🆕 Newsmakers — 1:30p ET, 2026-08-07 — new since last alert

📰 NEW MARKET THEMES: • Private-Equity Firms Eager for Exits Pounce on Hot IPO Market More firms are taking companies public, as sluggish dealmaking has made it hard to find buyers. — wsj.com · 08/07 1:19p https://www.wsj.com/finance/investing/private-equity-firms-eager-for-exits-pounce-on-hot-ipo-market-e07a70ef • Canaccord Genuity Group Inc. (CF:CA) Shareholder/Analyst Call Transcript Canaccord Genuity Group Inc. (CF:CA) Shareholder/Analyst Call Transcript — seekingalpha.com · 08/07 1:14p https://seekingalpha.com/article/4933229-canaccord-genuity-group-inc-cf-ca-shareholder-analyst-call-transcript • Labor Market Shifts Into Reverse as Employers Balk at Hiring A spring surge rapidly faded as the summer brought higher prices and more uncertainty for businesses, even as they avoided layoffs. — nytimes.com · 08/07 1:12p https://www.nytimes.com/2026/08/07/business/economy/heres-the-latest.html • TheRealReal: GMV Strength As Supply Broadens TheRealReal delivered strong Q2 results with GMV growth exceeding 20% and raised full-year guidance. REAL's shift to a consignment-only model has driven gross margins to the mid-70s and enabled capital-light expansion. Physical store expansion in premium U.S. cities is enhancing… — seekingalpha.com · 08/07 1:04p https://seekingalpha.com/article/4933240-therealreal-gmv-strength-as-supply-broadens • Singapore Billionaire Sues Brookfield for Allegedly Aborting Planned Real-Estate Joint Venture Lim Chap Huat, executive chairman of Singaporean real-estate firm Soilbuild Group Holdings, alleges that Brookfield usurped a property deal that the New York-based asset manager had originally pitched as a collaboration with Soilbuild. — wsj.com · 08/07 1:03p https://www.wsj.com/business/deals/singapore-billionaire-sues-brookfield-for-allegedly-aborting-planned-real-estate-joint-venture-51066f8c

🐘 NEW BIG-CAP MOVERS:

1. SPCX +12% $128.38 (1679B cap) Starlink's mobile ambitions could run into a wall of steel and concrete SpaceX says Starlink could provide 'better service' than AT&T, Verizon, and T-Mobile by next year. That might be easier said than done, an analyst who studied the telecom industry for decades says. — businessinsider.com · 08/07 12:58p https://www.businessinsider.com/starlink-mobile-elon-musk-benedict-evans-att-verizon-tmobile-2026-8

2. PLTR +10% $171.24 (393B cap) Why Palantir Technologies (PLTR) Might be Well Poised for a Surge Palantir Technologies Inc. (PLTR) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions. — zacks.com · 08/07 1:21p https://www.zacks.com/stock/news/2971269/why-palantir-technologies-pltr-might-be-well-poised-for-a-surge?cid=CS-STOCKNEWSAPI-FT-fundamental_analysis|yseop_template_8-2971269

📈 NEW GAINERS:

1. DOCS +37% $28.23 (5.3B cap) Sell Doximity Into The Major Rally Following Its Q1 Results Doximity, Inc. surged over 180% pre-market after its Q1 FY27 print, despite only marginally beating on revenue and missing on earnings. Fiscal Q3 revenue guidance of $170.5M at the midpoint is about 13% above consensus, signaling a potential inflection in growth expectations. Re… — seekingalpha.com · 08/07 12:42p https://seekingalpha.com/article/4933223-sell-doximity-into-the-major-rally-following-its-q1-results

2. TEAM +34% $147.42 (39B cap) Atlassian Q4 Earnings Call Highlights Atlassian NASDAQ: TEAM reported fourth-quarter fiscal 2026 revenue growth of 28% to $1.8 billion, as cloud revenue rose 31% year over year to $1.2 billion. The company said the quarter capped a fiscal year marked by enterprise deal expansion, increasing adoption of its AI offeri… — marketbeat.com · 08/07 1:05p https://www.marketbeat.com/instant-alerts/atlassian-q4-earnings-call-highlights-2026-08-07/

3. PUBM +33% $17.94 (837M cap) PubMatic, Inc. (PUBM) Q2 2026 Earnings Call Transcript PubMatic, Inc. (PUBM) Q2 2026 Earnings Call Transcript — seekingalpha.com · 08/07 1:14p https://seekingalpha.com/article/4933295-pubmatic-inc-pubm-q2-2026-earnings-call-transcript

4. CRSR +31% $13.90 (1.5B cap) Corsair Gaming, Inc. (CRSR) Q2 2026 Earnings Call Transcript Corsair Gaming, Inc. (CRSR) Q2 2026 Earnings Call Transcript — seekingalpha.com · 08/07 1:24p https://seekingalpha.com/article/4933184-corsair-gaming-inc-crsr-q2-2026-earnings-call-transcript

5. TWLO +30% $251.83 (38B cap) Why Twilio Sees More AI Upside Ahead Twilio shares surged after the cloud communications company beat expectations and delivered record profitability and free cash flow. CEO Khozema Shipchandler joins Bloomberg to explain why AI is still only a modest contributor to revenue today, how Twilio's global communications… — youtube.com · 08/07 1:03p https://www.youtube.com/watch?v=jKtpXQbd4HI

6. BTG +24% $5.07 (6.7B cap) BTG Q2 Earnings Miss Estimates, Revenues Rise Y/Y on Metal Prices B2Gold misses Q2 earnings estimates as revenues climb on higher gold prices, while production declines and the company narrows its 2026 output guidance. — zacks.com · 08/07 12:55p https://www.zacks.com/stock/news/2971305/btg-q2-earnings-miss-estimates-revenues-rise-y-y-on-metal-prices?cid=CS-STOCKNEWSAPI-FT-analyst_blog|earnings_article-2971305

7. PSIX +21% $40.06 (922M cap) Power Solutions International, Inc. (PSIX) Q2 2026 Earnings Call Transcript Power Solutions International, Inc. (PSIX) Q2 2026 Earnings Call Transcript — seekingalpha.com · 08/07 12:54p https://seekingalpha.com/article/4932972-power-solutions-international-inc-psix-q2-2026-earnings-call-transcript

8. NTRA +20% $317.93 (45B cap) Natera Q2 Earnings Call Highlights Natera NASDAQ: NTRA reported second-quarter 2026 revenue of approximately $753 million, up about 38% from a year earlier, as record testing volumes and higher average selling prices supported growth across its oncology, women's health and organ health businesses. — marketbeat.com · 08/07 2:05a https://www.marketbeat.com/instant-alerts/natera-q2-earnings-call-highlights-2026-08-07/

9. PLTU +20% $49.20 (589M cap) (no fresh news today — likely technical / low-coverage move)

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