🗞 Newsmakers — MID ET, 2026-09-21

📊 MARKET MACRO: S&P 500 $771.95 +1.35% Nasdaq $738.88 +2.42% Dow $518.95 +0.60% Russell 2K $285.92 +0.64% VIX $15.02 +1.42% US Dollar $28.43 +0.16% Oil $147.60 -4.04% Gold $398.95 -0.55% Bitcoin $85,900.35 +5.84% Treasuries: 10Y 5.01% 30Y 5.34% Today's Fed / econ events: 12:30 [Medium] Chicago Fed National Activity Index (Aug) 10:30 [Medium] Fed Goolsbee Speech

🔥 HOT SECTORS TODAY (the sectors to watch): Communication Services +3.79% Utilities +1.76% Healthcare +0.71% Real Estate +0.61%

📰 MARKET THEMES & CATALYSTS: • Ultralife: Well Positioned For Liquidity Despite Low Cash And Declining Cash Flow Ultralife Corporation maintains a Buy rating, supported by strong working capital, declining debt, and improving profitability despite recent cash flow concerns. ULBI's Q2-2026 results show significant year-over-year gains in operating income and adjusted EBITDA, aided by a $1.1… — seekingalpha.com · 09/21 12:19p https://seekingalpha.com/article/4948360-ultralife-well-positioned-for-liquidity-despite-low-cash-and-declining-cash-flow • Earnings Mean Reversion: When Estimates Snap Back Consensus 2026 S&P 500 earnings growth has been marked up from about 15% in January to roughly 24% by the close of Q2 season. Goldman now pegs 2026 operating EPS near $340 and 2027 near $385, close to 50% above the long-term earnings trend. — seekingalpha.com · 09/21 12:15p https://seekingalpha.com/article/4948371-earnings-mean-reversion-when-estimates-snap-back • S&P 500 Snapshot: Stocks Edge Lower for 2nd Straight Week The S&P 500 wrapped up the week with a fractional loss of nearly 1%, ending lower for a second straight week. Key Takeaways The S&P 500 ended fractionally lower for the week, down 0.08%. — etftrends.com · 09/21 12:14p https://www.etftrends.com/fixed-income-content-hub/sp-500-snapshot-stocks-edge-lower-2nd-straight-week/ • Trump to decide whether to green light US-China artificial intelligence 'hotline' agreement: sources U.S. President Donald Trump will reportedly decide whether to green light a possible America-China AI "hotline" agreement, sources indicate. — foxbusiness.com · 09/21 12:02p https://www.foxbusiness.com/politics/trump-decide-whether-green-light-us-china-artificial-intelligence-hotline-agreement-sources • Global diesel prices hit record highs, further rises possible Diesel prices have rallied in Europe and the United States to record highs as wars in Iran and Ukraine sharply ‌cut exports from some of the biggest producers such as Russia, Saudi Arabia and the United Arab Emirates, with little options to prevent further gains. — reuters.com · 09/21 12:02p https://www.reuters.com/business/energy/global-diesel-prices-hit-record-highs-further-rises-possible-2026-09-21/

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

1. INTC +13% $122.99 (620B cap) From $24 to $109: Intel's Comeback Is Real. The Price Tag Is Now the Problem Intel's stock has surged over 250% in a year, NVIDIA just took a $5 billion stake, and the CEO is calling it the strongest revenue growth in fifteen years. So why does Wall Street's consensus still say hold? — 247wallst.com · 09/21 12:05p https://247wallst.com/investing/2026/09/21/from-24-to-109-intels-comeback-is-real-the-price-tag-is-now-the-problem/

2. SOXL +13% $139.83 (39B cap) (no fresh news today — likely technical / low-coverage move)

3. WBD +10% $30.64 (77B cap) Paramount reportedly nears settlement with states suing to block Warner Bros Discovery takeover Paramount Skydance Corp. has reportedly reached a settlement with the states seeking to block its proposed takeover of Warner Bros. Discovery Inc. — foxbusiness.com · 09/21 12:26p https://www.foxbusiness.com/media/paramount-warner-bros-discovery-takeover-states-suing-block-settlement

