🆕 Newsmakers — 9:30a ET, 2026-08-04 — new since last alert

📰 NEW MARKET THEMES: • Philadelphia Fed President Paulson content with rates at current level, but keeping an open mind Philadelphia Fed President Anna Paulson told CNBC on Tuesday that she is confident the current interest rate level is sufficient to bring inflation back to target. The policymaker voted last week with the FOMC majority to hold rates steady and said it "was not a close call" for… — cnbc.com · 08/04 9:18a https://www.cnbc.com/2026/08/04/philadelphia-fed-president-paulson-content-with-current-rates-but-keeping-an-open-mind.html • Rockwell and Zebra Earnings Are Both Strong but Only One Automation Stock Is Surging Automation technology providers Rockwell and Zebra both reported beat-and-raise quarters. — barrons.com · 08/04 9:13a https://www.barrons.com/articles/rockwell-automation-earnings-zebra-technologies-stock-price-804eb91e • U.S. Trade Deficit Contracted in June U.S. imports totaled $388 billion in June, down 1.8% from May, while exports were $314.7 billion, down 0.9% from May. That yielded a trade deficit of $73.3 billion versus $77.6 billion in May. — wsj.com · 08/04 8:59a https://www.wsj.com/economy/trade/u-s-trade-deficit-contracted-in-june-8ee74993 • U.S. Trade Deficit Dips in June as Imports Fall Back Imports and exports both declined, retreating from a busy month in May, data from the Commerce Department showed. — nytimes.com · 08/04 8:54a https://www.nytimes.com/2026/08/04/business/economy/us-trade-deficit-june.html • New All-Time Highs Undermine The Bearish Narrative The S&P 500 is nearing new all-time highs, driven by broad-based earnings growth beyond the Magnificent Seven. I see the summer correction as over, with economic expansion and strong corporate earnings supporting a continued bull market. — seekingalpha.com · 08/04 8:49a https://seekingalpha.com/article/4929835-new-all-time-highs-undermine-the-bearish-narrative

🐘 NEW BIG-CAP MOVERS:

1. PLTR +15% $145.10 (333B cap) Palantir Rockets 16% After Q2 Blowout; C3.ai, UiPath Sit Out the Rally Palantir‘s (NASDAQ:PLTR | PLTR Price Prediction) stock is ripping higher early Tuesday, with Palantir shares up 16% to $145.50 after the company posted a blowout Q2 2026 and raised its full-year outlook. — 247wallst.com · 08/04 9:04a https://247wallst.com/investing/2026/08/04/palantir-rockets-16-after-q2-blowout-c3-ai-uipath-sit-out-the-rally/

2. SOXL +11% $129.66 (36B cap) Investors Are Learning a Hard Lesson About the Dangers of Using Leverage In the first half of 2026, the Direxion Daily Semiconductor Bull 3x ETF (SOXL) gained more than 500%. Since its peak, the fund has dropped more than 60% in a little over a month. — fool.com · 08/04 1:00a https://www.fool.com/investing/2026/08/04/investors-learning-lesson-dangers-leverage-soxl/

3. GRAB +6% $3.90 (15B cap) Grab Q2: The Super App Is Just Getting Started Grab Holdings Limited delivered a solid Q2, demonstrating the power of its super app. GRAB raised full-year revenue guidance to 22-23% YoY growth and expects 44-48% adj. EBITDA growth, reflecting increased confidence in its long-term thesis. Grab's super app ecosystem is strengt… — seekingalpha.com · 08/04 8:32a https://seekingalpha.com/article/4929830-grab-q2-the-super-app-is-just-getting-started

4. INTC +5% $95.40 (481B cap) Are Chip Stocks Poised to Stage a Recovery? Here's What Wall Street Analysts Are Saying Semiconductor stocks just had their toughest month in over a decade. Are they due for a rebound? — investopedia.com · 08/03 4:38p https://www.investopedia.com/could-chip-stocks-be-poised-to-stage-a-recovery-12032974

5. SPCX +2% $117.14 (1532B cap) SpaceX: Won't Be Surprised If It Drops To $90 SpaceX has fallen nearly 50% from its post-IPO high, with current valuation concerns outweighing index inclusion support. Starlink's strong margins are critical, but AI and Starship losses risk overwhelming profits; the durability of new AI revenue is uncertain. Upcoming lockup… — seekingalpha.com · 08/04 9:06a https://seekingalpha.com/article/4929843-spacex-wont-be-surprised-if-it-drops-to-90

