🆕 Newsmakers — 4:30p ET, 2026-08-03 — new since last alert

📰 NEW MARKET THEMES: • Snap beats revenue estimates on ad boost from World Cup Snap beat Wall Street estimate for second-quarter revenue on Monday, thanks to increased advertising spending during the FIFA World Cup and stronger campaign ​activity from large advertisers in North America. — reuters.com · 08/03 4:12p https://www.reuters.com/business/snap-beats-revenue-estimates-ad-boost-world-cup-2026-08-03/ • CDT Insider Sentiment July 2026 - The Market Is Asking Questions We believe that the justification for continued spending on AI infrastructure is becoming increasingly precarious. The potential halt of or a sharp decline in AI-related spending presents a range of negative outcomes and consequences for the global economy and the stock market. — seekingalpha.com · 08/03 4:05p https://seekingalpha.com/article/4929626-cdt-insider-sentiment-july-2026-market-asking-questions • The Market's Next Move Depends On More Than Earnings Higher long-term interest rates are becoming a more meaningful headwind, even as the major indexes remain resilient. Market momentum has become increasingly selective, suggesting the rally may be less broad than the indexes imply. — seekingalpha.com · 08/03 3:55p https://seekingalpha.com/article/4929632-markets-next-move-depends-on-more-than-earnings • Time is not on President Trump's side in reopening the Strait of Hormuz: Bob McNally Bob McNally, President of Rapidan Energy Group, says oil markets struggle to price rare, low-probability events such as a prolonged disruption to the Strait of Hormuz. He adds that if the closure of the Strait extends into the fall, the risk of crude oil prices rising to $175-$2… — youtube.com · 08/03 3:51p https://www.youtube.com/watch?v=PE6uO-t66fY • 25 states sue Trump administration over latest global tariffs Twenty-five states sued the Trump administration, arguing its latest global tariffs unlawfully replace duties already struck down by courts. — cnbc.com · 08/03 3:44p https://www.cnbc.com/2026/08/03/trump-tariffs-25-states-lawsuit-supreme-court.html

🐘 NEW BIG-CAP MOVERS:

1. SPCX +6% $114.53 (1498B cap) Cathie Wood's Ark Invest Is Buying SpaceX Stock as Shares Sink Below Their IPO Price. Should Investors Follow Her in? The Ark Invest founder is betting big on SpaceX. — fool.com · 08/03 3:38p https://www.fool.com/investing/2026/08/03/cathie-wood-ark-buy-spacex-stock-drop-ipo-price/

2. MSFT +5% $487.65 (3621B cap) MSFT FINAL DEADLINE: ROSEN, A LEADING NATIONAL FIRM, Encourages Microsoft Corporation Investors with Losses in Excess of $100K to Secure Counsel Before Important August 11 Deadline in Securities Class Action - MSFT New York, New York--(Newsfile Corp. - August 3, 2026) - WHY: New York, N.Y., August 3, 2026. — newsfilecorp.com · 08/03 3:57p https://www.newsfilecorp.com/release/307746/MSFT-FINAL-DEADLINE-ROSEN-A-LEADING-NATIONAL-FIRM-Encourages-Microsoft-Corporation-Investors-with-Losses-in-Excess-of-100K-to-Secure-Counsel-Before-Important-August-11-Deadline-in-Securities-Class-Action-MSFT

3. GRAB +5% $3.67 (15B cap) (no fresh news today — likely technical / low-coverage move)

4. AMZN +5% $284.02 (3055B cap) Redwire vs. Advance Auto Parts: Should Investors Be Looking to Space or Down the Street for Profits in 2026? Redwire chases high-growth space contracts while burning cash; Advance Auto Parts is cheaper but saddled with debt and a shrinking store base. — fool.com · 08/03 4:05p https://www.fool.com/coverage/better-buy/2026/08/03/redwire-vs-advance-auto-parts-should-investors-be-looking-to-space-or-down-the-street-for-profits-in-2026/

📈 NEW GAINERS:

1. AIRJ +20% $5.08 (368M cap) Why Did AirJoule Stock Pop Today? AirJoule stock has potential, but apparently no good reason to be going up today specifically. — fool.com · 08/03 11:57a https://www.fool.com/investing/2026/08/03/why-did-airjoule-stock-pop-today/

2. TMS +20% $6.60 (475M cap) (no fresh news today — likely technical / low-coverage move)

3. BIOA +19% $10.78 (406M cap) (no fresh news today — likely technical / low-coverage move)

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