🗞 Newsmakers — MID ET, 2026-09-09

📊 MARKET MACRO: S&P 500 $761.65 -0.56% Nasdaq $715.14 -0.45% Dow $523.88 -0.79% Russell 2K $290.81 -1.31% VIX $16.52 +5.09% US Dollar $27.98 -0.05% Oil $149.26 +2.22% Gold $403.56 +0.96% Bitcoin $78,624.66 +0.23% Treasuries: 10Y 4.78% 30Y 5.24% Today's Fed / econ events: 20:30 [Medium] API Crude Oil Stock Change (Sep/04) 11:00 [Medium] MBA 30-Year Mortgage Rate (Sep/04)

🔥 HOT SECTORS TODAY (the sectors to watch): Technology +0.47% Real Estate +0.34% Healthcare +0.14% Communication Services +0.03%

📰 MARKET THEMES & CATALYSTS: • Fed rate hike hinges on two key inflation reports in the next two days Consumer and wholesale prices are rising again. Just how bad does it have to get for the Fed to act? — marketwatch.com · 09/09 12:18p https://www.marketwatch.com/story/fed-rate-hike-hinges-on-two-key-inflation-reports-in-the-next-two-days-09d63bd9 • Phathom Pharmaceuticals: Specialist Economics Strengthens The Bull Case Phathom Pharmaceuticals is executing a specialist-focused strategy, targeting gastroenterologists to drive VOQUEZNA adoption and move toward sustainable profitability. Second-quarter 2026 revenue grew 88% to $74.3M, SG&A fell, and management forecasts 2026 revenue of $310–$325M… — seekingalpha.com · 09/09 12:13p https://seekingalpha.com/article/4944441-phathom-pharmaceuticals-specialist-economics-strengthen-the-bull-case • Investors worried about rising bond yields are keeping a close eye on this corner of the market Small-capitalization stocks are back in the market's spotlight after sliding below a key chart level, as investors watch for signs that rising global bond yields could put more pressure on equities. — marketwatch.com · 09/09 12:09p https://www.marketwatch.com/story/investors-worried-about-rising-bond-yields-are-keeping-a-close-eye-on-this-corner-of-the-market-aa4096c8 • Treasury Plans $6 Billion in Debt Repurchases to Battle Rising Yields Bond yields rose after the announcement, suggesting investors were underwhelmed by the size of the purchases. — nytimes.com · 09/09 12:04p https://www.nytimes.com/2026/09/09/business/economy/treasury-repurchase-bessent.html • Facing Booze Ban, Canada Digs In, Can American Voters Force A Resolution? The Canada-U.S. trade war is driven more by political pressures than economic fundamentals, with midterm elections likely to force a negotiated settlement. Tariffs, especially on autos and alcohol, risk driving inflation higher and pressuring companies like Ford, GM, and Brown-F… — seekingalpha.com · 09/09 12:04p https://seekingalpha.com/article/4944433-facing-booze-ban-canada-digs-in-can-american-voters-force-a-resolution

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

1. META +6% $651.18 (1659B cap) Cramer Hyped Anthropic's IPO, Then Its Own Researcher Put 10% Odds on AI Killing Us Fewer than 14 hours separated Jim Cramer's two takes on Anthropic. — 247wallst.com · 09/09 11:45a https://247wallst.com/investing/2026/09/09/cramer-hyped-anthropics-ipo-then-its-own-researcher-put-10-odds-on-ai-killing-us/

📈 TOP 9 GAINERS (small/mid-cap % leaders, with catalyst):

1. IRD +29% $5.62 (464M cap) Gene Therapy at Lower Dose Shows Vision Improvements, Opus Genetics Says Opus Genetics, Inc. (NASDAQ:IRD) stock is surging on Wednesday after the company reported positive three- and six-month results from the low-dose first cohort of its Phase 1/2 BIRD-1 trial of OPGx-BEST1. — benzinga.com · 09/09 10:48a https://www.benzinga.com/trading-ideas/movers/26/09/61690048/gene-therapy-at-lower-dose-shows-vision-improvements-opus-genetics-says

2. ODD +21% $15.82 (903M cap) Oddity Tech Ltd. (ODD) Q2 2026 Earnings Call Transcript Oddity Tech Ltd. (ODD) Q2 2026 Earnings Call Transcript — seekingalpha.com · 09/09 11:47a https://seekingalpha.com/article/4944367-oddity-tech-ltd-odd-q2-2026-earnings-call-transcript

3. SIG +20% $98.90 (3.9B cap) Investors Await PPI and CPI Data We're taking a break from economic reports this Hump Day, seeing pre-market futures drift into the red. Without any relief in sight as the battle in the Strait of Hormuz continues to heat up, spot oil prices are up +2.8% this morning: $95 per barrel (/bbl) on WTI and $100/bbl on… — zacks.com · 09/09 12:11p https://www.zacks.com/stock/news/2987096/investors-await-ppi-and-cpi-data?cid=CS-STOCKNEWSAPI-FT-economic_highlights-2987096

4. PLSE +17% $57.11 (4.0B cap) (no fresh news today — likely technical / low-coverage move)

5. METU +12% $25.38 (546M cap) (no fresh news today — likely technical / low-coverage move)

6. TTRX +12% $14.19 (423M cap) Turn Therapeutics Appoints Former CDC Director Robert R. Redfield, M.D., as Chief Scientific Officer Turn Therapeutics Inc. (Nasdaq: TTRX), a clinical-stage biotechnology company developing targeted, non-systemic therapies for inflammatory and infectious skin d — gurufocus.com · 09/09 9:00a https://www.gurufocus.com/news/9072657/turn-therapeutics-appoints-former-cdc-director-robert-r-redfield-md-as-chief-scientific-officer

7. INNV +11% $11.66 (1.6B cap) InnovAge Holding Corp. (INNV) Q4 2026 Earnings Call Transcript InnovAge Holding Corp. (INNV) Q4 2026 Earnings Call Transcript — seekingalpha.com · 09/08 9:35p https://seekingalpha.com/article/4944091-innovage-holding-corp-innv-q4-2026-earnings-call-transcript

8. SSL +11% $14.71 (9.4B cap) Sasol Ltd (SSL) Stock Up 8.4% but GF Value Says Overvalued -- GF Score: 52/100 On September 08, 2026, Sasol Ltd (SSL) shares rose 8.4% today, bringing the current price to $13.30. The stock has seen impressive gains, with a 52-week range o — gurufocus.com · 09/08 7:52p https://www.gurufocus.com/news/9071532/sasol-ltd-ssl-stock-up-84-but-gf-value-says-overvalued-gf-score-52100

9. SUNB +11% $76.62 (31B cap) Sunbelt Rentals Reports Record First Quarter Results and Raises Full-Year Fiscal 2027 Guidance FORT MILL, S.C.--(BUSINESS WIRE)--Sunbelt Rentals Holdings, Inc. (NYSE: SUNB, LSE: SUNB) (“the Company”), a leader in the equipment rental industry, today announced financial results for the fiscal first quarter ended July 31, 2026. Fiscal First Quarter 2027 Highlights Total rev… — businesswire.com · 09/09 7:00a https://www.businesswire.com/news/home/20260909291559/en/Sunbelt-Rentals-Reports-Record-First-Quarter-Results-and-Raises-Full-Year-Fiscal-2027-Guidance/

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