🆕 Newsmakers — 12:30p ET, 2026-08-11 — new since last alert

📰 NEW MARKET THEMES: • Lithium Argentina AG (LAR:CA) Q2 2026 Earnings Call Transcript Lithium Argentina AG (LAR:CA) Q2 2026 Earnings Call Transcript — seekingalpha.com · 08/11 12:07p https://seekingalpha.com/article/4934777-lithium-argentina-ag-lar-ca-q2-2026-earnings-call-transcript • Nasdaq to Acquire LeveL Markets Nasdaq said the acquisition of the off-exchange equity execution venue will advance its vision for always-on markets and expand its role in how liquidity is connected and capital is formed. — wsj.com · 08/11 12:04p https://www.wsj.com/finance/nasdaq-to-acquire-level-markets-8f4c64d6 • Irrational Exuberance On Overdrive The market is exhibiting extreme 'irrational exuberance,' with record margin debt, bullish sentiment, and minimal insider buying. Tech giants like Alphabet (GOOG) have shifted from asset-light, high free cash flow models to heavy capex, negative free cash flow, and large debt is… — seekingalpha.com · 08/11 12:01p https://seekingalpha.com/article/4934774-irrational-exuberance-on-overdrive • Big Picture Expectations on CPI, Earnings & Global AI Growth Looking ahead to Wednesday's CPI, Liz Ann Sonders of @CharlesSchwab walks investors through her expectations of headline numbers and how they will "move the needle" on the Fed's interest rate outlook. When it comes to earnings, she warns of traders "sniffing out" weakness and pu… — youtube.com · 08/11 12:00p https://www.youtube.com/watch?v=wKTPHIJ4M4k • ValuEngine Weekly Market Summary And Commentary U.S. equity markets rebounded strongly this week, with gains led by technology and growth-oriented sectors. The NASDAQ 100 ETF rose 5.09%, while the S&P 500 ETF gained 3.54%, supported by a sharp 7.20% advance in Technology. — seekingalpha.com · 08/11 11:49a https://seekingalpha.com/article/4934761-valuengine-weekly-market-summary-commentary

🐘 NEW BIG-CAP MOVERS:

1. NOK +3% $9.42 (51B cap) Why Is Nokia Stock Surging on Tuesday? Nokia Corp (NYSE:NOK) stock is trading higher on Tuesday, driven by sustained artificial intelligence data center demand and a raised full-year profit outlook. Investors are actively re-evaluating the company beyond its traditional telecom focus and pricing it as a key beneficia… — benzinga.com · 08/11 11:44a https://www.benzinga.com/trading-ideas/movers/26/08/61116170/why-is-nokia-stock-surging-on-tuesday

📈 NEW GAINERS:

1. QMCO +56% $18.32 (722M cap) Quantum Computing Q2 Earnings Call Centers on Commercial Scaling QUBT is shifting from research toward commercial manufacturing, backed by revenue-producing photonics, semiconductor and packaging capabilities. — zacks.com · 08/11 12:21p https://www.zacks.com/stock/news/2972862/quantum-computing-q2-earnings-call-centers-on-commercial-scaling?cid=CS-STOCKNEWSAPI-FT-analyst_blog_plus|earnings_call_takeaways-2972862

2. MG +18% $18.67 (594M cap) Mistras Group, Inc. (MG) Q2 2026 Earnings Call Transcript Mistras Group, Inc. (MG) Q2 2026 Earnings Call Transcript — seekingalpha.com · 08/11 12:17p https://seekingalpha.com/article/4934747-mistras-group-inc-mg-q2-2026-earnings-call-transcript

3. NN +17% $18.09 (2.5B cap) How Much Upside is Left in Spartacus Acquisition (NN)? Wall Street Analysts Think 106.44% The consensus price target hints at a 106.4% upside potential for Spartacus Acquisition (NN). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the… — zacks.com · 08/10 10:57a https://www.zacks.com/stock/news/2971900/how-much-upside-is-left-in-spartacus-acquisition-nn-wall-street-analysts-think-106-44?cid=CS-STOCKNEWSAPI-FT-fundamental_analysis|consensus_price_target-2971900

4. SE +14% $130.53 (78B cap) Why Sea Limited stock's post-earnings rally is an opportunity to sell Sea Limited (SE) stock soared on Tuesday morning after the tech conglomerate posted better-than-expected Q2 revenue and raised its guidance for the full year. Management now expects $1 billion in adjusted EBITDA from Shopee – up from a previous floor for $881 million – while exp… — invezz.com · 08/11 12:08p https://invezz.com/news/2026/08/11/why-sea-limited-stocks-post-earnings-rally-is-an-opportunity-to-sell/

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