🆕 Newsmakers — 12:30p ET, 2026-08-05 — new since last alert

📰 NEW MARKET THEMES: • Brown Advisory Flexible Equity Strategy Q2 2026 Portfolio Activity Taiwan Semiconductor Manufacturing traded higher during the quarter after reporting strong results and guidance ahead of consensus expectations. Intuit declined after reporting lower-than-consensus-expected growth in its DIY tax franchise, driven primarily by top-of-funnel and p… — seekingalpha.com · 08/05 12:14p https://seekingalpha.com/article/4930867-brown-advisory-flexible-equity-strategy-q2-2026-portfolio-activity • Salad and Go files for Chapter 11 bankruptcy after cyclospora fears worsened its challenges Salad and Go has filed for Chapter 11 bankruptcy protection, saying that the cyclospora outbreak worsened its existing business challenges. The upstart salad chain aimed to take on Sweetgreen and expanded rapidly under the ownership of Volt Investment. — cnbc.com · 08/05 11:48a https://www.cnbc.com/2026/08/05/salad-and-go-files-chapter-11-bankruptcy-cyclospora.html • BlackLine: 'Buy' As Platform Pricing Takes Root BlackLine offers a compelling value opportunity after a ~40% YTD decline and industry-low valuation multiples. I advocate rotating into small- and mid-cap value names like BL, especially as investors move away from AI infrastructure trades. BL's Q2 results were healthy, but shar… — seekingalpha.com · 08/05 11:41a https://seekingalpha.com/article/4930840-blackline-buy-as-platform-pricing-takes-root • Robust Earnings Help Boost Markets Eli Lilly shares move higher after strong weight-loss drug sales. Toy Story 5 was a big hit for Walt Disney. — seekingalpha.com · 08/05 11:20a https://seekingalpha.com/article/4930866-robust-earnings-help-boost-markets • The Big Picture: WHat's Fueling Current Market Rally With the markets notching new highs, Nate Peterson and Kasey McCurdy join Sam Vadas to make sense of the momentum fueling recent performance. Nate says "everything about this market is tied into earnings. — youtube.com · 08/05 11:17a https://www.youtube.com/watch?v=YWNupRyOw5g

🐘 NEW BIG-CAP MOVERS:

1. NVDA +4% $221.30 (5359B cap) Nvidia's stock is basking in the glow of a high-profile endorsement Nvidia's stock was bucking chip-sector weakness on Wednesday as it headed for its fifth session in a row of gains. — marketwatch.com · 08/05 11:51a https://www.marketwatch.com/story/nvidias-stock-is-basking-in-the-glow-of-a-high-profile-endorsement-b7c48e7b

📈 NEW GAINERS:

1. CRCT +23% $6.10 (1.3B cap) Cricut Is Crafting Value Where It Matters Most Cricut, Inc. delivered Q2 2026 results with revenue down 9.2% but significant profitability gains and strong platform growth. CRCT's high-margin Platform segment saw revenue rise to $85M and segment profits reach $79M, driven by increased active users and ARPU. Management's plat… — seekingalpha.com · 08/05 12:03p https://seekingalpha.com/article/4930853-cricut-is-crafting-value-where-it-matters-most

2. BSP +20% $44.85 (30B cap) Bending Spoons to buy Airtable for $1.28B In its first acquisition since going public last month, Bending Spoons on Tuesday said that it has agreed to buy spreadsheet and database startup Airtable for $1.28 billion in cash. — techcrunch.com · 08/04 7:30a https://techcrunch.com/2026/08/04/bending-spoons-to-buy-airtable-for-1-28b/

3. BXC +16% $75.00 (584M cap) BlueLinx Announces Second Quarter 2026 Results ATLANTA--(BUSINESS WIRE)--BlueLinx Holdings Inc. (NYSE: BXC), a leading U.S. wholesale distributor of building products, today reported financial results for the fiscal three months ended July 4, 2026 (“second quarter 2026”). SECOND QUARTER 2026 HIGHLIGHTS Net sales of $814 mill… — businesswire.com · 08/04 4:05p https://www.businesswire.com/news/home/20260804910895/en/BlueLinx-Announces-Second-Quarter-2026-Results/

4. SHOP +16% $143.37 (186B cap) Shopify Q2 earnings: three broader signals that matter more than headline numbers Shopify (SHOP) stock is soaring on Wednesday morning after the e-commerce giant posted market-beating Q2 earnings and issued impressive future guidance. For its second financial quarter, SHOP recorded a 34% year-over-year increase in revenue to $3.6 billion on $0.42 a share of e… — invezz.com · 08/05 12:03p https://invezz.com/news/2026/08/05/shopify-q2-earnings-three-broader-signals-that-matter-more-than-headline-numbers/

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