🆕 Newsmakers — 11:30a ET, 2026-08-07 — new since last alert

📰 NEW MARKET THEMES: • Emera Incorporated (EMA:CA) Q2 2026 Earnings Call Transcript Emera Incorporated (EMA:CA) Q2 2026 Earnings Call Transcript — seekingalpha.com · 08/07 11:14a https://seekingalpha.com/article/4933100-emera-incorporated-ema-ca-q2-2026-earnings-call-transcript • July's Jobs Report Is Ugly. Strip Out the World Cup Hangover and It's Even Uglier The S&P 500 keeps grinding to new highs, and if you only checked your brokerage app this morning, you'd think the economy was firing on all cylinders. — 247wallst.com · 08/07 10:44a https://247wallst.com/investing/2026/08/07/julys-jobs-report-is-ugly-strip-out-the-world-cup-hangover-and-its-even-uglier/ • U.S. Stock Indices Forecast – Weak Jobs Report Triggers Market Digestion U.S. indices digesting weaker-than-anticipated jobs numbers. — fxempire.com · 08/07 10:41a https://www.fxempire.com/forecasts/article/u-s-stock-indices-forecast-weak-jobs-report-triggers-market-digestion-1615497 • Barings BDC: Resilience Makes The Discount Compelling Barings BDC offers a 13.5% dividend yield and trades at a discount to NAV, appealing to income-focused investors. BBDC's Q2 saw solid 108% dividend coverage, improved leverage, and manageable non-accruals, supporting near-term dividend safety. Despite a 12% year-over-year declin… — seekingalpha.com · 08/07 10:30a https://seekingalpha.com/article/4932757-barings-bdc-q2-resilience-makes-the-discount-more-compelling • Weak Jobs Report Does Not Eliminate Prospects of Interest Rate Rise Officials at the Federal Reserve are chiefly focused on the trajectory of inflation after five years of overshooting the central bank's 2 percent target. — nytimes.com · 08/07 10:24a https://www.nytimes.com/2026/08/07/business/economy/jobs-report-interest-rates-fed.html

🐘 NEW BIG-CAP MOVERS:

1. SPCX +11% $127.08 (1662B cap) SpaceX And Palantir Lead Tech Stock Rally After Underwhelming Jobs Report Major tech stocks rallied Friday amid a weak jobs report that revealed an unexpected drop in payrolls for July, with SpaceX, Palantir and Cloudflare shares all rising at least 8% in the early hours of trading. — forbes.com · 08/07 11:25a https://www.forbes.com/sites/antoniopequenoiv/2026/08/07/spacex-and-palantir-lead-tech-stock-rally-after-underwhelming-jobs-report/

2. PLTR +9% $169.21 (389B cap) SpaceX And Palantir Lead Tech Stock Rally After Underwhelming Jobs Report Major tech stocks rallied Friday amid a weak jobs report that revealed an unexpected drop in payrolls for July, with SpaceX, Palantir and Cloudflare shares all rising at least 8% in the early hours of trading. — forbes.com · 08/07 11:25a https://www.forbes.com/sites/antoniopequenoiv/2026/08/07/spacex-and-palantir-lead-tech-stock-rally-after-underwhelming-jobs-report/

3. NVDA +2% $224.43 (5436B cap) Can't Classify It? Maybe It's a Rule Breaker Stock When you struggle to place a company, it's often because the company is inventing its own category, which is precisely the first of David's six traits of a Rule Breaker stock. — fool.com · 08/07 10:45a https://www.fool.com/investing/2026/08/07/cant-classify-it-maybe-its-a-rule-breaker-stock/

📈 NEW GAINERS:

1. DOCS +41% $29.15 (5.5B cap) 'LinkedIn for Doctors' Stock Nearly Doubles After Earnings Doximity Inc (NYSE:DOCS) stock is scaling Wall Street  today, up 59% to trade at $32.80. — schaeffersresearch.com · 08/07 10:32a https://www.schaeffersresearch.com/content/news/2026/08/07/linkedin-for-doctors-stock-nearly-doubles-after-earnings

2. QNST +35% $20.53 (1.2B cap) QuinStreet, Inc. (QNST) Q4 2026 Earnings Call Transcript QuinStreet, Inc. (QNST) Q4 2026 Earnings Call Transcript — seekingalpha.com · 08/07 10:44a https://seekingalpha.com/article/4932998-quinstreet-inc-qnst-q4-2026-earnings-call-transcript

3. TEAM +30% $143.66 (38B cap) TEAM Q4 Earnings Call Highlights AI and Enterprise Momentum Atlassian's cloud growth, record enterprise deals and rising Rovo adoption fuel momentum, while fiscal 2027 guidance reflects external uncertainty. — zacks.com · 08/07 11:02a https://www.zacks.com/stock/news/2971018/team-q4-earnings-call-highlights-ai-and-enterprise-momentum?cid=CS-STOCKNEWSAPI-FT-analyst_blog_plus|earnings_call_takeaways-2971018

4. TWLO +30% $251.07 (38B cap) Twilio's Q2 Earnings Surpass Expectations, Revenues Rise Y/Y TWLO's Q2 2026 earnings and revenues beat estimates as 22% sales growth, cost discipline and strong cash generation support higher guidance. — zacks.com · 08/07 11:21a https://www.zacks.com/stock/news/2971055/twilio-s-q2-earnings-surpass-expectations-revenues-rise-y-y?cid=CS-STOCKNEWSAPI-FT-analyst_blog|earnings_article-2971055

5. BTG +22% $5.01 (6.7B cap) B2Gold Granted Fekola Regional Exploitation Permit by the State of Mali VANCOUVER, British Columbia, Aug. 07, 2026 (GLOBE NEWSWIRE) -- B2Gold Corp. (TSX: BTO, NYSE AMERICAN: BTG, NSX: B2G) (“B2Gold” or the “Company”) is pleased to announce that the State of Mali has granted the Menankoto exploitation permit to B2Gold's Malian subsidiary (the “Menank… — globenewswire.com · 08/07 11:03a https://www.globenewswire.com/news-release/2026/08/07/3341245/0/en/b2gold-granted-fekola-regional-exploitation-permit-by-the-state-of-mali.html

6. DCH +19% $6.78 (802M cap) Dauch (DCH) Reports Q2 Earnings: What Key Metrics Have to Say Although the revenue and EPS for Dauch (DCH) 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 · 08/07 10:31a https://www.zacks.com/stock/news/2970900/dauch-dch-reports-q2-earnings-what-key-metrics-have-to-say?cid=CS-STOCKNEWSAPI-FT-fundamental_analysis|nfm-2970900

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