🆕 Newsmakers — 12:30p ET, 2026-08-10 — new since last alert

📰 NEW MARKET THEMES: • Global traders, financial groups expand into Brazil's power market Global commodities traders and financial firms, including Trafigura, StoneX and Macquarie, are expanding ​into Brazil's electricity trading market, betting on rising price volatility and ‌the sector's long-term growth even as a wave of financial distress hits local players, exec… — reuters.com · 08/10 12:00p https://www.reuters.com/business/energy/global-traders-financial-groups-expand-into-brazils-power-market-2026-08-10/ • Fed "Wait and See" Mode on Interest Rates, Inflation & Jobs Data Clash "We think the Fed can stay in wait and see mode" and see how ecodata evolves, argues @CharlesSchwab's Collin Martin. Last week's decline in jobs through the July jobs report is something he sees "changing the calculus" of the Fed. — youtube.com · 08/10 12:00p https://www.youtube.com/watch?v=oAXXBmx4iB4 • Mark Zandi: The Fed should not raise interest rates Mark Zandi, Moody's Analytics chief economist, joins 'Squawk on the Street' to discuss why he says the Fed should not and will not raise rates in 2026. — youtube.com · 08/10 11:53a https://www.youtube.com/watch?v=Zd6kw9fSv3o • Markets Edge Lower After Robust Movement Last Week Markets calm after hectic week. Market expects flat CPI results Wednesday. — seekingalpha.com · 08/10 11:40a https://seekingalpha.com/article/4934167-markets-edge-lower-robust-movement-last-week

🐘 NEW BIG-CAP MOVERS:

1. SMCI +3% $32.11 (21B cap) (no fresh news today — likely technical / low-coverage move)

📈 NEW GAINERS:

1. BWMN +56% $42.37 (742M cap) BWMN Stock Alert: Halper Sadeh LLC is Investigating Whether Bowman Consulting Group Ltd. is Obtaining a Fair Price for its Shareholders Halper Sadeh LLC, an investor rights law firm, is investigating the sale of Bowman Consulting Group Ltd. (NASDAQ: BWMN) to Bernhard Capital Partners for $43.00 — gurufocus.com · 08/10 11:00a https://www.gurufocus.com/news/9021563/bwmn-stock-alert-halper-sadeh-llc-is-investigating-whether-bowman-consulting-group-ltd-is-obtaining-a-fair-price-for-its-shareholders

2. VREX +48% $18.41 (775M cap) VREX Stock Alert: Halper Sadeh LLC is Investigating Whether Varex Imaging Corporation is Obtaining a Fair Price for its Shareholders Halper Sadeh LLC, an investor rights law firm, is investigating the sale of Varex Imaging Corporation (NASDAQ: VREX) to Teledyne Technologies Incorporated for $ — gurufocus.com · 08/10 11:00a https://www.gurufocus.com/news/9021559/vrex-stock-alert-halper-sadeh-llc-is-investigating-whether-varex-imaging-corporation-is-obtaining-a-fair-price-for-its-shareholders

3. HZO +46% $51.95 (1.1B cap) Marinemax Stock Surges to New 52-Week High Toward Safe Harbor Buyout Price MarineMax, Inc.   (NYSE:HZO) , a boat and yacht retailer, saw its stock skyrocket on Monday. Investors reacted to the company's definitive agreement to be acquired by Safe Harbor Marinas in an all-cash transaction. — benzinga.com · 08/10 11:48a https://www.benzinga.com/m-a/26/08/61080928/marinemax-stock-surges-to-new-52-week-high-toward-safe-harbor-buyout-price

4. ABCL +33% $9.21 (2.8B cap) AbCellera Stock Jumps 33% on a Positive Menopause Trial AbCellera (ABCL), a Vancouver clinical-stage antibody biotech, rose 33.19% intraday after its experimental menopause drug ABCL635 met both primary goals in a Ph — gurufocus.com · 08/10 11:05a https://www.gurufocus.com/news/9021581/abcellera-stock-jumps-33-on-a-positive-menopause-trial

5. NESR +19% $34.50 (3.5B cap) National Energy Services Reunited Corp. (NESR) Q2 2026 Earnings Call Transcript National Energy Services Reunited Corp. (NESR) Q2 2026 Earnings Call Transcript — seekingalpha.com · 08/10 11:38a https://seekingalpha.com/article/4934100-national-energy-services-reunited-corp-nesr-q2-2026-earnings-call-transcript

6. ACDC +16% $5.03 (909M cap) (no fresh news today — likely technical / low-coverage move)

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