🆕 Newsmakers — 10:30a ET, 2026-07-13 — new since last alert

📰 NEW MARKET THEMES: • Williams Gets $5.34 Billion Investment from Blackstone-led Group As part of the deal, Blackstone and its partners will receive 49% noncontrolling equity interest in five power-infrastructure projects. — wsj.com · 07/13 10:09a https://www.wsj.com/finance/investing/williams-gets-5-34-billion-investment-from-blackstone-led-group-ac672a23 • Chart Of The Day: The 'IPO Overload' Counterargument The MoneyShow Chart of the Day, courtesy of a report from UBS Group AG in late June, compares UBS' estimate of total issuance in 2026 to the total value of the US equity market (around $72 trillion). 2026 looks like a solid year for issuance - but not a wildly exuberant one. — seekingalpha.com · 07/13 10:05a https://seekingalpha.com/article/4921598-chart-of-day-ipo-overload-counterargument • Trump Says US Would 'Keep the Strait' And Run It The US and Iran have escalated attacks against each other as President Donald Trump says the US will "keep the Strait" and "probably run it." Both countries have been offering conflicting statements about whether the Strait of Hormuz is actually open to shipping. — youtube.com · 07/13 10:04a https://www.youtube.com/watch?v=rYpRUJ_pLEE • Gulf's Gray-Zone Conflict Is Becoming A Market Stress Test The Middle East conflict is a fire that seems to die down, only to flare up from embers that continue to burn. Reviewing the major asset classes since the first US strikes on Iran on Feb. 28 reminds us that the risk appetite was dented but not broken, based on a set of ETFs thro… — seekingalpha.com · 07/13 10:04a https://seekingalpha.com/article/4921583-gulf-gray-zone-conflict-becoming-market-stress-test • Market Open: Stocks Mixed, Chips Lag; Trump Wants U.S. Control of Hormuz • 7/13/26 The CNBC Business News Update with Jessica Ettinger features market numbers & news with CNBC expert analysis and sound from top business names. Updated throughout the business day. — youtube.com · 07/13 10:03a https://www.youtube.com/watch?v=Bi3LwdTmmVw

🐘 NEW BIG-CAP MOVERS:

1. NIO +3% $4.93 (12B cap) NIO Stock Rises After Catching an Upgrade to Buy Goldman upgraded NIO stock to Buy from Hold. The broker's new price target is $7 a share, up 45% from recent levels. — barrons.com · 07/13 8:22a https://www.barrons.com/articles/nio-stock-upgrade-buy-goldman-7293f577

2. GRAB +3% $4.03 (16B cap) (no fresh news today — likely technical / low-coverage move)

3. NFLX +2% $75.00 (316B cap) What Analyst Projections for Key Metrics Reveal About Netflix (NFLX) Q2 Earnings Looking beyond Wall Street's top-and-bottom-line estimate forecasts for Netflix (NFLX), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended June 2026. — zacks.com · 07/13 10:15a https://www.zacks.com/stock/news/2952249/what-analyst-projections-for-key-metrics-reveal-about-netflix-nflx-q2-earnings?cid=CS-STOCKNEWSAPI-FT-fundamental_analysis|nfm_preview-2952249

4. XLE +2% $56.20 (37B cap) Q2 Earnings Preview: Tech & Energy Drive Growth Amid Healthcare Headwinds As the Q2 earnings season kicks off, the market is widely anticipating strong results, with the technology and energy sectors expected to lead the charge. Current analyst expectations point to a robust 23.3% earnings growth for the S&P 500, which would mark the second consecutiv… — etftrends.com · 07/13 10:02a https://www.etftrends.com/sector-investing-content-hub/q2-earnings-preview-tech-energy-drive-growth-amid-healthcare-headwinds/

📈 NEW GAINERS:

1. AGEN +130% $7.69 (320M cap) Agenus Pivots to Phase 3 Colon Cancer Trial, Lines Up $340 Million Financing Agenus NASDAQ: AGEN said it is shifting its development focus and financial resources toward a Phase 3 registrational trial of neoadjuvant botensilimab plus balstilimab, known as BOT/BAL, in high-risk stage 2 and stage 3 microsatellite stable colon cancer. — marketbeat.com · 07/13 10:02a https://www.marketbeat.com/instant-alerts/agenus-pivots-to-phase-3-colon-cancer-trial-lines-up-340-million-financing-2026-07-13/

2. BRAI +35% $7.45 (826M cap) Braiin Launches Agentic AI Workforce ARIA to Capture the US$32.0 Billion Global Real Estate Software Market by 2033 ARIA brings agentic AI execution to property management, leasing, compliance, accounting support, and customer engagement — globenewswire.com · 07/13 8:30a https://www.globenewswire.com/news-release/2026/07/13/3326186/0/en/Braiin-Launches-Agentic-AI-Workforce-ARIA-to-Capture-the-US-32-0-Billion-Global-Real-Estate-Software-Market-by-2033.html

3. BVC +18% $11.87 (2.0B cap) (no fresh news today — likely technical / low-coverage move)

4. PSNL +12% $15.78 (1.4B cap) (no fresh news today — likely technical / low-coverage move)

5. TCBK +11% $59.51 (1.9B cap) TriCo Bancshares, Verra Mobility, Park Aerospace And Other Big Stocks Moving Higher On Monday U.S. stocks were mixed, with the Dow Jones index gaining around 100 points on Monday. — benzinga.com · 07/13 9:58a https://www.benzinga.com/trading-ideas/movers/26/07/60415149/trico-bancshares-verra-mobility-park-aerospace-and-other-big-stocks-moving-higher-on-monday

6. CNMD +11% $42.69 (1.3B cap) (no fresh news today — likely technical / low-coverage move)

7. KRO +11% $6.53 (751M cap) (no fresh news today — likely technical / low-coverage move)

8. LPAA +11% $11.99 (345M cap) (no fresh news today — likely technical / low-coverage move)

9. PLMK +10% $11.76 (285M cap) (no fresh news today — likely technical / low-coverage move)

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