🆕 Newsmakers — 11:30a ET, 2026-08-10 — new since last alert

📰 NEW MARKET THEMES: • Kenny Polcari on August Volatility, Big Tech Comeback & Fed Balancing Act Kenny Polcari recaps key market moves over recent weeks to explain how earnings reinforce market strength for Big Tech and beyond. However, brace for volatility, as Kenny points out that August tends to be a low volume month that attributes to bigger-than-expected swings. — youtube.com · 08/10 11:10a https://www.youtube.com/watch?v=Y_DToDc4xtI • Crypto bill faces long odds after Senate punts vote to September The chances that the U.S. crypto industry will win once-in-a-generation digital asset legislation are dimming, despite Senate Republicans promising to advance the bill when lawmakers return to Capitol Hill next month. — reuters.com · 08/10 10:55a https://www.reuters.com/legal/litigation/crypto-bill-faces-long-odds-after-senate-punts-vote-september-2026-08-10/ • A Chicken Glut Is Dragging Down Meatpackers—and Lowering Your Grocery Bill A rise in flock sizes, larger breeds and steady beef demand have contributed to a poultry surplus. — wsj.com · 08/10 10:42a https://www.wsj.com/business/retail/a-chicken-glut-is-dragging-down-meatpackersand-lowering-your-grocery-bill-ab4c63bd • Week ahead: CPI, earnings and Fed bets set up a big week for stocks After a strong run for US stocks, the week ahead could ultimately come down to one question: Is inflation cooling fast enough to give the Fed room to ease, or will stubborn price pressures keep higher rates on the table? The main event comes Wednesday with the release of the US… — proactiveinvestors.com · 08/10 10:39a https://www.proactiveinvestors.com/companies/news/1096809 • U.S. Employment Trends Index Increased in July, Conference Board Says The Employment Trends Index increased to 107.71 from an upwardly revised reading of 106.74 in June, suggesting potential payroll growth ahead. — wsj.com · 08/10 10:33a https://www.wsj.com/economy/jobs/u-s-employment-trends-index-increased-in-july-conference-board-says-518193fc

🐘 NEW BIG-CAP MOVERS:

1. SMCI +4% $32.36 (21B cap) Super Micro Rises 4% Ahead of Earnings; HPE Gains 4%, Dell Climbs 3% as AI Server Stocks Advance Shares of Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) are up 4% to $32.48 in Monday morning trading, leading a broad bid across AI server names heading into the company's fiscal Q4 2026 earnings report. — 247wallst.com · 08/10 11:14a https://247wallst.com/investing/2026/08/10/super-micro-rises-4-ahead-of-earnings-hpe-gains-4-dell-climbs-3-as-ai-server-stocks-advance/

2. PLTR +4% $178.19 (409B cap) Semis Surge, Michael Burry's Shorts Feel the Pressure — But Don't Expect Him to Run for Cover After His Latest “1987-Style” Crash Warning After a strong recovery bounce for the semiconductors and most other names tied to the AI trade that Dr. — 247wallst.com · 08/10 10:38a https://247wallst.com/investing/2026/08/10/semis-surge-michael-burrys-shorts-feel-the-pressure-but-dont-expect-him-to-run-for-cover-after-his-latest-1987-style-crash-warning/

📈 NEW GAINERS:

1. BWMN +56% $42.35 (741M cap) BWMN Stock Alert: Halper Sadeh LLC is Investigating Whether Bowman Consulting Group Ltd. 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 Bowman Consulting Group Ltd. (NASDAQ: BWMN) to Bernhard Capital Partners for $43.00 in cash per share. Halper Sadeh encourages Bowman shareholders to click here to learn more a… — businesswire.com · 08/10 10:36a https://www.businesswire.com/news/home/20260810558172/en/BWMN-Stock-Alert-Halper-Sadeh-LLC-is-Investigating-Whether-Bowman-Consulting-Group-Ltd.-is-Obtaining-a-Fair-Price-for-its-Shareholders/

2. VREX +48% $18.43 (776M cap) VAREX IMAGING (VREX) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates Although the revenue and EPS for VAREX IMAGING (VREX) 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 · 08/10 10:30a https://www.zacks.com/stock/news/2971793/varex-imaging-vrex-q3-earnings-taking-a-look-at-key-metrics-versus-estimates?cid=CS-STOCKNEWSAPI-FT-fundamental_analysis|nfm-2971793

3. HZO +46% $51.95 (1.1B cap) Shareholder Alert: Ademi LLP investigates whether MarineMax, Inc. is obtaining a Fair Price for Public Shareholders MILWAUKEE, Aug. 10, 2026 /PRNewswire/ -- Ademi LLP is investigating MarineMax (NYSE: HZO) for possible breaches of fiduciary duty and other violations of law in its recently announced transaction with Safe Harbor Marinas. Click here to learn how to join our investigation and obt… — prnewswire.com · 08/10 11:12a https://www.prnewswire.com/news-releases/shareholder-alert-ademi-llp-investigates-whether-marinemax-inc-is-obtaining-a-fair-price-for-public-shareholders-302847112.html

4. SLN +37% $16.36 (773M cap) Silence Therapeutics Says Blood Cancer Trial Delivers 'Best-Case Outcome' Silence Therapeutics plc (NASDAQ:SLN) stock is trading higher on Monday after the company reported positive topline outcomes from its Phase 2 SANRECO study assessing divesiran for polycythemia vera. It is a rare, slow-growing blood cancer where the bone marrow makes too many red… — benzinga.com · 08/10 10:15a https://www.benzinga.com/trading-ideas/movers/26/08/61076941/silence-therapeutics-says-blood-cancer-trial-delivers-best-case-outcome

5. NESR +16% $33.63 (3.4B cap) National Energy Services Reunited Q2 Earnings Call Highlights National Energy Services Reunited NASDAQ: NESR reported record second-quarter results for 2026, with revenue, adjusted EBITDA, adjusted net income and adjusted diluted earnings per share all reaching new highs as activity ramped in Saudi Arabia and other markets. — marketbeat.com · 08/10 11:08a https://www.marketbeat.com/instant-alerts/national-energy-services-reunited-q2-earnings-call-highlights-2026-08-10/

6. NUTX +15% $186.53 (1.3B cap) (no fresh news today — likely technical / low-coverage move)

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