🆕 Newsmakers — 3:30p ET, 2026-08-04 — new since last alert

📰 NEW MARKET THEMES: • Cybersecurity Stock Could Extend Rally Into August Palo Alto Network (NASDQ:PANW) is pacing for its fourth-straight win, last seen up 4.1% at $361.35 and nearing the site of its mid-July record highs. — schaeffersresearch.com · 08/04 3:19p https://www.schaeffersresearch.com/content/analysis/2026/08/04/cybersecurity-stock-could-extend-rally-into-august • Asset Class Scoreboard: July 2026 July 2026 flipped the recent script for commodities, which jumped +12.03% for the month after two straight declines. Managed Futures were the standout mover behind them, gaining +3.77% in July — their strongest month since January. — seekingalpha.com · 08/04 3:01p https://seekingalpha.com/article/4930124-asset-class-scoreboard-july-2026 • Natural Gas, WTI Oil, Brent Oil Forecasts – Oil Dives 5% As Bessent Signals Progress On U.S. – Iran Deal Oil markets are losing ground as traders prepare for the potential reopening of the Strait of Hormuz. — fxempire.com · 08/04 2:50p https://www.fxempire.com/forecasts/article/natural-gas-wti-oil-brent-oil-forecasts-oil-dives-5-as-bessent-signals-progress-on-u-s-iran-deal-1614796 • Snap: Too Cheap To Ignore Snap, Inc. delivered 18.5% revenue growth in Q2'26, beating expectations while refocusing on free cash flow and monetization. SNAP's subscription revenues surged 85% YoY, reaching a $1.26 billion annual run rate with over 25 million subscribers and new premium features planned.… — seekingalpha.com · 08/04 2:35p https://seekingalpha.com/article/4930104-snap-too-cheap-to-ignore • The AI Selloff Is Missing The Bigger Story Palantir was trading down 29% on the year into Monday's close (35% below its all-time highs), just prior to the earnings release. And now we know the company grew faster in the recent quarter, became a more profitable business, and raised the outlook. — seekingalpha.com · 08/04 2:35p https://seekingalpha.com/article/4930134-ai-selloff-missing-bigger-story

🐘 NEW BIG-CAP MOVERS:

1. PLTR +29% $162.31 (373B cap) Palantir CEO Alex Karp Surges 67 Places In Forbes Billionaire Ranks As Stock Skyrockets 30% Karp's net worth rose $3.1 billion to $15.3 billion amid Palantir's stock growth on Tuesday, moving him up 67 spots in Forbes' billionaire ranks to place him as the 199th-richest person in the world, according to Forbes' estimates. He co-founded Palantir with billionaire Faceboo… — forbes.com · 08/04 2:50p https://www.forbes.com/sites/tylerroush/2026/08/04/palantir-ceo-alex-karp-surges-67-places-in-forbes-billionaire-ranks-as-stock-skyrockets-30/

📈 NEW GAINERS:

1. IMC +30% $8.22 (864M cap) NYSE Content Update: Intercontinental Exchange to Acquire MarketAxess in $6 Billion Deal NYSE issues a pre-market daily advisory direct from the trading floor. NEW YORK, Aug. 3, 2026 /PRNewswire/ -- The New York Stock Exchange (NYSE) provides a daily pre-market update directly from the NYSE Trading Floor. — prnewswire.com · 08/03 8:55a https://www.prnewswire.com/news-releases/nyse-content-update-intercontinental-exchange-to-acquire-marketaxess-in-6-billion-deal-302841172.html

2. PLTR +29% $162.47 (373B cap) Palantir CEO Alex Karp Surges 67 Places In Forbes Billionaire Ranks As Stock Skyrockets 30% Karp's net worth rose $3.1 billion to $15.3 billion amid Palantir's stock growth on Tuesday, moving him up 67 spots in Forbes' billionaire ranks to place him as the 199th-richest person in the world, according to Forbes' estimates. He co-founded Palantir with billionaire Faceboo… — forbes.com · 08/04 2:50p https://www.forbes.com/sites/tylerroush/2026/08/04/palantir-ceo-alex-karp-surges-67-places-in-forbes-billionaire-ranks-as-stock-skyrockets-30/

3. IT +26% $190.98 (13B cap) Gartner Q2 Earnings Beat Estimates, '26 EPS Outlook Raised IT beats second-quarter estimates, lifts 2026 profit and cash-flow guidance and posts stronger margins despite softer reported revenues. — zacks.com · 08/04 2:26p https://www.zacks.com/stock/news/2967942/gartner-q2-earnings-beat-estimates-26-eps-outlook-raised?cid=CS-STOCKNEWSAPI-FT-analyst_blog|earnings_article-2967942

4. ZBRA +24% $363.07 (17B cap) Zebra Technologies Q2 Earnings Call Highlights Zebra Technologies NASDAQ: ZBRA reported record second-quarter results, with sales growth across its major segments and regions, stronger profitability and a higher full-year outlook. Management said demand for the company's portfolio of frontline automation, data capture, mobil… — marketbeat.com · 08/04 3:04p https://www.marketbeat.com/instant-alerts/zebra-technologies-q2-earnings-call-highlights-2026-08-04/

5. UFPT +24% $330.94 (2.6B cap) Why UFP Technologies Stock Is Skyrocketing Today UFP Technologies easily surpassed Wall Street's expectations and continued to deliver double-digit sales growth. — fool.com · 08/04 2:50p https://www.fool.com/investing/2026/08/04/why-ufp-technologies-stock-is-skyrocketing-today/

6. VOYG +23% $34.51 (2.0B cap) Voyager Technologies, Inc. (VOYG) Q2 2026 Earnings Call Transcript Voyager Technologies, Inc. (VOYG) Q2 2026 Earnings Call Transcript — seekingalpha.com · 08/04 2:59p https://seekingalpha.com/article/4930147-voyager-technologies-inc-voyg-q2-2026-earnings-call-transcript

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