🆕 Newsmakers — 11:30a ET, 2026-08-03 — new since last alert

📰 NEW MARKET THEMES: • Why tech stocks are likely to take a back seat for the rest of 2026, according to JPMorgan strategists Strategists at the bank see non-U.S. shares performing well in the second half of the year and prefer semiconductor stocks to hyperscalers. — marketwatch.com · 08/03 11:03a https://www.marketwatch.com/story/why-tech-stocks-are-likely-to-take-a-back-seat-for-the-rest-of-2026-according-to-jpmorgan-strategists-93e1c61f • S&P 500 Gains As Big Tech Stocks Deliver Mixed Returns The direction the S&P 500 takes is shaping up a lot like playing a game that has a 50% chance of winning or a 50% chance of losing. By the time the trading week ended on Friday, 31 July 2026, the bulls came out ahead as the index rose almost 1.1% above its previous week's close… — seekingalpha.com · 08/03 10:49a https://seekingalpha.com/article/4929504-sp500-gains-big-tech-stocks-deliver-mixed-returns • U.S. Factory Activity Expands Again in July The ISM's purchasing managers' index was 55.6 in July compared with 53.3 in June. Analysts polled by The Wall Street Journal were expecting a reading of 54. — wsj.com · 08/03 10:40a https://www.wsj.com/economy/central-banking/u-s-factory-activity-expands-again-in-july-620ff592 • JPMorgan Chase to Invest $750 Billion to Boost U.S. Housing Supply, Homeownership JPMorgan Chase said it is investing $750 billion through 2035 as part of an initiative to support homeownership in the U.S. — wsj.com · 08/03 10:30a https://www.wsj.com/finance/banking/jpmorgan-chase-to-invest-750-billion-to-boost-u-s-housing-supply-homeownership-11a389e5 • Market Open: Stocks Up, Iran Talks Resume, US Props Up Yen • 8/3/26 The CNBC Business News Update with Jessica Ettinger features market numbers & news with CNBC expert analysis and sound from top business names. Updated throughout the business day. — youtube.com · 08/03 10:24a https://www.youtube.com/watch?v=HHnqk95OZp0

🐘 NEW BIG-CAP MOVERS:

1. AMZN +5% $285.92 (3076B cap) Amazon Stock Stays Hot, Joins $3 Trillion Club Amazon.com Inc (NASDAQ:AMZN) stock is building on last week's buzz, up 5.2% to trade at $285.79, and earlier nabbing a record high of $287.20. — schaeffersresearch.com · 08/03 11:13a https://www.schaeffersresearch.com/content/news/2026/08/03/amazon-stock-stays-hot-joins-3-trillion-club

2. NVDA +3% $206.56 (5002B cap) 3 Reasons to Buy Nvidia Stock in August After a flat July, the world's most valuable company should be on the move again this month. — fool.com · 08/03 10:07a https://www.fool.com/investing/2026/08/03/3-reasons-to-buy-nvidia-stock-in-august/

📈 NEW GAINERS:

1. ATKR +28% $93.48 (3.2B cap) ATKR Stock Alert: Halper Sadeh LLC is Investigating Whether Atkore Inc. is Obtaining a Fair Price for its Shareholders NEW YORK--(BUSINESS WIRE)--Halper Sadeh LLC, an investor rights law firm, is investigating the sale of Atkore Inc. (NYSE: ATKR) to Prysmian S.p.A. for $95.00 per share in cash. Halper Sadeh encourages Atkore shareholders to click here to learn more about their rights and options… — businesswire.com · 08/03 10:24a https://www.businesswire.com/news/home/20260803408270/en/ATKR-Stock-Alert-Halper-Sadeh-LLC-is-Investigating-Whether-Atkore-Inc.-is-Obtaining-a-Fair-Price-for-its-Shareholders/

2. NNNN +16% $11.50 (505M cap) (no fresh news today — likely technical / low-coverage move)

3. CRWV +15% $82.20 (45B cap) CoreWeave Jumps 11%, Snowflake Gains 6%, Oracle Climbs 5% as Risk-On Mood Lifts AI Cloud Shares of AI cloud infrastructure names are pushing higher Monday morning as a broad risk-on tone lifts large-cap tech. — 247wallst.com · 08/03 10:40a https://247wallst.com/investing/2026/08/03/coreweave-jumps-11-snowflake-gains-6-oracle-climbs-5-as-risk-on-mood-lifts-ai-cloud/

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