🆕 Newsmakers — 2:30p ET, 2026-08-05 — new since last alert

📰 NEW MARKET THEMES: • Novo Nordisk A/S (NOVO:CA) Q2 2026 Earnings Call Transcript Novo Nordisk A/S (NOVO:CA) Q2 2026 Earnings Call Transcript — seekingalpha.com · 08/05 2:10p https://seekingalpha.com/article/4930688-novo-nordisk-a-s-novo-ca-q2-2026-earnings-call-transcript • Diamond Hill Small Cap Fund Q2 2026 Portfolio Activity Astrana Health outperformed as the company results have continued to demonstrate that it was not taking advantage of loopholes within Medicare coding. Magnolia Oil & Gas saw shares decline after an agreement was reached to end the war between the US and Iran and reopen the Strai… — seekingalpha.com · 08/05 2:05p https://seekingalpha.com/article/4930982-diamond-hill-small-cap-fund-q2-2026-portfolio-activity • Stoke: 'Buy' On Zorevunersen NDA SCN1A DS And STK-002 Advancement Stoke Therapeutics remains a "Buy," driven by progress on zorevunersen for SCN1A Dravet Syndrome and robust clinical milestones ahead. The company expects an FDA meeting in H2 2026, rolling NDA submission in Q1 2027, and phase 3 EMPEROR data in Q3 2027 for zorevunersen. The adva… — seekingalpha.com · 08/05 1:50p https://seekingalpha.com/article/4930962-stoke-buy-zorevunersen-nda-scn1a-ds-and-stk-002-advancement

🐘 NEW BIG-CAP MOVERS:

1. NVDA +5% $221.63 (5369B cap) NVDL: A Major NVDA Breakout Offers An Opportunity Into Late-August Earnings NVIDIA (NVDA) has triggered a bullish technical breakout, supporting a buy rating on the GraniteShares 2x Long NVDA Daily ETF (NVDL). NVDL offers leveraged exposure to NVDA, with a $6 trillion market cap target in play by year-end, driven by strong technicals and valuation. NVDA… — seekingalpha.com · 08/05 2:20p https://seekingalpha.com/article/4930994-nvdl-a-major-nvda-breakout-offers-an-opportunity-into-late-august-earnings

📈 NEW GAINERS:

1. MTRN +29% $291.99 (6.1B cap) Dow Extends Record Run With Over 400-Point Pop The Dow is up triple digits and trading at record highs as upbeat corporate earnings continue to roll in and lift Wall Street — schaeffersresearch.com · 08/05 12:19p https://www.schaeffersresearch.com/content/ezines/2026/08/05/dow-extends-record-run-with-over-400-point-pop

2. PRGO +24% $13.39 (1.9B cap) Perrigo Company plc (PRGO) Q2 2026 Earnings Call Transcript Perrigo Company plc (PRGO) Q2 2026 Earnings Call Transcript — seekingalpha.com · 08/05 2:00p https://seekingalpha.com/article/4931040-perrigo-company-plc-prgo-q2-2026-earnings-call-transcript

3. SHOP +19% $146.22 (190B cap) Shopify's AI Traffic Triples as Shoppers Skip the Search Bar The agentic shopping shift is most visible at Shopify. Artificial intelligence (AI)-referred traffic to Shopify stores tripled year over year in the second quarter, and orders through those AI channels tripled right along with it. — pymnts.com · 08/05 2:09p https://www.pymnts.com/earnings/2026/shopifys-ai-traffic-triples-as-shoppers-skip-the-search-bar/

4. GFUZ +17% $9.55 (768M cap) (no fresh news today — likely technical / low-coverage move)

5. QLYS +16% $186.55 (6.6B cap) Qualys Q2 Earnings Beat on Channel Strength, FY26 Guidance Raised QLYS tops Q2'26 estimates as channel revenues jump 22%, margins widen, and management raises its 2026 revenue and earnings outlook. — zacks.com · 08/05 12:01p https://www.zacks.com/stock/news/2968802/qualys-q2-earnings-beat-on-channel-strength-fy26-guidance-raised?cid=CS-STOCKNEWSAPI-FT-analyst_blog|earnings_article-2968802

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