🆕 Newsmakers — 12:30p ET, 2026-07-31 — new since last alert

📰 NEW MARKET THEMES: • Week Ahead for FX, Bonds: U.S. Jobs Data in Focus, Could Give Steer on Fed Outlook U.S. monthly jobs data for July will provide the focus of attention as investors gauge the prospects for interest rates over the next few months. — wsj.com · 07/31 12:16p https://www.wsj.com/economy/global/week-ahead-for-fx-bonds-u-s-jobs-data-in-focus-could-give-steer-on-fed-outlook-50e95649 • What we know about the rogue AI-agent security breaches Anthropic's disclosure on Thursday that its Claude models breached the systems of three companies highlights the growing hacking capabilities of AI ​and is likely to fuel an intensifying U.S. push to ‌better manage the technology's security risks. — reuters.com · 07/31 12:09p https://www.reuters.com/legal/litigation/what-we-know-about-rogue-ai-agent-security-breaches-2026-07-31/ • Supremex Inc. (SXP:CA) Q2 2026 Earnings Call Transcript Supremex Inc. (SXP:CA) Q2 2026 Earnings Call Transcript — seekingalpha.com · 07/31 12:03p https://seekingalpha.com/article/4928771-supremex-inc-sxp-ca-q2-2026-earnings-call-transcript • Situational Awareness' portfolio sinks 67% in July on AI stock rout, letter shows The portfolio value of Leopold Aschenbrenner's hedge fund, Situational Awareness, fell 67% in July after suffering steep losses on AI stocks, according to ​a letter sent to investors on Thursday that was seen by Reuters. — reuters.com · 07/31 11:44a https://www.reuters.com/business/finance/situational-awareness-portfolio-sinks-67-july-ai-stock-rout-letter-shows-2026-07-31/ • Hammond Power Solutions Inc. (HPS.A:CA) Q2 2026 Earnings Call Transcript Hammond Power Solutions Inc. (HPS.A:CA) Q2 2026 Earnings Call Transcript — seekingalpha.com · 07/31 11:43a https://seekingalpha.com/article/4928726-hammond-power-solutions-inc-hps-a-ca-q2-2026-earnings-call-transcript

🐘 NEW BIG-CAP MOVERS:

1. AMZN +15% $270.95 (2915B cap) Amazon's Earnings Beat Shows Why AWS Is Back at the Center of the Bull Case Amazon.com TodayAMZNAmazon.com$269.77 +34.28 (+14.55%) As of 12:10 PM Eastern This is a fair market value price provided by Massive. Learn more.52-Week Range$196.00▼$278.56P/E Ratio32.33Price Target$321.40Add to WatchlistFor most of this year, Amazon.com Inc. NASDAQ: AMZN has be… — marketbeat.com · 07/31 12:10p https://www.marketbeat.com/articles/amazons-earnings-beat-shows-why-aws-is-back-at-the-center-of-the-bull-case/

2. MSFT +3% $463.80 (3443B cap) Two No-Brainer Reasons to Buy Microsoft After 15% Post Earnings Pop Microsoft (NASDAQ:MSFT | MSFT Price Prediction) at $451.10 screens as attractive on the fundamentals. — 247wallst.com · 07/31 12:09p https://247wallst.com/investing/2026/07/31/two-no-brainer-reasons-to-buy-microsoft-after-15-post-earnings-pop/

📈 NEW GAINERS:

1. AXTI +27% $59.40 (3.0B cap) AXTI Q2 Earnings Beat on Record InP Demand, Revenues Rise Y/Y AXT's Q2 earnings and revenues top estimates as record indium phosphide demand, AI data-center growth and stronger productivity lift results. — zacks.com · 07/31 12:15p https://www.zacks.com/stock/news/2966011/axti-q2-earnings-beat-on-record-inp-demand-revenues-rise-y-y?cid=CS-STOCKNEWSAPI-FT-analyst_blog|earnings_article-2966011

2. AMZN +15% $270.93 (2915B cap) Amazon's Earnings Beat Shows Why AWS Is Back at the Center of the Bull Case Amazon.com TodayAMZNAmazon.com$269.77 +34.28 (+14.55%) As of 12:10 PM Eastern This is a fair market value price provided by Massive. Learn more.52-Week Range$196.00▼$278.56P/E Ratio32.33Price Target$321.40Add to WatchlistFor most of this year, Amazon.com Inc. NASDAQ: AMZN has be… — marketbeat.com · 07/31 12:10p https://www.marketbeat.com/articles/amazons-earnings-beat-shows-why-aws-is-back-at-the-center-of-the-bull-case/

3. SPXC +14% $227.22 (11B cap) SPX Technologies Stock Jumps After Surprising Q2 Results SPX Technologies Inc. (NYSE:SPXC) shares are advancing Friday after the industrial technology company shattered second-quarter expectations and followed up with a full-year guidance revision that pushed both its earnings and revenue outlooks well past what analysts had been mode… — benzinga.com · 07/31 11:45a https://www.benzinga.com/trading-ideas/movers/26/07/60845250/spx-technologies-stock-jumps-after-surprising-q2-results

4. FET +14% $58.47 (660M cap) Forum Energy Technologies (FET) Surpasses Q2 Earnings and Revenue Estimates Forum Energy Technologies (FET) came out with quarterly earnings of $1.16 per share, beating the Zacks Consensus Estimate of $0.57 per share. This compares to a loss of $0.1 per share a year ago. — zacks.com · 07/30 8:31p https://www.zacks.com/stock/news/2965270/forum-energy-technologies-fet-surpasses-q2-earnings-and-revenue-estimates?cid=CS-STOCKNEWSAPI-FT-tale_of_the_tape|yseop_template_4-2965270

5. GOU +12% $27.49 (887M cap) (no fresh news today — likely technical / low-coverage move)

6. GGLL +12% $109.14 (710M cap) (no fresh news today — likely technical / low-coverage move)

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