🆕 Newsmakers — 3:30p ET, 2026-08-03 — new since last alert

📰 NEW MARKET THEMES: • Tenable: Great Opportunity To 'Buy' The Dip As Backlog Grows Tenable offers a compelling 'growth at a reasonable price' opportunity amid a market rotation favoring value and laggard sectors. TENB benefits from AI-driven cybersecurity demand, top-tier partnerships like Anthropic, and a balanced growth/profitability profile with mid-20s ope… — seekingalpha.com · 08/03 3:21p https://seekingalpha.com/article/4929607-tenable-great-opportunity-to-buy-the-dip-as-backlog-grows • Natural Gas, WTI Oil, Brent Oil Forecasts – Oil Dives As Trump Calls Off Strikes Against Iran Oil prices moved lower as Iran and Oman talked about boosting traffic in the Strait of Hormuz. — fxempire.com · 08/03 2:59p https://www.fxempire.com/forecasts/article/natural-gas-wti-oil-brent-oil-forecasts-oil-dives-as-trump-calls-off-strikes-against-iran-1614509 • Sportradar Q2: The Quarter Could Have Been Better, But Better Days Are Ahead Sportradar Group AG shares plunged 17% after Q2 earnings and lowered 2026 guidance, despite 19% y/y revenue growth and improved adjusted EBITDA. SRAD's operational improvements are overshadowed by investor concerns over profitability, US revenue growth, and management credibilit… — seekingalpha.com · 08/03 2:37p https://seekingalpha.com/article/4929595-sportradar-q2-the-quarter-could-have-been-better-but-better-days-are-ahead • Yen Rises Amid Speculation of More Intervention After US Support The yen rallied sharply on Monday amid speculation that authorities may have intervened to prop up the currency again after coordinated action between the US and Japan last week. Sonja Marten, Chief Economist at DZ Bank, discusses the global market reaction to the US and Japan t… — youtube.com · 08/03 2:28p https://www.youtube.com/watch?v=N4_Ol53lDzk

🐘 NEW BIG-CAP MOVERS:

1. SOFI +9% $17.85 (23B cap) SoFi Is Still Down 32% This Year. What Will It Take to Get SOFI Stock Back Up to $25? Shares of SoFi Technologies (NASDAQ:SOFI | SOFI Price Prediction) are up 9% to $17.82 in Monday afternoon trading, riding a broad fintech and market rally. — 247wallst.com · 08/03 2:28p https://247wallst.com/investing/2026/08/03/sofi-is-still-down-32-this-year-what-will-it-take-to-get-sofi-stock-back-up-to-25/

2. MSFT +5% $490.05 (3640B cap) Suze Orman: SpaceX IPO Buyers Are Down 44% in 7 Weeks and the Lesson Has Nothing to Do With Elon Musk Suze Orman walked through a real SpaceX IPO trade that turned $10,000 into roughly $5,600 in seven weeks, and her lesson has nothing to do with rockets or Elon Musk. — 247wallst.com · 08/03 2:47p https://247wallst.com/personal-finance/2026/08/03/suze-orman-spacex-ipo-buyers-are-down-44-in-7-weeks-and-the-lesson-has-nothing-to-do-with-elon-musk/

3. AMZN +5% $284.61 (3061B cap) Suze Orman: SpaceX IPO Buyers Are Down 44% in 7 Weeks and the Lesson Has Nothing to Do With Elon Musk Suze Orman walked through a real SpaceX IPO trade that turned $10,000 into roughly $5,600 in seven weeks, and her lesson has nothing to do with rockets or Elon Musk. — 247wallst.com · 08/03 2:47p https://247wallst.com/personal-finance/2026/08/03/suze-orman-spacex-ipo-buyers-are-down-44-in-7-weeks-and-the-lesson-has-nothing-to-do-with-elon-musk/

4. NVDA +4% $207.89 (5035B cap) Nvidia: Financial Engineering Is Buying A Vera Rubin Beachhead Nvidia Corporation is aggressively leveraging its balance sheet to provide financial guarantees and equity stakes, locking AI labs and neoclouds into its ecosystem. NVDA's strategy supports the ramp of its Vera Rubin platform, aiming to secure market share against custom ASIC co… — seekingalpha.com · 08/03 3:19p https://seekingalpha.com/article/4929606-nvidia-financial-engineering-is-buying-a-vera-rubin-beachhead

📈 NEW GAINERS:

1. ATKR +28% $93.41 (3.2B cap) $HAREHOLDER ALERT: The M&A Class Action Firm Announces An Investigation of Atkore Inc. (NYSE: ATKR) NEW YORK, Aug. 3, 2026 /PRNewswire/ -- Class Action Attorney Juan Monteverde  with Monteverde & Associates PC (the "M&A Class Action Firm"), has recovered millions of dollars for shareholders and is recognized as a Top 50 Firm in the 2025 ISS Securities Class Action Services Rep… — prnewswire.com · 08/03 3:17p https://www.prnewswire.com/news-releases/hareholder-alert-the-ma-class-action-firm-announces-an-investigation-of-atkore-inc-nyse-atkr-302841446.html

2. PLBL +21% $6.55 (2.4B cap) (no fresh news today — likely technical / low-coverage move)

3. CRWV +19% $85.61 (47B cap) Leopold Aschenbrenner’s $20 Billion AI Hedge Fund Imploded. Here’s How It’s Still Up 80% This Year Leopold Aschenbrenner called AI correctly, built a $20 billion fund, and still watched his entire public portfolio get seized by Citadel to cover margin calls. The reason his fund survived at all reveals a strange quirk in how hedge fund performance actually gets measured. — 247wallst.com · 08/03 1:40p https://247wallst.com/investing/2026/08/03/leopold-aschenbrenners-20-billion-ai-hedge-fund-imploded-heres-how-its-still-up-80-this-year/

4. ORCX +19% $20.80 (293M cap) (no fresh news today — likely technical / low-coverage move)

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