🆕 Newsmakers — 2:30p ET, 2026-08-07 — new since last alert

📰 NEW MARKET THEMES: • Is The Market Wrong On SpaceX? TheTechTalk Podcast Ep. SpaceX aka Space Exploration Technologies Corp. reported earnings for the first time in its 24-year history earlier this week. SPCX shares have been through a whirlwind since IPOing mid-June, down roughly 27% after print as the market still figures out how to think about SpaceX. — seekingalpha.com · 08/07 1:55p https://seekingalpha.com/article/4933283-is-the-market-wrong-on-spacex-thetechtalk-podcast-ep-1 • Leon's Furniture Limited (LNF:CA) Q2 2026 Earnings Call Transcript Leon's Furniture Limited (LNF:CA) Q2 2026 Earnings Call Transcript — seekingalpha.com · 08/07 1:54p https://seekingalpha.com/article/4933328-leons-furniture-limited-lnf-ca-q2-2026-earnings-call-transcript • The S&P 500 Faces A Potentially Sharp Volatility Unwind Implied volatility dispersion in S&P 500 constituents has sharply contracted post-earnings, signaling a mechanical unwind of volatility trades. The DSPX–COR3M spread, previously at historic extremes, is now narrowing—a pattern historically associated with S&P 500 weakness. — seekingalpha.com · 08/07 1:52p https://seekingalpha.com/article/4933279-the-sp500-faces-a-potentially-sharp-volatility-unwind • Trump considering renewing push to fire Lisa Cook from Federal Reserve Board President Donald Trump is signaling that he may move forward with his attempt to fire Federal Reserve Board Governor Lisa Cook over mortgage fraud allegations. — foxbusiness.com · 08/07 1:52p https://www.foxbusiness.com/economy/trump-considering-renewing-push-fire-lisa-cook-from-federal-reserve-board • Trump revives effort to fire Fed's Lisa Cook Trump revives effort to fire Fed's Lisa Cook — cnbc.com · 08/07 1:50p https://www.cnbc.com/2026/08/07/trump-lisa-cook-federal-reserve.html

🐘 NEW BIG-CAP MOVERS:

1. SPCX +12% $128.75 (1684B cap) Tesla-SpaceX Terafab Bet: 4 Chip Equipment Stocks That Could Benefit Terafab buildout could create major opportunities for KLA, Onto, Applied Materials and Lam Research as AI chip capacity expands. — zacks.com · 08/07 1:56p https://www.zacks.com/stock/news/2971312/tesla-spacex-terafab-bet-4-chip-equipment-stocks-that-could-benefit?cid=CS-STOCKNEWSAPI-FT-analyst_blog|investment_ideas-2971312

2. CDE +10% $17.19 (18B cap) Gold's Winning Streak: Navigating Your ETF Options Gold is extending its winning streak to a seven-week high near $4,300 per ounce, driven by geopolitical developments, a sliding dollar, and shifting Federal Reserve rate expectations. Despite recent gains, gold still trades over 20% below its record high of $5,589 per ounce in l… — etftrends.com · 08/07 1:41p https://www.etftrends.com/commodities-content-hub/golds-winning-streak-navigating-your-etf-options/

3. PLTR +10% $170.87 (392B cap) Palantir Surges 10%, UiPath Rises 7%, C3.ai Gains 5% as Agentic AI Stocks Rally Together Agentic AI software names are moving together this Friday afternoon, and the leaderboard looks like a mirror image of Monday's session. — 247wallst.com · 08/07 2:12p https://247wallst.com/investing/2026/08/07/palantir-surges-10-uipath-rises-7-c3-ai-gains-5-as-agentic-ai-stocks-rally-together/

4. GDX +6% $89.03 (27B cap) Gold's Winning Streak: Navigating Your ETF Options Gold is extending its winning streak to a seven-week high near $4,300 per ounce, driven by geopolitical developments, a sliding dollar, and shifting Federal Reserve rate expectations. Despite recent gains, gold still trades over 20% below its record high of $5,589 per ounce in l… — etftrends.com · 08/07 1:41p https://www.etftrends.com/commodities-content-hub/golds-winning-streak-navigating-your-etf-options/

📈 NEW GAINERS:

1. DOCS +39% $28.62 (5.4B cap) DOCS Q1 Earnings Miss on Higher AI Costs, Revenues Beat, FY27 View Up Doximity raises fiscal 2027 revenue guidance as AI adoption and pharma demand fuel growth, even as higher AI investments pressure margins. — zacks.com · 08/07 1:41p https://www.zacks.com/stock/news/2971361/docs-q1-earnings-miss-on-higher-ai-costs-revenues-beat-fy27-view-up?cid=CS-STOCKNEWSAPI-FT-analyst_blog|earnings_article-2971361

2. TEAM +38% $152.10 (40B cap) Why Atlassian Stock Soared Today Atlassian's Teamwork Graph provides crucial context for AI applications. The software creator's profits are surging. — fool.com · 08/07 1:48p https://www.fool.com/investing/2026/08/07/why-atlassian-stock-soared-today/

3. PUBM +34% $18.08 (846M cap) PubMatic to Participate in Upcoming Financial Conferences NO-HEADQUARTERS/REDWOOD CITY, Calif.--(BUSINESS WIRE)--PubMatic to Participate in Upcoming Financial Conferences. — businesswire.com · 08/07 1:30p https://www.businesswire.com/news/home/20260807658506/en/PubMatic-to-Participate-in-Upcoming-Financial-Conferences/

4. OMDA +20% $23.52 (1.4B cap) Omada Health, Inc. (OMDA) Q2 2026 Earnings Call Transcript Omada Health, Inc. (OMDA) Q2 2026 Earnings Call Transcript — seekingalpha.com · 08/07 9:14a https://seekingalpha.com/article/4933031-omada-health-inc-omda-q2-2026-earnings-call-transcript

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