🆕 Newsmakers — 12:30p ET, 2026-08-03 — new since last alert

📰 NEW MARKET THEMES: • Brookfield CEO Bruce Flatt on why $100B data center is 'super exciting' for America Brookfield CEO Bruce Flatt joins 'Squawk on the Street' to discuss plans for a $100B data center campus in Kentucky, investing in AI infrastructure, Westinghouse IPO and more. — youtube.com · 08/03 11:59a https://www.youtube.com/watch?v=hy07okLTTSc • Kalshi traders think July jobs report will come in slightly cooler than economists' predictions Speculators on prediction market platform Kalshi think that the July jobs number will come in below economists' consensus estimates. Traders on the platform see just a 47% chance the nation added more than 80,000 jobs in July. — cnbc.com · 08/03 11:59a https://www.cnbc.com/2026/08/03/kalshi-traders-think-july-jobs-will-come-in-cooler-than-estimates.html • Hamilton Beach Brands' Latest Surge Isn't Over Hamilton Beach Brands Holding Company remains a Buy as profitability improves despite an 8.6% revenue decline in Q1 FY2026. Gross margin expanded to 29.7%, aided by higher prices, favorable mix, and a one-time tariff inventory benefit. Management guides for mid-single-digit reve… — seekingalpha.com · 08/03 11:54a https://seekingalpha.com/article/4929531-hamilton-beach-brands-latest-surge-isnt-over • Today's Call Sheet: The top issues that will drive trading Mike O'Rourke of JonesTrading, Lee Baker of Claris Financial Advisors, and James Pethokoukis of the American Enterprise Institute discuss what may drive the trading day ahead, including the U.S.-Japan yen intervention, a possible Iran Hormuz deal, and a big week of data topped b… — youtube.com · 08/03 11:39a https://www.youtube.com/watch?v=RyCFAeGRjAk • Astra Buying Bristol Makes No Sense, Fazeli Says AstraZeneca shares plunged Monday on news that the drugmaker was exploring an acquisition of Bristol Meyers Squibb. A deal would create one of the world's biggest drugmakers. — youtube.com · 08/03 11:38a https://www.youtube.com/watch?v=tIOsWfQwpNw

🐘 NEW BIG-CAP MOVERS:

1. AMZN +5% $284.55 (3061B cap) Amazon's Stock—and Market Cap—Keeps Rocking Higher Amazon's hot post-earnings run continued Monday, lifting the tech giant into the $3 trillion market cap club for the first time. — investopedia.com · 08/03 12:16p https://www.investopedia.com/market-update-amazon-stock-and-market-capkeeps-rocking-higher-amzn-12032727

2. NVDA +3% $206.98 (5014B cap) Data Center Sales Make Up 92% of Nvidia's Revenue. Here's What Investors Need to Know About Jensen Huang's Bets on AI Growth. Nvidia reported $75.2 billion in data center revenue in its most recent quarterly earnings, accounting for 92% of its total revenue. CEO Jensen Huang believes this is still the beginning of the AI build-out and that the semiconductor industry needs to grow 10 times larger. — fool.com · 08/03 11:45a https://www.fool.com/investing/2026/08/03/data-center-sales-make-up-92-of-nvidias-revenue/

3. NOK +2% $9.36 (51B cap) (no fresh news today — likely technical / low-coverage move)

📈 NEW GAINERS:

1. BFLY +16% $8.27 (2.2B cap) (no fresh news today — likely technical / low-coverage move)

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