🆕 Newsmakers — 11:30a ET, 2026-08-04 — new since last alert

📰 NEW MARKET THEMES: • Job openings fell to a 3-month low. Is the labor market losing momentum? After a burst of new job openings and hiring in the spring, the U.S. labor market appears to have lost some momentum. — marketwatch.com · 08/04 11:03a https://www.marketwatch.com/story/job-openings-fell-to-a-3-month-low-is-the-labor-market-losing-momentum-05fcbc49 • Earnings Halftime: REITs Defy Rate Pressure We're at the halfway point of another consequential real estate earnings season, with roughly 65 equity REITs and 20 mortgage REITs reporting second-quarter results and exceptionally strong fundamentals so far. Among 59 equity REITs providing full-year FFO guidance, 51 raised ou… — seekingalpha.com · 08/04 11:00a https://seekingalpha.com/article/4929753-earnings-halftime-reits-defy-rate-pressure • Brookfield Renewable: Paying A Fair Price For Exceptional Compounding Brookfield Renewable is uniquely positioned to capitalize on electrification, leveraging scale, capital access, and a robust development pipeline. BEP is executing a platform strategy—developing, acquiring, and recycling assets—which supports management's confidence in deliverin… — seekingalpha.com · 08/04 10:54a https://seekingalpha.com/article/4929914-brookfield-renewable-paying-a-fair-price-for-exceptional-compounding • Market Open: Stocks Soar, Bessent: Iran Deal Nears, Trump Attacks Big Oil • 8/4/26 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 · 08/04 10:26a https://www.youtube.com/watch?v=VhcAYBI_AWI • Mechanics Bancorp: Looking Like A More Interesting Option For Income Investors Mechanics Bancorp is rated Hold due to a stretched valuation despite robust dividend prospects post-HomeStreet merger. MCHB projects a sector-leading ~7% dividend yield for FY 2027, appealing to income investors amid modest earnings growth and asset repricing tailwinds. Loan por… — seekingalpha.com · 08/04 10:22a https://seekingalpha.com/article/4929887-mechanics-bancorp-looking-like-a-more-interesting-option-for-income-investors

📈 NEW GAINERS:

1. PLTR +27% $159.39 (366B cap) AI Spending is Only 15% Through, Says Dan Ives. If He's Right, These Stocks Win Big Dan Ives, partner and senior managing director over at Yorkville Ives & Co., doesn't seem to be buying that the AI revolution is running into its latter innings. — 247wallst.com · 08/04 11:23a https://247wallst.com/investing/2026/08/04/ai-spending-is-only-15-through-says-dan-ives-if-hes-right-these-stocks-win-big/

2. AAOI +20% $132.56 (11B cap) Applied Optoelectronics Rockets 17%, Coherent Climbs 11%, Lumentum Gains 6% on Reported U.S. Ban of Chinese Optics Shares of Applied Optoelectronics (NASDAQ:AAOI) are surging Tuesday morning, with the stock up 17% to $129.34 after a report that the U.S. — 247wallst.com · 08/04 9:46a https://247wallst.com/investing/2026/08/04/applied-optoelectronics-rockets-17-coherent-climbs-11-lumentum-gains-6-on-reported-u-s-ban-of-chinese-optics/

3. UFPT +19% $319.68 (2.5B cap) UFP Technologies, Inc. (UFPT) Q2 2026 Earnings Call Transcript UFP Technologies, Inc. (UFPT) Q2 2026 Earnings Call Transcript — seekingalpha.com · 08/04 10:59a https://seekingalpha.com/article/4929965-ufp-technologies-inc-ufpt-q2-2026-earnings-call-transcript

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