🆕 Newsmakers — 10:30a ET, 2026-08-07 — new since last alert

📰 NEW MARKET THEMES: • Weak Jobs Report Does Not Eliminate Prospects of a September Rate Rise Officials at the Federal Reserve are chiefly focused on the trajectory of inflation after five years of overshooting the central bank's 2 percent target. — nytimes.com · 08/07 10:07a https://www.nytimes.com/2026/08/07/business/economy/weak-jobs-report-does-not-eliminate-prospects-of-a-september-rate-rise.html • July Payrolls: Bad News Is Good Again July payrolls fell by 23,000, with prior months revised lower. Unemployment dropped to 4.1%, mainly because labor-force participation declined. — seekingalpha.com · 08/07 10:00a https://seekingalpha.com/article/4933104-july-payrolls-bad-news-is-good-again • Stock Market Forecast: Weak Jobs Report Triggers Premarket Tech Rally The major stocks in this report all look likely to jump at the open, as Wall Street celebrates job losses in a “bad news is good news” move. — fxempire.com · 08/07 9:48a https://www.fxempire.com/forecasts/article/stock-market-forecast-weak-jobs-report-triggers-premarket-tech-rally-1615461 • U.S. Natural Gas Futures Pick Up in Early Trading U.S. natural gas futures picked up some ground following losses the previous session on the expanding inventory surplus. — wsj.com · 08/07 9:48a https://www.wsj.com/finance/commodities-futures/u-s-natural-gas-futures-pick-up-in-early-trading-3a5578de • Markets Higher as Jobs Number Disappoints, Wage Growth Falls Stocks are higher Friday despite the U.S. losing jobs in July, as slowing average hourly wage growth and a drop in the unemployment rate to 4.1% offered potentially encouraging signs for the Fed's inflation fight. Kevin Hincks breaks down the jobs report, the latest headlines fr… — youtube.com · 08/07 9:46a https://www.youtube.com/watch?v=ZiE1wesAJBU

🐘 NEW BIG-CAP MOVERS:

1. SPCX +11% $127.72 (1671B cap) SpaceX's Terafab will rely on natural gas power plants, not Tesla solar panels SpaceX said this week that it will build natural gas power plants to supply electricity to the Terafab semiconductor factory it plans to build in Texas, according to a report from Bloomberg. — techcrunch.com · 08/07 10:07a https://techcrunch.com/2026/08/07/spacexs-terafab-will-rely-on-natural-gas-power-plants-not-tesla-solar-panels/

2. PLTR +9% $170.41 (391B cap) Palantir's Q2 Was Exceptional, But Something More Important Changed Palantir delivered 93% revenue growth while U.S. commercial revenue surged 149%, and adjusted operating margin reached 62%. Net dollar retention climbed to 157%, while U.S. commercial TCV bookings surged 153% to $2.132 billion. PLTR absorbed government cloud hosting costs, reduc… — seekingalpha.com · 08/07 9:53a https://seekingalpha.com/article/4933043-palantir-q2-was-exceptional-but-something-more-important-changed

3. GDX +7% $89.62 (27B cap) (no fresh news today — likely technical / low-coverage move)

4. SOXL +3% $136.93 (38B cap) Terrible Jobs Report Sparks Rally In AI and Tech: 10 Stocks Leading Friday's Surge Bad news was once again good news for Wall Street. — benzinga.com · 08/07 9:37a https://www.benzinga.com/trading-ideas/movers/26/08/61039113/july-jobs-report-tech-rally-10-stocks-to-watch-fed-pause

5. NVDA +2% $223.47 (5411B cap) Nvidia Stock Gains but AMD Is Coming for More of the AI Chip Market Nvidia stock has been on a roll ahead of its earnings but AMD's most recent deal could sharpen AI chip competition. — barrons.com · 08/07 8:27a https://www.barrons.com/articles/nvidia-stock-price-amd-aba755e9

📈 NEW GAINERS:

1. FIGS +36% $15.34 (2.6B cap) Figs (FIGS) Q2 Earnings and Revenues Beat Estimates Figs (FIGS) came out with quarterly earnings of $0.11 per share, beating the Zacks Consensus Estimate of $0.07 per share. This compares to earnings of $0.04 per share a year ago. — zacks.com · 08/06 8:12p https://www.zacks.com/stock/news/2970530/figs-figs-q2-earnings-and-revenues-beat-estimates?cid=CS-STOCKNEWSAPI-FT-fundamental_analysis|yseop_template_4-2970530

2. STLN +35% $6.76 (677M cap) Starling Oncology, Inc. (STLN) Q2 2026 Earnings Call Transcript Starling Oncology, Inc. (STLN) Q2 2026 Earnings Call Transcript — seekingalpha.com · 08/07 8:44a https://seekingalpha.com/article/4932472-starling-oncology-inc-stln-q2-2026-earnings-call-transcript

3. TEAM +35% $149.12 (39B cap) Friday's Opening Bell Movers: TEAM, TWLO, NET Sam Vadas and Nicole Petallides break down three of Friday morning's biggest earnings movers. Atlassian (TEAM) surges after beating expectations and issuing upbeat guidance, while Twilio (TWLO) rallies after topping quarterly estimates and raising its full-year outlook. — youtube.com · 08/07 10:00a https://www.youtube.com/watch?v=Up4d8Cozy0w

4. PUBM +35% $18.20 (850M cap) PubMatic Q2 Earnings Call Highlights PubMatic NASDAQ: PUBM reported second-quarter revenue growth of 11% year over year, returning to double-digit growth ahead of its prior expectations, as the company cited momentum in connected TV, mobile applications and AI-powered products. — marketbeat.com · 08/07 5:05a https://www.marketbeat.com/instant-alerts/pubmatic-q2-earnings-call-highlights-2026-08-07/