6. NVDA +2% $211.28 (5117B cap) This 1 Number Will Be NVIDIA's Catalyst Before It Reports Earnings in August NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) just quietly reset how investors should think about its next decade. — 247wallst.com · 08/04 9:00a https://247wallst.com/investing/2026/08/04/nvidia-stock-the-1-number-behind-its-omniverse-agent-toolkit-that-shows-its-physical-ai-ambition/

📈 NEW GAINERS:

1. ULH +36% $18.21 (480M cap) (no fresh news today — likely technical / low-coverage move)

2. ATKR +28% $93.48 (3.2B cap) Why Atkore Stock Soared Today Prysmian struck a deal to add Atkore to its energy products portfolio. The combined business would be well placed to profit from the AI race. — fool.com · 08/03 8:28p https://www.fool.com/investing/2026/08/03/why-atkore-stock-soared-today/

3. VOYG +21% $33.99 (2.0B cap) Voyager Technologies, Inc. (VOYG) Reports Q2 Loss, Tops Revenue Estimates Voyager Technologies, Inc. (VOYG) came out with a quarterly loss of $0.7 per share versus the Zacks Consensus Estimate of a loss of $0.95. This compares to a loss of $0.6 per share a year ago. — zacks.com · 08/03 7:46p https://www.zacks.com/stock/news/2967079/voyager-technologies-inc-voyg-reports-q2-loss-tops-revenue-estimates?cid=CS-STOCKNEWSAPI-FT-fundamental_analysis|yseop_template_4-2967079

4. LIFE +21% $27.55 (1.7B cap) These Analysts Boost Their Forecasts On Ethos Technologies Following Upbeat Q2 Results Ethos Technologies Inc (NASDAQ:LIFE) on Monday reported better-than-expected second-quarter financial results and raised its FY26 sales guidance above estimates. — benzinga.com · 08/04 8:08a https://www.benzinga.com/analyst-stock-ratings/price-target/26/08/60903441/these-analysts-boost-their-forecasts-on-ethos-technologies-following-upbeat-q2-results

5. BIOA +19% $10.78 (402M cap) (no fresh news today — likely technical / low-coverage move)

6. FOSL +19% $5.89 (343M cap) Fossil Group (FOSL) Soars 19.0%: Is Further Upside Left in the Stock? Fossil Group (FOSL) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term. — zacks.com · 08/04 7:41a https://www.zacks.com/stock/news/2967184/fossil-group-fosl-soars-19-0-is-further-upside-left-in-the-stock?cid=CS-STOCKNEWSAPI-FT-fundamental_analysis|daily_price_change_5%-2967184

7. ORCX +18% $20.76 (290M cap) (no fresh news today — likely technical / low-coverage move)

8. SERV +18% $5.65 (378M cap) What's Going On With the Jump in Serve Robotics Stock? Serve Robotics Inc. (NASDAQ:SERV) shares are rocketing Monday, leaving the broader market well behind, as investors rush into high-beta growth names on one of the more broadly constructive sessions in recent weeks while the company's next earnings report sits just days away. Her… — benzinga.com · 08/03 3:10p https://www.benzinga.com/trading-ideas/movers/26/08/60886043/whats-going-on-with-the-jump-in-serve-robotics-stock

9. PLBL +18% $6.39 (2.3B cap) (no fresh news today — likely technical / low-coverage move)

10. AAOI +17% $128.67 (10B cap) AAOI Stock Just Popped 15%: 3 Reasons Applied Optoelectronics Could Keep Climbing Applied Optoelectronics (NASDAQ:AAOI) is up 13.34% in Monday trading, and the setup behind that surge is why this move has staying power well beyond a single session. — 247wallst.com · 08/03 12:59p https://247wallst.com/investing/2026/08/03/aaoi-stock-just-popped-15-3-reasons-applied-optoelectronics-could-keep-climbing/

11. BFLY +16% $8.22 (2.2B cap) (no fresh news today — likely technical / low-coverage move)

12. ALIT +16% $19.63 (511M cap) (no fresh news today — likely technical / low-coverage move)

13. CCXIU +15% $16.10 (675M cap) (no fresh news today — likely technical / low-coverage move)

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