🆕 Newsmakers — 1:30p ET, 2026-08-05 — new since last alert

📰 NEW MARKET THEMES: • Thomson Reuters Corporation (TRI:CA) Q2 2026 Earnings Call Transcript Thomson Reuters Corporation (TRI:CA) Q2 2026 Earnings Call Transcript — seekingalpha.com · 08/05 1:10p https://seekingalpha.com/article/4930849-thomson-reuters-corporation-tri-ca-q2-2026-earnings-call-transcript • Iran Says Agreement Reached With Oman on Hormuz Shipping Iran said it reached an agreement with Oman on a proposed route for shipping through the Strait of Hormuz, a potential step toward a reopening of the critical waterway for energy supplies. Both sides have been talking for days about how to manage the Strait. — youtube.com · 08/05 12:58p https://www.youtube.com/watch?v=LVp5_DzFabM • Home-Building Is Sputtering, but Lumber Prices Haven't Been So High in Years Steep duties on Canadian lumber, wildfires and sawmill closures have cut supply and pushed up prices. — wsj.com · 08/05 12:57p https://www.wsj.com/finance/commodities-futures/home-building-is-sputtering-but-lumber-prices-havent-been-so-high-in-years-a2ef1cf2 • Major Wall Street hedge funds targeted in attempted cyberattacks, Bloomberg News reports Hackers attempted a series of sophisticated cyberattacks on major Wall Street money managers in recent days, ​targeting their information systems, Bloomberg News reported on ‌Wednesday, citing people familiar with the matter. — reuters.com · 08/05 12:50p https://www.reuters.com/legal/government/major-wall-street-hedge-funds-targeted-attempted-cyberattacks-bloomberg-news-2026-08-05/ • Match: No AI-Driven Makeover Can Save This Company Match Group faces persistent declines in its payer base, with only Hinge showing growth that fails to offset Tinder's losses. I maintain a sell rating on MTCH, as recent Q2 results reinforce concerns over shrinking users and limited success from AI-driven initiatives. MTCH's amb… — seekingalpha.com · 08/05 12:40p https://seekingalpha.com/article/4930896-match-no-ai-driven-makeover-can-save-this-company

🐘 NEW BIG-CAP MOVERS:

1. SHOP +19% $146.27 (190B cap) QUICK SPARK: Shopify Q2 — 'Another Exceptional Quarter' From the 'Most AI-Pilled' Company Shopify (NASDAQ:SHOP) is positioning itself as an AI-first company by embedding artificial intelligence across its operations and decision-making. — benzinga.com · 08/05 12:48p https://www.benzinga.com/markets/large-cap/26/08/60960178/shopify-q2-shop-stock-another-exceptional-quarter

2. CDE +7% $17.34 (18B cap) (no fresh news today — likely technical / low-coverage move)

3. NVDA +4% $220.96 (5352B cap) Nvidia: The Story Is Bigger Than GPUs Now Nvidia Corporation is upgraded from Hold to Buy as valuation now better reflects its robust, expanding AI platform and diversified growth drivers. NVDA's moat is deepening, with networking, software, and enterprise AI forming a reinforcing ecosystem that increases customer depen… — seekingalpha.com · 08/05 1:23p https://seekingalpha.com/article/4930933-nvidia-the-story-is-bigger-than-gpus-now

📈 NEW GAINERS:

1. APPS +35% $12.83 (1.6B cap) APPS Tops Q1 Earnings & Revenue Estimates, Raises Fiscal 2027 Guidance Digital Turbine tops Q1 fiscal 2027 earnings and revenue estimates, posts strong App Growth Platform gains and raises full-year revenue and EBITDA guidance. — zacks.com · 08/05 12:31p https://www.zacks.com/stock/news/2968850/apps-tops-q1-earnings-revenue-estimates-raises-fiscal-2027-guidance?cid=CS-STOCKNEWSAPI-FT-analyst_blog|earnings_article-2968850

2. SHOP +19% $146.31 (190B cap) QUICK SPARK: Shopify Q2 — 'Another Exceptional Quarter' From the 'Most AI-Pilled' Company Shopify (NASDAQ:SHOP) is positioning itself as an AI-first company by embedding artificial intelligence across its operations and decision-making. — benzinga.com · 08/05 12:48p https://www.benzinga.com/markets/large-cap/26/08/60960178/shopify-q2-shop-stock-another-exceptional-quarter

3. HGTY +18% $13.88 (4.8B cap) Hagerty (HGTY) Reports Q2 Earnings: What Key Metrics Have to Say While the top- and bottom-line numbers for Hagerty (HGTY) give a sense of how the business performed in the quarter ended June 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values. — zacks.com · 08/05 12:01p https://www.zacks.com/stock/news/2968820/hagerty-hgty-reports-q2-earnings-what-key-metrics-have-to-say?cid=CS-STOCKNEWSAPI-FT-fundamental_analysis|nfm-2968820

4. URGN +18% $47.05 (2.3B cap) Urogen Pharma (URGN) Reports Q2 Loss, Tops Revenue Estimates Urogen Pharma (URGN) came out with a quarterly loss of $0.28 per share versus the Zacks Consensus Estimate of a loss of $0.38. This compares to a loss of $1.05 per share a year ago. — zacks.com · 08/05 10:57a https://www.zacks.com/stock/news/2968630/urogen-pharma-urgn-reports-q2-loss-tops-revenue-estimates?cid=CS-STOCKNEWSAPI-FT-fundamental_analysis|yseop_template_4-2968630

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