🗞 Newsmakers — MID ET, 2026-09-15

📊 MARKET MACRO: S&P 500 $757.54 -0.44% Nasdaq $705.47 -0.52% Dow $520.31 -0.80% Russell 2K $285.02 -1.00% VIX $17.54 +2.57% US Dollar $28.21 +0.16% Oil $161.43 +3.04% Gold $393.89 +0.27% Bitcoin $76,435.38 -2.23% Treasuries: 10Y 4.96% 30Y 5.35% Today's Fed / econ events: 20:30 [Medium] API Crude Oil Stock Change (Sep/11) 12:30 [High] NY Empire State Manufacturing Index (Sep)

🔥 HOT SECTORS TODAY (the sectors to watch): Energy +0.70% Communication Services +0.07% Basic Materials -0.02% Real Estate -0.27%

📰 MARKET THEMES & CATALYSTS: • Saudi pipeline closure is a brief interruption that will last days, U.S. Energy Secretary tells CNBC The Saudis closed the East-West pipeline after it sustained damage in a drone attack launched from Iraq. — cnbc.com · 09/15 12:21p https://www.cnbc.com/2026/09/15/saud-arabia-east-west-pipeline-iran-war-chris-wright.html • Fed Rate Hike Odds Rise to 90% Ahead of Wednesday's Decision Fed Rate Hike Odds Rise to 90% Ahead of Wednesday's Decision. — zacks.com · 09/15 12:06p https://www.zacks.com/stock/news/2989986/fed-rate-hike-odds-rise-to-90-ahead-of-wednesday-s-decision?cid=CS-STOCKNEWSAPI-FT-economic_highlights-2989986 • Agility Unveils Humanoid Built to Work With People Agility Robotics unveiled Digit 5, a new humanoid designed to safely work alongside people without the physical barriers required by earlier models. Agility Robotics CEO Peggy Johnson joins Bloomberg Tech's Ed Ludlow to discuss how the robot can take on more complex warehouse an… — youtube.com · 09/15 12:01p https://www.youtube.com/watch?v=BTHNhLoH64I • Crude & Yields' Greater Stock Market Impacts, Global Economies Eye Rate Hikes Crude oil over $100 and the 10-year Treasury yield above 5% are two pain points for the stock market, says @CharlesSchwab's Joe Mazzola. Both metrics don't just change market dynamics but also serves as headwinds for future earnings should these overhangs persist. — youtube.com · 09/15 12:00p https://www.youtube.com/watch?v=BB_8bP83T7s • AI Is Harmful To Investors, Not Humanity; Anthropic Is Hyping IPO Anthropic CEO Amodei's "doomsday" warning is basically the signal that AI is near singularity, but in reality, we are nowhere near singularity, which might never be reached. Hyperscalers need Singularity to justify AI CapEx; otherwise, AI CapEx will be a wasted investment, and t… — seekingalpha.com · 09/15 11:45a https://seekingalpha.com/article/4946529-ai-is-harmful-to-investors-not-humanity-anthropic-is-hyping-ipo

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

1. NOK +3% $9.94 (54B cap) Can Nokia's DDoS Security Expansion in Spain Boost Its Profits? NOK expands DDoS protection in Spain as ESpanix deploys Deepfield Defender across Madrid and Barcelona to secure more than 200 networks. — zacks.com · 09/15 11:36a https://www.zacks.com/stock/news/2989948/can-nokia-s-ddos-security-expansion-in-spain-boost-its-profits?cid=CS-STOCKNEWSAPI-FT-analyst_blog|quick_take-2989948

2. SNAP +2% $5.97 (10B cap) Reddit Drops 4% Despite User Growth; Meta Platforms Holds Steady, Snap Rises 1% Reddit (NYSE:RDDT | RDDT Price Prediction) stock is falling 4% to $156.49 in Tuesday morning trading, putting the social-media company under pressure despite Reddit's continued user growth. — 247wallst.com · 09/15 9:27a https://247wallst.com/investing/2026/09/15/reddit-drops-4-despite-user-growth-meta-platforms-holds-steady-snap-rises-1/

