🆕 Newsmakers — 10:30a ET, 2026-07-31 — new since last alert

📰 NEW MARKET THEMES: • Cameco Corporation (CCO:CA) Q2 2026 Earnings Call Transcript Cameco Corporation (CCO:CA) Q2 2026 Earnings Call Transcript — seekingalpha.com · 07/31 10:13a https://seekingalpha.com/article/4928700-cameco-corporation-cco-ca-q2-2026-earnings-call-transcript • Nasdaq 100, Dow Jones 30 and S&P 500 Forecasts – Middle East Jitters & Earnings Drive Volatility The US indices are continuing to try to break higher, but as we head into the weekend, there will be concerns. — fxempire.com · 07/31 9:46a https://www.fxempire.com/forecasts/article/nasdaq-100-dow-jones-30-and-sp-500-forecasts-middle-east-jitters-earnings-drive-volatility-1614105 • New York Alleges Kalshi Running Illegal Gambling Operation New York Attorney General Letitia James's office said Kalshi's prediction market meets the legal definition of gambling because users are betting on events outside of their control in a game of chance. — wsj.com · 07/31 9:34a https://www.wsj.com/tech/new-york-alleges-kalshi-running-illegal-gambling-operation-18ae71b0 • 'A Slow-Moving Train Wreck- - The July Labor Market Report Preview The major concern is a falling labor market participation rate, and the resulting decrease in labor force, which pushed the unemployment rate lower in June, that's a warning for July. The job creation is slowing, while the labor shortage persists, that's stagflatioànary. — seekingalpha.com · 07/31 9:30a https://seekingalpha.com/article/4928634-a-slow-moving-train-wreck-the-july-labor-market-report-preview • Westinghouse Electric Files Confidentially for IPO Nuclear technology and services supplier Westinghouse Electric has confidentially filed a draft registration statement with the Securities and Exchange Commission for a proposed initial public offering of its common stock — wsj.com · 07/31 9:30a https://www.wsj.com/business/deals/westinghouse-electric-files-confidentially-for-ipo-3f5c488e

🐘 NEW BIG-CAP MOVERS:

1. AMZN +15% $269.95 (2904B cap) Amazon Shares Surge 14% Toward Best Day In A Decade—Jeff Bezos Overtakes Brin As 3rd Richest Surging Amazon shares added $25 billion to Bezos' net worth, estimated at $271.5 billion as of Friday morning. That ranks the Amazon founder as the world's third-richest person between Google co-founders Larry Page ($279.3 billion) and Brin ($257.6 billion). — forbes.com · 07/31 10:20a https://www.forbes.com/sites/tylerroush/2026/07/31/amazon-shares-surge-14-toward-best-day-in-a-decade-jeff-bezos-overtakes-brin-as-3rd-richest/

📈 NEW GAINERS:

1. REPL +85% $10.00 (840M cap) Replimune Skin Cancer Therapy Hopes Revive After Positive FDA Panel Vote Replimune Group Inc. (NASDAQ:REPL) stock more than doubled on Friday after the U.S. Food and Drug Administration's (FDA) Cellular, Tissue, and Gene Therapies Advisory Committee (CTGTAC) voted in favor of the company's IGNYTE study data. — benzinga.com · 07/31 10:09a https://www.benzinga.com/trading-ideas/movers/26/07/60839917/replimune-skin-cancer-therapy-hopes-revive-after-positive-fda-panel-vote

2. CONI +29% $57.72 (642M cap) (no fresh news today — likely technical / low-coverage move)

3. AMZU +28% $41.27 (373M cap) (no fresh news today — likely technical / low-coverage move)

4. AXTI +26% $59.22 (3.0B cap) AXT Posts Upbeat Q2 Earnings, Joins Newell Brands, SPX Technologies, Amazon And Other Big Stocks Moving Higher On Friday U.S. stocks were mixed, with the Nasdaq Composite gaining around 50 points on Friday. — benzinga.com · 07/31 10:05a https://www.benzinga.com/trading-ideas/movers/26/07/60839709/axt-posts-upbeat-q2-earnings-joins-newell-brands-spx-technologies-amazon-and-other-big-stocks-moving-higher-on-friday

