🆕 Newsmakers — 3:30p ET, 2026-08-06 — new since last alert

📰 NEW MARKET THEMES: • Why a Fed Rate Cut Is Coming and How the Market Will React The central bank has let the bond market do its heavy lifting when it comes to rates. But a cut is on the horizon if a weak jobs and inflation stir up Wall Street. — barrons.com · 08/06 3:15p https://www.barrons.com/articles/stocks-bonds-inflation-jobs-fed-rates-bd1e32d3 • Tantalus Systems Holding Inc. (GRID:CA) Q2 2026 Earnings Call Transcript Tantalus Systems Holding Inc. (GRID:CA) Q2 2026 Earnings Call Transcript — seekingalpha.com · 08/06 3:14p https://seekingalpha.com/article/4932073-tantalus-systems-holding-inc-grid-ca-q2-2026-earnings-call-transcript • Doman Building Materials Group Ltd. (DBM:CA) Q2 2026 Earnings Call Transcript Doman Building Materials Group Ltd. (DBM:CA) Q2 2026 Earnings Call Transcript — seekingalpha.com · 08/06 3:04p https://seekingalpha.com/article/4932279-doman-building-materials-group-ltd-dbm-ca-q2-2026-earnings-call-transcript • The July jobs numbers are due out Friday. Here's what to expect The Bureau of Labor Statistics releases its nonfarm payrolls report for July, with Wall Street expecting a gain of 83,000 and the unemployment rate to hold at 4.2%. Beyond the headline numbers, economists will be watching labor force participation, wage gains and job composition… — cnbc.com · 08/06 3:03p https://www.cnbc.com/2026/08/06/the-july-jobs-numbers-are-due-out-friday-heres-what-to-expect.html • LTM Q2 Earnings Beat on Strong Passenger and Cargo Revenues LATAM Airlines' Q2 earnings top estimates as passenger and cargo revenues surge, lifting its 2026 EBITDA outlook despite steep fuel costs. — zacks.com · 08/06 3:01p https://www.zacks.com/stock/news/2970341/ltm-q2-earnings-beat-on-strong-passenger-and-cargo-revenues?cid=CS-STOCKNEWSAPI-FT-analyst_blog|earnings_article-2970341

🐘 NEW BIG-CAP MOVERS:

1. SPCX +3% $111.01 (1452B cap) SPCX Earnings Reaction: AI Compute "Colossus" Piece Josh Taves maintains a bullish outlook for SpaceX (SPCX) pointing to its AI compute business as a huge factor. He mentions the leasing out of its Colossus servers to companies like Anthropic as one revenue stream to watch. — youtube.com · 08/06 3:00p https://www.youtube.com/watch?v=WC57joondXs

📈 NEW GAINERS:

1. INSM +32% $130.66 (28B cap) Insmed Q2 Earnings Call Highlights Insmed NASDAQ: INSM reported second-quarter 2026 revenue growth driven by the continued launch of BRINSUPRI and steady sales of ARIKAYCE, while raising its full-year BRINSUPRI revenue outlook and increasing its long-term peak-sales estimates for its leading products. — marketbeat.com · 08/06 3:05p https://www.marketbeat.com/instant-alerts/insmed-q2-earnings-call-highlights-2026-08-06/

2. SITM +25% $679.43 (18B cap) SiTime Q2 Earnings Beat Estimates, Revenues Increase Y/Y SITM's Q2 earnings beat estimates as revenues surge 127%, led by CED growth, while margins expand and its Renesas deal strengthens the Q3 outlook. — zacks.com · 08/06 2:41p https://www.zacks.com/stock/news/2970314/sitime-q2-earnings-beat-estimates-revenues-increase-y-y?cid=CS-STOCKNEWSAPI-FT-analyst_blog|earnings_article-2970314

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