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US stock market news — Thursday, August 13, 2026

38 stories · by lane · newest first · Eastern Time

The stories BORSA published on Thursday, August 13, 2026, grouped by lane, with the time, the sentiment read and the impact score of each.

Corporate 12 Earnings 9 Macro 6 Geopolitics 4 Policy 3 Analyst action 2 Energy 1 Legal 1

Corporate

12 stories

Corporate7:39 PM ET

Apple sends alerts directly to iPhones when government-grade spyware detectedneutral 50 · impact 10

Corporate6:45 PM ET

SEC cancels Friday meeting expected to unveil new crypto regulatory frameworkneutral 50 · impact 60

Corporate6:30 PM ET

PayPal Honey has reportedly lost over 7 million users & roughly 7,000 stores after a viral exposé accused it of diverting affiliate commissions from creators.

BORSA provides market news and sentiment, not individualized investment advice. Sentiment is an editorial market read, not a recommendation.

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neutral 50 · impact 10

Corporate6:08 PM ET

OpenAI annualized revenue tops $40B, doubling end-2025 run ratebullish 65 · impact 60

Corporate5:16 PM ET

Reddit to be added to S&P 500, shares surgebullish 70 · impact 80

Corporate2:57 PM ET

Citadel imposes up to two-year non-compete for some investing staffneutral 50 · impact 30

Corporate12:46 PM ET

Michael Burry doubles down on Nvidia short, warns $500B AI deal has 'shades of Enron'bearish 20 · impact 60

Corporate12:01 PM ET

Nebius Vineland data center gets second stop-construction order over permitsbearish 35 · impact 40

Corporate11:27 AM ET

Meta joins HBF consortium as first High Bandwidth Flash specification releasedneutral 50 · impact 30

Corporate11:02 AM ET

SanDisk CFO expects $93.9B in total contract value from 8 customersbullish 70 · impact 40

Corporate10:35 AM ET

Intel CEO hints at possible return to memory businessbullish 65 · impact 40

Corporate7:37 AM ET

Microsoft accepts first 50MW AI cloud deployment from IREN under $9.7B contractneutral 50 · impact 60

Earnings

9 stories

Earnings4:47 PM ET

TSSI Q2 revenue and EPS miss estimatesneutral 50 · impact 20

Earnings4:08 PM ET

DLocal Q2 revenue beats estimates, lifts FY26 guidance; EPS misses slightlybullish 70 · impact 60

Earnings4:01 PM ET

Applied Materials Q3 revenue and EPS beat estimates, Q4 guidance above consensusbullish 85 · impact 80

Earnings11:22 AM ET

SanDisk taped out first HBF memory die, targets 2027 samplesbullish 70 · impact 60

Earnings9:53 AM ET

SanDisk outlines FY28-FY30 targets: mid-to-high teens revenue growth, ~80% gross marginbullish 80 · impact 60

Earnings7:55 AM ET

MSGS Q4 revenue and EPS beat estimates, Knicks championship citedbullish 80 · impact 70

Earnings6:50 AM ET

Tapestry Q4 revenue and EPS beat estimates, FY27 guidance in linebullish 70 · impact 40

Earnings6:05 AM ET

YETI Q2'26 earnings beat on adjusted EPS, revenue in line; lifts FY26 guidancebullish 75 · impact 60

Earnings5:32 AM ET

Birkenstock lifts FY outlook to 15% revenue growth, quarterly sales €720Mbullish 70 · impact 40

Macro

6 stories

Macro4:57 PM ET

U.S. 30-year bond yield hits 25-year high at 5.216% auctionbearish 30 · impact 65

Macro12:36 PM ET

US prescription drug prices fall 3.1%, sharpest annual drop since 1963bullish 70 · impact 60

Macro10:05 AM ET

July PCE inflation seen at 3.6%, easing from 3.7% – Oxford Economicsbullish 65 · impact 30

Macro8:40 AM ET

Fed's Barkin: rate hikes still on the table, inflation outlook uncertainbearish 40 · impact 30

