🆕 Newsmakers — 1:30p ET, 2026-08-04 — new since last alert

📰 NEW MARKET THEMES: • Energy Transfer Q2 Earnings Beat Estimates on NGL Growth, View Up ET's second-quarter earnings beat estimates as record NGL volumes and stronger crude activity drive growth, prompting a higher 2026 EBITDA outlook. — zacks.com · 08/04 1:10p https://www.zacks.com/stock/news/2967791/energy-transfer-q2-earnings-beat-estimates-on-ngl-growth-view-up?cid=CS-STOCKNEWSAPI-FT-analyst_blog|earnings_article-2967791 • Market Midday: Stocks Soar on Hope Strait of Hormuz Will Reopen • 8/4/26 The CNBC Business News Update with Jessica Ettinger features market numbers & news with CNBC expert analysis and sound from top business names. Updated throughout the business day. — youtube.com · 08/04 12:58p https://www.youtube.com/watch?v=uP-3JW6ovfk • Fintech Billionaire Sued Over $400 Million Superyacht Deal Revolut co-founder Nik Storonsky allegedly went behind his yacht broker's back to avoid paying around $20 million in commission. — wsj.com · 08/04 12:54p https://www.wsj.com/business/entrepreneurship/fintech-billionaire-sued-over-400-million-superyacht-deal-d12d926d • 155 Is the Yen's Next Big Test, Englander Says Japan's historic joint intervention with the US is shifting market focus to whether the yen can strengthen beyond 155 per dollar, a threshold strategists view as a key test for the rally's staying power. The level carries significance far beyond standard technicals. — youtube.com · 08/04 12:43p https://www.youtube.com/watch?v=XRIpLF60Nxk • Japan's Equities Risk Tactical Correction: Goldman's Moe Goldman Sachs Chief APAC Regional Equity Strategist Timothy Moe discusses Japan's macroeconomic environment following recent currency market intervention, warning that Japanese stocks risk a tactical pullback. However, he notes corporate earnings will likely remain intact and ma… — youtube.com · 08/04 12:38p https://www.youtube.com/watch?v=tbKTLov8AAg

📈 NEW GAINERS:

1. PLTR +29% $162.40 (373B cap) Palantir: Buy The Growth The Market Still Underestimates Palantir Technologies Inc. delivered a standout Q2 with 93% revenue growth and substantial beats on all key metrics, reinforcing its AI leadership. PLTR's U.S. commercial revenue surged 149% year-over-year, with record contract value and strong government growth, validating its… — seekingalpha.com · 08/04 12:54p https://seekingalpha.com/article/4930017-palantir-buy-the-growth-the-market-still-underestimates

2. AMRC +27% $28.83 (1.5B cap) Why This Niche Energy Stock Delivered A Major Price Surge Post Earnings Energy stocks: Ameresco (AMRC) seemed to be circling the drain before its Q2 earnings. Now it's surging. — investors.com · 08/04 12:30p https://www.investors.com/news/energy-stocks-why-amrc-is-delivering-a-major-price-surge-post-earnings/

3. ZBRA +23% $358.22 (17B cap) ZBRA Q2 Earnings Beat Estimates on Sales Growth, Outlook Raised Zebra Technologies tops second-quarter earnings and revenue estimates as broad-based growth and acquisitions fuel sales, prompting higher full-year 2026 guidance. — zacks.com · 08/04 1:01p https://www.zacks.com/stock/news/2967765/zbra-q2-earnings-beat-estimates-on-sales-growth-outlook-raised?cid=CS-STOCKNEWSAPI-FT-analyst_blog|earnings_article-2967765

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