🗞 Newsmakers — MID ET, 2026-09-22

📊 MARKET MACRO: S&P 500 $772.92 -0.07% Nasdaq $744.13 +0.36% Dow $517.28 -0.48% Russell 2K $286.53 +0.33% VIX $14.25 -4.17% US Dollar $28.52 +0.16% Oil $147.53 -0.43% Gold $396.71 -0.42% Bitcoin $86,116.50 -0.56% Treasuries: 10Y 5.01% 30Y 5.34% Today's Fed / econ events: 20:30 [Medium] API Crude Oil Stock Change (Sep/18) 17:00 [Medium] Fed Barkin Speech 14:20 [Medium] Fed Jefferson Speech 14:05 [Medium] Fed Williams Speech 14:00 [Low] Richmond Fed Services Index (Sep) 14:00 [Low] Richmond Fed Manufacturing Index (Sep) 14:00 [Low] Richmond Fed Manufacturing Shipments Index (Sep)

🔥 HOT SECTORS TODAY (the sectors to watch): Technology +1.17% Basic Materials +0.95% Healthcare +0.82% Utilities +0.70%

📰 MARKET THEMES & CATALYSTS: • Gabelli Utility Trust Q2 2026 Commentary The Gabelli Utility Trust is a diversified, closed-end management investment company whose primary objectives are long-term growth of capital and income. During the first half of 2026, the S&P 500 Utilities Index gained 7.7%, compared with 10.2% for the S&P 500 and 12.8% for the… — seekingalpha.com · 09/22 12:10p https://seekingalpha.com/article/4948685-gabelli-utility-trust-q2-2026-commentary • Altman and Amodei expected to join UN Security Council meeting about AI OpenAI's Sam Altman and Anthropic's Dario Amodei are expected to address the UN Security Council this week. Hugging Face CEO Clément Delangue is also expected to speak. — cnbc.com · 09/22 11:57a https://www.cnbc.com/2026/09/22/altman-amodei-unga-ai-safety.html • Is ASE Technology's $10.5B CapEx Plan Key to Capturing AI Demand? ASX's $10.5 billion CapEx plan aims to expand capacity for surging AI demand, but heavy spending brings cash flow and execution risks. — zacks.com · 09/22 11:46a https://www.zacks.com/stock/news/2993783/is-ase-technology-s-10-5b-capex-plan-key-to-capturing-ai-demand?cid=CS-STOCKNEWSAPI-FT-analyst_blog|quick_take-2993783 • This GLP-1 drug helped people maintain their weight loss in a clinical trial — even for those taking it once a month Viking Therapeutics is developing VK2735, a GLP-1/GIP drug that could compete with Eli Lilly's Zepbound. Its stock is soaring. — marketwatch.com · 09/22 11:46a https://www.marketwatch.com/story/this-glp-1-drug-helped-people-maintain-their-weight-loss-in-a-clinical-trial-even-for-those-taking-it-once-a-month-f70929b5 • Saudi Aramco plans reorganisation to create gas division, sources say Saudi oil giant Aramco plans ​to reorganise its ‌business to create a new gas division with ​an eye on ​possible listings of business ⁠units in the ​future to raise capital, ​two sources with knowledge of the matter told Reuters. — reuters.com · 09/22 11:41a https://www.reuters.com/business/energy/saudi-aramco-plans-reorganisation-create-gas-division-sources-say-2026-09-22/

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

1. ONON +11% $30.27 (10B cap) Why On Holding Stock Popped Today On committed to maintaining its leading profit margins. The company announced a $1 billion share buyback. — fool.com · 09/22 10:42a https://www.fool.com/investing/2026/09/22/why-on-holding-stock-popped-today/

2. GRAB +9% $3.17 (13B cap) Grab Holdings Limited (GRAB) Is a Trending Stock: Facts to Know Before Betting on It Recently, Zacks.com users have been paying close attention to Grab (GRAB). This makes it worthwhile to examine what the stock has in store. — zacks.com · 09/22 10:01a https://www.zacks.com/stock/news/2993520/grab-holdings-limited-grab-is-a-trending-stock-facts-to-know-before-betting-on-it?cid=CS-STOCKNEWSAPI-FT-fundamental_analysis|most_searched_stocks_v1-2993520

3. SOXL +3% $146.65 (41B cap) (no fresh news today — likely technical / low-coverage move)

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

1. VKTX +32% $39.82 (4.6B cap) Viking Therapeutics shares surge over 27% on weight loss drug maintenance data Viking Therapeutics (NASDAQ:VKTX), the clinical-stage biopharmaceutical company, surged over 27% in Tuesday morning trade after reporting trial data showing its obesity drug VK2735 maintained most patients' initial weight loss with less frequent dosing. The drug, a dual agonist… — proactiveinvestors.com · 09/22 11:05a https://www.proactiveinvestors.com/companies/news/1098904

2. MAZE +21% $27.02 (1.5B cap) (no fresh news today — likely technical / low-coverage move)

3. BFLY +19% $9.69 (2.6B cap) (no fresh news today — likely technical / low-coverage move)

4. EAF +16% $10.82 (282M cap) (no fresh news today — likely technical / low-coverage move)

5. VICR +14% $254.65 (12B cap) How Much Upside is Left in Vicor (VICR)? Wall Street Analysts Think 60.61% The mean of analysts' price targets for Vicor (VICR) points to a 60.6% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock. — zacks.com · 09/22 10:56a https://www.zacks.com/stock/news/2993711/how-much-upside-is-left-in-vicor-vicr-wall-street-analysts-think-60-61?cid=CS-STOCKNEWSAPI-FT-fundamental_analysis|consensus_price_target-2993711

6. DNA +12% $8.95 (584M cap) (no fresh news today — likely technical / low-coverage move)

7. BLLN +11% $115.27 (5.3B cap) BillionToOne SVP Sells 1,416 Shares The transaction involved 1,416 shares at a weighted average price of $97.54 per share, totaling $138,116 on Sept. 9, 2026. The sale involved shares equal to 5% of the direct equity position held before the transaction. — fool.com · 09/21 8:56a https://www.fool.com/coverage/filings/2026/09/21/billiontoone-svp-sells-1-416-shares/

8. ONON +11% $30.30 (10B cap) Why On Holding Stock Popped Today On committed to maintaining its leading profit margins. The company announced a $1 billion share buyback. — fool.com · 09/22 10:42a https://www.fool.com/investing/2026/09/22/why-on-holding-stock-popped-today/

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