🆕 Newsmakers — 4:30p ET, 2026-08-11 — new since last alert

📰 NEW MARKET THEMES: • Ur-Energy Inc. (URE:CA) Q2 2026 Earnings Call Transcript Ur-Energy Inc. (URE:CA) Q2 2026 Earnings Call Transcript — seekingalpha.com · 08/11 4:17p https://seekingalpha.com/article/4934841-ur-energy-inc-ure-ca-q2-2026-earnings-call-transcript • Yen Intervention Wears Off Plus, oil jumps again and Intel rakes in more. — wsj.com · 08/11 4:15p https://www.wsj.com/finance/yen-intervention-wears-off-9a4fff02 • CIO: Prefer equipment makers and foundry stocks over memory names in semiconductor trades UBS Global Wealth Management's Suresh Tantia says there is limited valuation rating of South Korea's memory stocks given the strong competition coming out of China. He also says that while upside is limited, investors should still buy the dip in semiconductors. — youtube.com · 08/11 4:08p https://www.youtube.com/watch?v=TRYbnZqhVPg • Goldman Sachs: We are not in a bond bear market despite higher volatility Goldman Sachs Asset Management's Salman Niaz describes a “new regime” of higher market volatility, but says credit fundamentals remain resilient. While spreads on hyperscaler funding deals are widening, he sees limited signs of contagion across broader credit markets. — youtube.com · 08/11 4:08p https://www.youtube.com/watch?v=-U-9h_NqJxg • Fed's Hammack says multiple rate hikes may be needed to tame inflation Beth Hammack says one rate hike won't suffice, arguing current Federal Reserve interest rates aren't meaningfully restricting the economy amid inflation. — foxbusiness.com · 08/11 4:01p https://www.foxbusiness.com/economy/feds-hammack-says-multiple-rate-hikes-may-needed-tame-inflation

🐘 NEW BIG-CAP MOVERS:

1. CDE +2% $18.58 (19B cap) (no fresh news today — likely technical / low-coverage move)

📈 NEW GAINERS:

1. OPTX +17% $8.87 (357M cap) Syntec Optics (Nasdaq: OPTX) Hits All-Time High Revenue in Q2 2026 Results ROCHESTER, NEW YORK, Aug. 10, 2026 (GLOBE NEWSWIRE) -- Syntec Optics Holdings, Inc. (Nasdaq: OPTX), a leading provider of deep tech for the defense, space, AI data center, and other vibrant end-markets, today reported financial results for the second quarter ended June 30, 2026,… — globenewswire.com · 08/10 4:33p https://www.globenewswire.com/news-release/2026/08/10/3342279/0/en/syntec-optics-nasdaq-optx-hits-all-time-high-revenue-in-q2-2026-results.html

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