🆕 Newsmakers — 3:30p ET, 2026-08-10 — new since last alert

📰 NEW MARKET THEMES: • Trump extends limited waiver of shipping law to keep oil flowing in U.S. amid Iran war The Trump administration narrowed its waiver of the Jones Act while extending it for another 90 days. President Donald Trump's second extension of the waiver comes as the Iran war disrupts global oil markets and as U.S. midterm elections approach. — cnbc.com · 08/10 3:15p https://www.cnbc.com/2026/08/10/trump-iran-oil-jones-act-shipping.html • A Steel-Forged Materials Breakout Materials was the best-performing S&P 500 sector last Friday, rising 1.52%. The sector's rally has broken out from its recent range, taking it to its highest level since 3/3/26 and just 2% below a new all-time high. — seekingalpha.com · 08/10 3:04p https://seekingalpha.com/article/4934237-steel-forged-materials-breakout • Natural Gas, WTI Oil, Brent Oil Forecasts – Oil Soars 6% As Iran Demands Reparations Oil markets gained strong upside momentum as U.S. – Iran negotiations failed. — fxempire.com · 08/10 2:59p https://www.fxempire.com/forecasts/article/natural-gas-wti-oil-brent-oil-forecasts-oil-soars-6-as-iran-demands-reparations-1615919 • Two Market Signals, One Story Strong corporate earnings and rising government bond yields tell the same story: a structurally higher cost of capital calls for a different portfolio approach. U.S. Treasury yields fell as weak jobs data eased pressure for an immediate Fed rate rise. — seekingalpha.com · 08/10 2:45p https://seekingalpha.com/article/4934242-two-market-signals-one-story • Ferguson Delivers Another Solid Quarter, Despite A Muted Macro Ferguson Enterprises demonstrates robust performance, gaining market share and executing successful bolt-on M&A despite a muted construction environment. FERG's balanced exposure to residential and nonresidential markets, with strength in data centers and HVAC, supports resilien… — seekingalpha.com · 08/10 2:35p https://seekingalpha.com/article/4934226-ferguson-delivers-another-solid-quarter-despite-a-muted-macro

📈 NEW GAINERS:

1. BWMN +56% $42.44 (743M cap) BWMN Investors Have Opportunity to Join Bowman Consulting Group Ltd. Fraud Investigation with SBS Law LOS ANGELES--(BUSINESS WIRE)---- $BWMN--BWMN Investors Have Opportunity to Join Bowman Consulting Group Ltd. Fraud Investigation with SBS Law. — businesswire.com · 08/10 2:58p https://www.businesswire.com/news/home/20260810139507/en/BWMN-Investors-Have-Opportunity-to-Join-Bowman-Consulting-Group-Ltd.-Fraud-Investigation-with-SBS-Law/

2. ABCL +36% $9.42 (2.9B cap) AbCellera Biologics Menopause Drug Data Shows 'New Efficacy Benchmark' AbCellera Biologics Inc. (NASDAQ:ABCL) announced positive top-line Phase 2 results from its Phase 1/2 trial evaluating ABCL635. — benzinga.com · 08/10 2:12p https://www.benzinga.com/news/health-care/26/08/61086631/abcellera-biologics-menopause-drug-data-shows-new-efficacy-benchmark

3. FSLY +21% $27.70 (4.3B cap) Fastly Stock Is Rising Today: What's Driving It, and Are AI-Cloud Peers Moving Too? Fastly (NYSE:FSLY) stock is surging Monday afternoon, changing hands up 21% to $27.69 in midday trading. — 247wallst.com · 08/10 3:17p https://247wallst.com/investing/2026/08/10/fastly-stock-is-rising-today-whats-driving-it-and-are-ai-cloud-peers-moving-too/

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