🆕 Newsmakers — 2:30p ET, 2026-08-04 — new since last alert

📈 NEW GAINERS:

1. TSAT +34% $53.65 (795M cap) Telesat Lands Record $1.9B Canada Deal, Expands Lightspeed Constellation Telesat NASDAQ: TSAT said it has signed a US$1.9 billion contract with the Government of Canada, the largest revenue contract in the satellite operator's history, to provide military Ka-band connectivity in the Arctic under the Enhanced Satellite Communications Project program. — marketbeat.com · 08/04 2:05p https://www.marketbeat.com/instant-alerts/telesat-lands-record-19b-canada-deal-expands-lightspeed-constellation-2026-08-04/

2. PLTR +30% $163.00 (374B cap) FOMO: PLTR Surges on Earnings Sam Vadas cites Palantir (PLTR) CEO Alex Karp's enthusiasm and earnings beat as two primary drivers behind today's surge in share prices. The AI software company notched beats in its U.S. commercial revenue segment and sent the stock to levels not seen since early 2026. — youtube.com · 08/04 2:15p https://www.youtube.com/watch?v=zvhSG_Vs-rQ

3. LIFE +26% $28.84 (1.8B cap) (no fresh news today — likely technical / low-coverage move)

4. ORIC +26% $13.35 (1.4B cap) (no fresh news today — likely technical / low-coverage move)

5. UFPT +25% $333.97 (2.6B cap) (no fresh news today — likely technical / low-coverage move)

6. AMRC +24% $28.27 (1.5B cap) (no fresh news today — likely technical / low-coverage move)

7. ZBRA +24% $361.86 (17B cap) (no fresh news today — likely technical / low-coverage move)

8. AAOI +23% $135.66 (11B cap) (no fresh news today — likely technical / low-coverage move)

9. VOYG +23% $34.45 (2.0B cap) (no fresh news today — likely technical / low-coverage move)

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