🆕 Newsmakers — 3:30p ET, 2026-08-05 — new since last alert

📰 NEW MARKET THEMES: • Wall Street's 'fear gauge' is doing something unusual as stocks hit record highs Stocks and the Cboe Volatility Index move together only about 20% of the time. — cnbc.com · 08/05 3:18p https://www.cnbc.com/2026/08/05/wall-streets-fear-gauge-is-doing-something-unusual-as-stocks-hit-record-highs.html • This Jacked-Up Tech ETF Demands a Strong Stomach Investors are flocking to an ETF that enhances the daily exposure of leading chip stocks. Buyer beware. — barrons.com · 08/05 3:07p https://www.barrons.com/articles/leveraged-chip-ai-stocks-etf-sox-5769bec9 • Natural Gas, WTI Oil, Brent Oil Forecasts – WTI Oil Tests The $75 Level As Iran Signals Progress In Talks Oil traders focus on negotiations between Iran and Oman. — fxempire.com · 08/05 3:02p https://www.fxempire.com/forecasts/article/natural-gas-wti-oil-brent-oil-forecasts-wti-oil-tests-the-75-level-as-iran-signals-progress-in-talks-1615067 • Sprott Inc. (SII:CA) Q2 2026 Earnings Call Transcript Sprott Inc. (SII:CA) Q2 2026 Earnings Call Transcript — seekingalpha.com · 08/05 3:00p https://seekingalpha.com/article/4931110-sprott-inc-sii-ca-q2-2026-earnings-call-transcript • Market expert eyes the ‘BIGGEST RISK LURKING OUT THERE' 'The Big Money Show' panel analyzes the stock market as Eli Lilly surges on raised guidance and the S&P 500 eyes a record close. The panel also debates SpaceX spending concerns and rising Treasury yields. — youtube.com · 08/05 3:00p https://www.youtube.com/watch?v=1AHPO6E0QkA

🐘 NEW BIG-CAP MOVERS:

1. SHOP +19% $146.35 (190B cap) Shopify Inc. (SHOP) Q2 2026 Earnings Call Transcript Shopify Inc. (SHOP) Q2 2026 Earnings Call Transcript — seekingalpha.com · 08/05 3:00p https://seekingalpha.com/article/4930841-shopify-inc-shop-q2-2026-earnings-call-transcript

2. HL +9% $16.77 (11B cap) Hecla Reports Second Quarter 2026 Results COEUR D'ALENE, Idaho--(BUSINESS WIRE)--Hecla Reports Second Quarter 2026 Results. — businesswire.com · 08/04 5:00p https://www.businesswire.com/news/home/20260804948485/en/Hecla-Reports-Second-Quarter-2026-Results/

3. NVDA +5% $221.67 (5369B cap) Nvidia Stock Is A Steal Ahead Of Q2 Earnings Nvidia Corporation remains a Strong Buy as Q2 is poised for significant top-line acceleration and robust gross margin expansion, supported by AI-driven demand. Consensus expects Q2 revenue of $91.85 billion (96.49% YoY growth) and EPS of $2.08 (98.38% YoY), but a positive surpri… — seekingalpha.com · 08/05 3:23p https://seekingalpha.com/article/4931071-nvidia-stock-is-a-steal-ahead-of-q2-earnings

📈 NEW GAINERS:

1. MTRN +32% $300.20 (6.3B cap) Materion Corporation (MTRN) Q2 2026 Earnings Call Transcript Materion Corporation (MTRN) Q2 2026 Earnings Call Transcript — seekingalpha.com · 08/05 2:40p https://seekingalpha.com/article/4931098-materion-corporation-mtrn-q2-2026-earnings-call-transcript

2. WTTR +20% $22.11 (2.4B cap) Select Water Solutions, Inc. (WTTR) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates While the top- and bottom-line numbers for Select Water Solutions, Inc. (WTTR) give a sense of how the business performed in the quarter ended June 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values. — zacks.com · 08/04 9:01p https://www.zacks.com/stock/news/2968162/select-water-solutions-inc-wttr-q2-earnings-taking-a-look-at-key-metrics-versus-estimates?cid=CS-STOCKNEWSAPI-FT-fundamental_analysis|nfm-2968162

3. SHOP +19% $146.36 (190B cap) Shopify Inc. (SHOP) Q2 2026 Earnings Call Transcript Shopify Inc. (SHOP) Q2 2026 Earnings Call Transcript — seekingalpha.com · 08/05 3:00p https://seekingalpha.com/article/4930841-shopify-inc-shop-q2-2026-earnings-call-transcript

4. HY +17% $40.99 (728M cap) Hyster-Yale, Inc. (HY) Q2 2026 Earnings Call Transcript Hyster-Yale, Inc. (HY) Q2 2026 Earnings Call Transcript — seekingalpha.com · 08/05 3:10p https://seekingalpha.com/article/4931126-hyster-yale-inc-hy-q2-2026-earnings-call-transcript

5. FRPT +16% $72.66 (3.6B cap) Freshpet, Inc. (FRPT) Q2 2026 Earnings Call Transcript Freshpet, Inc. (FRPT) Q2 2026 Earnings Call Transcript — seekingalpha.com · 08/05 1:00p https://seekingalpha.com/article/4930764-freshpet-inc-frpt-q2-2026-earnings-call-transcript

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