🆕 Newsmakers — 9:30a ET, 2026-08-05 — new since last alert

📰 NEW MARKET THEMES: • Heineken N.V. (HEIA:CA) Q2 2026 Earnings Call Transcript Heineken N.V. (HEIA:CA) Q2 2026 Earnings Call Transcript — seekingalpha.com · 08/05 9:19a https://seekingalpha.com/article/4930625-heineken-n-v-heia-ca-q2-2026-earnings-call-transcript • Sagimet: A Look Ahead To Earnings And A Catalyst-Heavy H2 2026 Sagimet Biosciences is a catalyst-driven biotech, with value anchored to the upcoming U.S. Phase 3 denifanstat acne trial. SGMT's recent $175M equity raise extends cash runway through 2028, de-risking near-term financing and supporting Phase 3 execution. The U.S. Phase 3 trial a… — seekingalpha.com · 08/05 9:10a https://seekingalpha.com/article/4930654-sagimet-stock-look-earnings-ahead-catalyst-heavy-2h26 • Fusion energy developer TAE signs helium-3 future fuel supply option agreement Fusion energy developer TAE Technologies, which has agreed to be acquired by Trump Media & Technology Group , said on Wednesday ​it had signed an agreement with privately held Black Moon ‌Energy that could provide a future helium-3 fuel supply option for its planned power plants. — reuters.com · 08/05 9:02a https://www.reuters.com/business/energy/fusion-energy-developer-tae-signs-helium-3-future-fuel-supply-option-agreement-2026-08-05/ • Private sector added 44,000 jobs in July, below expectations, ADP says The figure reported on Wednesday is below economists' estimates of an increase of 70,000 jobs. The prior month's reading was revised lower to 95,000. — foxbusiness.com · 08/05 8:46a https://www.foxbusiness.com/economy/private-sector-added-44000-jobs-july-below-expectations-adp-says • Mandatory AI Safeguards May Be Needed: Gibson Retired Lieutenant General Karen Gibson, a former deputy director of national intelligence for national security partnerships, says the newly disclosed incidents involving OpenAI models show that a proposed federal review framework for advanced AI systems may need to be mandator… — youtube.com · 08/05 8:42a https://www.youtube.com/watch?v=rfb852w2QTc

🐘 NEW BIG-CAP MOVERS:

1. NVDA +3% $217.47 (5267B cap) Semiconductor Rally Powers S&P 500 to Fresh Record High MRVL, AMD and MU rallied as AI optimism, earnings anticipation and strong memory demand powered a semiconductor surge that helped lift the S&P 500 to a record high. — zacks.com · 08/05 9:01a https://www.zacks.com/stock/news/2968302/semiconductor-rally-powers-s-p-500-to-fresh-record-high?cid=CS-STOCKNEWSAPI-FT-analyst_blog|company_news_corporate_actions-2968302

📈 NEW GAINERS:

1. IBTA +52% $37.34 (1.0B cap) Ibotta, Inc. (IBTA) Q2 2026 Earnings Call Transcript Ibotta, Inc. (IBTA) Q2 2026 Earnings Call Transcript — seekingalpha.com · 08/04 1:29a https://seekingalpha.com/article/4929672-ibotta-inc-ibta-q2-2026-earnings-call-transcript

2. AMRC +23% $27.94 (1.5B cap) Why This Niche Energy Stock Delivered A Major Price Surge Post Earnings Energy stocks: Ameresco (AMRC) seemed to be circling the drain before its Q2 earnings. Now it's surging. — investors.com · 08/04 12:30p https://www.investors.com/news/energy-stocks-why-amrc-is-delivering-a-major-price-surge-post-earnings/

3. LIFE +21% $27.65 (1.6B cap) Ethos Technologies Inc. Class A Common Stock Q2 Earnings Call Highlights Ethos Technologies Inc. Class A Common Stock (NASDAQ: LIFE) reported second-quarter fiscal 2026 revenue of $189.6 million, up 113% from a year earlier, as growth accelerated across its direct-to-consumer and third-party agency channels. The company also raised its full-year reve… — defenseworld.net · 08/05 3:09a https://www.defenseworld.net/2026/08/05/ethos-technologies-inc-class-a-common-stock-q2-earnings-call-highlights.html

4. FN +16% $531.03 (19B cap) (no fresh news today — likely technical / low-coverage move)

5. DORM +16% $147.80 (4.4B cap) Dorman Products Has Proven Me Wrong (Upgrade) Dorman Products, Inc. is upgraded to a soft Buy after strong profit and cash flow growth, despite revenue guidance being revised lower. Recent outperformance was driven by significant profitability gains, notably from tariff refunds, and robust Heavy Duty segment results. Manage… — seekingalpha.com · 08/04 6:07p https://seekingalpha.com/article/4930282-dorman-products-has-proven-me-wrong-upgrade

6. HLMN +14% $9.51 (1.9B cap) Hillman Solutions Corp. (HLMN) Q2 2026 Earnings Call Transcript Hillman Solutions Corp. (HLMN) Q2 2026 Earnings Call Transcript — seekingalpha.com · 08/04 2:50p https://seekingalpha.com/article/4930146-hillman-solutions-corp-hlmn-q2-2026-earnings-call-transcript

7. WHR +14% $44.62 (2.8B cap) Whirlpool Corporation (WHR) Q2 2026 Earnings Call Transcript Whirlpool Corporation (WHR) Q2 2026 Earnings Call Transcript — seekingalpha.com · 08/04 1:50p https://seekingalpha.com/article/4929901-whirlpool-corporation-whr-q2-2026-earnings-call-transcript

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