US momentum leaders — August 2026

The INTerpath-001 platform-validation leg is intact, but the company monetised it first: $2.6B of upsized 0.00% converts priced 2026-08-28 at a…

Platform-repossession re-rating extended: the CSL exit returned global KOSTAIVE plus flu/RSV/EBV rights with $12M cash and ~$16M of released…

Milestone-flywheel re-rating extended past the 2026-08-22 note: a +8.78% session on 2026-08-24 made a new 52-week closing high, then price eased…

The discount trade turned: bitcoin near $79,132 on 2026-08-28 pushed Strive's mNAV back to parity by 08-24 (0.99x basic per…

Left-for-dead post-SPAC transit operator re-rated on a ~$14.5M at-market round led by Sawiris-backed Coefficient LP (2026-08-25/26), stacked on Q1…

AI coronary diagnostics re-rated on the 2026-08-13 Q2 print: revenue +48% YoY to $64.1M, FY26 guide lifted to $246–250M from $228–232M, Plaque…

The "agentic AI kills seat-based software" de-rating just reversed: Q4 FY26 (2026-08-06) put cloud +31% and $6,606M subscription ARR behind the…

The gamma-squeeze/index leg is over: PURR is -42% from its 6/1 high of $11.62 to $6.68 (7/17), through the $7.70 shelf, and now trades at roughly…

Deleveraging re-rating on a real turn — Q2 2026 revenue $66.9M (+11% YoY) and a swing to $2.3M net income on 2026-08-14, with Cinema 123 proceeds…

Only year-long implantable CGM, clinically de-risked at ADA 2026 with revenue +71.9% YoY TTM — and the tape has spent six weeks grinding back…

Q2 re-rating intact but the leg has gone quiet: the 2026-08-21 close of $34.16 versus $34.02 a week earlier with RSI(14) cooling 91.6→82.3, while…

Post-take-private deleveraging re-rate still running after the 2026-08-10 beat-and-raise, now with an OpenAI Deployment Company collaboration…

China coking-coal supply shock is repricing US met-coal equities — Dalian futures hit a 22-month high 2026-08-19 with 50–60Mt of Shanxi capacity…

Signed all-cash takeout at $18.90 (Teledyne, 2026-08-10); the 2026-08-28 close of $18.50 leaves about $0.40 of gross gap. Two weeks have added no…

Signed all-cash take-private at $20.25; the 2026-08-21 close of $19.59 leaves a fixed-price insurance-regulatory arb with the ceiling…

LUCIDITY hit on 2026-08-18 — 55% reduction in Level 2/3 hypoglycemic events vs placebo, p=0.000003 — and Amylyx immediately funded the launch,…