🆕 Newsmakers — 11:30a ET, 2026-08-05 — new since last alert

📰 NEW MARKET THEMES: • ET Q2 Earnings Call Centers on Higher Outlook and Gas Growth Energy Transfer raises its 2026 EBITDA outlook as gas demand, NGL exports and late-year projects build a stronger growth runway into 2027. — zacks.com · 08/05 11:01a https://www.zacks.com/stock/news/2968680/et-q2-earnings-call-centers-on-higher-outlook-and-gas-growth?cid=CS-STOCKNEWSAPI-FT-analyst_blog_plus|earnings_call_takeaways-2968680 • Palantir's Sovereign AI Is Exactly What Bursts The AI Bubble Palantir's AIS platform enables sovereign AI adoption, that's when enterprises take full control of their AI adoption, and that's bad news for hyperscalers and OpenAI/Anthropic. Falling token prices due to the sovereign AI adoption support the AI bubble burst thesis. — seekingalpha.com · 08/05 10:47a https://seekingalpha.com/article/4930757-palantirs-sovereign-ai-is-exactly-what-bursts-the-ai-bubble • Trump admin. refunds $100 billion in 'liberation day' tariffs The Trump administration said it has refunded about $100 billion of the tariff revenue that was collected through President Donald Trump's 2025 "liberation day" duties. The Supreme Court scrapped those IEEPA tariffs, and a federal judge ordered that the money must be refunded. — cnbc.com · 08/05 10:36a https://www.cnbc.com/2026/08/05/trump-tariffs-refunds-ieepa-lawsuit.html • Tech Roars Back As Energy Falters In A Sudden Market Power Shift The S&P 500 Index soared on Tuesday (Aug. 4) to a record high, exceeding the previous peak (set in early June) by a wide margin. Year-to-date, energy is still holding the top spot, based on a set of ETFs through the day's close. — seekingalpha.com · 08/05 10:35a https://seekingalpha.com/article/4930812-tech-roars-back-energy-falters-in-sudden-market-power-shift • U.S. Natural Gas Futures Start Session Little Changed U.S. natural gas futures inched up in early trading. — wsj.com · 08/05 10:29a https://www.wsj.com/finance/commodities-futures/u-s-natural-gas-futures-start-session-little-changed-1dd6928c

🐘 NEW BIG-CAP MOVERS:

1. SHOP +17% $144.81 (188B cap) Shopify's stock heads for best day in a year after the company ‘left no doubt' about its growth trajectory Shopify's stock was headed for its best day in a year after an earnings report deemed to be “incredible,” in the words of TD Cowen analyst John Shao. — marketwatch.com · 08/05 10:59a https://www.marketwatch.com/story/shopifys-stock-heads-for-best-day-in-a-year-after-the-company-left-no-doubt-about-its-growth-trajectory-79551270

2. GDX +8% $84.22 (26B cap) (no fresh news today — likely technical / low-coverage move)

3. NVDA +3% $219.25 (5310B cap) QUICK SPARK: Michael Burry Pegs Palantir, Nvidia as 'Future Ghost Towns' Michael Burry warned on Wednesday that current boom conditions in select stocks could leave "future ghost towns" once current shortages and pricing power fade. — benzinga.com · 08/05 11:04a https://www.benzinga.com/trading-ideas/movers/26/08/60955407/michael-burry-pegs-palantir-nvidia-as-future-ghost-towns

📈 NEW GAINERS:

1. APPS +41% $13.40 (1.6B cap) Digital Turbine Shares Surge Following Strong Q1 Earnings Beat and Raised Outlook Digital Turbine Inc. (NASDAQ:APPS) shares are surging Wednesday morning after the mobile growth platform delivered first-quarter fiscal 2027 results that surpassed Wall Street expectations. — benzinga.com · 08/05 11:10a https://www.benzinga.com/trading-ideas/movers/26/08/60955655/digital-turbine-shares-surge-following-strong-q1-earnings-beat-and-raised-outlook

2. BLMN +38% $12.29 (1.1B cap) Bloomin' Brands (BLMN) Reports Q2 Earnings: What Key Metrics Have to Say While the top- and bottom-line numbers for Bloomin' Brands (BLMN) give a sense of how the business performed in the quarter ended June 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values. — zacks.com · 08/05 11:01a https://www.zacks.com/stock/news/2968709/bloomin-brands-blmn-reports-q2-earnings-what-key-metrics-have-to-say?cid=CS-STOCKNEWSAPI-FT-fundamental_analysis|nfm-2968709

3. PRGO +25% $13.44 (1.9B cap) Perrigo (PRGO) Reports Q2 Earnings: What Key Metrics Have to Say The headline numbers for Perrigo (PRGO) give insight into how the company performed in the quarter ended June 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals. — zacks.com · 08/05 10:31a https://www.zacks.com/stock/news/2968516/perrigo-prgo-reports-q2-earnings-what-key-metrics-have-to-say?cid=CS-STOCKNEWSAPI-FT-fundamental_analysis|nfm-2968516

4. ROCK +19% $57.21 (1.7B cap) Gibraltar Industries (ROCK) Beats Q2 Earnings and Revenue Estimates Gibraltar Industries (ROCK) came out with quarterly earnings of $1.11 per share, beating the Zacks Consensus Estimate of $1.02 per share. This compares to earnings of $1.13 per share a year ago. — zacks.com · 08/05 10:01a https://www.zacks.com/stock/news/2968400/gibraltar-industries-rock-beats-q2-earnings-and-revenue-estimates?cid=CS-STOCKNEWSAPI-FT-fundamental_analysis|yseop_template_4-2968400

5. SHOP +17% $144.80 (188B cap) Shopify's stock heads for best day in a year after the company ‘left no doubt' about its growth trajectory Shopify's stock was headed for its best day in a year after an earnings report deemed to be “incredible,” in the words of TD Cowen analyst John Shao. — marketwatch.com · 08/05 10:59a https://www.marketwatch.com/story/shopifys-stock-heads-for-best-day-in-a-year-after-the-company-left-no-doubt-about-its-growth-trajectory-79551270

6. AGL +17% $110.55 (1.8B cap) (no fresh news today — likely technical / low-coverage move)

7. QLYS +17% $187.67 (6.6B cap) Qualys to Speak at Upcoming Investor Conference FOSTER CITY, Calif., Aug. 5, 2026 /PRNewswire/ -- Qualys, Inc. (NASDAQ: QLYS), a pioneer and leading provider of disruptive cloud-based IT, security and compliance solutions, today announced that management will participate in a fireside chat and host one-on-one meetings with in… — prnewswire.com · 08/05 9:00a https://www.prnewswire.com/news-releases/qualys-to-speak-at-upcoming-investor-conference-302841179.html

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