🆕 Newsmakers — 4:30p ET, 2026-08-10 — new since last alert

📰 NEW MARKET THEMES: • AI Spending Boom Isn't Boosting Profit Margins—at Least Not Yet Economist Torsten Sløk points out that the AI capex boom is lifting profit margins for the Mag Seven, but not other companies. — barrons.com · 08/10 4:01p https://www.barrons.com/articles/ai-spending-profit-margins-bcb54d4d • Good news for stock-market bulls: Corporate earnings growth is no longer being driven just by tech For years, the S&P 500's earnings engine had only one driver: the Magnificent Seven. This quarter, the rest of the market has started pulling its weight. — marketwatch.com · 08/10 4:00p https://www.marketwatch.com/story/good-news-for-stock-market-bulls-corporate-earnings-growth-is-no-longer-being-driven-just-by-tech-ddac973b • K92 Mining Inc. (KNT:CA) Q2 2026 Earnings Call Prepared Remarks Transcript K92 Mining Inc. (KNT:CA) Q2 2026 Earnings Call Prepared Remarks Transcript — seekingalpha.com · 08/10 3:48p https://seekingalpha.com/article/4934271-k92-mining-inc-knt-ca-q2-2026-earnings-call-prepared-remarks-transcript • PENTAGON PROBLEM: Washington makes HUGE PUSH for autonomous ships Hyliion founder and CEO Thomas Healy discusses the company's $41.7 million Navy contract, autonomous warfare and next-generation power on ‘Mornings with Maria.' 0:00 Hyliion lands $41.7M Navy power contract 1:18 AI boom pushes America's power grid to its limits 2:33 ‘Bring your… — youtube.com · 08/10 3:45p https://www.youtube.com/watch?v=TeOIsnzsqMo • Fed Chair Kevin Warsh promises 2% inflation, but skyrocketing U.S. debt makes that a pipe dream Uncle Sam needs inflation, not just economic growth, to escape today's debt crisis. — marketwatch.com · 08/10 3:31p https://www.marketwatch.com/story/fed-chair-kevin-warsh-promises-2-inflation-but-skyrocketing-u-s-debt-makes-that-a-pipe-dream-ba448651

🐘 NEW BIG-CAP MOVERS:

1. CDE +4% $18.15 (19B cap) Coeur Mining, Inc. $CDE Shares Sold by Cetera Investment Advisers Cetera Investment Advisers lowered its stake in shares of Coeur Mining, Inc. (NYSE: CDE) by 28.8% during the undefined quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 123,024 share… — defenseworld.net · 08/09 3:42a https://www.defenseworld.net/2026/08/09/coeur-mining-inc-cde-shares-sold-by-cetera-investment-advisers.html

2. SPCX +4% $138.74 (1814B cap) SpaceX: Things Are Different Now  (Rating Upgrade) Space Exploration Technologies Corp. aka SpaceX reported earnings for the first time in 24 years and got punished by the market for insanely high AI CapEx, making up 86% of total spend. The market reaction is far from ill-founded but the momentum that followed earnings with firs… — seekingalpha.com · 08/10 2:56p https://seekingalpha.com/article/4934233-spacex-things-are-different-now-rating-upgrade

3. HL +4% $17.55 (12B cap) (no fresh news today — likely technical / low-coverage move)

📈 NEW GAINERS:

1. SLN +29% $15.43 (729M cap) Silence Therapeutics Announces Proposed Public Offering of $150 Million of American Depositary Shares LONDON--(BUSINESS WIRE)---- $SLN #SenseofSilence--Silence Therapeutics plc (“Silence” or the “Company”), a global clinical-stage biotechnology company developing novel short interfering RNA (“siRNA”) therapies, today announced that it has commenced an underwritten public offerin… — businesswire.com · 08/10 4:01p https://www.businesswire.com/news/home/20260810617219/en/Silence-Therapeutics-Announces-Proposed-Public-Offering-of-150-Million-of-American-Depositary-Shares/

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