🆕 Newsmakers — 4:30p ET, 2026-08-04 — new since last alert

📰 NEW MARKET THEMES: • Stocks Rally, Oil Drops after Bessent Signals Iran Deal on Hormuz Plus, Palantir shares surge and the AI trade roars back. — wsj.com · 08/04 4:18p https://www.wsj.com/finance/stocks/stocks-rally-oil-drops-after-bessent-signals-iran-deal-on-hormuz-90126823 • Comstock Resources: A Risky Investment Good For A Trade Comstock Resources, Inc. rates a Buy for aggressive investors seeking exposure to a potential year-end recovery in natural gas prices. CRK faces significant free cash flow deficits—projected at $200M–$250M per quarter—through at least year-end 2027 due to elevated Western Haynes… — seekingalpha.com · 08/04 3:59p https://seekingalpha.com/article/4930149-comstock-resources-a-risky-investment-good-for-a-trade • China's open-source AI models will push the U.S. to compete at lower end of the value chain: AEI American Enterprise Institute's Ryan Fedasiuk says that with China's leading labs open-sourcing, U.S. competing labs will have to follow suit by open sourcing degraded versions of their models. He also says that in the U.S.-China AI race, it's too early to label CXMT as a seriou… — youtube.com · 08/04 3:54p https://www.youtube.com/watch?v=vkcIgIQ5bLQ • Higher bond yields matter more than a weak yen for US stocks: Strategist Julian Emanuel, Chief Equity and Quantitative Strategist at Evercore ISI, sees a “constant push and pull” in the U.S. bond market. Ultimately, he expects the Trump administration to keep the 10-year treasury yield “contained” below 5%. — youtube.com · 08/04 3:53p https://www.youtube.com/watch?v=0yjjg-dHiVg • Stocks return to record highs. Investors who sat tight during the recent momentum crash are being rewarded. S&P 500 heads for 25th record close of 2026, after a 42-day break. — marketwatch.com · 08/04 3:33p https://www.marketwatch.com/story/stocks-return-to-record-highs-investors-who-sat-tight-during-the-recent-momentum-crash-are-being-rewarded-8c960105

🐘 NEW BIG-CAP MOVERS:

1. PLTR +29% $162.61 (373B cap) Palantir is 'a bit unstoppable' after overwhelming Q2 commercial growth Palantir Technologies stock (PLTR) tears higher on Tuesday since releasing blowout second quarter earnings yesterday. Portfolio Wealth Advisors president and CIO Lee Munson and Schwab Asset Management CEO and CIO Omar Aguilar come on Opening Bid to share their takeaways from Pal… — youtube.com · 08/04 4:15p https://www.youtube.com/watch?v=yWubXnRKFDY

2. SOXL +20% $140.11 (39B cap) SOXL: The 31% Selloff Has Reset The Semiconductor Bull Trade Direxion Daily Semiconductor Bull 3X Shares ETF (SOXL) is rated BUY after a 31% correction, creating a more attractive entry for aggressive investors. SOXL offers leveraged exposure to a broad semiconductor recovery, benefiting from AI-driven demand across memory, custom silicon… — seekingalpha.com · 08/04 4:19p https://seekingalpha.com/article/4930160-soxl-the-31-percent-selloff-has-reset-the-semiconductor-bull-trade

3. INTC +11% $100.94 (509B cap) Lumentum, Coherent Leads Networking Stocks Rally as Trump Considers Chinese Hardware Ban Lumentum (LITE), Coherent (COHR) and Ciena (CIEN) climbed on Tuesday after a Reuters report said the Trump administration is preparing restrictions on Chinese-m — gurufocus.com · 08/04 1:26p https://www.gurufocus.com/news/9001963/lumentum-coherent-leads-networking-stocks-rally-as-trump-considers-chinese-hardware-ban

4. SPCX +10% $126.06 (1648B cap) SpaceX Revenue Rises 92% in Second Quarter SpaceX brought in $7.8 billion in revenue in the second quarter as the company released its first earnings report as a public company. — wsj.com · 08/04 4:14p https://www.wsj.com/business/earnings/spacex-earnings-q2-2026-spcx-stock-5b3d782b

5. NVDA +3% $211.94 (5133B cap) Nvidia doesn't mess around: A week after open AI industry group formed, it's already showing progress The week-old Open Secure AI Alliance (OSAA), an industry group spearheaded by Nvidia that has already grown to over 120 companies, has developed a cutely named working group, the Shared AI Findings Exchange, or SAFE. The group is already presenting proposals for open comment, an… — techcrunch.com · 08/04 3:28p https://techcrunch.com/2026/08/04/nvidia-doesnt-mess-around-a-week-after-open-ai-industry-group-formed-its-already-showing-progress/

📈 NEW GAINERS:

1. PLTR +29% $162.61 (373B cap) Palantir is 'a bit unstoppable' after overwhelming Q2 commercial growth Palantir Technologies stock (PLTR) tears higher on Tuesday since releasing blowout second quarter earnings yesterday. Portfolio Wealth Advisors president and CIO Lee Munson and Schwab Asset Management CEO and CIO Omar Aguilar come on Opening Bid to share their takeaways from Pal… — youtube.com · 08/04 4:15p https://www.youtube.com/watch?v=yWubXnRKFDY

2. ZBRA +26% $368.83 (18B cap) Zebra Technologies Corporation (ZBRA) Q2 2026 Earnings Call Transcript Zebra Technologies Corporation (ZBRA) Q2 2026 Earnings Call Transcript — seekingalpha.com · 08/04 4:00p https://seekingalpha.com/article/4929932-zebra-technologies-corporation-zbra-q2-2026-earnings-call-transcript

3. INSP +23% $64.14 (1.8B cap) Inspire Medical Q2 Earnings Beat Estimates, '26 View Raised, Stock Up INSP beats second-quarter estimates, raises its 2026 outlook and sees shares jump despite U.S. reimbursement pressures and lower revenues. — zacks.com · 08/04 2:01p https://www.zacks.com/stock/news/2967920/inspire-medical-q2-earnings-beat-estimates-26-view-raised-stock-up?cid=CS-STOCKNEWSAPI-FT-analyst_blog|earnings_article-2967920

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