🆕 Newsmakers — 10:30a ET, 2026-08-06 — new since last alert

📰 NEW MARKET THEMES: • Layoffs fall to the lowest level since the U.S. put men on the moon. Here's what that says about the economy. The last time layoffs in the U.S. were as low as they are now, NASA was landing astronauts on the moon, young Americans were rocking out at Woodstock and President Richard Nixon was moving into the White House. — marketwatch.com · 08/06 10:03a https://www.marketwatch.com/story/layoffs-fall-to-the-lowest-level-since-the-u-s-put-men-on-the-moon-heres-what-that-says-about-the-economy-71f7bd23 • Where REIT Investors Have Earned the Best Returns The U.S. market has been best for real-estate investment trusts over the past 10 years, led by funds focused on data centers. — wsj.com · 08/06 10:00a https://www.wsj.com/real-estate/reit-investors-returns-548343b8 • China's Robots Know Kung Fu and Can Scale Walls. Can They Woo Investors? Unitree Robotics wants to raise about $900 million in an I.P.O. that tests market interest in humanoid robots, a technology that wows but has yet to prove its viability. — nytimes.com · 08/06 9:58a https://www.nytimes.com/2026/08/06/business/china-unitree-ipo-robot.html • How to earn a 9% dividend yield while cutting your risk in the stock market A stock market that is rapidly climbing a wall of worry could give some people reason to pause and consider ways to protect their investments. — marketwatch.com · 08/06 9:56a https://www.marketwatch.com/story/how-to-earn-a-9-dividend-yield-while-cutting-your-risk-in-the-stock-market-348de255 • Brookfield Renewable Q2: Reiterating A Buy Despite Ongoing Net Losses, Here Is Why Brookfield Renewable Corporation remains a buy as the market undervalues its growth potential despite a 20% share price decline. BEPC's Q2 net loss reflects non-cash items, while operating cash flow and FFO remain robust, supporting a secure 4.7% yield. The Aypa Power acquisitio… — seekingalpha.com · 08/06 9:51a https://seekingalpha.com/article/4931754-brookfield-renewable-q2-reiterating-a-buy-despite-ongoing-net-losses-here-is-why

🐘 NEW BIG-CAP MOVERS:

1. CHYM +24% $32.24 (12B cap) Chime Financial, Inc. (CHYM) Q2 2026 Earnings Call Transcript Chime Financial, Inc. (CHYM) Q2 2026 Earnings Call Transcript — seekingalpha.com · 08/05 11:20p https://seekingalpha.com/article/4931315-chime-financial-inc-chym-q2-2026-earnings-call-transcript

2. U +12% $39.65 (17B cap) SoundHound AI Rallies 12%, Unity Software Rises 11%, Datadog Sinks 15% as Traders Separate Software Winners From Losers Three enterprise software names are moving in opposite directions Thursday morning after earnings results. — 247wallst.com · 08/06 10:26a https://247wallst.com/investing/2026/08/06/soundhound-ai-rallies-12-unity-software-rises-11-datadog-sinks-15-as-traders-separate-software-winners-from-losers/

3. SPCX +5% $113.56 (1484B cap) SpaceX Faces Lockup Test As Cathie Wood, Retailers Buy Dip A wave of SpaceX shares become available for trade Thursday as lockup expires. Cathie Wood, retail investors buy falling SPCX stock. — investors.com · 08/06 9:44a https://www.investors.com/news/spacex-stock-share-unlock-insiders-falcon9-moon-cathie-wood-ark/

4. SOXL +4% $137.13 (38B cap) (no fresh news today — likely technical / low-coverage move)

5. IONQ +3% $41.28 (15B cap) IonQ CEO Niccolo de Masi: Quantum growth accelerates with record demand Niccolo de Masi, Chairman and Chief Executive Officer of IonQ, said record revenue, quantum computing leadership and rising demand for quantum cybersecurity are driving the company's rapid growth. — youtube.com · 08/06 9:29a https://www.youtube.com/watch?v=tqS5DOupYwk

📈 NEW GAINERS:

1. ASPN +57% $7.86 (651M cap) Aspen Aerogels (ASPN) Reports Q2 Loss, Beats Revenue Estimates Aspen Aerogels (ASPN) came out with a quarterly loss of $0.22 per share in line with the Zacks Consensus Estimate. This compares to a loss of $0.04 per share a year ago. — zacks.com · 08/06 9:21a https://www.zacks.com/stock/news/2969603/aspen-aerogels-aspn-reports-q2-loss-beats-revenue-estimates?cid=CS-STOCKNEWSAPI-FT-fundamental_analysis|yseop_template_4-2969603

2. AEVA +41% $27.64 (1.9B cap) Aeva Technologies, Inc. (AEVA) Q2 2026 Earnings Call Transcript Aeva Technologies, Inc. (AEVA) Q2 2026 Earnings Call Transcript — seekingalpha.com · 08/06 4:50a https://seekingalpha.com/article/4931457-aeva-technologies-inc-aeva-q2-2026-earnings-call-transcript

3. IOVA +40% $6.08 (2.7B cap) Iovance Biotherapeutics Reports Record Second Quarter 2026 Revenue of ~$99M, Business Achievements, and Corporate Updates U.S. Amtagvi Revenue Reaches ~$91M and Total Revenue Increased 66% Year-over-Year Gross Margin Increased to 56% Fast Track Designation (FTD) Granted by the FDA for Lifileucel in Soft Tissue Sarcomas SAN CARLOS, Calif., Aug. 06, 2026 (GLOBE NEWSWIRE) -- Iovance Biotherapeutics, I… — globenewswire.com · 08/06 7:01a https://www.globenewswire.com/news-release/2026/08/06/3340124/0/en/Iovance-Biotherapeutics-Reports-Record-Second-Quarter-2026-Revenue-of-99M-Business-Achievements-and-Corporate-Updates.html

