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

📰 NEW MARKET THEMES: • Bitcoin ETFs Enjoy Stronger Inflows Following Crypto Hack Bitcoin exchange-traded funds (ETFs) are reportedly seeking stronger inflows following a recent crypto hack. The U.S.-listed ETFs, which provide investors with exposure to bitcoin's price without requiring them to hold the coins themselves, drew more than $850 million last week,… — pymnts.com · 08/10 10:05a https://www.pymnts.com/cryptocurrency/2026/bitcoin-etfs-enjoy-stronger-inflows-following-crypto-hack/ • Will The Bond Market Verify The Stock Market's Revived Optimism? The surprisingly weak jobs report for July takes some of the near-term pressure off the Federal Reserve to lower rates to tame inflation. But it's unclear if the bond market is set to unwind the yield premium that has accrued over the past four and a half months. — seekingalpha.com · 08/10 9:50a https://seekingalpha.com/article/4934095-will-bond-market-verify-stock-market-revived-optimism • S&P 500 Shoots Upward As Strong Earnings Shift Investors' Time Horizon The S&P 500 shot up by nearly 3.6% over its closing value in the previous week, reaching a new record high closing value of 7,757.46 by the end of the trading week ending on Friday, 7 August 2026. On Friday, 7 August 2026, an unexpectedly negative jobs report changed the expecte… — seekingalpha.com · 08/10 9:26a https://seekingalpha.com/article/4934059-sp500-shoots-upward-strong-earnings-shift-investors-time-horizon • A Hot CPI Report Causes Problems for Fed, Caron Says Jim Caron, CIO of portfolio solutions for Morgan Stanley Investment Management, says a hot CPI report on Wednesday could cause problems for the Federal Reserve. Caron says higher nominal growth is driving equity prices higher. — youtube.com · 08/10 9:18a https://www.youtube.com/watch?v=DJuqekKKqCw • Molly Pieroni Explains Strait of Hormuz's Lasting Impact on Energy Earnings Crude oil prices are up again but investors don't seem to care, argues Molly Pieroni, as tensions surrounding the Strait of Hormuz persist. She offers more insight into energy company earnings and how the U.S.-Iran war remains a sticking point for corporations. — youtube.com · 08/10 9:00a https://www.youtube.com/watch?v=5pCBPS1EkCA

🐘 NEW BIG-CAP MOVERS:

1. SMCI +5% $32.62 (21B cap) Super Micro Computer Continues Its 3-Month Fall: One Wall Street Bull's Thesis Predicts 55% Upside From Here Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) currently trades at $31.13 against a Wall Street consensus price target of $37.81, leaving roughly a 21% gap between current levels and where sell-side analysts think the shares belong. — 247wallst.com · 08/10 7:35a https://247wallst.com/investing/2026/08/10/super-micro-computer-continues-its-3-month-fall-one-wall-street-bulls-thesis-predicts-55-upside-from-here/

2. PLTR +3% $177.79 (408B cap) Innodata Set to Become a Future AI Solutions Leader: Buy Now and Hold INOD's AI-driven growth accelerates as strong Q2 results, customer diversification and new solutions strengthen its long-term potential. — zacks.com · 08/10 10:25a https://www.zacks.com/stock/news/2971951/innodata-set-to-become-a-future-ai-solutions-leader-buy-now-and-hold?cid=CS-STOCKNEWSAPI-FT-analyst_blog|investment_ideas-2971951

📈 NEW GAINERS:

1. BWMN +55% $42.32 (741M cap) Bowman Consulting (BWMN) Q2 Earnings Beat Estimates Bowman Consulting (BWMN) came out with quarterly earnings of $0.62 per share, beating the Zacks Consensus Estimate of $0.47 per share. This compares to earnings of $0.55 per share a year ago. — zacks.com · 08/10 9:56a https://www.zacks.com/stock/news/2971685/bowman-consulting-bwmn-q2-earnings-beat-estimates?cid=CS-STOCKNEWSAPI-FT-fundamental_analysis|yseop_template_4-2971685

2. VREX +48% $18.41 (775M cap) Varex Imaging Posts Upbeat Q3 Earnings, Joins Bowman Consulting, MarineMax And Other Big Stocks Moving Higher On Monday U.S. stocks were mixed, with the Dow Jones index falling around 100 points on Monday. — benzinga.com · 08/10 10:11a https://www.benzinga.com/trading-ideas/movers/26/08/61076669/varex-imaging-posts-upbeat-q3-earnings-joins-bowman-consulting-marinemax-and-other-big-stocks-moving-higher-on-monday

3. HZO +46% $52.06 (1.1B cap) Varex Imaging Posts Upbeat Q3 Earnings, Joins Bowman Consulting, MarineMax And Other Big Stocks Moving Higher On Monday U.S. stocks were mixed, with the Dow Jones index falling around 100 points on Monday. — benzinga.com · 08/10 10:11a https://www.benzinga.com/trading-ideas/movers/26/08/61076669/varex-imaging-posts-upbeat-q3-earnings-joins-bowman-consulting-marinemax-and-other-big-stocks-moving-higher-on-monday

4. SLN +42% $17.01 (807M cap) Silence Therapeutics Announces Positive Topline Results from Phase 2 SANRECO Trial of Divesiran in Polycythemia Vera, Supporting its Potential Best-in-Class Profile Silence Therapeutics plc (Nasdaq: SLN), a global clinical-stage biotechnology company developing novel siRNA (short interfering RNA) therapies, today announced — gurufocus.com · 08/10 8:00a https://www.gurufocus.com/news/9021027/silence-therapeutics-announces-positive-topline-results-from-phase-2-sanreco-trial-of-divesiran-in-polycythemia-vera-supporting-its-potential-bestinclass-profile

5. BCAR +37% $6.34 (258M cap) (no fresh news today — likely technical / low-coverage move)

6. ABCL +37% $9.46 (2.9B cap) AbCellera's ABCL-635 Cuts Menopause Hot Flashes 83% in Phase II Trial AbCellera Biologics NASDAQ: ABCL reported top-line four-week results from a Phase II trial of ABCL-635, an investigational non-hormonal treatment for moderate to severe vasomotor symptoms, or hot flashes, associated with menopause. — marketbeat.com · 08/10 9:04a https://www.marketbeat.com/instant-alerts/abcelleras-abcl-635-cuts-menopause-hot-flashes-83-in-phase-ii-trial-2026-08-10/

7. ACHR +19% $6.64 (5.0B cap) Archer Aviation Stock Takes Flight on Boeing Deal Shares of Archer Aviation Inc (NYSE:ACHR) are up 18.6% at $6.63 this morning, after the drone company announced it will acquire three Boeing (BA) subsidiaries, giving Boeing a 19.75% stake in Archer. — schaeffersresearch.com · 08/10 10:23a https://www.schaeffersresearch.com/content/news/2026/08/10/archer-aviation-stock-takes-flight-on-boeing-deal

8. NESR +18% $34.35 (3.5B cap) National Energy Services Reunited (NESR) Q2 Earnings and Revenues Top Estimates National Energy Services Reunited (NESR) came out with quarterly earnings of $0.44 per share, beating the Zacks Consensus Estimate of $0.35 per share. This compares to earnings of $0.21 per share a year ago. — zacks.com · 08/10 8:15a https://www.zacks.com/stock/news/2971615/national-energy-services-reunited-nesr-q2-earnings-and-revenues-top-estimates?cid=CS-STOCKNEWSAPI-FT-fundamental_analysis|yseop_template_4-2971615

9. FSLY +17% $26.91 (4.2B cap) (no fresh news today — likely technical / low-coverage move)

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