🆕 Newsmakers — 10:30a ET, 2026-08-11 — new since last alert

📰 NEW MARKET THEMES: • Home Sales Remain Stuck as Mortgage Rates Weigh on Buyers U.S. existing-home sales remained near historically low levels in July as fluctuating mortgage rates continued to weigh on demand. — barrons.com · 08/11 10:00a https://www.barrons.com/articles/home-sales-mortgage-rates-housing-market-527f23d0 • Forex Market Forecast – Euro, Pound, and Yen Test Support as US Yields Drift Currency markets are testing support areas in early Tuesday trading. At this point, the interest rates in America continue to play a big part. — fxempire.com · 08/11 9:32a https://www.fxempire.com/forecasts/article/forex-market-forecast-euro-pound-and-yen-test-support-as-us-yields-drift-1616075 • Private-Credit Firms Clamp Down on Loan Sweeteners in Fear of ‘Shadow Defaults' Borrowers have delayed interest payments on billions of dollars of loans, raising concerns that defaults are higher than reported. — wsj.com · 08/11 9:30a https://www.wsj.com/finance/private-credit-firms-clamp-down-on-loan-sweeteners-in-fear-of-shadow-defaults-58ac13ec • American Century Focused Dynamic Growth Fund Q2 2026 Portfolio Review U.S. equities posted double-digit quarterly gains despite volatility stemming from the Iran conflict. Key contributors include Rocket Lab, ARM Holdings, and Bloom Energy. Key Detractors include Advanced Micro Devices, Netflix, and Alnylam Pharmaceuticals. — seekingalpha.com · 08/11 9:30a https://seekingalpha.com/article/4934669-american-century-focused-dynamic-growth-fund-q2-2026-portfolio-review

📈 NEW GAINERS:

1. WXM +139% $9.57 (593M cap) (no fresh news today — likely technical / low-coverage move)

2. NIQ +33% $15.48 (4.6B cap) NIQ Global Intelligence Q2 Earnings Call Highlights NIQ Global Intelligence NYSE: NIQ reported second-quarter 2026 results that exceeded the top end of its guidance across key metrics, led by 5.8% organic constant-currency revenue growth, a 21.9% increase in adjusted EBITDA and a 270-basis-point expansion in adjusted EBITDA margi… — marketbeat.com · 08/10 11:04p https://www.marketbeat.com/instant-alerts/niq-global-intelligence-q2-earnings-call-highlights-2026-08-10/

3. KOPN +29% $5.45 (1.0B cap) Kopin Corporation (KOPN) Q2 2026 Earnings Call Transcript Kopin Corporation (KOPN) Q2 2026 Earnings Call Transcript — seekingalpha.com · 08/10 9:58p https://seekingalpha.com/article/4934446-kopin-corporation-kopn-q2-2026-earnings-call-transcript

4. FF +24% $6.41 (281M cap) FutureFuel Announces Second Quarter 2026 Results BATESVILLE, Ark. , Aug. 10, 2026 (GLOBE NEWSWIRE) -- FutureFuel Corp. (NYSE: FF) ("FutureFuel" or the "Company"), a manufacturer of custom and performance chemicals and biofuels, today announced financial results for the second quarter and six months ended June 30, 2026. SECOND… — globenewswire.com · 08/10 4:15p https://www.globenewswire.com/news-release/2026/08/10/3342246/17942/en/futurefuel-announces-second-quarter-2026-results.html

5. RPD +23% $14.33 (958M cap) Rapid7 Analysts Boost Their Forecasts Following Better-Than-Expected Q2 Earnings Rapid7 Inc (NASDAQ:RPD) on Monday posted upbeat earnings for the second quarter. — benzinga.com · 08/11 9:43a https://www.benzinga.com/analyst-stock-ratings/price-target/26/08/61110018/rapid7-analysts-boost-their-forecasts-following-better-than-expected-q2-earnings

6. FRMI +22% $7.14 (4.6B cap) Fermi Signs Its First Tenant, But Significant Execution Risks Remain Fermi remains a high-risk, speculative play despite a 78% post-IPO decline and a recent 20% rally on its first tenant announcement. FRMI's ambitious 17GW Texas data center campus faces major construction, financing, and execution risks, especially regarding nuclear buildout feas… — seekingalpha.com · 08/11 9:44a https://seekingalpha.com/article/4934650-fermi-signs-its-first-tenant-but-significant-execution-risks-remain

7. ALMR +18% $32.95 (309M cap) Alamar Biosciences, Inc. (ALMR) Q2 2026 Earnings Call Transcript Alamar Biosciences, Inc. (ALMR) Q2 2026 Earnings Call Transcript — seekingalpha.com · 08/10 7:58p https://seekingalpha.com/article/4934310-alamar-biosciences-inc-almr-q2-2026-earnings-call-transcript

8. MG +17% $18.50 (589M cap) (no fresh news today — likely technical / low-coverage move)

9. SEPN +12% $43.41 (2.0B cap) Septerna, Inc. (SEPN) Reports Q2 Loss, Beats Revenue Estimates Septerna, Inc. (SEPN) came out with a quarterly loss of $0.29 per share versus the Zacks Consensus Estimate of a loss of $0.48. This compares to a loss of $0.56 per share a year ago. — zacks.com · 08/10 6:11p https://www.zacks.com/stock/news/2972294/septerna-inc-sepn-reports-q2-loss-beats-revenue-estimates?cid=CS-STOCKNEWSAPI-FT-fundamental_analysis|yseop_template_4-2972294

10. CODI +12% $12.38 (931M cap) Compass Diversified Q2 Earnings Call Highlights Compass Diversified NYSE: CODI reported second-quarter results marked by double-digit growth in subsidiary adjusted EBITDA, improved operating cash flow and lower debt following the sale of Sterno's food service business, while maintaining its full-year 2026 outlook. — marketbeat.com · 08/10 11:04p https://www.marketbeat.com/instant-alerts/compass-diversified-q2-earnings-call-highlights-2026-08-10/

11. AHCO +11% $5.82 (790M cap) AdaptHealth Sells Diabetes Unit to Sharpen Focus on Sleep, Respiratory Growth AdaptHealth NASDAQ: AHCO executives outlined the company's second-quarter performance, portfolio changes and plans to focus capital on sleep, respiratory and home medical equipment businesses during a Canaccord conference discussion. — marketbeat.com · 08/11 10:05a https://www.marketbeat.com/instant-alerts/adapthealth-sells-diabetes-unit-to-sharpen-focus-on-sleep-respiratory-growth-2026-08-11/

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