4. TQQQ +8% $78.17 (48B cap) (no fresh news today — likely technical / low-coverage move)

5. IBIT +6% $48.67 (81B cap) (no fresh news today — likely technical / low-coverage move)

6. NOK +2% $10.93 (59B cap) Nokia: Back To The Buy Zone (Rating Upgrade) Nokia is attractively valued back at $10 as AI & Cloud orders surge, positioning the company for strong future growth. The telecom equipment company reported Q2'26 saw AI & Cloud revenues grow 105% to €446 million, with €2.8 billion in orders, signaling robust demand for optical… — seekingalpha.com · 09/20 2:00p https://seekingalpha.com/article/4948058-nokia-back-to-buy-zone-rating-upgrade

📈 TOP 8 GAINERS (small/mid-cap % leaders, with catalyst):

1. CRML +37% $9.23 (1.4B cap) Why Critical Metals Stock Is Rocketing Higher Today The U.S. announced a new security agreement with Greenland and Denmark. Critical Metals is developing the Tanbreez project in Greenland. — fool.com · 09/21 11:41a https://www.fool.com/investing/2026/09/21/why-critical-metals-stock-is-rocketing-higher-toda/

2. GRAL +34% $108.22 (4.6B cap) Grail Stock Soars 33% Ahead of Multi-Cancer Blood Test Review From FDA The biotech meets with the Food and Drug Administration this week for premarket approval of its landmark cancer blood test. — barrons.com · 09/21 11:28a https://www.barrons.com/articles/grail-stock-multi-cancer-blood-test-fda-315088dd

3. PRTH +33% $7.76 (639M cap) PRTH Stock Alert: Halper Sadeh LLC is Investigating Whether Priority Technology Holdings, Inc. is Obtaining a Fair Price for its Shareholders NEW YORK--(BUSINESS WIRE)--Halper Sadeh LLC, an investor rights law firm, is investigating the sale of Priority Technology Holdings, Inc. (NASDAQ: PRTH) to an investor group led by Thomas Priore, the Company's Chairman and Chief Executive Officer, for $8.05 per share in cash.Hal… — businesswire.com · 09/21 12:05p https://www.businesswire.com/news/home/20260921854835/en/PRTH-Stock-Alert-Halper-Sadeh-LLC-is-Investigating-Whether-Priority-Technology-Holdings-Inc.-is-Obtaining-a-Fair-Price-for-its-Shareholders/

4. NUAI +30% $7.64 (438M cap) New Era Energy secures 20-year power deal with Vistra for Texas data center project New Era Energy & Digital (NASDAQ:NUAI) has locked in power for one of the country's most closely watched new data center projects, securing a 20-year agreement with Vistra Corp that supplies electricity for the first phase of its Texas Critical Data Center. The company said its… — proactiveinvestors.com · 09/21 9:42a https://www.proactiveinvestors.com/companies/news/1098824

5. OPTX +20% $8.12 (327M cap) Syntec Optics (NASDAQ: OPTX) Secures Landmark Order for U.S. Space Force and Reconnaissance Building on its AI soldier gear breakthrough earlier this year, the 25-year-old defense innovator solidifies its role at the vanguard of defense tech Building on its AI soldier gear breakthrough earlier this year, the 25-year-old defense innovator solidifies its role at the vang… — globenewswire.com · 09/21 7:37a https://www.globenewswire.com/news-release/2026/09/21/3365398/0/en/syntec-optics-nasdaq-optx-secures-landmark-order-for-u-s-space-force-and-reconnaissance.html

6. AMDL +19% $79.78 (1.6B cap) (no fresh news today — likely technical / low-coverage move)

7. METU +18% $31.26 (672M cap) (no fresh news today — likely technical / low-coverage move)

8. FBL +18% $32.31 (271M 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.