🗞 Newsmakers — MID ET, 2026-09-14

📊 MARKET MACRO: S&P 500 $761.99 -0.30% Nasdaq $710.21 -0.65% Dow $525.50 -0.06% Russell 2K $288.98 +0.03% VIX $16.76 +5.81% US Dollar $28.15 +0.28% Oil $158.32 +2.21% Gold $394.27 -1.13% Bitcoin $78,664.29 +2.42% Treasuries: 10Y 4.96% 30Y 5.35%

🔥 HOT SECTORS TODAY (the sectors to watch): Industrials +1.61% Technology +0.71% Communication Services +0.56% Consumer Defensive +0.52%

📰 MARKET THEMES & CATALYSTS: • Trump says Ukraine and Russia agreed not to hit energy targets President Donald Trump said Ukraine and Russia agreed to stop attacking each other's energy infrastructure. Trump blamed rapidly rising diesel prices on the ongoing war in Ukraine, not the U.S. war against Iran. — cnbc.com · 09/14 12:03p https://www.cnbc.com/2026/09/14/trump-ukraine-russia-energy-oil-iran.html • GDP Buoys U.S. Economy Despite Fed's Likely Rate Hike, 10-Year Yield Taps 5% @CharlesSchwab's Kevin Gordon notes that the last time crude oil touched $105, a sharp downturn began in the commodity's price action. He sees a different story for crude today. — youtube.com · 09/14 12:00p https://www.youtube.com/watch?v=ZPogkHKvVIE • What Amodei, Altman and Musk have said about AI risks, stoking 'doom' fears Anthropic CEO Dario Amodei on Saturday called for a slowdown in the pace of advanced AI development, winning rare backing from SpaceXAI's Elon Musk and OpenAI CEO Sam ​Altman and sparking a debate over AI "doomerism". — reuters.com · 09/14 11:58a https://www.reuters.com/business/what-amodei-altman-musk-have-said-about-ai-risks-stoking-doom-fears-2026-09-14/ • Prediction Markets Hit Trading Record With NFL Season Underway Kalshi dominated a record weekend for prediction markets as NFL trading surged, while DraftKings gained ground and sportsbooks found another way to profit. — barrons.com · 09/14 11:54a https://www.barrons.com/articles/prediction-markets-kalshi-draftkings-nfl-trading-record-67a5e548 • First Marijuana, Then Peptides. Why Psychedelics Are Wall Street's Next Big Trip. Definium Therapeutics advances the case for medical LSD after reporting positive late-stage trial data for its experimental drug, DT120. — barrons.com · 09/14 11:53a https://www.barrons.com/articles/definium-therapeutics-stock-lsd-psychedelic-drugs-7cf86a50

📈 TOP 12 GAINERS (small/mid-cap % leaders, with catalyst):

1. ELMT +34% $21.69 (649M cap) Producer Of Strategic Metal Soars 43% On Pentagon Deals The Elmet Group soared above a buy point Monday after the Pentagon agreed to invest $450 million in the company to boost domestic production of tungsten. — investors.com · 09/14 11:53a https://www.investors.com/news/pentagon-department-of-war-elmet-group-elmt-stock-tungsten/

2. RPD +19% $12.27 (820M cap) Hsbc Holdings PLC Purchases 86,623 Shares of Rapid7, Inc. $RPD Hsbc Holdings PLC boosted its position in Rapid7, Inc. (NASDAQ: RPD) by 252.4% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 120,946 shares of the technology company's s… — defenseworld.net · 09/14 4:25a https://www.defenseworld.net/2026/09/14/hsbc-holdings-plc-purchases-86623-shares-of-rapid7-inc-rpd.html

3. S +15% $22.80 (7.7B cap) Sherritt Provides Update on Financial and Liquidity Position TORONTO--(BUSINESS WIRE)--Sherritt International Corporation (“Sherritt” or the “Corporation”) (TSX:S) today provided an update on its financial and liquidity position. Further to its second quarter 2026 results and financial position update filed on August 12, 2026, the Corpora… — businesswire.com · 09/14 7:05a https://www.businesswire.com/news/home/20260913433503/en/Sherritt-Provides-Update-on-Financial-and-Liquidity-Position/

4. RUM +15% $8.28 (3.6B cap) Rumble Soars 10% on Report Anthropic Is the $13.7B Compute Customer; CoreWeave and Nebius Drop 9% Rumble (NASDAQ:RUM) stock is rising 10% to $7.87 in early Monday trading after a media report tied a marquee artificial intelligence (AI) customer to the six-year compute contract Rumble disclosed in an August securities filing. — 247wallst.com · 09/14 9:27a https://247wallst.com/investing/2026/09/14/rumble-soars-10-on-report-anthropic-is-the-13-7b-compute-customer-coreweave-and-nebius-drop-9/

5. SAIL +15% $19.86 (11B cap) (no fresh news today — likely technical / low-coverage move)

6. CRWD +15% $237.74 (242B cap) CRWD vs. NET: Which Cybersecurity Stock Has an Edge Right Now? Cloudflare's stronger growth outlook, AI security demand and expanding Zero Trust adoption give NET an edge over CrowdStrike despite its premium valuation. — zacks.com · 09/14 11:15a https://www.zacks.com/stock/news/2989200/crwd-vs-net-which-cybersecurity-stock-has-an-edge-right-now?cid=CS-STOCKNEWSAPI-FT-analyst_blog|most_popular_stocks-2989200

7. ZS +15% $189.00 (31B cap) Cybersecurity Stocks Surge as AI Safety Warnings Spark Security Bid: CrowdStrike and Zscaler Jump 12%, Palo Alto Rallies 11% CrowdStrike (NASDAQ:CRWD | CRWD Price Prediction) stock is up 12% to $232.08, Zscaler (NASDAQ:ZS) stock is rising 12% to $183.97, and Palo Alto Networks (NASDAQ:PANW) stock is jumping 11% to $366.40 in midday Monday trading. — 247wallst.com · 09/14 11:08a https://247wallst.com/investing/2026/09/14/cybersecurity-stocks-surge-as-ai-safety-warnings-spark-security-bid-crowdstrike-and-zscaler-jump-12-palo-alto-rallies-11/

8. QLYS +15% $172.16 (6.1B cap) (no fresh news today — likely technical / low-coverage move)

9. EVCM +14% $7.20 (1.3B cap) (no fresh news today — likely technical / low-coverage move)

10. TYRA +14% $25.13 (1.5B cap) Tyra Announces Pricing of $400 Million Underwritten Offering of Common Stock and Pre-Funded Warrants CARLSBAD, Calif., Sept. 14, 2026 /PRNewswire/ -- Tyra Biosciences, Inc. (Nasdaq: TYRA), a clinical-stage biotechnology company focused on developing next-generation precision medicines that target large opportunities in Fibroblast Growth Factor Receptor (FGFR) biology, today ann… — prnewswire.com · 09/14 6:45a https://www.prnewswire.com/news-releases/tyra-announces-pricing-of-400-million-underwritten-offering-of-common-stock-and-pre-funded-warrants-302877534.html

11. NTSK +14% $16.75 (6.8B cap) (no fresh news today — likely technical / low-coverage move)

12. NOWL +13% $7.95 (284M 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.