🆕 Newsmakers — 9:30a ET, 2026-08-07 — new since last alert

📰 NEW MARKET THEMES: • July CPI Likely To Come 'Hot,' Could Accelerate The AI Bubble Burst The market expected another "mild" CPI report, but soft data points to a "hot" report. The Fed might be forced to hike in September, with more aggressive tightening policy to be priced in. — seekingalpha.com · 08/07 9:00a https://seekingalpha.com/article/4933028-july-cpi-inflation-like-to-come-hot-which-could-accelerate-the-ai-bubble-burst • Japan's yen surges after US jobs data, traders wary of intervention risk Traders are alert to the ​prospect of intervention just a few days after Japanese and U.S. authorities ‌jointly stepped into the foreign exchange markets. — reuters.com · 08/07 8:47a https://www.reuters.com/business/finance/japans-yen-surges-after-us-jobs-data-traders-alert-intervention-risk-2026-08-07/ • U.S. lost 23,000 jobs in July, while unemployment ticked lower The U.S. lost 23,000 jobs in July, the Labor Department said Friday, an unexpected decline, and springtime job gains were revised sharply lower. — wsj.com · 08/07 8:34a https://www.wsj.com/economy/jobs/july-jobs-report-unemployment-0d7c08a7 • U.S. economy unexpectedly lost 23,000 jobs in July Nonfarm payrolls were projected to increase by 83,000 in July while the unemployment rate held steady at 4.2%, according to the Dow Jones consensus. — cnbc.com · 08/07 8:31a https://www.cnbc.com/2026/08/07/jobs-report-july-2026.html • Cascades Inc. (CAS:CA) Q2 2026 Earnings Call Transcript Cascades Inc. (CAS:CA) Q2 2026 Earnings Call Transcript — seekingalpha.com · 08/07 8:14a https://seekingalpha.com/article/4932563-cascades-inc-cas-ca-q2-2026-earnings-call-transcript

🐘 NEW BIG-CAP MOVERS:

1. CDE +8% $16.85 (17B cap) Coeur Mining, Inc. (CDE) Q2 2026 Earnings Call Transcript Coeur Mining, Inc. (CDE) Q2 2026 Earnings Call Transcript — seekingalpha.com · 08/06 2:24p https://seekingalpha.com/article/4932101-coeur-mining-inc-cde-q2-2026-earnings-call-transcript

2. SOXL +6% $140.86 (39B cap) (no fresh news today — likely technical / low-coverage move)

3. U +4% $42.47 (18B cap) These Analysts Boost Their Forecasts On Unity Software After Better-Than-Expected Q2 Results Unity Software Inc (NYSE:U) on Thursday posted upbeat second-quarter 2026 financial results and issued strong third-quarter guidance. — benzinga.com · 08/07 7:45a https://www.benzinga.com/analyst-stock-ratings/price-target/26/08/61034885/these-analysts-boost-their-forecasts-on-unity-software-after-better-than-expected-q2-results

4. INTC +3% $102.36 (516B cap) How Will Intel Really Be Able to Beat TSMC in The Next Year? Intel (NASDAQ: INTC | INTC Price Prediction) and Taiwan Semiconductor Manufacturing (NYSE: TSM) both delivered Q2 2026 results that expose a widening gap between an incumbent and a challenger. — 247wallst.com · 08/07 12:46a https://247wallst.com/investing/2026/08/07/how-will-intel-really-be-able-to-beat-tsmc-in-the-next-year/

5. TQQQ +2% $73.68 (45B cap) TQQQ: All-Time Highs Are Not A Reason To Wait ProShares UltraPro QQQ ETF remains a buy, supported by robust hyperscaler earnings and positive market sentiment following a strong earnings season. TQQQ's 3x leverage amplifies both upside and downside, but current capex-driven growth in AI and digital transformation supports c… — seekingalpha.com · 08/06 12:27p https://seekingalpha.com/article/4931967-tqqq-all-time-highs-are-not-a-reason-to-wait

📈 NEW GAINERS:

1. BRVE +66% $29.80 (2.1B cap) (no fresh news today — likely technical / low-coverage move)

2. HNST +41% $5.42 (590M cap) The Honest Company: Strategic Exits Are Starting To Work The Honest Company: Strategic Exits Are Starting To Work — seekingalpha.com · 08/07 7:30a https://seekingalpha.com/article/4932890-the-honest-company-strategic-exits-are-starting-to-work

3. KRO +33% $8.23 (947M cap) Kronos Worldwide Shares Surge on Q2 Earnings Beat Kronos Worldwide Inc. (NYSE:KRO) shares are surging Thursday afternoon following the company's impressive second-quarter 2026 financial results. — benzinga.com · 08/06 3:33p https://www.benzinga.com/trading-ideas/movers/26/08/61015037/kronos-worldwide-shares-surge-on-q2-earnings-beat

4. AEVA +29% $25.26 (1.7B cap) Why Did Aeva Stock Soar After Earnings? Aeva stock beat earnings last night -- by losing slightly less money than it was expected to. The self-driving car stock is still probably not going to be profitable before 2030. — fool.com · 08/06 11:45a https://www.fool.com/investing/2026/08/06/why-did-aeva-stock-soar-after-earnings/

