🗞 Newsmakers — MID ET, 2026-08-31

📊 MARKET MACRO: S&P 500 $765.89 -0.45% Nasdaq $714.80 -0.23% Dow $531.70 -0.63% Russell 2K $293.19 -0.87% VIX $15.17 +5.13% US Dollar $28.11 -0.23% Oil $133.19 +2.69% Gold $407.12 -0.43% Bitcoin $78,614.86 +1.18% Treasuries: 10Y 4.73% 30Y 5.22% Today's Fed / econ events: 14:30 [Medium] Dallas Fed Manufacturing Index (Aug)

🔥 HOT SECTORS TODAY (the sectors to watch): Consumer Cyclical +0.91% Utilities +0.86% Healthcare +0.83% Industrials +0.52%

📰 MARKET THEMES & CATALYSTS: • The Small-Cap Rally Is Starting to Look Stretched Small-cap stocks have trounced the S&P 500 this year, but valuations are less compelling and some strategists say large-cap stocks now offer better opportunities. — barrons.com · 08/31 12:15p https://www.barrons.com/articles/small-cap-stocks-rally-large-cap-stocks-932b2b57 • Trump administration to announce drug pricing deals U.S. President Donald ​Trump is expected to announce a new round of drug-pricing agreements on Monday, a White ‌House official said, part of a push to make healthcare more affordable for Americans. — reuters.com · 08/31 12:09p https://www.reuters.com/legal/litigation/trump-administration-announce-drug-pricing-deals-2026-08-31/ • The Tangible Benefit To The Treasury From Their Buyback Program The U.S. Treasury's Buyback Program has delivered $34 billion in savings over 28 months by retiring illiquid securities at discounts to par. Buybacks are executed via reverse auctions, targeting off-the-run securities to enhance market liquidity and reduce balance sheet stress f… — seekingalpha.com · 08/31 12:06p https://seekingalpha.com/article/4941816-the-tangible-benefit-to-the-treasury-from-their-buyback-program • New Inflation Threats Pose Interest Rate Risks & Analyzing Yen Weakness Fed Chair Kevin Warsh's Jackson Hole speech makes Liz Ann Sonders (@CharlesSchwab) believe the FOMC will hike interest rates, the question is when. A reescalation in the U.S.-Iran war and global trade wars pose as a threat to the inflation outlook. — youtube.com · 08/31 12:00p https://www.youtube.com/watch?v=6d3W99UUGts • Markets Head Lower As Iran Conflicts Intensify WTI crude trades higher. Oil stocks get a boost. — seekingalpha.com · 08/31 11:58a https://seekingalpha.com/article/4941810-markets-head-lower-as-iran-conflicts-intensify

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

1. TSLA +5% $365.03 (1442B cap) Why Tesla Stock Stepped on the Gas Monday Morning The electric vehicle (EV) specialist is working with SpaceX to expand solar production. — fool.com · 08/31 11:30a https://www.fool.com/investing/2026/08/31/why-tesla-stock-stepped-on-the-gas-monday-morning/

2. IREN +3% $36.40 (13B cap) Investors Freaked Out Over IREN's $30 Billion Capex — CEO Explains Why They're Dead Wrong AI infrastructure has entered the phase where the numbers are getting almost comically large. — 247wallst.com · 08/31 11:44a https://247wallst.com/investing/2026/08/31/investors-freaked-out-over-irens-30-billion-capex-ceo-explains-why-theyre-dead-wrong/

3. BMNR +3% $24.41 (14B cap) Bitmine Immersion Technologies (BMNR) Announces ETH Holdings Reach 5.90 Million Tokens, and Total Crypto and Total Cash Holdings of $15.6 Billion Bitmine owns 4.9% of the total ETH coin supply of 120.7 million Bitmine is 98% of the way to the 'Alchemy of 5%' in just 15 months ETH is the best performing — prnewswire.com · 08/31 8:30a https://www.prnewswire.com/news-releases/bitmine-immersion-technologies-bmnr-announces-eth-holdings-reach-5-90-million-tokens-and-total-crypto-and-total-cash-holdings-of-15-6-billion-302864579.html

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

1. TITN +17% $20.93 (488M cap) (no fresh news today — likely technical / low-coverage move)

2. GFUZ +14% $8.01 (646M cap) (no fresh news today — likely technical / low-coverage move)

3. GPRK +14% $11.17 (725M cap) (no fresh news today — likely technical / low-coverage move)

4. BMM +11% $6.21 (515M cap) (no fresh news today — likely technical / low-coverage move)

5. TSLL +9% $9.82 (4.6B 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.