5. QNST +35% $20.53 (1.2B cap) QuinStreet Q4 Earnings Call Highlights QuinStreet NASDAQ: QNST reported record fiscal fourth-quarter and full-year 2026 results, driven by double-digit growth in its financial services and home services client verticals, while also expanding adjusted EBITDA margins. — marketbeat.com · 08/07 6:04a https://www.marketbeat.com/instant-alerts/quinstreet-q4-earnings-call-highlights-2026-08-07/

6. CRSR +34% $14.18 (1.5B cap) Corsair Gaming Q2 Earnings Call Highlights Corsair Gaming NASDAQ: CRSR reported second-quarter results marked by higher gross margins, improved profitability and substantially stronger operating cash flow, while raising its full-year 2026 outlook. The company said growth in Gamer and Creator Peripherals, including sim ra… — marketbeat.com · 08/06 8:05p https://www.marketbeat.com/instant-alerts/corsair-gaming-q2-earnings-call-highlights-2026-08-06/

7. SENS +31% $6.74 (281M cap) Senseonics Holdings, Inc. Common Stock Q2 Earnings Call Highlights Senseonics Holdings, Inc. Common Stock NASDAQ: SENS raised its full-year 2026 revenue and gross-margin outlook after reporting second-quarter revenue growth of approximately 120% and its highest organic gross margin to date. — marketbeat.com · 08/07 8:05a https://www.marketbeat.com/instant-alerts/senseonics-holdings-inc-common-stock-q2-earnings-call-highlights-2026-08-07/

8. SPT +26% $10.31 (620M cap) Sprout Social Q2 Earnings Call Highlights Sprout Social NASDAQ: SPT reported second-quarter revenue of $123.8 million, up 10.8% from a year earlier, as the social media management software provider continued to shift its business toward larger customers and expanded its artificial intelligence offerings. — marketbeat.com · 08/07 9:05a https://www.marketbeat.com/instant-alerts/sprout-social-q2-earnings-call-highlights-2026-08-07/

9. TWLO +26% $242.88 (37B cap) Friday's Opening Bell Movers: TEAM, TWLO, NET Sam Vadas and Nicole Petallides break down three of Friday morning's biggest earnings movers. Atlassian (TEAM) surges after beating expectations and issuing upbeat guidance, while Twilio (TWLO) rallies after topping quarterly estimates and raising its full-year outlook. — youtube.com · 08/07 10:00a https://www.youtube.com/watch?v=Up4d8Cozy0w

10. PSIX +22% $40.26 (929M cap) Power Solutions International: Upgrading On Vastly Improved Results And Bargain Valuation - Strong Buy Power Solutions International reported much better-than-expected second quarter results with strong profitability and stellar cash generation. While the company continues to be impacted by data center project delays and weakness in legacy markets, management reiterated expectati… — seekingalpha.com · 08/06 10:21p https://seekingalpha.com/article/4932627-power-solutions-international-upgrading-improved-results-bargain-valuation

11. GDXU +21% $129.73 (645M cap) (no fresh news today — likely technical / low-coverage move)

12. CTEV +20% $32.31 (551M cap) Claritev Corporation (CTEV) Reports Q2 Loss, Tops Revenue Estimates Claritev Corporation (CTEV) came out with a quarterly loss of $3.49 per share versus the Zacks Consensus Estimate of a loss of $4.1. This compares to earnings of $0.32 per share a year ago. — zacks.com · 08/07 8:11a https://www.zacks.com/stock/news/2970740/claritev-corporation-ctev-reports-q2-loss-tops-revenue-estimates?cid=CS-STOCKNEWSAPI-FT-fundamental_analysis|yseop_template_4-2970740

13. GTN +20% $5.13 (503M cap) Gray Media (GTN) Q2 Earnings and Revenues Top Estimates Gray Media (GTN) came out with quarterly earnings of $0.21 per share, beating the Zacks Consensus Estimate of a loss of $0.08 per share. This compares to a loss of $0.42 per share a year ago. — zacks.com · 08/07 8:31a https://www.zacks.com/stock/news/2970754/gray-media-gtn-q2-earnings-and-revenues-top-estimates?cid=CS-STOCKNEWSAPI-FT-fundamental_analysis|yseop_template_4-2970754

14. ADV +20% $30.37 (404M cap) Tradeweb Reports July 2026 Total Trading Volume of $67.5 Trillion and Average Daily Volume of $2.9 Trillion NEW YORK--(BUSINESS WIRE)--Tradeweb Markets Inc. (Nasdaq: TW), a global leader in electronic trading across asset classes, today reported total trading volume for the month of July 2026 of $67.5 trillion (tn). Average daily volume ("ADV") for the month was $2.9tn, an increase of… — businesswire.com · 08/06 7:30a https://www.businesswire.com/news/home/20260806372889/en/Tradeweb-Reports-July-2026-Total-Trading-Volume-of-67.5-Trillion-and-Average-Daily-Volume-of-2.9-Trillion/

15. DCH +19% $6.76 (800M cap) Dauch (DCH) Beats Q2 Earnings and Revenue Estimates Dauch (DCH) came out with quarterly earnings of $0.32 per share, beating the Zacks Consensus Estimate of $0.14 per share. This compares to earnings of $0.21 per share a year ago. — zacks.com · 08/07 10:16a https://www.zacks.com/stock/news/2970862/dauch-dch-beats-q2-earnings-and-revenue-estimates?cid=CS-STOCKNEWSAPI-FT-fundamental_analysis|yseop_template_4-2970862

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