🆕 Newsmakers — 12:30p ET, 2026-08-04 — new since last alert

📰 NEW MARKET THEMES: • This Indicator Hasn't Been This High in 4 Years. It Means the Fed Could Raise Rates in 2026 For most of this year, investors have obsessed over one question: when will the Federal Reserve finally begin cutting interest rates? — 247wallst.com · 08/04 12:17p https://247wallst.com/investing/2026/08/04/this-indicator-hasnt-been-this-high-in-4-years-it-means-the-fed-could-raise-rates-in-2026/ • Bilt Cardholders Hit With Mistaken Collections Notices on Phantom Balances A Bilt spokesman said that roughly 1,850 cardholders were affected and that it moved quickly to correct the errors. — wsj.com · 08/04 12:12p https://www.wsj.com/business/bilt-cardholders-hit-with-mistaken-collections-notices-on-phantom-balances-a7e8c8cc • Rystad Energy more optimistic on Middle East diplomatic solution Rystad Energy Chief Economist Claudio Galimberti discusses the latest factors affecting oil and LNG prices as well as the prospects for a diplomatic resolution to the Middle East conflict. — youtube.com · 08/04 12:02p https://www.youtube.com/watch?v=ITra_VKuzZs • Securitize: Earnings Preview After Going Public Securitize Corp. has gone public via SPAC and experienced significant post-merger price declines. SECZ traded as high as $13.50 as CEPT, with a redemption value floor at $10 per share. Post-merger, SECZ's share price has dropped below $7, sparking notable retail investor anxiety. — seekingalpha.com · 08/04 12:02p https://seekingalpha.com/article/4929975-securitize-earnings-preview-after-going-public • 5N Plus Inc. (VNP:CA) Q2 2026 Earnings Call Transcript 5N Plus Inc. (VNP:CA) Q2 2026 Earnings Call Transcript — seekingalpha.com · 08/04 11:50a https://seekingalpha.com/article/4930012-5n-plus-inc-vnp-ca-q2-2026-earnings-call-transcript

🐘 NEW BIG-CAP MOVERS:

1. PLTR +28% $160.90 (369B cap) Palantir's Stock Is Having Its Best Day in Years After Blowout Earnings Palantir's stock could be set to record its best day since early 2024, when the stock soared more than 30% following a blockbuster earnings report. — investopedia.com · 08/04 12:16p https://www.investopedia.com/market-update-palantir-stock-is-having-its-best-day-in-years-after-blowout-earnings-pltr-12033467

2. SOXL +19% $138.70 (38B cap) (no fresh news today — likely technical / low-coverage move)

3. INTC +10% $100.09 (505B cap) Why Intel Stock Fell 35% Last Month Intel's capital expenditures will exceed $20 billion this year and rise further next year.  Even with its latest share price decline, Intel stock is still expensive. — fool.com · 08/04 11:10a https://www.fool.com/investing/2026/08/04/why-intel-stock-fell-35-last-month/

4. NOK +7% $9.99 (54B cap) (no fresh news today — likely technical / low-coverage move)

5. SPCX +5% $120.78 (1578B cap) SpaceX rocket is about to crash into the moon - here's what we know will happen Within the next few hours, a SpaceX rocket will collide with the moon - but how did this incident come about? — news.sky.com · 08/04 12:18p https://news.sky.com/story/spacex-rocket-is-about-to-crash-into-the-moon-heres-what-we-know-will-happen-13569721

6. GRAB +3% $3.79 (15B cap) GRAB Q2 Earnings Call Focuses on Fintech Profitability and Growth Grab raised its 2026 outlook as on-demand growth, record users and improving fintech results strengthened its profitability push. — zacks.com · 08/04 11:01a https://www.zacks.com/stock/news/2967564/grab-q2-earnings-call-focuses-on-fintech-profitability-and-growth?cid=CS-STOCKNEWSAPI-FT-analyst_blog_plus|earnings_call_takeaways-2967564

📈 NEW GAINERS:

1. PLTR +28% $160.90 (370B cap) Palantir's Stock Is Having Its Best Day in Years After Blowout Earnings Palantir's stock could be set to record its best day since early 2024, when the stock soared more than 30% following a blockbuster earnings report. — investopedia.com · 08/04 12:16p https://www.investopedia.com/market-update-palantir-stock-is-having-its-best-day-in-years-after-blowout-earnings-pltr-12033467

2. ZBRA +22% $356.40 (17B cap) Zebra Technologies Stock Jumped 20% Today on the Best Problem in Tech Adjusted second-quarter earnings of $6.35 per share landed $1.99 above the consensus, and above the company's own guidance. Management raised full-year EPS guidance to $20.75-$21.25, up from May's $18.30-$18.70 range. — fool.com · 08/04 11:30a https://www.fool.com/investing/2026/08/04/zebra-technologies-stock-jumped-20-today/

3. ORIC +21% $12.87 (1.3B cap) ORIC® Pharmaceuticals Reports Second Quarter 2026 Financial Results and Operational Updates Initiated Himalayas-1 global Phase 3 trial in patients with mCRPC previously treated with abiraterone Entered into a clinical trial collaboration and supply agreement with Bayer to provide darolutamide for Himalayas-1 Anticipate rinzimetostat program update in 2H 2026 and enozer… — globenewswire.com · 08/03 4:05p https://www.globenewswire.com/news-release/2026/08/03/3337877/0/en/ORIC-Pharmaceuticals-Reports-Second-Quarter-2026-Financial-Results-and-Operational-Updates.html

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