🆕 Newsmakers — 10:30a ET, 2026-08-05 — new since last alert

📰 NEW MARKET THEMES: • U.S. economy keeps up the momentum, but rising costs put a cap on new hiring The largest part of the economy grew in July at a robust pace, but scattered shortages of key supplies and dogged inflation raised the cost of business and companies responded by keeping a lid on hiring. — marketwatch.com · 08/05 10:18a https://www.marketwatch.com/story/u-s-economy-keeps-up-the-momentum-but-rising-costs-put-a-cap-on-new-hiring-028d481b • Progressive Michigan Win Makes General Election Challenging, Morgan Stanley's Salvatore Says Ariana Salvatore, head of US public policy strategy at Morgan Stanley, says a win by progressive Abdul El-Sayed in the Democratic US Senate primary in Michigan “makes it really challenging as a general election seat for Democrats to flip,” and looks at how the US economy plays i… — youtube.com · 08/05 10:00a https://www.youtube.com/watch?v=Hd-jo47gwRQ • Wall Street Bonuses Poised to Increase as Deals Surge Wall Street bonuses are projected to rise 10% to 15% or more for investment and commercial bankers as their results outpace other sectors of finance. Katherine Doherty reports on "Bloomberg Open Interest. — youtube.com · 08/05 9:56a https://www.youtube.com/watch?v=elzgS9jPzEs • Artisan Small Cap Fund Q2 2026 Portfolio Activity During the quarter, we initiated new Garden positions in Virtu Financial, Murphy USA and USA Rare Earth. In addition to Lattice Semiconductor, Virtu Financial and Murphy USA, we added to our position in SiTime during the quarter. We ended our investment campaigns in Colliers Int… — seekingalpha.com · 08/05 9:35a https://seekingalpha.com/article/4930710-artisan-small-cap-fund-q2-2026-portfolio-activity • Gartner Q2 Review: A Better Quarter, But Still Not Enticing Enough Gartner, Inc. reported Q2 earnings that beat consensus, driving a 23% share price surge despite only modest top-line growth. IT's margin profile improved significantly due to divestitures, higher-margin conference revenue, and cost discipline, with non-GAAP EPS beating by $0.64.… — seekingalpha.com · 08/05 9:32a https://seekingalpha.com/article/4930681-gartner-q2-review-a-better-quarter-but-still-not-enticing-enough

🐘 NEW BIG-CAP MOVERS:

1. SHOP +18% $144.88 (188B cap) Shopify (SHOP) Surpasses Q2 Earnings and Revenue Estimates Shopify (SHOP) came out with quarterly earnings of $0.42 per share, beating the Zacks Consensus Estimate of $0.39 per share. This compares to earnings of $0.35 per share a year ago. — zacks.com · 08/05 10:01a https://www.zacks.com/stock/news/2968402/shopify-shop-surpasses-q2-earnings-and-revenue-estimates?cid=CS-STOCKNEWSAPI-FT-fundamental_analysis|yseop_template_4-2968402

2. NVDA +4% $220.32 (5336B cap) Why Nvidia stock is soaring over 4% today Nvidia stock (NVDA) rose sharply on Wednesday after Elon Musk said SpaceX would build its artificial intelligence infrastructure exclusively around Nvidia's processors. The stock climbed 4.6% to about $221 in early trading. — invezz.com · 08/05 10:23a https://invezz.com/news/2026/08/05/why-nvidia-stock-is-soaring-over-4-today/

📈 NEW GAINERS:

1. JLHL +144% $13.23 (270M cap) (no fresh news today — likely technical / low-coverage move)

2. GTE +50% $10.23 (362M cap) Gran Tierra soars on $1.3 billion South America sale Gran Tierra Energy Inc (TSX:GTE, LSE:GTE, NYSE-A:GTE) shares leapt over 45% to a three-year high after the oil producer agreed to sell all its Colombian and... — proactiveinvestors.com · 08/05 5:31a https://www.proactiveinvestors.com/companies/news/1096573/gran-tierra-soars-on-1-3-billion-south-america-sale-1096573.html

3. APPS +42% $13.52 (1.6B cap) Digital Turbine: A Turnaround Story In Mobile Advertising Smashes Its Earnings Digital Turbine, Inc. is positioned as an undervalued player in the mobile advertising sector, with a transformative strategy underway. APPS is evolving into a distribution layer for the mobile economy, aiming to provide alternative channels for app developers beyond traditional… — seekingalpha.com · 08/05 9:00a https://seekingalpha.com/article/4930668-digital-turbine-a-turnaround-story-in-mobile-advertising-smashes-its-earnings

4. BLMN +39% $12.39 (1.1B cap) Bloomin' Brands Q2 Earnings Call Highlights Bloomin' Brands NASDAQ: BLMN reported fiscal second-quarter 2026 revenue of $1.02 billion, up 1% from $1 billion a year earlier, as positive comparable restaurant sales helped offset continued traffic pressure at several of its brands. — marketbeat.com · 08/05 9:04a https://www.marketbeat.com/instant-alerts/bloomin-brands-q2-earnings-call-highlights-2026-08-05/

