🗞 Newsmakers — MID ET, 2026-09-03

📊 MARKET MACRO: S&P 500 $772.45 +0.95% Nasdaq $716.84 +1.07% Dow $536.65 +1.14% Russell 2K $295.04 +0.35% VIX $14.60 -3.95% US Dollar $27.96 -0.71% Oil $142.14 +0.70% Gold $411.99 +2.29% Bitcoin $80,791.04 +4.50% Treasuries: 10Y 4.79% 30Y 5.27% Today's Fed / econ events: 20:30 [Low] Fed Balance Sheet (Sep/02) 19:00 [Medium] Fed Hammack Speech 16:20 [Medium] Atlanta Fed GDPNow (Q3) 14:00 [High] ISM Non-Manufacturing Prices (Aug) 14:00 [High] ISM Services PMI (Aug) 14:00 [High] ISM Non-Manufacturing PMI (Aug) 14:00 [Medium] ISM Non-Manufacturing Employment (Aug) 12:30 [Medium] Fed Waller Speech 12:30 [High] Jobless Claims 4-Week Average (Aug/29) 12:30 [High] Initial Jobless Claims (Aug/29) 12:30 [Medium] Balance of Trade (Jul) 12:30 [Medium] Exports (Jul) 12:30 [Medium] Imports (Jul) 12:30 [High] Continuing Jobless Claims (Aug/22)

🔥 HOT SECTORS TODAY (the sectors to watch): Industrials +2.68% Consumer Cyclical +1.96% Financial Services +1.50% Communication Services +1.04%

📰 MARKET THEMES & CATALYSTS: • Markets Rally as Fed Governor Waller Points to Disinflation Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day than "Bloomberg Surveillance. — youtube.com · 09/03 12:10p https://www.youtube.com/watch?v=3iSwsQPn6aA • El Nino Is Yet to Peak, Bringing Heat and Agricultural Damage in Tow, UN Says This year's El Nino is on track to be the strongest in at least 70 years, further increasing the likelihood of widescale disruption to global agricultural markets. — wsj.com · 09/03 12:08p https://www.wsj.com/economy/global/el-nino-is-yet-to-peak-bringing-heat-and-agricultural-damage-in-tow-un-says-1cfe9dd0 • The Market May Be Telling Us We're Entering A Capital Formation Cycle I've been looking at my clustering stock screener, and I think it is giving us a much more interesting macro signal than simply “energy stocks are strong.” What jumps out is that the portfolio is not simply long commodities. — seekingalpha.com · 09/03 12:05p https://seekingalpha.com/article/4942853-market-may-be-telling-us-were-entering-capital-formation-cycle • Automakers urge Congress to quickly pass law banning Chinese cars A group representing major automakers on Thursday urged ​Congress to pass legislation ‌barring Chinese vehicles from the U.S. market before the end of ​the year. — reuters.com · 09/03 12:01p https://www.reuters.com/world/automakers-urge-congress-quickly-pass-law-banning-chinese-cars-2026-09-03/ • Why Bonds Remain Crucial for Portfolios as Fed Tilts Toward Rate Hikes @CharlesSchwab's Collin Martin directs his attention to the steady rise in Treasury yields and expectations for Fed policies, the latter of which he sees a dramatic shift in as interest rate hike probabilities push higher. That said, he makes the case the economy remains very he… — youtube.com · 09/03 12:00p https://www.youtube.com/watch?v=h1f2MOVePjQ

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

1. HOOD +15% $122.85 (110B cap) Robinhood Rallies 11% on Price Target Hikes, Webull Climbs 7%, Interactive Brokers Gains 4% Robinhood Markets (NASDAQ:HOOD | HOOD Price Prediction) stock is rallying 11% to $118.88 in Thursday trading as a series of bullish analyst calls reinforces the case that Robinhood is becoming more than a traditional retail brokerage. — 247wallst.com · 09/03 10:03a https://247wallst.com/investing/2026/09/03/robinhood-rallies-11-on-price-target-hikes-webull-climbs-7-interactive-brokers-gains-4/

2. BMNR +11% $25.66 (15B cap) Eightco Holdings (NASDAQ: ORBS) Reports Total Holdings of Approximately $380 Million, Includes OpenAI, Beast Industries, More Than 16,000 ETH and Nearly 302 Million WLD Tokens Eightco treasury composition as of September 2, 2026: $90M OpenAI equity (indirect), $18M Beast Industries equity, 16,278 ETH, nearly 302 million WLD holdings, and $122M cash and equivalents, totaling approximately $380 million Eightco recently repurchased over 25 million shares… — prnewswire.com · 09/03 8:30a https://www.prnewswire.com/news-releases/eightco-holdings-nasdaq-orbs-reports-total-holdings-of-approximately-380-million-includes-openai-beast-industries-more-than-16-000-eth-and-nearly-302-million-wld-tokens-302868387.html

3. TSLA +7% $382.16 (1509B cap) Tesla teases driverless Cybercabs with ‘no steering wheel, no pedals' ahead of secretive Austin event Tesla shared a tantalizing tidbit ahead of an Austin, Tex., event in which the automaker is expected to provide new details about driverless Cybercabs. — nypost.com · 09/03 11:36a https://nypost.com/2026/09/03/business/tesla-teases-driverless-cybercabs-ahead-of-secretive-austin-event-no-steering-wheel-no-pedals/

4. SPCX +6% $148.56 (1943B cap) A Guide to Space ETF Investment Space ETFs offer exposure to a booming space economy, helping investors capture long-term growth while mitigating risks tied to individual companies. — zacks.com · 09/03 10:46a https://www.zacks.com/stock/news/2984216/a-guide-to-space-etf-investment?cid=CS-STOCKNEWSAPI-FT-etf_news_and_commentary-2984216

5. IBIT +5% $45.78 (76B cap) Cryptocurrencies: Bitcoin Down 1.5% This Week This weekly update tracks some of the largest cryptocurrencies by market share: Bitcoin and Ether. While both are considered high-risk assets, they possess foundational differences that investors should understand. — etftrends.com · 09/02 3:07p https://www.etftrends.com/crypto-content-hub/cryptocurrencies-bitcoin-down-1.5-this-week/

6. TQQQ +3% $71.80 (44B cap) (no fresh news today — likely technical / low-coverage move)

📈 TOP 4 GAINERS (small/mid-cap % leaders, with catalyst):

1. IMC +20% $7.80 (820M cap) (no fresh news today — likely technical / low-coverage move)

2. CBIO +19% $21.97 (818M cap) Crescent Biopharma to Present at September Investor Conferences WALTHAM, Mass., Sept. 03, 2026 (GLOBE NEWSWIRE) -- Crescent Biopharma, Inc. (“Crescent” or the “Company”) (Nasdaq: CBIO), a clinical-stage biotechnology company dedicated to rapidly advancing the next wave of therapies for cancer patients, today announced that management is sche… — globenewswire.com · 09/03 7:30a https://www.globenewswire.com/news-release/2026/09/03/3355786/0/en/crescent-biopharma-to-present-at-september-investor-conferences.html

3. HCM +17% $14.06 (2.5B cap) HUTCHMED (China) Limited (HCM) Discusses Strategic Partnership With GSK and Licensing of Oncology Asset A830 Transcript HUTCHMED (China) Limited (HCM) Discusses Strategic Partnership With GSK and Licensing of Oncology Asset A830 Transcript — seekingalpha.com · 09/03 10:39a https://seekingalpha.com/article/4942785-hutchmed-china-limited-hcm-discusses-strategic-partnership-with-gsk-and-licensing-of-oncology

4. PTIR +17% $20.53 (579M 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.