🗞 Newsmakers — MID ET, 2026-09-10

📊 MARKET MACRO: S&P 500 $758.03 -0.57% Nasdaq $709.68 -0.93% Dow $520.81 -0.62% Russell 2K $288.20 -0.84% VIX $17.68 +7.41% US Dollar $28.00 +0.09% Oil $156.77 +4.53% Gold $399.88 -0.86% Bitcoin $76,867.23 -1.82% Treasuries: 10Y 4.8% 30Y 5.25% Today's Fed / econ events: 16:00 [Medium] EIA Gasoline Stocks Change (Sep/04) 16:00 [Medium] EIA Crude Oil Stocks Change (Sep/04) 14:00 [Medium] Existing Home Sales MoM (Aug) 14:00 [High] Existing Home Sales (Aug) 13:20 [Medium] Atlanta Fed GDPNow (Q3) 12:30 [High] Producer Price Index MoM (Aug) 12:30 [Medium] Initial Jobless Claims (Sep/05) 12:30 [Medium] Core PPI MoM (Aug) 10:00 [Medium] OPEC Monthly Report

🔥 HOT SECTORS TODAY (the sectors to watch): Industrials +2.38% Consumer Cyclical +1.38% Technology +0.27% Communication Services +0.26%

📰 MARKET THEMES & CATALYSTS: • Fanatics Sports & Casino app launches as single destination for betting ahead of NFL season Fanatics Sports & Casino merges sportsbook, casino and prediction markets into one app with FanCash rewards, Fair Play and more just in time for the 2026 NFL season. — foxbusiness.com · 09/10 12:21p https://www.foxbusiness.com/sports/fanatics-sports-casino-app-launches-single-destination-betting-ahead-nfl-season • Willdan: Burton's $103 Million Revenue Number Is The Wrong One Willdan grew second-quarter net revenue 23.5%, including 18% organic growth, while adjusted EBITDA rose 50.6%. Burton's unusual mix of $103 million in contract revenue, $15 million in net revenue and $7 million in EBITDA is the key to understanding the acquisition. I rate WLDN a… — seekingalpha.com · 09/10 12:04p https://seekingalpha.com/article/4945100-willdan-burtons-103-million-revenue-number-is-the-wrong-one • Why CPI Will Move Equities & Yields, Fed Readies for Interest Rate Meeting Liz Ann Sonders of @CharlesSchwab says her data is suggesting a likely interest rate hike. She gauges what investors should expect if September's tentative hike is the first of several. — youtube.com · 09/10 12:00p https://www.youtube.com/watch?v=JaShs0yymX4 • COO Q3 Earnings Top Estimates, Revenues Miss on Destocking, Stock Down Cooper Companies' Q3 EPS beats estimates as expense controls offset softer revenues, while U.S. inventory cuts pressure CooperVision and weigh on shares. — zacks.com · 09/10 11:45a https://www.zacks.com/stock/news/2987877/coo-q3-earnings-top-estimates-revenues-miss-on-destocking-stock-down?cid=CS-STOCKNEWSAPI-FT-analyst_blog|earnings_article-2987877 • Can Strong LEAP Momentum Boost ASE Technology's Long-Term Growth? ASE Technology's LEAP demand is accelerating as AI drives advanced packaging needs, with rising margins and major capacity investments supporting long-term growth. — zacks.com · 09/10 11:25a https://www.zacks.com/stock/news/2987758/can-strong-leap-momentum-boost-ase-technology-s-long-term-growth?cid=CS-STOCKNEWSAPI-FT-analyst_blog|quick_take-2987758

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

1. BBD +4% $3.56 (38B cap) (no fresh news today — likely technical / low-coverage move)

2. F +3% $13.88 (55B cap) Can Ford Overcome Tariff and Commodity Cost Headwinds in 2026? F raises its 2026 EBIT guidance despite tariff and commodity headwinds, while a Novelis aluminum recovery can drive a major second-half benefit. — zacks.com · 09/10 11:30a https://www.zacks.com/stock/news/2987761/can-ford-overcome-tariff-and-commodity-cost-headwinds-in-2026?cid=CS-STOCKNEWSAPI-FT-analyst_blog|quick_take-2987761

3. SPCX +3% $151.87 (1986B cap) Wells Fargo Analyst: SpaceX Wireless Will Crush Carriers While Tower REITs “Quietly” Profit A Wells Fargo analyst says SpaceX's wireless push will hurt carriers far less than investors fear, and the real beneficiaries may surprise anyone who assumed satellite and towers compete rather than cooperate. — 247wallst.com · 09/10 9:45a https://247wallst.com/investing/2026/09/10/wells-fargo-analyst-spacex-wireless-will-crush-carriers-while-tower-reits-quietly-profit/

4. ITUB +3% $8.29 (92B cap) Itau Unibanco Sees Unusually Large Options Volume (NYSE:ITUB) Itau Unibanco Holding S.A. (NYSE: ITUB - Get Free Report) was the recipient of some unusual options trading activity on Tuesday. Investors acquired 8,017 put options on the company. This is an increase of 1,133% compared to the typical daily volume of 650 put options. Wall Stree… — defenseworld.net · 09/09 1:21a https://www.defenseworld.net/2026/09/09/itau-unibanco-sees-unusually-large-options-volume-nyseitub.html

5. AAPL +2% $321.84 (4726B cap) Apple's Foldable iPhone Duo Is Here, What We Know Apple unveiled the company's first foldable smartphone during a wide-ranging event Wednesday, betting that a new category can energize growth for its biggest-selling lineup. The iPhone Duo will start at $1,999 and cost up to $3,199. — youtube.com · 09/10 11:48a https://www.youtube.com/watch?v=k3MOn-BBGH0

📈 TOP 6 GAINERS (small/mid-cap % leaders, with catalyst):

1. WLTH +14% $10.79 (1.6B cap) Wealthfront (WLTH) Investor Alert: Johnson Fistel Investigates Post-IPO Disclosures SAN DIEGO, Sept. 10, 2026 (GLOBE NEWSWIRE) -- Johnson Fistel, PLLP is investigating potential securities claims involving Wealthfront Corporation (“Wealthfront” or the “Company”) (NASDAQ: WLTH) following post-IPO financial disclosures and declines in the price of Wealthfront sto… — globenewswire.com · 09/10 10:52a https://www.globenewswire.com/news-release/2026/09/10/3359749/0/en/wealthfront-wlth-investor-alert-johnson-fistel-investigates-post-ipo-disclosures.html

2. DBI +10% $5.76 (292M cap) Why Designer Brands Stock Was Moving Higher Today Designer Brands' comparable sales fell, but it still increased profits. It's delivering significant margin expansion due to better inventory controls and product selection. — fool.com · 09/10 11:29a https://www.fool.com/investing/2026/09/10/why-designer-brands-stock-was-moving-higher-today/

3. AVAV +10% $155.00 (7.8B cap) Why AeroVironment Stock Rocketed Higher Today AeroVironment reported Q1 results that surpassed expectations with room to spare. The stock is selling at its lowest valuation since mid-2025. — fool.com · 09/10 11:33a https://www.fool.com/investing/2026/09/10/why-aerovironment-stock-rocketed-higher-today/

4. HBNB +10% $5.21 (1.2B cap) (no fresh news today — likely technical / low-coverage move)

5. TSSI +9% $9.10 (255M cap) (no fresh news today — likely technical / low-coverage move)

6. SWKS +9% $83.59 (13B 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.