🆕 Newsmakers — 3:30p ET, 2026-08-07 — new since last alert

📰 NEW MARKET THEMES: • PyroGenesis Inc. (PYR:CA) Q2 2026 Earnings Call Prepared Remarks Transcript PyroGenesis Inc. (PYR:CA) Q2 2026 Earnings Call Prepared Remarks Transcript — seekingalpha.com · 08/07 3:14p https://seekingalpha.com/article/4933336-pyrogenesis-inc-pyr-ca-q2-2026-earnings-call-prepared-remarks-transcript • Saputo Inc. (SAP:CA) Shareholder/Analyst Call Transcript Saputo Inc. (SAP:CA) Shareholder/Analyst Call Transcript — seekingalpha.com · 08/07 3:14p https://seekingalpha.com/article/4933251-saputo-inc-sap-ca-shareholder-analyst-call-transcript • These Will Be Among The First Casualties When The AI Bubble Bursts The AI-driven equity rally is underpinned by surging debt and credit market stress and extreme valuation levels, reminiscent of the 1999 and 2007 bubbles. Hyperscalers like Oracle face mounting risk from massive capex, rising debt, and reliance on fragile counterparties such as… — seekingalpha.com · 08/07 3:13p https://seekingalpha.com/article/4933338-these-will-be-among-first-casualties-when-ai-bubble-bursts • Record Highs Pile Up Over Volatile Week on Wall Street Another week of big-name earnings , a highly anticipated July nonfarm payrolls report , and U.S.-Iran developments  made for a volatile week on Wall Street, though all three major indexes were on track for a second straight weekly win by Friday. — schaeffersresearch.com · 08/07 3:01p https://www.schaeffersresearch.com/content/news/2026/08/07/record-highs-pile-up-over-volatile-week-on-wall-street • The US economy missed its monthly jobs target by a massive margin Did the US economy just hit a wall? The July jobs report shocked the market, showing an unexpected loss of 23,000 jobs—missing estimates by a massive margin. — youtube.com · 08/07 3:01p https://www.youtube.com/watch?v=d-lIdp2zvdo

🐘 NEW BIG-CAP MOVERS:

1. SPCX +14% $131.19 (1715B cap) SpaceX Stock Surges to Close Out a Wild Week of Trading Shares of SpaceX are climbing, poised to lock down a powerful weekly performance. — investopedia.com · 08/07 3:06p https://www.investopedia.com/market-update-spacex-stock-surges-to-close-out-a-wild-week-of-trading-spcx-12036739

2. PLTR +10% $170.79 (392B cap) PLTU: Riding Palantir's Agentic AI Upcycle With 2x Leverage Palantir is entering a pivotal growth phase, driven by accelerating enterprise adoption of agentic AI and robust AIP platform fundamentals. PLTU, the Direxion Daily PLTR Bull 2X ETF, is rated Buy for traders seeking amplified short-term exposure to PLTR's daily performance amid… — seekingalpha.com · 08/07 2:29p https://seekingalpha.com/article/4933304-pltu-riding-palantirs-agentic-ai-upcycle-with-2x-leverage

📈 NEW GAINERS:

1. TWLO +25% $240.96 (37B cap) Twilio stock jumps as analysts boosts their forecasts after stellar earnings Twilio stock price jumped to its highest level since January 2022 after publishing strong financial results. TWLO hit a high of $248, up by over 500% from its lowest level in 2023, with its market capitalization hitting over $37 billion. — invezz.com · 08/07 3:16p https://invezz.com/news/2026/08/07/twilio-stock-jumps-as-analysts-boosts-their-forecasts-after-stellar-earnings/

2. ROAD +22% $121.72 (6.9B cap) Construction Partners, Inc. (ROAD) Q3 2026 Earnings Call Transcript Construction Partners, Inc. (ROAD) Q3 2026 Earnings Call Transcript — seekingalpha.com · 08/07 2:04p https://seekingalpha.com/article/4933204-construction-partners-inc-road-q3-2026-earnings-call-transcript

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