🗞 Newsmakers — MID ET, 2026-08-28

📊 MARKET MACRO: S&P 500 $769.99 -0.14% Nasdaq $716.72 -0.61% Dow $535.02 -0.04% Russell 2K $296.02 -1.26% VIX $14.77 +1.79% US Dollar $28.18 +0.55% Oil $129.19 -0.63% Gold $410.95 -2.76% Bitcoin $77,612.35 -3.30% Treasuries: 10Y 4.66% 30Y 5.18% Today's Fed / econ events: 19:30 [Medium] CFTC Gold Speculative net positions 19:30 [Medium] CFTC Crude Oil speculative net positions 19:30 [Medium] CFTC S&P 500 speculative net positions 19:30 [Medium] CFTC Nasdaq 100 speculative net positions 16:30 [Medium] Fed Goolsbee Speech 14:00 [Medium] Michigan 1 Year Inflation Expectations (Aug) 14:00 [High] Michigan Consumer Sentiment (Aug) 13:45 [Medium] Chicago PMI (Aug)

🔥 HOT SECTORS TODAY (the sectors to watch): Communication Services +1.38% Consumer Defensive +0.93% Consumer Cyclical +0.82% Financial Services +0.15%

📰 MARKET THEMES & CATALYSTS: • Fed chair gives clear signal of US rate rise amid inflation threat The US central bank "will have work to do" unless inflationary pressures recede, according to its Trump-appointed chair who was under pressure to signal if interest rates would rise in response. — news.sky.com · 08/28 12:07p https://news.sky.com/story/jackson-hole-warsh-gives-clear-us-rate-rise-signal-amid-inflation-threat-13578046 • Analysis: Kevin Warsh sharpens inflation warning at Jackson Hole, signaling possible rate hike Federal Reserve Chairman Kevin Warsh used his Jackson Hole speech to give a more hawkish reading of inflation than he did after the July Fed meeting. Warsh recommitted to the Fed's 2% PCE inflation target and said elevated prices should be the central bank's main focus. — cnbc.com · 08/28 11:56a https://www.cnbc.com/2026/08/28/kevin-warsh-jackson-hole-fed-inflation-rate-hike.html • Russia's Gazprom posts 12% fall in first-half profit Russian gas producer Gazprom's first-half profit reached 864 billion roubles ($10 billion) around 12% lower than a year ​ago, the company said on Friday, citing ​the impact of a stronger rouble. — reuters.com · 08/28 11:46a https://www.reuters.com/business/energy/russias-gazprom-posts-12-fall-first-half-profit-2026-08-28/ • Smaller Revision Points to More Accurate Jobs Numbers The 2026 revisions by the Bureau of Labor Statistics represent a downward adjustment of just 0.1 percent of the total work force. — nytimes.com · 08/28 11:22a https://www.nytimes.com/2026/08/28/business/economy/jobs-labor-numbers.html • Fed's Warsh: Full Speech at Jackson Hole Symposium Federal Reserve Chairman Kevin Warsh said inflation isn't meaningfully slowing and warned that policymakers must be confident that it is, otherwise the central bank has “work to do.” He reiterated that policymakers will return inflation to their 2% goal, which he said is a firm… — youtube.com · 08/28 11:16a https://www.youtube.com/watch?v=iLpSvNQoPR0

🐘 BIG-CAP MOVERS ON NEWS (≥$10B — the MRVL-class catalysts):

1. AMZN +4% $266.00 (2863B cap) Why is Amazon stock surging 4% today Amazon shares AMZN surged 4% on Friday after Evercore ISI raised its price target on the e-commerce and cloud computing giant to $355 from $315.16, while maintaining an Outperform rating. The move came as analysts pointed to improving trends across Amazon's retail, artificial in… — invezz.com · 08/28 11:30a https://invezz.com/news/2026/08/28/why-is-amazon-stock-surging-4-today/

2. CRM +3% $259.91 (213B cap) QUICK SPARK: Jim Cramer Says 'Worst is Over' for Salesforce Stock Jim Cramer suggested on Friday that the recent "SaaSpocalypse" selloff in software stocks may have been driven in part by short bets from Situational Awareness and said the worst could be over for Salesforce (NYSE:CRM). — benzinga.com · 08/28 11:53a https://www.benzinga.com/trading-ideas/movers/26/08/61498790/quick-spark-jim-cramer-says-worst-is-over-for-salesforce-stock

📈 TOP 5 GAINERS (small/mid-cap % leaders, with catalyst):

1. ESTC +17% $98.13 (10B cap) Paul Tudor Jones Started Buying Elastic. Steve Cohen Cut Back Before The AI-Fueled Rally Elastic N.V.‘s (NYSE:ESTC) blowout fiscal first-quarter earnings didn't just reward shareholders—it also put a spotlight on a split among prominent hedge funds. — benzinga.com · 08/28 11:16a https://www.benzinga.com/trading-ideas/movers/26/08/61497293/elastic-hedge-fund-rally

2. SOLS +15% $64.73 (10B cap) Solstice Stock Is Surging After Terminating Element Merger Solstice Advanced Materials Inc. (NYSE:SOLS) shares are jumping Friday after the company and Element Solutions mutually agreed to terminate their pending merger. Here's what you need to know. — benzinga.com · 08/28 10:57a https://www.benzinga.com/trading-ideas/movers/26/08/61496136/solstice-stock-is-surging-after-terminating-element-merger

3. RFAI +13% $59.00 (492M cap) (no fresh news today — likely technical / low-coverage move)

4. GAP +13% $23.41 (8.4B cap) Gap Just Made a Big Bet on Fixing Old Navy Gap Inc. (GAP, Financials) is changing leadership at its biggest brand as investors look for signs that its turnaround can spread beyond the Gap name.The retail — gurufocus.com · 08/28 11:53a https://www.gurufocus.com/news/9058154/gap-just-made-a-big-bet-on-fixing-old-navy

5. XSPIX +9% $69.21 (2.7B cap) (no fresh news today — likely technical / low-coverage move)

— auto-generated, alert-only (not investment advice). 'No fresh news' = likely a technical/low-float move, not a catalyst.