🆕 Newsmakers — 12:30p ET, 2026-08-07 — new since last alert

📰 NEW MARKET THEMES: • Q2 Earnings Season Roundup: What We've Learned So Far Second-quarter earnings season has largely exceeded expectations. — schaeffersresearch.com · 08/07 12:23p https://www.schaeffersresearch.com/content/news/2026/08/07/q2-earnings-season-roundup-what-weve-learned-so-far • Allied Gold Corporation (AAUC:CA) Shareholder/Analyst Call Prepared Remarks Transcript Allied Gold Corporation (AAUC:CA) Shareholder/Analyst Call Prepared Remarks Transcript — seekingalpha.com · 08/07 12:14p https://seekingalpha.com/article/4933234-allied-gold-corporation-aauc-ca-shareholder-analyst-call-prepared-remarks-transcript • Mike Ashley's Frasers leads race to buy Harvey Nichols, Sky News reports Billionaire Mike Ashley's Frasers Group is the frontrunner to buy British department store ​chain Harvey Nichols, Sky News reported ‌on Friday. — reuters.com · 08/07 12:04p https://www.reuters.com/legal/transactional/mike-ashleys-frasers-leads-race-buy-harvey-nichols-sky-news-reports-2026-08-07/ • Canada Goose Holdings Inc. (GOOS:CA) Shareholder/Analyst Call Prepared Remarks Transcript Canada Goose Holdings Inc. (GOOS:CA) Shareholder/Analyst Call Prepared Remarks Transcript — seekingalpha.com · 08/07 12:04p https://seekingalpha.com/article/4933188-canada-goose-holdings-inc-goos-ca-shareholder-analyst-call-prepared-remarks-transcript • The Big Picture: Jobs Report Eases Rate Hike Fears; Earnings Bar Remains High Joe Mazzola from @CharlesSchwab discusses the market's positive reaction to the July jobs report, as weaker hiring and wage growth reduce the likelihood of a September Fed rate hike. He says the data helps the inflation outlook but also raises some concerns about the broader eco… — youtube.com · 08/07 12:00p https://www.youtube.com/watch?v=SmNWFBvvZXs

🐘 NEW BIG-CAP MOVERS:

1. SPCX +12% $128.83 (1684B cap) Is SPCX Worth Buying as Starlink Growth Battles Heavy AI Spending? SPCX pairs profitable Starlink growth and surging AI revenue with heavy capital spending, execution risks and a valuation that leaves little room for misses. — zacks.com · 08/07 12:26p https://www.zacks.com/stock/news/2971140/is-spcx-worth-buying-as-starlink-growth-battles-heavy-ai-spending?cid=CS-STOCKNEWSAPI-FT-analyst_blog_plus|zer_report_insights-2971140

2. CDE +10% $17.25 (18B cap) Coeur Mining Q2 Earnings Call Flags Slower Canadian Ramp-Ups CDE cut partial-year production guidance at New Afton and Rainy River as slower ramp-ups sharpen focus on a stronger second half and 2026 cash flow. — zacks.com · 08/07 11:02a https://www.zacks.com/stock/news/2971015/coeur-mining-q2-earnings-call-flags-slower-canadian-ramp-ups?cid=CS-STOCKNEWSAPI-FT-analyst_blog_plus|earnings_call_takeaways-2971015

3. PLTR +9% $169.19 (388B cap) 2 Stocks Positioned for the Rise as AI Self‑Healing Systems Move From Concept to Core Infrastructure AI is entering a radical new phase that goes above and beyond generative AI and chatbots. — 247wallst.com · 08/07 11:32a https://247wallst.com/investing/2026/08/07/2-stocks-positioned-for-the-rise-as-ai-self%e2%80%91healing-systems-move-from-concept-to-core-infrastructure/

4. TSLA +3% $328.46 (1298B cap) Inside the Math of Team RB's SpaceX Price Target In a recent edition of Breakfast News, we gave a five-year price target for Space Exploration Technologies (SPCX +11.33%), or SpaceX, of $141.84 in response to TMF co-founder and CEO Tom Gardner's $217.52 on behalf of Team Hidden Gems. — fool.com · 08/07 11:30a https://www.fool.com/investing/2026/08/07/inside-the-math-of-team-rbs-spacex-price-target/

📈 NEW GAINERS:

1. ATGL +121% $16.56 (253M cap) (no fresh news today — likely technical / low-coverage move)

2. DOCS +36% $28.08 (5.2B cap) Doximity stock is reversing post-earnings rally: why that shouldn't surprise you Doximity (DOCS) stock as much as doubled on Friday morning after the digital platform for health care professionals posted a solid Q1 sales beat and issued seemingly impressive full-year guidance. Still, a closer look under the hood suggests these explosive gains are built on a… — invezz.com · 08/07 12:24p https://invezz.com/news/2026/08/07/doximity-stock-is-reversing-post-earnings-rally-why-that-shouldnt-surprise-you/

3. TEAM +32% $145.90 (38B cap) Atlassian earnings beat drives 30% stock surge Atlassian (NASDAQ:TEAM) shares jumped more than 30% on Friday after the software maker posted fourth-quarter revenue and cloud growth that topped analyst estimates and issued a stronger-than-expected cloud revenue outlook for fiscal 2027. Revenue for the quarter came in at $1.8… — proactiveinvestors.com · 08/07 12:02p https://www.proactiveinvestors.com/companies/news/1096741

4. TWLO +31% $253.66 (38B cap) Twilio stock pops on better-than-expected Q2 report Twilio (Twilio Inc (NYSE:TWLO)) shares opened about 18% higher on Friday after the communications software company reported second-quarter results that exceeded analyst expectations. Twilio reported adjusted earnings of $1.47 per share for the second quarter, compared with analy… — proactiveinvestors.com · 08/07 11:43a https://www.proactiveinvestors.com/companies/news/1096733

5. SPT +25% $10.23 (615M cap) Sprout Social, Inc. (SPT) Q2 2026 Earnings Call Transcript Sprout Social, Inc. (SPT) Q2 2026 Earnings Call Transcript — seekingalpha.com · 08/07 11:24a https://seekingalpha.com/article/4933004-sprout-social-inc-spt-q2-2026-earnings-call-transcript

6. ROAD +21% $120.78 (6.8B cap) Construction Partners Q3 Earnings Call Highlights Construction Partners NASDAQ: ROAD reported third-quarter fiscal 2026 revenue growth of 28.2% and raised its full-year outlook, citing organic expansion, acquisitions, record backlog and continued demand for public infrastructure and commercial projects. — marketbeat.com · 08/07 12:05p https://www.marketbeat.com/instant-alerts/construction-partners-q3-earnings-call-highlights-2026-08-07/

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