📈 TOP 10 GAINERS (small/mid-cap % leaders, with catalyst):

1. RFAI +40% $40.75 (340M cap) (no fresh news today — likely technical / low-coverage move)

2. RLGT +21% $9.91 (464M cap) Radiant Logistics, Waystar, Forgent Power Solutions And Other Big Stocks Moving Higher On Tuesday U.S. stocks were lower, with the Dow Jones index falling around 300 points on Tuesday. — benzinga.com · 09/15 9:53a https://www.benzinga.com/trading-ideas/movers/26/09/61790840/radiant-logistics-waystar-forgent-power-solutions-and-other-big-stocks-moving-higher-on-tuesday

3. SWKS +12% $88.95 (13B cap) Smartphone Chip Stocks Rally While Large-Cap Technology Slips: Skyworks Jumps 11%, Qorvo Rises 7%, Qualcomm Climbs 4% Skyworks Solutions (NASDAQ:SWKS | SWKS Price Prediction) shares are climbing sharply Tuesday morning, and the move stands out because the broader large-cap technology group is slipping at the same time. Skyworks stock is up 11% to $87. — 247wallst.com · 09/15 11:55a https://247wallst.com/investing/2026/09/15/smartphone-chip-stocks-rally-while-large-cap-technology-slips-skyworks-jumps-11-qorvo-rises-7-qualcomm-climbs-4/

4. FPS +12% $32.09 (8.3B cap) Forgent Power Solutions: Huge Q4 And Even Bigger Year Ahead (Earnings Review) Forgent Power Solutions is a focused data center power distribution provider, riding the AI buildout cycle with explosive revenue and backlog growth. FPS reported FY26 revenue up 89% YoY to $1.42B, with Q4 bookings up 375% YoY and a record $3B backlog, driven by modular solution… — seekingalpha.com · 09/15 10:38a https://seekingalpha.com/article/4946469-forgent-power-solutions-huge-q4-and-even-bigger-year-ahead-earnings-review

5. SDGR +11% $23.12 (1.7B cap) AI Drug Discovery Market Projected to Reach $13.8 Billion by 2033 AI Drug Discovery Market Projected to Reach $13.8 Billion by 2033PR NewswireAUSTIN, Texas, Sept. 14, 2026AUSTIN, Texas, Sept. 14, 2026 /PRNewswire/ -- USA News — gurufocus.com · 09/14 11:00a https://www.gurufocus.com/news/9079639/ai-drug-discovery-market-projected-to-reach-138-billion-by-2033

6. TLX +10% $12.97 (4.4B cap) Novo Nordisk vs. Regeneron Pharmaceuticals: Which Healthcare Stock Is a Better Buy in 2026? Novo Nordisk is bigger and more profitable on paper, but pricing pressure, reduced Medicaid coverage, and intensifying competition are creating headwinds that Regeneron simply does not face right now. — fool.com · 09/15 8:49a https://www.fool.com/coverage/better-buy/2026/09/15/novo-nordisk-vs-regeneron-pharmaceuticals-which-healthcare-stock-is-a-better-buy-in-2026/

7. BUUU +10% $43.44 (508M cap) (no fresh news today — likely technical / low-coverage move)

8. SIM +10% $29.00 (4.8B cap) (no fresh news today — likely technical / low-coverage move)

9. BBNX +10% $18.36 (826M cap) BBNX Shareholder Alert: Beta Bionics, Inc. Securities Class Action Lawsuit - Investors With Losses May Contact SueWallSt Promise versus reality: the lawsuit contends Beta Bionics promoted "superior clinical outcomes" for its iLet insulin pump while a June 2025 FDA Form 483 documenting more than 18,000 unreported customer complaints stayed out of public view, and BBNX shares later fell roughly $23.… — globenewswire.com · 09/15 11:50a https://www.globenewswire.com/news-release/2026/09/15/3362490/0/en/bbnx-shareholder-alert-beta-bionics-inc-securities-class-action-lawsuit-investors-with-losses-may-contact-suewallst.html

10. REF +10% $15.89 (939M 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.