Macro8:31 AM ET

July PPI inflation falls to 4.7% year-over-year, below 4.9% estimatebullish 70 · impact 60

Macro7:36 AM ET

Fed could hold rates through 2026 and into 2027, CreditSights saysbullish 65 · impact 40

Geopolitics

4 stories

Geopolitics12:17 PM ET

Israel's Defence Minister: IDF won't withdraw from Lebanon until Hezbollah disarmedbearish 35 · impact 40

Geopolitics11:58 AM ET

Trump: he could declare Strait of Hormuz US territory; Iran rejects claimbearish 30 · impact 75

Geopolitics11:28 AM ET

US deploys USS George Washington to Middle East, replacing USS Abraham Lincolnbearish 35 · impact 30

Geopolitics11:19 AM ET

US defense secretary: naval blockade of Iran can be maintained indefinitelybearish 30 · impact 60

Policy

3 stories

Policy8:42 PM ET

Trump orders Navy to replace electromagnetic launch systems with steam catapultsneutral 50 · impact 40

Policy12:17 PM ET

Detroit automakers warn trade revamp could cost at least $2B each annuallybearish 30 · impact 70

Policy10:33 AM ET

U.S. government reportedly plans up to $1 billion more in funding for X-Energy's Texas nuclear projectneutral 50 · impact 20

Analyst action

2 stories

Analyst action5:19 AM ET

JPMorgan upgrades Akamai to neutral from underweight, lifts target to $158neutral 50 · impact 10

Analyst action5:00 AM ET

Jefferies upgrades Five Below to Buy, lifts price target to $350bullish 80 · impact 60

Energy

1 story

Energy11:16 AM ET

Musk turns to natural gas to power SpaceX AI data centersneutral 50 · impact 40

Legal

1 story

Legal3:43 PM ET

Boeing ordered to pay $29 million to family of 737 MAX crash victimbearish 40 · impact 20

Other days on the wireEastern Time

← Wednesday, August 12 August 2026 News archive Friday, August 14 →

BORSA News Sentiment is a news-derived editorial measure, separate from price action and not investment advice.

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SPY−0.93%$764.65QQQ−2.09%$712.81

TSLA−2.47%$353.47AAPL+0.25%$342.85NDAQ−0.29%$93.23NVDA−0.71%$215.69BKR+2.65%$55.84TFC+1.84%$47.43TOL−0.01%$133.92CBOE+1.88%$313.89SHOP−5.11%$169.03GPRK+2.52%$11.82PSX+1.49%$293.52B+0.22%$40.64SMTC−3.51%$139.15NFLX−2.82%$70.57LMT+2.89%$548.05EFX−0.21%$160.93XOM+1.88%$177.96MSTR−9.38%$137.10SPCX−2.31%$145.18TWLO−12.53%$239.15LUMN−5.65%$4.60NICE−3.72%$110.63MA−0.18%$615.18DELL−2.99%$459.25CCB−0.61%$42.71QXL+8.31%$4.30BETR−5.58%$10.16SOXX−2.85%$500.02APP−4.10%$267.84WDC−4.37%$340.89TSLA−2.47%$353.47AAPL+0.25%$342.85NDAQ−0.29%$93.23NVDA−0.71%$215.69BKR+2.65%$55.84TFC+1.84%$47.43TOL−0.01%$133.92CBOE+1.88%$313.89SHOP−5.11%$169.03GPRK+2.52%$11.82PSX+1.49%$293.52B+0.22%$40.64SMTC−3.51%$139.15NFLX−2.82%$70.57LMT+2.89%$548.05EFX−0.21%$160.93XOM+1.88%$177.96MSTR−9.38%$137.10SPCX−2.31%$145.18TWLO−12.53%$239.15LUMN−5.65%$4.60NICE−3.72%$110.63MA−0.18%$615.18DELL−2.99%$459.25CCB−0.61%$42.71QXL+8.31%$4.30BETR−5.58%$10.16SOXX−2.85%$500.02APP−4.10%$267.84WDC−4.37%$340.89