijn-eth-holdings-5-85-miljoen-tokens-hebben-bereikt-en-dat-de-totale-holdings-in-cryptovaluta-en-liquide-middelen-14-9-miljard-dollar-bedragen-302860417.html

4. IREN +3% $40.68 (15B cap) IREN Q4 Preview: Stock Down 48% From Highs, Will Data Center Monetization Shine Through in Earnings? Data center company IREN Limited (NASDAQ:IREN) looks to regain stock momentum when the company reports fourth-quarter financial results Thursday after market close. — benzinga.com · 08/26 4:40p https://www.benzinga.com/trading-ideas/previews/26/08/61449177/iren-q4-preview-data-center-growth-spark-rebound

5. TQQQ +2% $72.19 (44B cap) (no fresh news today — likely technical / low-coverage move)

6. NOK +2% $10.62 (57B cap) (no fresh news today — likely technical / low-coverage move)

📈 NEW GAINERS:

1. BHVN +18% $16.95 (2.5B cap) Why Is Biohaven Stock Soaring Wednesday? Biohaven Ltd. (NYSE:BHVN) scored two major wins this week. The company signed a lucrative licensing agreement with SK Biopharmaceuticals Co. Ltd. and secured a legal victory alongside Yale University in a trade-secret dispute. — benzinga.com · 08/26 1:41p https://www.benzinga.com/markets/biotech/26/08/61442861/why-is-biohaven-stock-soaring-wednesday

2. BZ +16% $18.84 (8.6B cap) (no fresh news today — likely technical / low-coverage move)

3. SPTX +12% $27.84 (1.5B cap) (no fresh news today — likely technical / low-coverage move)

4. WBTN +11% $10.47 (1.4B cap) (no fresh news today — likely technical / low-coverage move)

5. GRRR +10% $15.45 (383M cap) Fitch Assigns Gorilla Technology First-Time 'B-' Rating with Positive Outlook London, United Kingdom--(Newsfile Corp. - August 27, 2026) - Gorilla Technology Group Inc. (NASDAQ: GRRR) ("Gorilla" or the "Company"), a global solution provider in Security Intelligence, Network Intelligence, Business Intelligence, IoT technology and data centres, Gorilla Tech… — newsfilecorp.com · 08/27 9:00a https://www.newsfilecorp.com/release/311788/Fitch-Assigns-Gorilla-Technology-FirstTime-B-Rating-with-Positive-Outlook

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