🆕 Newsmakers — 10:30a ET, 2026-07-15 — new since last alert

📰 NEW MARKET THEMES: • Has Inflation "Peaked?" Kevin Hincks Talks PPI, Fed Expectations & U.S.-Iran War Wednesday's PPI showed similar trends to Tuesday's CPI print, as Kevin Hincks explains how food and energy played the biggest roles in the cooler-than-expected numbers. One Fed member is now saying "inflation has peaked. — youtube.com · 07/15 10:00a https://www.youtube.com/watch?v=LRgwLdyyEDc • U.S. Natural Gas Futures Edge Down in Early Trading U.S. natural gas futures were modestly lower as soft LNG feedgas flows due to terminal maintenance partially offset demand to meet summer cooling needs. — wsj.com · 07/15 9:55a https://www.wsj.com/finance/commodities-futures/u-s-natural-gas-futures-edge-down-in-early-trading-17fd161f • Inflation Has Peaked Again, Paving The Way For More Bull Market Gains June CPI fell 0.4%, reversing prior energy-driven increases and easing inflation concerns. Core inflation was flat, with declines in used cars, apparel, and medical care, signaling limited pass-through from war-related costs. — seekingalpha.com · 07/15 9:45a https://seekingalpha.com/article/4922260-inflation-has-peaked-again-paving-the-way-for-more-bull-market-gains • Dow rises 140 points as softer inflation, BlackRock, Paypal lift US stocks US stocks opened higher on Wednesday after investors responded to another softer-than-expected inflation report and a fresh round of corporate earnings. Chip stocks fell even after upbeat guidance from ASML. — invezz.com · 07/15 9:44a https://invezz.com/news/2026/07/15/dow-rises-140-points-as-softer-inflation-blackrock-paypal-lift-us-stocks/ • COUNTDOWN: Lummis reveals TIMELINE for CLAIRTY Act law Coinbase Chief Policy Officer Faryar Shirzad joins ‘Mornings with Maria' to discuss President Donald Trump's push for the CLAIRTY Act, the Senate's race to pass crypto legislation and why regulatory certainty could reshape the U.S. digital asset market. #foxbusiness #morningswit… — youtube.com · 07/15 9:30a https://www.youtube.com/watch?v=Hu43Inz3hTA

🐘 NEW BIG-CAP MOVERS:

1. PYPL +17% $55.29 (49B cap) PayPal, Veradermics, Alibaba And Other Big Stocks Moving Higher On Wednesday U.S. stocks were higher, with the Dow Jones index gaining around 100 points on Wednesday. — benzinga.com · 07/15 9:56a https://www.benzinga.com/trading-ideas/movers/26/07/60469912/paypal-veradermics-alibaba-and-other-big-stocks-moving-higher-on-wednesday

2. BABA +7% $119.68 (287B cap) Alibaba stock jumps as Apple integrates Qwen AI into Apple Intelligence in China Alibaba's US-listed shares rose more than 6% on Wednesday after the Chinese technology giant confirmed that its Qwen artificial intelligence model will power Apple Intelligence features for users in China. This marks a major milestone in Apple's long-delayed AI rollout in the co… — invezz.com · 07/15 10:20a https://invezz.com/news/2026/07/15/alibaba-stock-jumps-as-apple-integrates-qwen-ai-into-apple-intelligence-in-china/

3. RIVN +5% $18.43 (22B cap) Prediction: This Is What Rivian Stock Will Do if the R2 Is a Smashing Success The recent launch of Rivian Automotive's R2 line of vehicles could represent a turning point for the EV maker. Forecasts call for a growth resurgence in 2027 and beyond. — fool.com · 07/14 7:05p https://www.fool.com/investing/2026/07/14/prediction-this-is-what-rivian-stock-will-do-if-th/

4. ORCL +3% $132.00 (380B cap) Oracle Corporation (ORCL) Is a Trending Stock: Facts to Know Before Betting on It Oracle (ORCL) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects. — zacks.com · 07/15 10:05a https://www.zacks.com/stock/news/2953739/oracle-corporation-orcl-is-a-trending-stock-facts-to-know-before-betting-on-it?cid=CS-STOCKNEWSAPI-FT-tale_of_the_tape|most_searched_stocks-2953739

5. AAPL +3% $324.80 (4771B cap) Alibaba stock jumps as Apple integrates Qwen AI into Apple Intelligence in China Alibaba's US-listed shares rose more than 6% on Wednesday after the Chinese technology giant confirmed that its Qwen artificial intelligence model will power Apple Intelligence features for users in China. This marks a major milestone in Apple's long-delayed AI rollout in the co… — invezz.com · 07/15 10:20a https://invezz.com/news/2026/07/15/alibaba-stock-jumps-as-apple-integrates-qwen-ai-into-apple-intelligence-in-china/

📈 NEW GAINERS:

