🆕 Newsmakers 2:30p ET — new news — 2026-08-06
🆕 Newsmakers — 2:30p ET, 2026-08-06 — new since last alert
📰 NEW MARKET THEMES: • Oakmark International Strategy Q2 2026 Portfolio Update Oakmark International Strategy portfolio's return was 8.28% (net) for the reporting period vs. MSCI World ex USA Index that returned 10.22% for the same period. Contributors in the quarter were Samsung Electronics Pfd, adidas and BNP Paribas. Detractors in the quarter were BMW,… — seekingalpha.com · 08/06 2:08p https://seekingalpha.com/article/4932116-oakmark-international-strategy-q2-2026-portfolio-update • Alvopetro Energy Ltd. (ALV:CA) Q2 2026 Earnings Call Transcript Alvopetro Energy Ltd. (ALV:CA) Q2 2026 Earnings Call Transcript — seekingalpha.com · 08/06 1:44p https://seekingalpha.com/article/4932174-alvopetro-energy-ltd-alv-ca-q2-2026-earnings-call-transcript • Canadian Natural Resources Limited (CNQ:CA) Q2 2026 Earnings Call Transcript Canadian Natural Resources Limited (CNQ:CA) Q2 2026 Earnings Call Transcript — seekingalpha.com · 08/06 1:44p https://seekingalpha.com/article/4932050-canadian-natural-resources-limited-cnq-ca-q2-2026-earnings-call-transcript • Allied Gold Corporation (AAUC:CA) Q2 2026 Earnings Call Transcript Allied Gold Corporation (AAUC:CA) Q2 2026 Earnings Call Transcript — seekingalpha.com · 08/06 1:44p https://seekingalpha.com/article/4932169-allied-gold-corporation-aauc-ca-q2-2026-earnings-call-transcript • Deutsche hires Liu from Bank of America as global head of TMT, sources say Deutsche Bank has hired a former top Bank of America technology banker as its global head of Technology, Media & Telecommunications, sources familiar with the matter told Reuters. — reuters.com · 08/06 1:43p https://www.reuters.com/business/finance/deutsche-hires-liu-bank-america-global-head-tmt-sources-say-2026-08-06/
📈 NEW GAINERS:
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IOVA +41% $6.14 (2.7B cap) Iovance: Stock Soars On Q2 Earnings - Critical Data In Melanoma, NSCLC Due September Iovance Biotherapeutics is rated a buy, driven by strong Q2 results, surging Amtagvi sales, and promising pipeline catalysts. Q2 product revenues reached $99M, 10% above management guidance, with gross margin at 56% and a net loss of $(47.3m), beating consensus. IOVA's pipeline… — seekingalpha.com · 08/06 2:14p https://seekingalpha.com/article/4932119-iovance-stock-soars-on-q2-earnings-critical-data-in-melanoma-nsclc-due-september
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ATNI +26% $30.34 (467M cap) ATN International, Inc. (ATNI) Q2 2026 Earnings Call Transcript ATN International, Inc. (ATNI) Q2 2026 Earnings Call Transcript — seekingalpha.com · 08/06 1:44p https://seekingalpha.com/article/4932053-atn-international-inc-atni-q2-2026-earnings-call-transcript
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CACI +24% $642.24 (14B cap) CACI International Inc (CACI) Q4 2026 Earnings Call Transcript CACI International Inc (CACI) Q4 2026 Earnings Call Transcript — seekingalpha.com · 08/06 1:34p https://seekingalpha.com/article/4931860-caci-international-inc-caci-q4-2026-earnings-call-transcript
— new items only (already-sent headlines filtered). Full list in the 10am/3pm digest.