🆕 Newsmakers — 10:30a ET, 2026-07-14 — new since last alert

📰 NEW MARKET THEMES: • Longleaf Small-Cap Fund Q2 2026 Portfolio Review New York real estate companies Alexander's and Empire State Realty Trust both contributed in the quarter. Alcoholic beverage company Boston Beer was a detractor for the quarter as the market continues to react to mixed short-term industry data. We did not have any new purchases… — seekingalpha.com · 07/14 10:18a https://seekingalpha.com/article/4921927-longleaf-small-cap-fund-q2-2026-portfolio-review • Inflation Cooled: I Still Don't Trust It June's CPI report delivered a significant downside surprise, with core inflation flat and headline CPI falling sharply due to a 5.7% drop in energy prices. Core CPI's near-zero monthly change strengthens the case for easing inflation, but much of the improvement is tied to tempo… — seekingalpha.com · 07/14 10:10a https://seekingalpha.com/article/4921946-inflation-cooled-i-still-dont-trust-it • The Fed's new chairman is asking for advice. Five new task forces are focused on topics that Kevin M. Warsh, the chairman of the Federal Reserve, has said are “central to the broad conduct of monetary policy. — nytimes.com · 07/14 10:07a https://www.nytimes.com/live/2026/07/14/business/cpi-inflation-warsh-fed/the-feds-new-chairman-is-asking-for-advice • PrairieSky Royalty Ltd. (PSK:CA) Q2 2026 Earnings Call Transcript PrairieSky Royalty Ltd. (PSK:CA) Q2 2026 Earnings Call Transcript — seekingalpha.com · 07/14 9:49a https://seekingalpha.com/article/4921928-prairiesky-royalty-ltd-psk-ca-q2-2026-earnings-call-transcript • Americans got a break on inflation in June, with better deals at the gas station and cooler price increases across much of the economy This was lower than the 3.8% expected by analysts polled by The Wall Street Journal. — wsj.com · 07/14 9:33a https://www.wsj.com/economy/cpi-inflation-report-june-2026-afb89992

🐘 NEW BIG-CAP MOVERS:

1. SKHY +11% $169.71 (1236B cap) Jim Cramer Says Tech Is 'Hostage' To SK Hynix. Here's Why Nvidia Investors Should Care For much of the artificial intelligence boom, Nvidia Corp. (NASDAQ:NVDA) has been the stock investors watched to gauge the health of the AI trade. Jim Cramer thinks that may no longer be enough. — benzinga.com · 07/14 9:37a https://www.benzinga.com/trading-ideas/long-ideas/26/07/60441665/jim-cramer-says-tech-is-hostage-to-sk-hynix-heres-why-nvidia-investors-should-care

2. NU +3% $14.08 (68B cap) NU Builds on Mexico Momentum: Can Banking Approval Pay Off? Nu Holdings wins approval to operate as a bank in Mexico, unlocking its next growth phase as it serves 15 million customers and targets a vast banking market. — zacks.com · 07/13 2:11p https://www.zacks.com/stock/news/2952672/nu-builds-on-mexico-momentum-can-banking-approval-pay-off?cid=CS-STOCKNEWSAPI-FT-analyst_blog|quick_take-2952672

3. SOFI +3% $18.66 (24B cap) (no fresh news today — likely technical / low-coverage move)

4. BAC +2% $60.72 (431B cap) Nasdaq Surges Over 100 Points; Bank of America Earnings Top Views U.S. stocks traded higher this morning, with the Nasdaq Composite gaining more than 100 points on Tuesday. — benzinga.com · 07/14 10:05a https://www.benzinga.com/markets/market-summary/26/07/60443307/nasdaq-surges-over-100-points-bank-of-america-earnings-top-views

📈 NEW GAINERS:

1. GALT +15% $5.31 (350M cap) (no fresh news today — likely technical / low-coverage move)

2. FCEL +13% $21.53 (1.1B cap) FuelCell Energy Brings Power Closer to Where It's Needed FCEL brings steady, on-site power to critical facilities, helping reduce grid reliance and connection delays. — zacks.com · 07/13 9:56a https://www.zacks.com/stock/news/2952409/fuelcell-energy-brings-power-closer-to-where-it-s-needed?cid=CS-STOCKNEWSAPI-FT-analyst_blog|quick_take-2952409

3. SKHY +11% $169.61 (1237B cap) Jim Cramer Says Tech Is 'Hostage' To SK Hynix. Here's Why Nvidia Investors Should Care For much of the artificial intelligence boom, Nvidia Corp. (NASDAQ:NVDA) has been the stock investors watched to gauge the health of the AI trade. Jim Cramer thinks that may no longer be enough. — benzinga.com · 07/14 9:37a https://www.benzinga.com/trading-ideas/long-ideas/26/07/60441665/jim-cramer-says-tech-is-hostage-to-sk-hynix-heres-why-nvidia-investors-should-care

4. TSEM +11% $255.53 (29B cap) Tower Semiconductor Gets $1B Grant From Japan to Expand Chip Making. Stock Soars 19%. Tower Semiconductor stock surges after the chips manufacturer announces plans for a $3 billion expansion in Japan. — barrons.com · 07/14 9:08a https://www.barrons.com/articles/tower-semiconductor-stock-japan-chip-investment-81431b13

5. GDXU +11% $85.24 (424M cap) (no fresh news today — likely technical / low-coverage move)

6. SHLS +11% $10.45 (1.7B cap) (no fresh news today — likely technical / low-coverage move)

7. AXTI +11% $56.03 (2.6B cap) AXTI Ramps Up InP Capacity: Is Multi-Year Growth Taking Shape? AXT is accelerating InP capacity expansion through 2028 as AI optical demand, a $100M-plus backlog and Tier-1 adoption point to multi-year growth. — zacks.com · 07/13 10:36a https://www.zacks.com/stock/news/2952465/axti-ramps-up-inp-capacity-is-multi-year-growth-taking-shape?cid=CS-STOCKNEWSAPI-FT-analyst_blog|quick_take-2952465

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