🆕 Newsmakers — 11:30a ET, 2026-07-31 — new since last alert

📰 NEW MARKET THEMES: • A Broad Approach in a Narrow Market The second quarter of 2026 stood in stark contrast to the first. Our last letter concluded with our suspicion that markets were looking for a reason to go back up. — etftrends.com · 07/31 11:22a https://www.etftrends.com/etf-strategist-content-hub/a-broad-approach-in-a-narrow-market/ • What I'm Watching In August: AI, Inflation, And Renewed Optimism I enter August with a cautiously optimistic outlook, expecting macro factors to regain focus as idiosyncratic volatility fades post-earnings season. Key macro events—July CPI, PCE, and Jackson Hole—will shape rate expectations; I see inflation easing but not yet reaching the Fed… — seekingalpha.com · 07/31 11:14a https://seekingalpha.com/article/4928728-what-im-watching-in-august-ai-inflation-and-renewed-optimism • Alimentation Couche-Tard Inc. (ATD:CA) M&A Call Transcript Alimentation Couche-Tard Inc. (ATD:CA) M&A Call Transcript — seekingalpha.com · 07/31 11:13a https://seekingalpha.com/article/4928705-alimentation-couche-tard-inc-atd-ca-m-and-a-call-transcript • Public Service Enterprise Stock to Post Q2 Earnings: What's in Store? PEG heads into Q2 with grid investments, rate increases and rising power demand in focus, but higher costs may temper expected earnings growth. — zacks.com · 07/31 11:11a https://www.zacks.com/stock/news/2965800/public-service-enterprise-stock-to-post-q2-earnings-what-s-in-store?cid=CS-STOCKNEWSAPI-FT-analyst_blog|earnings_preview-2965800 • Power Corporation of Canada (POW:CA) Q2 2026 Earnings Call Transcript Power Corporation of Canada (POW:CA) Q2 2026 Earnings Call Transcript — seekingalpha.com · 07/31 11:03a https://seekingalpha.com/article/4928701-power-corporation-of-canada-pow-ca-q2-2026-earnings-call-transcript

🐘 NEW BIG-CAP MOVERS:

1. AMZN +13% $267.12 (2873B cap) Amazon Growth Accelerates, Stock Explodes Amazon delivered a strong Q2 with revenue growth accelerating to nearly 20% year-over-year. Recent data center capex is beginning to yield tangible returns, countering market skepticism about AI infrastructure investments. I believe a compelling risk/reward is available: $100 up… — seekingalpha.com · 07/31 11:25a https://seekingalpha.com/article/4928734-amazon-growth-accelerates-stock-explodes

📈 NEW GAINERS:

1. REPL +95% $10.55 (886M cap) Securities Fraud Investigation Into Replimune Group Inc. (REPL) Continues – Shareholders Who Lost Money Urged To Contact Glancy Prongay Wolke & Rotter LLP, a Leading Securities Fraud Law Firm LOS ANGELES, July 31, 2026 (GLOBE NEWSWIRE) -- Glancy Prongay Wolke & Rotter LLP, a leading national shareholder rights law firm, continues its investigation on behalf of Replimune Group Inc. (“Replimune” or the “Company”) (NASDAQ: REPL) investors concerning the Company's possib… — globenewswire.com · 07/31 11:00a https://www.globenewswire.com/news-release/2026/07/31/3336897/34548/en/Securities-Fraud-Investigation-Into-Replimune-Group-Inc-REPL-Continues-Shareholders-Who-Lost-Money-Urged-To-Contact-Glancy-Prongay-Wolke-Rotter-LLP-a-Leading-Securities-Fraud-Law-F.html

2. PWP +22% $18.14 (1.7B cap) Perella Weinberg Partners (PWP) Q2 2026 Earnings Call Transcript Perella Weinberg Partners (PWP) Q2 2026 Earnings Call Transcript — seekingalpha.com · 07/31 11:13a https://seekingalpha.com/article/4928773-perella-weinberg-partners-pwp-q2-2026-earnings-call-transcript

3. SPXC +14% $227.80 (11B cap) SPXC Q2 Earnings Call Highlights Data Center Growth, M&A Focus SPXC highlights surging data center demand, expanded capacity and a higher 2026 outlook after a strong second-quarter performance. — zacks.com · 07/31 11:03a https://www.zacks.com/stock/news/2965768/spxc-q2-earnings-call-highlights-data-center-growth-m-a-focus?cid=CS-STOCKNEWSAPI-FT-analyst_blog_plus|earnings_call_takeaways-2965768

4. AMZN +14% $267.42 (2875B cap) Amazon Growth Accelerates, Stock Explodes Amazon delivered a strong Q2 with revenue growth accelerating to nearly 20% year-over-year. Recent data center capex is beginning to yield tangible returns, countering market skepticism about AI infrastructure investments. I believe a compelling risk/reward is available: $100 up… — seekingalpha.com · 07/31 11:25a https://seekingalpha.com/article/4928734-amazon-growth-accelerates-stock-explodes

5. CSTL +13% $30.21 (916M cap) Castle Biosciences, Inc. (CSTL) Q2 2026 Earnings Call Transcript Castle Biosciences, Inc. (CSTL) Q2 2026 Earnings Call Transcript — seekingalpha.com · 07/31 3:53a https://seekingalpha.com/article/4928496-castle-biosciences-inc-cstl-q2-2026-earnings-call-transcript

6. NWL +12% $5.77 (2.4B cap) Newell Brands (NWL) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates Although the revenue and EPS for Newell Brands (NWL) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers. — zacks.com · 07/31 10:31a https://www.zacks.com/stock/news/2965587/newell-brands-nwl-q2-earnings-taking-a-look-at-key-metrics-versus-estimates?cid=CS-STOCKNEWSAPI-FT-fundamental_analysis|nfm-2965587

7. INBK +12% $29.44 (257M cap) First Internet Bancorp (INBK) Q2 2026 Earnings Call Transcript First Internet Bancorp (INBK) Q2 2026 Earnings Call Transcript — seekingalpha.com · 07/31 3:03a https://seekingalpha.com/article/4928417-first-internet-bancorp-inbk-q2-2026-earnings-call-transcript

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