5. TBI +30% $9.99 (304M cap) TrueBlue, Inc. (TBI) Q2 2026 Earnings Call Transcript TrueBlue, Inc. (TBI) Q2 2026 Earnings Call Transcript — seekingalpha.com · 08/04 8:10p https://seekingalpha.com/article/4930350-trueblue-inc-tbi-q2-2026-earnings-call-transcript

6. FTK +30% $36.57 (1.3B cap) Flotek Industries (FTK) Q2 Earnings and Revenues Top Estimates Flotek Industries (FTK) came out with quarterly earnings of $0.26 per share, beating the Zacks Consensus Estimate of $0.13 per share. This compares to earnings of $0.16 per share a year ago. — zacks.com · 08/04 6:41p https://www.zacks.com/stock/news/2968009/flotek-industries-ftk-q2-earnings-and-revenues-top-estimates?cid=CS-STOCKNEWSAPI-FT-fundamental_analysis|yseop_template_4-2968009

7. CRCT +26% $6.22 (1.3B cap) Cricut, Inc. (CRCT) Q2 2026 Earnings Call Transcript Cricut, Inc. (CRCT) Q2 2026 Earnings Call Transcript — seekingalpha.com · 08/05 3:50a https://seekingalpha.com/article/4930495-cricut-inc-crct-q2-2026-earnings-call-transcript

8. MTRN +26% $285.75 (5.9B cap) Materion (MTRN) Q2 Earnings and Revenues Beat Estimates Materion (MTRN) came out with quarterly earnings of $1.9 per share, beating the Zacks Consensus Estimate of $1.55 per share. This compares to earnings of $1.37 per share a year ago. — zacks.com · 08/05 9:16a https://www.zacks.com/stock/news/2968320/materion-mtrn-q2-earnings-and-revenues-beat-estimates?cid=CS-STOCKNEWSAPI-FT-fundamental_analysis|yseop_template_4-2968320

9. SWIM +24% $7.05 (828M cap) Latham Group, Inc. (SWIM) Q2 2026 Earnings Call Transcript Latham Group, Inc. (SWIM) Q2 2026 Earnings Call Transcript — seekingalpha.com · 08/05 7:59a https://seekingalpha.com/article/4930572-latham-group-inc-swim-q2-2026-earnings-call-transcript

10. PRGO +24% $13.32 (1.8B cap) Perrigo (PRGO) Surpasses Q2 Earnings and Revenue Estimates Perrigo (PRGO) came out with quarterly earnings of $0.5 per share, beating the Zacks Consensus Estimate of $0.31 per share. This compares to earnings of $0.57 per share a year ago. — zacks.com · 08/05 8:46a https://www.zacks.com/stock/news/2968289/perrigo-prgo-surpasses-q2-earnings-and-revenue-estimates?cid=CS-STOCKNEWSAPI-FT-fundamental_analysis|yseop_template_4-2968289

11. GDXU +23% $107.20 (533M cap) (no fresh news today — likely technical / low-coverage move)

12. SHOP +18% $145.15 (188B cap) Shopify (SHOP) Surpasses Q2 Earnings and Revenue Estimates Shopify (SHOP) came out with quarterly earnings of $0.42 per share, beating the Zacks Consensus Estimate of $0.39 per share. This compares to earnings of $0.35 per share a year ago. — zacks.com · 08/05 10:01a https://www.zacks.com/stock/news/2968402/shopify-shop-surpasses-q2-earnings-and-revenue-estimates?cid=CS-STOCKNEWSAPI-FT-fundamental_analysis|yseop_template_4-2968402

13. TVTX +18% $65.94 (6.1B cap) Travere Therapeutics Q2 Earnings Call Highlights Travere Therapeutics NASDAQ: TVTX reported second-quarter results marked by record FILSPARI demand and revenue, driven by continued growth in IgA nephropathy and an early launch in focal segmental glomerulosclerosis, or FSGS. — marketbeat.com · 08/04 11:04p https://www.marketbeat.com/instant-alerts/travere-therapeutics-q2-earnings-call-highlights-2026-08-04/

14. BVS +17% $15.75 (1.1B cap) Bioventus Q2 Earnings Call Highlights Bioventus NASDAQ: BVS reported second-quarter 2026 revenue growth of 4% and reiterated its full-year financial outlook, citing double-digit expansion in its Pain Treatments business, continued debt reduction and increased investment in platelet-rich plasma, peripheral nerve stim… — marketbeat.com · 08/05 10:07a https://www.marketbeat.com/instant-alerts/bioventus-q2-earnings-call-highlights-2026-08-05/

15. ZETA +17% $28.27 (7.0B cap) Zeta Global stock slips after earnings: Is it safe to buy the dip now? Zeta Global stock pared back some of its gains from earlier this week as investors booked profits following its earnings report. It retreated to $23 from this week's high of $24.45. — invezz.com · 08/05 8:35a https://invezz.com/news/2026/08/05/zeta-global-stock-slips-after-earnings-is-it-safe-to-buy-the-dip-now/

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