1. ELVA +40% $11.08 (550M cap) Electrovaya Announces Commercial Relationship with Amazon TORONTO, July 15, 2026 (GLOBE NEWSWIRE) -- Electrovaya Inc. (“Electrovaya” or the “Company”) (Nasdaq: ELVA, TSX: ELVA), a leading lithium-ion battery technology and manufacturing company, today announced a commercial agreement and a warrant transaction with Amazon (Nasdaq: AMZN)… — globenewswire.com · 07/15 8:52a https://www.globenewswire.com/news-release/2026/07/15/3327745/0/en/electrovaya-announces-commercial-relationship-with-amazon.html

2. AEHR +32% $94.70 (3.0B cap) AEHR stock explodes 40%: could it be a hidden winner of Nvidia's AI boom? Aehr Test Systems stock (NASDAQ: AEHR) surged more than 40% in extended trading on Tuesday after the semiconductor-equipment maker delivered stronger-than-expected earnings, record bookings and an aggressive growth forecast. The gain later eased, with the stock trading nearly 28… — invezz.com · 07/15 12:18a https://invezz.com/news/2026/07/15/aehr-stock-explodes-40-could-it-be-a-hidden-winner-of-nvidias-ai-boom/

3. CNXU +28% $12.11 (253M cap) The GLP-1s Are Creating Another Boom, a New $2 Billion Opportunity Exists in Aesthetics. Conexeu Is Building for It Highlights An unclaimed opportunity. Large-volume body contouring, and restoration of the breasts, hips, and buttocks is a significant injectable aesthetics category yet to be claimed. — globenewswire.com · 07/14 8:30a https://www.globenewswire.com/news-release/2026/07/14/3326851/0/en/the-glp-1s-are-creating-another-boom-a-new-2-billion-opportunity-exists-in-aesthetics-conexeu-is-building-for-it.html

4. PYPL +17% $55.26 (49B cap) PayPal, Veradermics, Alibaba And Other Big Stocks Moving Higher On Wednesday U.S. stocks were higher, with the Dow Jones index gaining around 100 points on Wednesday. — benzinga.com · 07/15 9:56a https://www.benzinga.com/trading-ideas/movers/26/07/60469912/paypal-veradermics-alibaba-and-other-big-stocks-moving-higher-on-wednesday

5. LCID +16% $5.36 (1.7B cap) LCID Deadline Alert: Levi & Korsinsky Reminds Lucid Group, Inc. (LCID) Investors of Securities Class Action Deadline on July 28, 2026 From Confidence to Crisis: How LCID Investor Sentiment Collapsed After Lucid Group Revealed a 29-Day Delivery Halt It Had Concealed During Weeks of Optimistic Guidance NEW YORK, July 15, 2026 /PRNewswire/ -- Levi & Korsinsky, LLP provides context on the dramatic shift in investo… — prnewswire.com · 07/15 10:07a https://www.prnewswire.com/news-releases/lcid-deadline-alert-levi--korsinsky-reminds-lucid-group-inc-lcid-investors-of-securities-class-action-deadline-on-july-28-2026-302825935.html

6. FBYD +16% $12.43 (487M cap) (no fresh news today — likely technical / low-coverage move)

7. HQ +15% $24.46 (1.3B cap) (no fresh news today — likely technical / low-coverage move)

8. MANE +15% $127.05 (5.3B cap) Veradermics Hair Loss Pill Shows Strong Phase II Signal in Women Veradermics NYSE: MANE said results from the female arms of Study 207, a phase II open-label trial of VDPHL01 for mild to moderate pattern hair loss, showed what company executives described as a strong proof-of-concept signal for the oral treatment. — marketbeat.com · 07/15 10:05a https://www.marketbeat.com/instant-alerts/veradermics-hair-loss-pill-shows-strong-phase-ii-signal-in-women-2026-07-15/

9. SECZ +13% $8.46 (1.3B cap) Securitize and Cantor Collaborate to Enable Onchain IPOs and Follow-On Offerings for Public Companies Pairs Cantor's equity capital markets and trading expertise with Securitize's regulated tokenization infrastructure to create a pathway for public companies to raise capital onchain MIAMI and NEW YORK, July 15, 2026 /PRNewswire/ -- Securitize Corp. ("Securitize")(NYSE: SECZ), th… — prnewswire.com · 07/15 8:57a https://www.prnewswire.com/news-releases/securitize-and-cantor-collaborate-to-enable-onchain-ipos-and-follow-on-offerings-for-public-companies-302825881.html

10. ANGO +11% $14.49 (598M cap) AngioDynamics, Inc. (ANGO) Q4 2026 Earnings Call Transcript AngioDynamics, Inc. (ANGO) Q4 2026 Earnings Call Transcript — seekingalpha.com · 07/14 10:59a https://seekingalpha.com/article/4921932-angiodynamics-inc-ango-q4-2026-earnings-call-transcript

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