🆕 Newsmakers — 10:30a ET, 2026-08-03 — new since last alert

📰 NEW MARKET THEMES: • American manufacturers grow at fastest clip in 4 years due to AI boom, but all is not well American manufacturers grew in July at the fastest pace in more than four year as they bore the fruits of a massive boom in artificial intelligence, but they're also being hampered by pandemic-era-like supply shortages and higher inflation. — marketwatch.com · 08/03 10:13a https://www.marketwatch.com/story/american-manufacturers-grow-at-fastest-clip-in-4-years-due-to-ai-boom-but-all-is-not-well-c49eb383 • More Unbelievable The S&P 500 recovered 1.0% (up 9.4% y-t-d), and the Dow gained 1.0% (up 9.2%). The Utilities dropped 4.0% (up 4.7%). — seekingalpha.com · 08/03 10:11a https://seekingalpha.com/article/4929488-more-unbelievable • Iran Talks to Begin Monday, Trump Says President Donald Trump said new Iran talks would begin Monday afternoon after he called off a planned attack on Iran. Bloomberg's Stuart Livingstone-Wallace shares what we know about the talks and how oil prices are affected. — youtube.com · 08/03 10:00a https://www.youtube.com/watch?v=6QqJMWgRT2Q • JPMorgan aims to deploy $750 billion into housing through 2035 JPMorgan said on Monday it was planning to deploy more ​than $750 billion into housing through ‌2035, in a push to increase supply and support homeownership in the U.S. — reuters.com · 08/03 9:59a https://www.reuters.com/business/finance/jpmorgan-aims-deploy-750-billion-into-housing-through-2035-2026-08-03/ • U.S. Natural Gas Futures Steady to Start the Week U.S. natural gas futures edged up in early trading with above normal temperatures likely to support power-sector demand into next week. — wsj.com · 08/03 9:54a https://www.wsj.com/finance/commodities-futures/u-s-natural-gas-futures-steady-to-start-the-week-4dbabb5c

🐘 NEW BIG-CAP MOVERS:

1. SOFI +6% $17.29 (22B cap) SoFi: More Wall St. Games SoFi Technologies delivered 41% YoY revenue growth, and record loan originations. The flywheel effect and SoFi Plus adoption drove robust member and product growth, providing a recurring revenue stream for the future. The fintech guided conservatively due to adopting the view of… — seekingalpha.com · 08/02 2:00p https://seekingalpha.com/article/4929291-sofi-more-wall-st-games

2. AMZN +5% $285.82 (3075B cap) Amazon enters $3 trillion club as AI optimism sweeps through Wall Street Amazon touched a $3 trillion ​market capitalization ‌for the first time on ​Monday, joining ​a handful of ⁠Wall Street ​giants at the ​top as a wave of renewed ​artificial ​intelligence optimism lifted technology ‌stocks ⁠to new highs. — reuters.com · 08/03 9:46a https://www.reuters.com/legal/transactional/amazon-enters-3-trillion-club-ai-optimism-sweeps-through-wall-street-2026-08-03/

3. MSFT +4% $484.98 (3601B cap) Micron's 85% Gross Margin Tops Meta, Microsoft, and Google — Here's Why It Could Climb Even Higher Artificial intelligence has done more than ignite a spending boom. — 247wallst.com · 08/03 10:26a https://247wallst.com/investing/2026/08/03/microns-85-gross-margin-tops-meta-microsoft-and-google-heres-why-it-could-climb-even-higher/

4. TQQQ +3% $66.44 (41B cap) (no fresh news today — likely technical / low-coverage move)

5. SPCX +2% $110.77 (1449B cap) SpaceX's Stock Lockup Is Expiring. Prepare for a Bumpy Ride. On Thursday, employees and other insiders at Elon Musk's rocket company will be released from their first stock “lockup” and can start selling some of their shares. — nytimes.com · 08/03 10:22a https://www.nytimes.com/2026/08/03/technology/spacex-lockup-stock-market.html

6. NVDA +2% $205.12 (4967B cap) The Market Is Missing a Huge Opportunity in NVIDIA, Micron, and Broadcom The AI semiconductor complex has been the market's most powerful earnings engine for three years running, and yet NVIDIA (NASDAQ: NVDA | NVDA Price Prediction), Micron Technology (NASDAQ: MU), and Broadcom (NASDAQ: AVGO) all trade well below what their forward numbers arguably j… — 247wallst.com · 08/03 10:00a https://247wallst.com/investing/2026/08/03/the-market-is-missing-a-huge-opportunity-in-nvidia-micron-and-broadcom/

📈 NEW GAINERS:

1. ATKR +28% $93.47 (3.2B cap) Shareholder Alert: Ademi LLP investigates whether Atkore Inc. is obtaining a Fair Price for Public Shareholders MILWAUKEE, Aug. 3, 2026 /PRNewswire/ -- Ademi LLP is investigating Atkore (NYSE: ATKR) for possible breaches of fiduciary duty and other violations of law in its recently announced transaction with Prysmian. Click here to learn how to join our investigation and obtain additional… — prnewswire.com · 08/03 10:22a https://www.prnewswire.com/news-releases/shareholder-alert-ademi-llp-investigates-whether-atkore-inc-is-obtaining-a-fair-price-for-public-shareholders-302841125.html

2. FOSL +22% $6.04 (357M cap) (no fresh news today — likely technical / low-coverage move)

3. IMC +20% $6.44 (664M cap) NYSE Content Update: Intercontinental Exchange to Acquire MarketAxess in $6 Billion Deal NYSE issues a pre-market daily advisory direct from the trading floor. NEW YORK, Aug. 3, 2026 /PRNewswire/ -- The New York Stock Exchange (NYSE) provides a daily pre-market update directly from the NYSE Trading Floor. — prnewswire.com · 08/03 8:55a https://www.prnewswire.com/news-releases/nyse-content-update-intercontinental-exchange-to-acquire-marketaxess-in-6-billion-deal-302841172.html

4. ULH +18% $15.76 (416M cap) (no fresh news today — likely technical / low-coverage move)

5. ALOY +18% $10.34 (706M cap) (no fresh news today — likely technical / low-coverage move)

6. CNH +16% $11.85 (15B cap) CNH Industrial (CNH) Q2 Earnings and Revenues Beat Estimates CNH Industrial (CNH) came out with quarterly earnings of $0.13 per share, beating the Zacks Consensus Estimate of $0.11 per share. This compares to earnings of $0.17 per share a year ago. — zacks.com · 08/03 8:41a https://www.zacks.com/stock/news/2966315/cnh-industrial-cnh-q2-earnings-and-revenues-beat-estimates?cid=CS-STOCKNEWSAPI-FT-fundamental_analysis|yseop_template_4-2966315

7. LIND +15% $33.87 (1.9B cap) Lindblad Expeditions Q2 Earnings Call Highlights Lindblad Expeditions NASDAQ: LIND reported higher second-quarter revenue, occupancy and adjusted EBITDA, while raising its full-year revenue and net-yield outlook amid continued elevated fuel costs. — marketbeat.com · 08/03 10:05a https://www.marketbeat.com/instant-alerts/lindblad-expeditions-q2-earnings-call-highlights-2026-08-03/

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