4. HNST +35% $5.21 (574M cap) The Honest Company - Awaiting More Consistent Improvements The Honest Company faces stagnating improvements, with shares down 25% over the past year and operating profits still elusive. Despite organic growth, Honest's top-line sales are declining due to divestitures, and adjusted EBITDA margins have contracted year-over-year. Guidance… — seekingalpha.com · 08/06 10:18a https://seekingalpha.com/article/4931784-the-honest-company-awaiting-more-consistent-improvements

5. INSM +31% $129.94 (28B cap) Insmed (INSM) Reports Q2 Loss, Tops Revenue Estimates Insmed (INSM) came out with a quarterly loss of $0.52 per share versus the Zacks Consensus Estimate of a loss of $0.69. This compares to a loss of $1.7 per share a year ago. — zacks.com · 08/06 9:21a https://www.zacks.com/stock/news/2969623/insmed-insm-reports-q2-loss-tops-revenue-estimates?cid=CS-STOCKNEWSAPI-FT-fundamental_analysis|yseop_template_4-2969623

6. PAYS +30% $12.45 (697M cap) Paysign Q2 Earnings Call Highlights Paysign NASDAQ: PAYS reported record second-quarter revenue, net income and adjusted EBITDA for 2026, driven primarily by continued expansion in its Patient Affordability business and improving utilization in its plasma donor compensation operations. — marketbeat.com · 08/06 12:04a https://www.marketbeat.com/instant-alerts/paysign-q2-earnings-call-highlights-2026-08-05/

7. SITM +27% $691.27 (18B cap) SiTime Q2 Earnings Call Highlights SiTime NASDAQ: SITM reported second-quarter 2026 results marked by broad revenue growth, higher margins and increased profitability, while outlining a substantially larger third-quarter outlook following the July 1 closing of its acquisition of Renesas Electronics' Timing Produc… — marketbeat.com · 08/06 1:04a https://www.marketbeat.com/instant-alerts/sitime-q2-earnings-call-highlights-2026-08-06/

8. KRO +26% $7.80 (897M cap) Kronos Worldwide (KRO) Surpasses Q2 Earnings and Revenue Estimates Kronos Worldwide (KRO) came out with quarterly earnings of $0.13 per share, beating the Zacks Consensus Estimate of a loss of $0.04 per share. This compares to a loss of $0.08 per share a year ago. — zacks.com · 08/05 9:37p https://www.zacks.com/stock/news/2969402/kronos-worldwide-kro-surpasses-q2-earnings-and-revenue-estimates?cid=CS-STOCKNEWSAPI-FT-fundamental_analysis|yseop_template_4-2969402

9. WPP +25% $25.82 (5.6B cap) WPP revenue decline eases as turnaround gains traction Advertising group WPP PLC (LSE:WPP) reported a smaller decline in second-quarter revenue as improving media performance offered early evidence of progress under its turnaround plan. Revenue less pass-through costs fell 4.7% on a like-for-like basis to £4.75 billion in the first… — proactiveinvestors.co.uk · 08/06 3:31a https://www.proactiveinvestors.co.uk/companies/news/1096640

10. CHYM +24% $32.24 (12B cap) Chime Financial, Inc. (CHYM) Q2 2026 Earnings Call Transcript Chime Financial, Inc. (CHYM) Q2 2026 Earnings Call Transcript — seekingalpha.com · 08/05 11:20p https://seekingalpha.com/article/4931315-chime-financial-inc-chym-q2-2026-earnings-call-transcript

11. TASK +24% $7.85 (708M cap) TaskUs, Inc. (TASK) Q2 2026 Earnings Call Transcript TaskUs, Inc. (TASK) Q2 2026 Earnings Call Transcript — seekingalpha.com · 08/06 4:40a https://seekingalpha.com/article/4931563-taskus-inc-task-q2-2026-earnings-call-transcript

12. SGHT +24% $6.89 (375M cap) Sight Sciences, Inc. (SGHT) Q2 2026 Earnings Call Transcript Sight Sciences, Inc. (SGHT) Q2 2026 Earnings Call Transcript — seekingalpha.com · 08/06 9:54a https://seekingalpha.com/article/4931685-sight-sciences-inc-sght-q2-2026-earnings-call-transcript

13. PAYC +22% $213.55 (12B cap) Paycom Software To Rally Around 32%? Here Are 10 Top Analyst Forecasts For Thursday Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page. — benzinga.com · 08/06 8:30a https://www.benzinga.com/analyst-stock-ratings/price-target/26/08/60993071/paycom-software-to-rally-around-32-here-are-10-top-analyst-forecasts-for-thursday

14. MGNI +21% $25.07 (3.6B cap) Magnite Analysts Boost Their Forecasts Following Better-Than-Expected Q2 Earnings Magnite Inc (NASDAQ:MGNI) on Wednesday reported better-than-expected second-quarter financial results. — benzinga.com · 08/06 7:46a https://www.benzinga.com/analyst-stock-ratings/price-target/26/08/60990248/magnite-analysts-boost-their-forecasts-following-better-than-expected-q2-earnings

15. CLOV +21% $5.01 (2.6B cap) Clover Health Investments, Corp. (CLOV) Q2 2026 Earnings Call Transcript Clover Health Investments, Corp. (CLOV) Q2 2026 Earnings Call Transcript — seekingalpha.com · 08/05 8:50p https://seekingalpha.com/article/4931339-clover-health-investments-corp-clov-q2-2026-earnings-call-transcript

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