🆕 Newsmakers — 10:30a ET, 2026-08-04 — new since last alert

📰 NEW MARKET THEMES: • The Treasury Is Backstopping The Yen The Treasury joined the BoJ in defending the yen. That's a hard ceiling now, and it settles the EWJ/HEWJ question: unhedged Japan over hedged. — seekingalpha.com · 08/04 10:12a https://seekingalpha.com/article/4929880-the-treasury-is-backstopping-the-yen • U.S. Natural Gas Futures Fall in Up-And-Down Trade U.S. natural gas futures were lower, following their recent pattern of rising one day and falling the next as solid production and soft LNG feedgas offset high seasonal power-sector demand. — wsj.com · 08/04 9:49a https://www.wsj.com/finance/commodities-futures/u-s-natural-gas-futures-fall-in-up-and-down-trade-f779ada1 • Markets Point Upward on Positive Headlines Regarding Iran Talks Crude oil prices fell sharply following comments from Treasury Sec. Scott Bessent which indicate positive developments on re-opening the Strait of Hormuz. — youtube.com · 08/04 9:39a https://www.youtube.com/watch?v=A0OiKmnPRSk • Macro Insights: The Summer Correction, Chip Valuation, And The KOSPI Warning The recent tech sector correction is seen as a valuation reset, not a fundamental breakdown, offering selective accumulation opportunities in high-quality AI and semiconductor stocks. Semiconductor leaders like NVIDIA, Micron, Broadcom, and TSMC are rated Strong Buys for their f… — seekingalpha.com · 08/04 9:30a https://seekingalpha.com/article/4929791-macro-insights-the-summer-correction-chip-valuation-and-the-kospi-warning • Brixmor: An Investment-Grade Retail REIT Seeing Leasing And Portfolio Growth In Q2 For my initial coverage of Brixmor Property Group, I gave it a buy rating. Strengths behind the bull case include recent Q2 results showing meaningful new acquisitions, portfolio and leasing growth, and positive FFO and NOI trends. Fitch gave this REIT an investment-grade BBB ra… — seekingalpha.com · 08/04 9:27a https://seekingalpha.com/article/4929849-brixmor-an-investment-grade-retail-reit-seeing-leasing-and-portfolio-growth-in-q2

🐘 NEW BIG-CAP MOVERS:

1. PLTR +26% $157.88 (362B cap) (no fresh news today — likely technical / low-coverage move)

📈 NEW GAINERS:

1. PTIR +51% $15.97 (474M cap) (no fresh news today — likely technical / low-coverage move)

2. PLTU +51% $42.84 (513M cap) (no fresh news today — likely technical / low-coverage move)

3. IBTA +48% $36.44 (973M cap) Ibotta, Inc. (IBTA) Q2 2026 Earnings Call Transcript Ibotta, Inc. (IBTA) Q2 2026 Earnings Call Transcript — seekingalpha.com · 08/04 1:29a https://seekingalpha.com/article/4929672-ibotta-inc-ibta-q2-2026-earnings-call-transcript

4. BLZE +45% $22.68 (1.4B cap) Backblaze, Inc. (BLZE) Q2 2026 Earnings Call Transcript Backblaze, Inc. (BLZE) Q2 2026 Earnings Call Transcript — seekingalpha.com · 08/04 6:31a https://seekingalpha.com/article/4929712-backblaze-inc-blze-q2-2026-earnings-call-transcript

5. AMRC +30% $29.47 (1.6B cap) Ameresco, Inc. (AMRC) Q2 2026 Earnings Call Transcript Ameresco, Inc. (AMRC) Q2 2026 Earnings Call Transcript — seekingalpha.com · 08/04 6:31a https://seekingalpha.com/article/4929811-ameresco-inc-amrc-q2-2026-earnings-call-transcript

6. PLTR +26% $158.07 (363B cap) After Palantir's Blowout Earnings, Here's Where The Stock Could Head Next Palantir (NASDAQ: PLTR | PLTR Price Prediction) just delivered one of the most staggering software quarters I have ever covered, and the market's reaction has been oddly muted. — 247wallst.com · 08/04 10:00a https://247wallst.com/investing/2026/08/04/after-palantirs-blowout-earnings-heres-where-the-stock-could-head-next/

7. PAY +26% $43.39 (5.4B cap) Paymentus Holdings, Inc. (PAY) Q2 2026 Earnings Call Transcript Paymentus Holdings, Inc. (PAY) Q2 2026 Earnings Call Transcript — seekingalpha.com · 08/04 4:00a https://seekingalpha.com/article/4929732-paymentus-holdings-inc-pay-q2-2026-earnings-call-transcript

8. PLTY +24% $35.65 (381M cap) (no fresh news today — likely technical / low-coverage move)

9. INSP +21% $63.19 (1.8B cap) Inspire Medical Systems Analysts Raise Their Forecasts Following Strong Q2 Results Inspire Medical Systems Inc (NYSE:INSP) on Monday reported better-than-expected second-quarter financial results and raised its FY26 guidance. — benzinga.com · 08/04 8:14a https://www.benzinga.com/analyst-stock-ratings/price-target/26/08/60903644/inspire-medical-systems-analysts-raise-their-forecasts-following-strong-q2-results

10. UFPT +20% $321.40 (2.5B cap) UFP Technologies (UFPT) Beats Q2 Earnings and Revenue Estimates UFP Technologies (UFPT) came out with quarterly earnings of $2.92 per share, beating the Zacks Consensus Estimate of $2.51 per share. This compares to earnings of $2.5 per share a year ago. — zacks.com · 08/03 7:46p https://www.zacks.com/stock/news/2967076/ufp-technologies-ufpt-beats-q2-earnings-and-revenue-estimates?cid=CS-STOCKNEWSAPI-FT-fundamental_analysis|yseop_template_4-2967076

11. TSAT +18% $47.57 (702M cap) MDA SPACE AWARDED $474 MILLION TO EXPAND THE TELESAT LIGHTSPEED LEO CONSTELLATION Follow-on order of MDA AURORA ™  satellites will enable Telesat to meet the needs of both commercial and defence customers TORONTO, Aug. 4, 2026 /PRNewswire/ -- MDA Space Ltd. (TSX: MDA) (NYSE: MDA), a trusted mission partner to the rapidly expanding global space industry, will… — prnewswire.com · 08/04 7:30a https://www.prnewswire.com/news-releases/mda-space-awarded-474-million-to-expand-the-telesat-lightspeed-leo-constellation-302841785.html

12. ZBRA +18% $344.95 (16B cap) Zebra Technologies (ZBRA) Beats Q2 Earnings and Revenue Estimates Zebra Technologies (ZBRA) came out with quarterly earnings of $6.35 per share, beating the Zacks Consensus Estimate of $4.35 per share. This compares to earnings of $3.61 per share a year ago. — zacks.com · 08/04 8:51a https://www.zacks.com/stock/news/2967247/zebra-technologies-zbra-beats-q2-earnings-and-revenue-estimates?cid=CS-STOCKNEWSAPI-FT-fundamental_analysis|yseop_template_4-2967247

13. PSIX +18% $33.92 (782M cap) (no fresh news today — likely technical / low-coverage move)

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