🆕 Newsmakers — 2:30p ET, 2026-08-03 — new since last alert

📰 NEW MARKET THEMES: • Divided Tech, Divided Fed: Navigating AI Capex Scrutiny And Mixed Macro Signals With big tech reports out of the way, investors focus on results from industrials, health care and consumer staples and discretionary this week. Q2 S&P 500 profit growth currently stands at 47.4% with 61% of companies having reported. Potential earnings surprises this week: Alex… — seekingalpha.com · 08/03 2:20p https://seekingalpha.com/article/4929600-divided-tech-divided-fed-navigating-ai-capex-scrutiny-mixed-macro-signals • Nasdaq Looks Like 2008 Financial markets in 2026 are marked by extreme volatility, debt-fueled bubbles, and rapid forced liquidations across asset classes. The unwinding of the Japanese yen carry trade is a defining macro risk, with US Treasury intervention tying US markets to Japan's monetary instabi… — seekingalpha.com · 08/03 2:19p https://seekingalpha.com/article/4929587-nasdaq-looks-like-2008 • Wall Street's growing hyperscaler divide CNBC's MacKenzie Sigalos reports on the competitive divide in hyperscaler companies. — youtube.com · 08/03 1:58p https://www.youtube.com/watch?v=VucvEzX6s7k • Should You Buy, Sell or Hold ET Stock Ahead of Q2 Earnings? ET's second-quarter earnings are likely to have benefited from fee-based contracts, strong NGL export volumes and expanding processing capacity in the Permian Basin. — zacks.com · 08/03 1:31p https://www.zacks.com/stock/news/2966870/should-you-buy-sell-or-hold-et-stock-ahead-of-q2-earnings?cid=CS-STOCKNEWSAPI-FT-analyst_blog|most_popular_stocks-2966870 • The State of the Chip Trade Joseph Deyonker and Stephen Sopko discuss the semiconductor sector amidst summer weakness and headline anxiety around AI capex spending. Stephen says his team is not seeing any slowdown in production and calls a recent pullback a "penalty for good behavior" with news raising exp… — youtube.com · 08/03 1:15p https://www.youtube.com/watch?v=YCVogJQvEwQ

🐘 NEW BIG-CAP MOVERS:

1. AMZN +4% $282.97 (3043B cap) 3 ETFs Surging as Amazon Clears $3 Trillion Market Cap The aftershocks are still hitting today after Amazon.com (NASDAQ:AMZN | AMZN Price Prediction) reported blowout Q2 2026 results on July 30th, with the market bidding shares up another 5% (+23% over the past week! — 247wallst.com · 08/03 2:02p https://247wallst.com/investing/etf/2026/08/03/3-etfs-surging-as-amazon-clears-3-trillion-market-cap/

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