🆕 Newsmakers — 1:30p ET, 2026-08-10 — new since last alert

📰 NEW MARKET THEMES: • Wednesday's crucial CPI report will show tamer inflation, according to prediction markets Kalshi traders put under 55% chance that July's consumer price index reading comes in above 3.3% on a 12-month basis and 15% odds that CPI is above 3.4%. The Dow Jones consensus estimate calls for headline inflation to increase by 3.4%. — cnbc.com · 08/10 12:40p https://www.cnbc.com/2026/08/10/crucial-cpi-report-will-show-tame-inflation-prediction-markets-show.html • Three reasons Goldman's co-head of global banking and markets says to stay invested Goldman Sachs strategist Ashok Varadhan advises investors to stay in the market despite some recent events that have sparked concerns. The firm's co-head of global banking and markets sees three positive factors: a dovish outlook on interest rates, the potential for AI disinflat… — cnbc.com · 08/10 12:36p https://www.cnbc.com/2026/08/10/three-reasons-goldmans-co-head-of-global-banking-and-markets-says-to-stay-invested.html • Markets Midday: Oil Above $80 On Iran Deal Doubts, Stocks Mixed, Consumer Spending Rises 8-10-2026 The CNBC Business News Update with Peter Schacknow features market numbers & news with CNBC expert analysis and sound from top business names. Updated throughout the business day. — youtube.com · 08/10 12:19p https://www.youtube.com/watch?v=iwOdH-4uwG0

🐘 NEW BIG-CAP MOVERS:

1. PLTR +3% $177.31 (407B cap) Palantir: It Doesn't Feel Good Palantir Technologies Inc. earns a Buy rating and $218 price target, driven by exceptional Q2 results and accelerating commercial momentum. PLTR delivered 93% y/y revenue growth, 62% adjusted EBITDA margin, and $1.22B free cash flow, with commercial revenue up 110% and governmen… — seekingalpha.com · 08/10 1:19p https://seekingalpha.com/article/4934193-palantir-it-doesnt-feel-goodbut-its-still-a-long-here

2. SMCI +2% $31.81 (21B cap) These Stocks Could Be Ready for Their Next Big Move The AI infrastructure trade has minted new leaders in 2026, and three names sit right in the middle of the buildout: memory, servers, and the systems integrator stitching it all together. — 247wallst.com · 08/10 12:30p https://247wallst.com/investing/2026/08/10/these-stocks-could-be-ready-for-their-next-big-move/

📈 NEW GAINERS:

1. BSP +20% $53.38 (36B cap) (no fresh news today — likely technical / low-coverage move)

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