🆕 Newsmakers — 9:30a ET, 2026-08-28 — new since last alert

📰 NEW MARKET THEMES: • Wall Street analysts are ‘unnerved' by the Fed's new chair, Kevin Warsh. Here's why The new chair of the Federal Reserve, Kevin Warsh, has brought sharp change in how the central bank communicates by saying much less than his predecessors about the economy and inflation.But so far, many economists and Wall Street investors haven't been thrilled with that approa… — fastcompany.com · 08/28 9:20a https://www.fastcompany.com/91597382/wall-street-analysts-unnerved-feds-new-chair-kevin-warsh-heres-why • ExlService: Worth More As A Compounder Than As An IT Vendor ExlService Holdings is delivering robust, consistent top- and bottom-line growth, positioning itself as a high-return compounder. EXLS raised 2026 guidance, forecasting 15% revenue and 16–18% EPS growth, supported by long-term contracts and AI-driven solutions. I see EXLS as und… — seekingalpha.com · 08/28 9:18a https://seekingalpha.com/article/4941208-exlservice-worth-more-as-a-compounder-than-as-an-it-vendor • The S&P 500 Proved Me Wrong, But AI Is Hiding The War Damage The ongoing US-Iran war has produced complex, often counterintuitive market reactions, with AI-driven tech stocks carrying the S&P 500 to new highs. Gold and cryptocurrencies initially underperformed expectations amid geopolitical tension but rebounded as Treasury interventions… — seekingalpha.com · 08/28 9:09a https://seekingalpha.com/article/4940228-the-s-and-p-500-proved-me-wrong-but-ai-is-hiding-the-war-damage • Andreessen Horowitz Launches ‘Machine Age' Fund to Tackle AI Supply Bottlenecks The SpaceX and Anduril backer wants to expand its investments in chips, robots and other hardware. — wsj.com · 08/28 9:00a https://www.wsj.com/finance/investing/andreessen-horowitz-hardware-fund-ai-supply-chain-887774c5 • Wall Street Waits for Kevin Warsh at Jackson Hole, MRVL Falls After Earnings After Nvidia (NVDA) brought a new wave of confidence in the AI trade, markets are cooling ahead of Friday's trading session. Tom White points to the Fed's Jackson Hole symposium as the culprit, as Wall Street waits for any information regarding the direction of interest rates. — youtube.com · 08/28 8:58a https://www.youtube.com/watch?v=h4_-BnmTLds

📈 NEW GAINERS:

1. NOWL +20% $7.83 (279M cap) (no fresh news today — likely technical / low-coverage move)

2. AIIR +17% $7.98 (1.4B cap) (no fresh news today — likely technical / low-coverage move)

3. VEEV +15% $282.13 (45B cap) Why Veeva Systems Stock Is Soaring This Week Veeva Systems published its fiscal Q2 results on Wednesday and beat Wall Street's forecasts. The company's full-year guidance also topped expectations. — fool.com · 08/28 5:56a https://www.fool.com/investing/2026/08/28/why-veeva-systems-stock-is-soaring-this-week/

4. FIG +13% $30.62 (15B cap) Figma stock just crossed a crucial price: is the bull run starting? Figma stock continued its recovery this week, reaching its highest level since March 5 this year. FIG jumped to $30.62, up by 81% from its lowest level this year, mirroring the performance of other top software companies like Salesforce, Adobe, and Palantir. — invezz.com · 08/28 9:04a https://invezz.com/news/2026/08/28/figma-stock-just-crossed-a-crucial-price-is-the-bull-run-starting/

5. BUUU +13% $31.84 (359M cap) (no fresh news today — likely technical / low-coverage move)

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