🆕 Newsmakers — 9:30a ET, 2026-08-03 — new since last alert

📰 NEW MARKET THEMES: • Fed hawkish hold, Nonfarm payrolls risks keep metals range-bound - Kitco AM Report Spot gold and silver prices are firmer in early U.S. trading Monday, as lower crude oil prices eased the inflation impulse from the Gulf conflict while a softer U.S. dollar added modest support. — kitco.com · 08/03 9:23a https://www.kitco.com/news/article/2026-08-03/fed-hawkish-hold-nonfarm-payrolls-risks-keep-metals-range-bound-kitco-am • Eaton: Rotating Within The AI Infrastructure Play Eaton stands out as a prime beneficiary of the AI infrastructure buildout, driven by surging data center and power equipment demand. I expect money to rotate from overheated chip and memory stocks into infrastructure names addressing current bottlenecks: power, cooling, and grid… — seekingalpha.com · 08/03 9:15a https://seekingalpha.com/article/4929468-eaton-rotating-within-the-ai-infrastructure-play • JPMorgan says Warsh failure to buttress Fed credibility may force a rate hike before year-end JPMorgan's U.S. economics team says last week's post-decision press conference by Fed Chair Kevin Warsh was the most troubling since the practice began in 2012 as the U.S. banking giant moved forward their call for a rate increase. — marketwatch.com · 08/03 9:06a https://www.marketwatch.com/story/jpmorgan-says-warsh-failure-to-buttress-fed-credibility-may-force-a-rate-hike-before-year-end-e14e5821 • Brunswick: More Durable Drivers To Support Earnings Growth (Rating Upgrade) Brunswick Corporation is upgraded to Buy as Q2 demonstrated earnings growth across all segments without a broad value-boat recovery. BC's P&A segment delivers durable growth, with Q2 net sales up 16% and operating margin expanding 200 bps to 23.3%. Dealer inventories are lean an… — seekingalpha.com · 08/03 8:56a https://seekingalpha.com/article/4929464-brunswick-stock-more-durable-drivers-support-earnings-growth-rating-upgrade • What to Watch With Debt Costs Related to A.I. Spend Zachary Hill thinks the tech and semis trade "could re-couple" in the weeks ahead. He explains his rationale to Diane King Hall and dives into the metrics retail investors should focus on when it comes to the continued ramp-up in capex spending by hyperscaler earnings. — youtube.com · 08/03 8:51a https://www.youtube.com/watch?v=GbdEi8XGcr8

🐘 NEW BIG-CAP MOVERS:

1. AAL +3% $15.74 (10B cap) American Airlines and Citi Elevate Premium Travel With Enhanced Citi / AAdvantage Executive World Legend Mastercard FORT WORTH, Texas & NEW YORK--(BUSINESS WIRE)--American Airlines, Citi and Mastercard today announced updates to the Citi® / AAdvantage® Executive World Legend Mastercard®, introducing new and enhanced premium travel and lifestyle benefits designed for frequent American Airlines… — businesswire.com · 08/03 9:00a https://www.businesswire.com/news/home/20260803381644/en/American-Airlines-and-Citi-Elevate-Premium-Travel-With-Enhanced-Citi-AAdvantage-Executive-World-Legend-Mastercard/

2. MSFT +3% $476.51 (3538B cap) Microsoft Pays Cash. Amazon Borrows. The five hyperscalers spend on AI at a similar scale, but how they pay for it (cash, debt, stock, partners, or prepayments) reveals very different strategies. Microsoft is funding its AI buildout almost entirely from cash flow, with $19.6 billion in free cash flow left over. — fool.com · 08/03 8:38a https://www.fool.com/investing/2026/08/03/microsoft-pays-cash-amazon-borrows/

