🆕 Newsmakers — 10:30a ET, 2026-07-09 — new since last alert

📰 NEW MARKET THEMES: • The Fed Minutes Reinforce A Hawkish Outlook The Fed minutes reinforce a renewed focus on persistent inflation and a stabilized labor market, suggesting policy may remain restrictive. Core PCE is expected to stay elevated at 3.5% y/y through July, implying the real Fed Funds rate remains too low at just 0.2%. — seekingalpha.com · 07/09 9:55a https://seekingalpha.com/article/4920773-the-fed-minutes-reinforce-a-hawkish-outlook • U.S. Natural Gas Futures Held Back By Adequate Supply U.S. natural gas futures were lower, with ample supply and above-average storage keeping weather-driven rally attempts at bay. — wsj.com · 07/09 9:47a https://www.wsj.com/finance/commodities-futures/u-s-natural-gas-futures-held-back-by-adequate-supply-7345b617 • Nasdaq Gains 100 Points; US Initial Jobless Claims Edge Lower U.S. stocks traded mixed this morning, with the Nasdaq Composite gaining around 100 points on Thursday. — benzinga.com · 07/09 9:46a https://www.benzinga.com/markets/market-summary/26/07/60358120/nasdaq-gains-100-points-us-initial-jobless-claims-edge-lower • Dow Jones slips even as chip stocks offset renewed US-Iran tensions US stocks opened higher on Thursday as gains in semiconductor shares helped offset renewed geopolitical concerns after fresh exchanges of attacks between the United States and Iran threatened to prolong the conflict and keep investors on edge. The Dow Jones Industrial Average fe… — invezz.com · 07/09 9:44a https://invezz.com/news/2026/07/09/dow-jones-slips-even-as-chip-stocks-offset-renewed-us-iran-tensions/ • Expect "Messy" U.S.-Iran Headlines to Leave Lasting Volatility as Tech Finds Footing Kevin Hincks believes calls headlines on the U.S.-Iran war "messy," urging investors to brace for volatility to continue hitting Wall Street. It also comes as tech experiences a pullback with AI chips and software seeing a divergence in price action. — youtube.com · 07/09 9:30a https://www.youtube.com/watch?v=ifMa94QOA9Q

🐘 NEW BIG-CAP MOVERS:

1. RIVN +6% $17.74 (22B cap) Rivian's 75 Million-Share Offering Turns the R2 Growth Story Into a Dilution Test Rivian Automotive Inc. NASDAQ: RIVN likely hoped to complete its recent offering of 75 million Class A shares with as little fanfare as possible, but the market had other plans. — marketbeat.com · 07/09 8:40a https://www.marketbeat.com/articles/rivians-75-million-share-offering-turns-the-r2-growth-story-into-a-dilution-test/

2. INTC +3% $113.09 (568B cap) AMD Jumps 7%, Intel Climbs 5%, Broadcom Rises 2% as Tom Lee Calls the Chip Selloff a Buying Opportunity Shares of Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) are up 7% to $555.26 in early trading Thursday, leading a broad semiconductor rebound. — 247wallst.com · 07/09 10:04a https://247wallst.com/investing/2026/07/09/amd-jumps-7-intel-climbs-5-broadcom-rises-2-as-tom-lee-calls-the-chip-selloff-a-buying-opportunity/

📈 NEW GAINERS:

1. FBRX +39% $28.65 (400M cap) FB102 Achieves Statistically Significant Improvement in Vitiligo at Week 24 After Completion of 12-Week Treatment Period Forte Biosciences, Inc. ([url="]www.fortebiorx.com[/url]) (NASDAQ: FBRX), a clinical-stage biopharmaceutical company focused on autoimmune and autoimmune-relat — gurufocus.com · 07/09 9:00a https://www.gurufocus.com/news/8951360/fb102-achieves-statistically-significant-improvement-in-vitiligo-at-week-24-after-completion-of-12week-treatment-period

2. TRAX +36% $28.32 (988M cap) (no fresh news today — likely technical / low-coverage move)

3. LASR +26% $73.70 (4.2B cap) (no fresh news today — likely technical / low-coverage move)

4. SVAC +16% $9.16 (281M cap) (no fresh news today — likely technical / low-coverage move)

5. BBIO +16% $90.76 (18B cap) BridgeBio Stock Taps Rare Disease Trends and New Diagnosis Growth BBIO builds on Attruby's launch as rising rare disease diagnoses and late-stage pipeline candidates set up multiple potential U.S. launches. — zacks.com · 07/08 1:31p https://www.zacks.com/stock/news/2950446/bridgebio-stock-taps-rare-disease-trends-and-new-diagnosis-growth?cid=CS-STOCKNEWSAPI-FT-analyst_blog_plus|zer_report_insights-2950446

6. OP +15% $8.98 (279M cap) (no fresh news today — likely technical / low-coverage move)

7. MARA +14% $13.76 (5.2B cap) MARA Stock Rises After Deal to Acquire Texas Site That Could More Than Double Its Power Capacity MARA Holdings, Inc. (NASDAQ:MARA) shares are trading higher Thursday after the company announced a definitive agreement to acquire a large-scale powered land site in Matagorda County, Texas from HIF USA LLC. — benzinga.com · 07/09 10:05a https://www.benzinga.com/trading-ideas/movers/26/07/60359265/mara-stock-rises-after-deal-to-acquire-texas-site

8. AMDL +14% $73.63 (3.2B cap) (no fresh news today — likely technical / low-coverage move)

9. MUU +14% $800.58 (2.1B cap) (no fresh news today — likely technical / low-coverage move)

10. LRMR +14% $4.10 (349M cap) (no fresh news today — likely technical / low-coverage move)

11. PENG +13% $88.44 (4.5B cap) Penguin's AI Customer Pipeline Expands: Can It Drive Future Revenues? PENG's AI customer pipeline is expanding as enterprise, sovereign AI and neocloud demand drives new wins and stronger revenue visibility. — zacks.com · 07/09 9:26a https://www.zacks.com/stock/news/2950794/penguin-s-ai-customer-pipeline-expands-can-it-drive-future-revenues?cid=CS-STOCKNEWSAPI-FT-analyst_blog|quick_take-2950794

12. ARM +12% $335.70 (357B cap) Hyperscaler Stocks vs. AI Infrastructure Stocks: Which Are the Better Buys? While AI infrastructure stocks have generally outperformed hyperscalers, it is the hyperscalers that ultimately have more ways to win. AI infrastructure stocks look well positioned if heavy spending on AI infrastructure continues. — fool.com · 07/09 5:40a https://www.fool.com/investing/2026/07/09/hyperscaler-stocks-vs-ai-infrastructure-stocks-whi/

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