🆕 Newsmakers — 10:30a ET, 2026-07-08 — new since last alert

📰 NEW MARKET THEMES: • The State Of The Memory Trade: Pullback Or Bust? I got here thinking HBM was driving the memory boom in 2026. It turns out I was dead wrong. This is the year of commodity DRAM, not HBM. That said, I'm not loading the truck with shares of the DRAM leader, Samsung Electronics. — seekingalpha.com · 07/08 10:07a https://seekingalpha.com/article/4920604-the-state-of-the-memory-trade-pullback-or-bust • Small-Cap Stocks Snap Back, But Iran Is Still A Wildcard Small caps are outperforming in 2026, fueled by stronger earnings expectations and bargain valuations. AI‑linked holdings and a resilient U.S. economy are adding momentum to the rally. — seekingalpha.com · 07/08 9:45a https://seekingalpha.com/article/4920615-small-cap-stocks-snap-back-but-iran-still-a-wildcard • Dow falls 500 points as Trump's Iran remarks send oil prices higher US stocks opened lower on Wednesday after President Donald Trump said an interim agreement aimed at ending the conflict with Iran was "over," triggering a broad risk-off move across global markets as oil prices surged and investors reassessed geopolitical risks. The Dow Jones In… — invezz.com · 07/08 9:41a https://invezz.com/news/2026/07/08/dow-falls-500-points-as-trumps-iran-remarks-send-oil-prices-higher/ • Inflation Back in Fed's Focus After U.S. Strikes on Iran Push Crude Oil Higher Futures moved off lows after the U.S. made retaliation strikes against Iran following an attack on commercial vessels in the Strait of Hormuz. Kevin Hincks urges investors to brace for an "unsteady" trading session as crude oil prices creep higher. — youtube.com · 07/08 9:30a https://www.youtube.com/watch?v=G8ApN9kvbPM

🐘 NEW BIG-CAP MOVERS:

1. BABA +11% $108.63 (261B cap) Alibaba shares rise on Pentagon legal reprieve and pre-earnings optimism Alibaba Group (NYSE:BABA)'s US-listed shares jumped almost 11% on Tuesday, supported by a temporary legal reprieve in the United States and growing optimism ahead of the company's upcoming earnings report. Investor sentiment improved after a US federal judge temporarily blocked… — proactiveinvestors.com · 07/08 10:26a https://www.proactiveinvestors.com/companies/news/1095133

2. IREN +6% $42.24 (15B cap) Nebius Is Quietly Dominating CoreWeave And IREN: Here's Why Nebius is rated Buy, driven by its superior AI infrastructure platform and robust inference software solutions. NBIS boasts a diversified customer base, a healthy funding model, and a strong cash position, supporting aggressive capacity expansion with minimal net debt. NBIS diff… — seekingalpha.com · 07/07 1:16p https://seekingalpha.com/article/4920385-nebius-is-quietly-dominating-coreweave-and-iren-heres-why

3. SOXL +3% $170.86 (50B cap) Why Direxion Daily Semiconductor Bull 3X ETF Just Crashed Samsung crushed earnings, but investors wanted more. Now it -- and other semi stocks -- are being punished. — fool.com · 07/07 2:03p https://www.fool.com/investing/2026/07/07/direxion-daily-semiconductor-bull-3x-etf-crashed/

📈 NEW GAINERS:

1. PRME +18% $4.70 (847M cap) Prime Medicine Announces Positive Resolution to Arbitration with Beam Therapeutics -- Arbitration tribunal declared that PM647 is within Prime Medicine's “Field”, confirming Prime Medicine's right to develop and commercialize PM647 in AATD -- -- Prime Medicine owes no monetary damages to Beam Therapeutics -- -- Prime Medicine plans to submit an IND and/or CTA… — globenewswire.com · 07/08 8:00a https://www.globenewswire.com/news-release/2026/07/08/3324031/0/en/prime-medicine-announces-positive-resolution-to-arbitration-with-beam-therapeutics.html

2. PENG +16% $72.81 (3.8B cap) Penguin Solutions: Rapid Growth From AI-Integrated Memory Solutions Penguin Solutions delivered record Q3 2026 results, with revenues up 47.7% YOY and EPS beating consensus by $0.28, reinforcing a buy rating. PENG's transformation to an AI-focused business, divestiture of legacy segments, and strategic partnerships have positioned it at the inte… — seekingalpha.com · 07/08 9:52a https://seekingalpha.com/article/4920600-penguin-solutions-rapid-growth-from-ai-integrated-memory-solutions

3. BZH +14% $31.27 (855M cap) Beazer Homes Responds to Dream Finders Homes' Latest Public Statements ATLANTA--(BUSINESS WIRE)--Beazer Homes USA, Inc. (NYSE: BZH) (“Beazer” or the “Company”) today issued the following statement in response to a press release issued by Dream Finders Homes (NYSE: DFH) (“Dream Finders”): Following Dream Finders' proposal to acquire Beazer for $25.7… — businesswire.com · 07/08 8:30a https://www.businesswire.com/news/home/20260708152115/en/Beazer-Homes-Responds-to-Dream-Finders-Homes%E2%80%99-Latest-Public-Statements/

4. AFRI +12% $11.32 (305M cap) (no fresh news today — likely technical / low-coverage move)

5. KC +12% $10.55 (3.1B cap) Here Are Tuesday’s Best Wall Street Analyst Research Calls: Adobe, American Airlines, Broadcom, First Solar, Meta Platforms, Shopify, Space-X, Ventas, Waste Managment, and More Pre-Market Stock Futures: Futures are trading mixed, with the Nasdaq getting hammered after a gangbuster start to the first full trading week of the third quarter. All of the major indices finished the day higher, with chip stocks once again leading the way. When the dust settle… — 247wallst.com · 07/07 8:00a https://247wallst.com/investing/2026/07/07/here-are-tuesdays-best-wall-street-analyst-research-calls-adobe-american-airlines-broadcom-first-solar-meta-platforms-shopify-space-x-ventas-waste-managment-and-more/

6. TTRX +12% $10.85 (323M cap) Why Is Turn Therapeutics Stock Trading Higher Today? Turn Therapeutics, Inc. (NASDAQ:TTRX) on Tuesday said a planned interim analysis of its adaptive Phase 2 trial of GX-03 for atopic dermatitis has led to refinements in the study design and an expansion of the patient population. — benzinga.com · 07/07 2:20p https://www.benzinga.com/trading-ideas/movers/26/07/60316717/why-is-turn-therapeutics-stock-trading-higher-today

7. BVC +12% $9.49 (1.6B cap) (no fresh news today — likely technical / low-coverage move)

8. HPK +11% $7.33 (927M cap) (no fresh news today — likely technical / low-coverage move)

9. BABA +11% $108.62 (261B cap) Alibaba shares rise on Pentagon legal reprieve and pre-earnings optimism Alibaba Group (NYSE:BABA)'s US-listed shares jumped almost 11% on Tuesday, supported by a temporary legal reprieve in the United States and growing optimism ahead of the company's upcoming earnings report. Investor sentiment improved after a US federal judge temporarily blocked… — proactiveinvestors.com · 07/08 10:26a https://www.proactiveinvestors.com/companies/news/1095133

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