5. PWP +21% $18.03 (1.7B cap) Perella Weinberg Partners Q2 Earnings Call Highlights Perella Weinberg Partners NASDAQ: PWP reported second-quarter revenue of $157 million, up 1% from a year earlier, as the independent advisory firm said transaction announcements and its revenue backlog accelerated heading into the second half of 2026. — marketbeat.com · 07/31 10:06a https://www.marketbeat.com/instant-alerts/perella-weinberg-partners-q2-earnings-call-highlights-2026-07-31/

6. NWL +20% $6.17 (2.6B cap) Newell Brands Q2 Earnings Call Highlights Newell Brands NASDAQ: NWL reported a return to year-over-year sales growth in the second quarter of 2026, as product innovation, expanded retail distribution and increased advertising support helped lift demand across much of its portfolio. — marketbeat.com · 07/31 9:05a https://www.marketbeat.com/instant-alerts/newell-brands-q2-earnings-call-highlights-2026-07-31/

7. AMCX +16% $11.30 (367M cap) AMC Global Media Inc. (AMCX) Q2 2026 Earnings Call Transcript AMC Global Media Inc. (AMCX) Q2 2026 Earnings Call Transcript — seekingalpha.com · 07/30 2:23p https://seekingalpha.com/article/4927938-amc-global-media-inc-amcx-q2-2026-earnings-call-transcript

8. BFOCX +16% $47.37 (445M cap) (no fresh news today — likely technical / low-coverage move)

9. SPXC +15% $229.67 (12B cap) SPX Technologies, Inc. (SPXC) Q2 2026 Earnings Call Transcript SPX Technologies, Inc. (SPXC) Q2 2026 Earnings Call Transcript — seekingalpha.com · 07/30 8:03p https://seekingalpha.com/article/4928275-spx-technologies-inc-spxc-q2-2026-earnings-call-transcript

10. AMZN +15% $269.77 (2902B cap) Amazon Shares Surge 14% Toward Best Day In A Decade—Jeff Bezos Overtakes Brin As 3rd Richest Surging Amazon shares added $25 billion to Bezos' net worth, estimated at $271.5 billion as of Friday morning. That ranks the Amazon founder as the world's third-richest person between Google co-founders Larry Page ($279.3 billion) and Brin ($257.6 billion). — forbes.com · 07/31 10:20a https://www.forbes.com/sites/tylerroush/2026/07/31/amazon-shares-surge-14-toward-best-day-in-a-decade-jeff-bezos-overtakes-brin-as-3rd-richest/

11. BSBR +13% $5.71 (43B cap) (no fresh news today — likely technical / low-coverage move)

12. DLB +13% $58.43 (5.6B cap) Dolby's Q3 Earnings Beat Estimates on Lower Operating Expenses DLB beat Q3 earnings estimates despite lower revenue, then forecast strong Q4 growth backed by video licensing, autos and new device categories. — zacks.com · 07/31 9:06a https://www.zacks.com/stock/news/2965414/dolby-s-q3-earnings-beat-estimates-on-lower-operating-expenses?cid=CS-STOCKNEWSAPI-FT-analyst_blog|earnings_article-2965414

13. CDNA +13% $42.99 (2.2B cap) CareDx, Inc. (CDNA) Q2 2026 Earnings Call Transcript CareDx, Inc. (CDNA) Q2 2026 Earnings Call Transcript — seekingalpha.com · 07/30 9:13p https://seekingalpha.com/article/4928315-caredx-inc-cdna-q2-2026-earnings-call-transcript

14. GDXD +12% $49.76 (278M cap) (no fresh news today — likely technical / low-coverage move)

— new items only (already-sent headlines filtered). Full list in the 10am/3pm digest.