3. AMZN +2% $278.22 (2993B cap) Amazon Stock Tests 52-Week High: Can $1 Trillion AWS Vision Drive a Breakout? Amazon.com Inc. (NASDAQ:AMZN) shares are up during Monday's premarket session, as optimism builds around AWS-driven AI spending and a longer-run view that the cloud business could scale far beyond prior expectations. — benzinga.com · 08/03 9:04a https://www.benzinga.com/trading-ideas/movers/26/08/60871359/amazon-stock-tests-52-week-high-can-1-trillion-aws-vision-drive-a-breakout

4. GOOGL +2% $364.05 (4402B cap) Alphabet's AI Spending Finally Makes Sense Alphabet Inc.'s Google Cloud revenue surged 82% year-over-year to $24.8 billion, while operating margin expanded to 35.6% from 20.7%. Cloud backlog reached a record $514 billion, with management expecting more than half to convert into revenue within 24 months. Alphabet's AI pla… — seekingalpha.com · 08/03 8:41a https://seekingalpha.com/article/4929463-alphabet-ai-spending-finally-makes-sense

5. F +2% $14.99 (60B cap) Romanian carmakers Dacia, Ford stop production until Aug 19 as power crisis looms-PM Romanian carmakers Dacia - ​owned by French ‌Renault - and Ford have ​temporarily halted ​production until August 19, ⁠Prime Minister ​Ilie Bolojan said ​on Monday, voluntarily reducing power consumption ​as the ​country faces electricity supply ‌problems. — reuters.com · 08/03 8:50a https://www.reuters.com/business/energy/romanian-carmakers-dacia-ford-stop-production-until-aug-19-power-crisis-looms-pm-2026-08-03/

📈 NEW GAINERS:

1. TOP +394% $10.30 (383M cap) ROSEN, A TOP-RANKED LAW FIRM, Encourages BlackRock, Inc. Mutual Fund Investors to Inquire About Securities Class Action Investigation New York, New York--(Newsfile Corp. - August 2, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, continues to investigate potential securities claims on behalf of investors in BlackRock, Inc. mutual funds, resulting from allegations that BlackRock may have issued… — newsfilecorp.com · 08/02 5:09p https://www.newsfilecorp.com/release/307627/ROSEN-A-TOPRANKED-LAW-FIRM-Encourages-BlackRock-Inc.-Mutual-Fund-Investors-to-Inquire-About-Securities-Class-Action-Investigation

2. CONI +21% $54.26 (604M cap) (no fresh news today — likely technical / low-coverage move)

3. ITGR +20% $121.21 (4.3B cap) Integer (ITGR) Q2 Earnings and Revenues Top Estimates Integer (ITGR) came out with quarterly earnings of $1.6 per share, beating the Zacks Consensus Estimate of $1.38 per share. This compares to earnings of $1.55 per share a year ago. — zacks.com · 08/03 8:41a https://www.zacks.com/stock/news/2966316/integer-itgr-q2-earnings-and-revenues-top-estimates?cid=CS-STOCKNEWSAPI-FT-fundamental_analysis|yseop_template_4-2966316

4. PWP +18% $17.65 (1.7B cap) (no fresh news today — likely technical / low-coverage move)

5. GOU +13% $27.72 (894M cap) (no fresh news today — likely technical / low-coverage move)

6. MHNC +13% $12.80 (1.3B cap) (no fresh news today — likely technical / low-coverage move)

7. ENRD +12% $5.50 (793M cap) (no fresh news today — likely technical / low-coverage move)

8. INBK +12% $29.46 (269M cap) (no fresh news today — likely technical / low-coverage move)

9. GTE +12% $7.49 (265M cap) (no fresh news today — likely technical / low-coverage move)

10. DXCM +12% $83.45 (32B cap) DexCom: Still A Cautious Buy Following Earnings Dexcom (DXCM) delivered strong Q2/26 results with 13.1% revenue growth, 49.7% operating income growth, and raised FY26 guidance. DXCM's growth drivers include G7 system adoption, international expansion, and initiatives like 'Road to 100' targeting broader diabetes coverage. Mar… — seekingalpha.com · 08/03 7:16a https://seekingalpha.com/article/4929443-dexcom-still-a-cautious-buy-following-earnings

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