🆕 Newsmakers — 11:30a ET, 2026-08-06 — new since last alert

📰 NEW MARKET THEMES: • REITs Increasingly Favoring At-The-Market Offerings When Issuing Equity With low valuations for the sector overall, follow-on common equity offerings for US real estate investment trusts have declined significantly in recent years. US equity REITs have largely preferred issuing common stock through at-the-market offering programs as opposed to more… — seekingalpha.com · 08/06 11:10a https://seekingalpha.com/article/4931941-reits-increasingly-favoring-market-offerings-issuing-equity • Russia's oil output rises in July on firm exports, refinery run recovery, sources say Russia slightly increased crude and condensate output in July from June by around 100,000 barrels per day (bpd) to above 9 million bpd, supported by ​strong oil exports and a recovery in refinery throughput, two industry sources ‌told Reuters. — reuters.com · 08/06 10:59a https://www.reuters.com/business/energy/russias-oil-output-rises-july-firm-exports-refinery-run-recovery-sources-say-2026-08-06/ • The ‘Pain Trade' Has Officially Arrived for Software Stocks Software stocks feel the pain after a slew of earnings. Some were good and some were bad but it doesn't matter to investors. — barrons.com · 08/06 10:59a https://www.barrons.com/articles/software-chip-stocks-applovin-datadog-hubspot-earnings-b9b57e32 • The Big Picture: D.C. Developments for Fed, Iran, Senate Mike Townsend (@CharlesSchwab) provides his D.C. insights on Fed Chair Kevin Warsh's relationship with President Trump and what it means for the current rate cycle. — youtube.com · 08/06 10:54a https://www.youtube.com/watch?v=vB2gtIbjmD0 • Traders on Kalshi now think it's likely that the S&P 500 will hit 8,000 in 2026 Traders on prediction market platform Kalshi now see about a 66% chance that the S&P 500 hits 8,000 in 2026. Those high odds come after the broad index surged more than 5% over just four sessions as the AI trade reignited after a slump in late June and July. — cnbc.com · 08/06 10:48a https://www.cnbc.com/2026/08/06/traders-on-kalshi-say-its-likely-sp-500-will-hit-8000-in-2026.html

🐘 NEW BIG-CAP MOVERS:

1. SPCX +3% $111.98 (1464B cap) (no fresh news today — likely technical / low-coverage move)

📈 NEW GAINERS:

1. WYHG +542% $21.43 (270M cap) (no fresh news today — likely technical / low-coverage move)

2. IOVA +38% $5.99 (2.7B cap) Iovance Biotherapeutics (IOVA) Reports Q2 Loss, Tops Revenue Estimates Iovance Biotherapeutics (IOVA) came out with a quarterly loss of $0.11 per share versus the Zacks Consensus Estimate of a loss of $0.17. This compares to a loss of $0.33 per share a year ago. — zacks.com · 08/06 10:51a https://www.zacks.com/stock/news/2969920/iovance-biotherapeutics-iova-reports-q2-loss-tops-revenue-estimates?cid=CS-STOCKNEWSAPI-FT-fundamental_analysis|yseop_template_4-2969920

3. INSM +32% $130.50 (28B cap) Insmed (INSM) Reports Q2 Earnings: What Key Metrics Have to Say Although the revenue and EPS for Insmed (INSM) 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 · 08/06 10:31a https://www.zacks.com/stock/news/2969755/insmed-insm-reports-q2-earnings-what-key-metrics-have-to-say?cid=CS-STOCKNEWSAPI-FT-fundamental_analysis|nfm-2969755

4. OPRT +25% $7.59 (349M cap) Oportun Financial Corporation (OPRT) Q2 2026 Earnings Call Transcript Oportun Financial Corporation (OPRT) Q2 2026 Earnings Call Transcript — seekingalpha.com · 08/06 9:24a https://seekingalpha.com/article/4931796-oportun-financial-corporation-oprt-q2-2026-earnings-call-transcript

5. PAYC +24% $216.68 (12B cap) PAYC Q2 Earnings Call Centers on Automation and Raised Outlook Paycom's broad-based Q2 beat, automation savings and product expansion drove a higher 2026 revenue and EBITDA outlook, with free cash flow above $650 million. — zacks.com · 08/06 11:02a https://www.zacks.com/stock/news/2969993/payc-q2-earnings-call-centers-on-automation-and-raised-outlook?cid=CS-STOCKNEWSAPI-FT-analyst_blog_plus|earnings_call_takeaways-2969993

6. ATNI +22% $29.24 (450M cap) ATN International (ATNI) Reports Q2 Loss, Tops Revenue Estimates ATN International (ATNI) came out with a quarterly loss of $4.1 per share versus the Zacks Consensus Estimate of $0.12. This compares to a loss of $0.24 per share a year ago. — zacks.com · 08/05 9:36p https://www.zacks.com/stock/news/2969363/atn-international-atni-reports-q2-loss-tops-revenue-estimates?cid=CS-STOCKNEWSAPI-FT-fundamental_analysis|yseop_template_4-2969363

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