5. SGHT +28% $7.09 (394M cap) Sight Sciences, Inc. (SGHT) Q2 2026 Earnings Call Transcript Sight Sciences, Inc. (SGHT) Q2 2026 Earnings Call Transcript — seekingalpha.com · 08/06 9:54a https://seekingalpha.com/article/4931685-sight-sciences-inc-sght-q2-2026-earnings-call-transcript

6. SITM +27% $687.50 (19B cap) Why SiTime Stock Blasted Almost 27% Higher on Thursday It also proffered very encouraging guidance for its current frame. The silicon timing specialist is doing particularly well in its end market that includes data centers. — fool.com · 08/06 5:25p https://www.fool.com/investing/2026/08/06/why-sitime-stock-blasted-almost-27-higher-on-thurs/

7. PAYC +24% $215.97 (12B cap) PAYC Q2 Earnings Call Centers on Automation and Raised Outlook (Revised) Paycom's broad-based Q2 beat, automation savings and product expansion drove a higher 2026 revenue and EBITDA outlook, with free cash flow above $650 million. — zacks.com · 08/07 4:21a https://www.zacks.com/stock/news/2970666/payc-q2-earnings-call-centers-on-automation-and-raised-outlook-revised?cid=CS-STOCKNEWSAPI-FT-analyst_blog_plus|earnings_call_takeaways-2970666

8. DCTH +22% $15.47 (542M cap) Delcath Systems, Inc. (DCTH) Q2 2026 Earnings Call Transcript Delcath Systems, Inc. (DCTH) Q2 2026 Earnings Call Transcript — seekingalpha.com · 08/06 5:14p https://seekingalpha.com/article/4932280-delcath-systems-inc-dcth-q2-2026-earnings-call-transcript

9. MATV +22% $11.68 (628M cap) Mativ Holdings, Inc. (MATV) Q2 2026 Earnings Call Transcript Mativ Holdings, Inc. (MATV) Q2 2026 Earnings Call Transcript — seekingalpha.com · 08/06 6:34p https://seekingalpha.com/article/4932430-mativ-holdings-inc-matv-q2-2026-earnings-call-transcript

10. EOLS +20% $7.41 (479M cap) Evolus, Inc. (EOLS) Q2 2026 Earnings Call Transcript Evolus, Inc. (EOLS) Q2 2026 Earnings Call Transcript — seekingalpha.com · 08/06 12:30a https://seekingalpha.com/article/4931368-evolus-inc-eols-q2-2026-earnings-call-transcript

11. ALNT +19% $111.21 (1.9B cap) Allient Q2 Earnings Call Highlights Allient NASDAQ: ALNT reported higher second-quarter fiscal 2026 revenue, record gross margin and sharply higher earnings, as demand increased across industrial automation, data center infrastructure, aerospace and defense, and medical applications. — marketbeat.com · 08/06 12:05p https://www.marketbeat.com/instant-alerts/allient-q2-earnings-call-highlights-2026-08-06/

12. IMC +18% $8.00 (849M cap) IMC Rare Earths Ltd Announces Closing of Full Exercise of Underwriters' Option to Purchase Additional Shares SÃO PAULO, Brazil, Aug. 06, 2026 (GLOBE NEWSWIRE) -- IMC Rare Earths Ltd (“IMC” or the “Company”), a company focused on the mineral exploration and development of magnet rare earth elements in Brazil, announced the closing of the underwriters' option to purchase additional ordin… — globenewswire.com · 08/06 9:10p https://www.globenewswire.com/news-release/2026/08/07/3340902/0/en/imc-rare-earths-ltd-announces-closing-of-full-exercise-of-underwriters-option-to-purchase-additional-shares.html

13. FTDR +18% $89.92 (6.4B cap) Frontdoor Q2 Earnings Call Highlights Frontdoor NASDAQ: FTDR reported second-quarter results that included revenue growth, higher margins and its first year-over-year organic increase in total ending member count in five years, while raising its full-year outlook for revenue and adjusted EBITDA. — marketbeat.com · 08/06 2:05p https://www.marketbeat.com/instant-alerts/frontdoor-q2-earnings-call-highlights-2026-08-06/

14. DXPE +18% $198.21 (3.2B cap) A Look at DXP Enterprises Inc (DXPE) After 16.7% Gain -- GF Value $87.77 vs Price $198.21 On August 06, 2026, DXP Enterprises Inc (DXPE) shares experienced a significant increase of 16.7%, bringing the current price to $198.21. This price is within a — gurufocus.com · 08/06 8:16p https://www.gurufocus.com/news/9014754/a-look-at-dxp-enterprises-inc-dxpe-after-167-gain-gf-value-8777-vs-price-19821

15. CION +17% $7.28 (361M cap) CION Investment Corporation (CION) Q2 2026 Earnings Call Transcript CION Investment Corporation (CION) Q2 2026 Earnings Call Transcript — seekingalpha.com · 08/06 3:24p https://seekingalpha.com/article/4932038-cion-investment-corporation-cion-q2-2026-earnings-call-transcript

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