🆕 Newsmakers — 10:30a ET, 2026-07-17 — new since last alert

📰 NEW MARKET THEMES: • Musk's X, major labels end dispute over music on social-media platform A group of major music publishers including Universal Music Group and Sony Music have agreed to end a legal dispute ​with Elon Musk's X Corp over the use of their music ‌on the X social-media platform, according to federal court filings. — reuters.com · 07/17 10:14a https://www.reuters.com/legal/litigation/musks-x-major-labels-end-dispute-over-music-social-media-platform-2026-07-17/ • China's New AI Fuels Tech Rout A surprise breakthrough from a Chinese artificial intelligence startup rippled through global markets Friday, sending AI and semiconductor stocks sharply lower. The catalyst was Moonshot's new Kimi K3 model, which the company said rivals the strongest offerings from OpenAI and A… — youtube.com · 07/17 10:11a https://www.youtube.com/watch?v=oDYOS-3TEME • Connecticut Water Agency's $2.4B Bond Sale Is a Blowout Bloomberg's Martin Braun joins Scarlet Fu on "Bloomberg Real Yield." Investors placed more than $70 billion in orders for about $2.4 billion of tax-exempt bonds sold by the Aquarion Water Authority in Connecticut to pay for a water company it's buying from Eversource Energy. — youtube.com · 07/17 10:10a https://www.youtube.com/watch?v=aQ7JJzEO1d4 • Jeff Currie Says Situation in Energy Is ‘Dire' Jeffrey Currie discusses the current complexities in the oil market. He highlighted that despite one of the highest crack spreads since the mid-1980s, crude oil futures have softened due to significant disruptions. — youtube.com · 07/17 10:05a https://www.youtube.com/watch?v=DfBp8bRh94c • FAA chief vows fast time-table to reform US air traffic control systems The head of the Federal Aviation ​Administration says the agency ‌needs another $10 billion from Congress to reform the antiquated ​U.S. air traffic control ​system as policymakers prepare for ⁠traffic to double ​in the next two decades. — reuters.com · 07/17 10:03a https://www.reuters.com/world/faa-chief-vows-fast-time-table-reform-us-air-traffic-control-systems-2026-07-17/

🐘 NEW BIG-CAP MOVERS:

1. SKHY +3% $156.17 (1132B cap) Surprise Reason Why SK Hynix Is Today's Standout Chip Stock SK Hynix stock was the biggest gainer among large semiconductor companies in early U.S. trading. — barrons.com · 07/17 7:32a https://www.barrons.com/articles/sk-hynix-stock-price-chips-4ea14bb1

2. MU +2% $870.80 (981B cap) 3 Semiconductor Stocks to Buy Before AI Demand Explodes in July AI infrastructure spending has become a supply-constrained reality. — 247wallst.com · 07/17 9:00a https://247wallst.com/investing/2026/07/17/3-semiconductor-stocks-to-buy-before-ai-demand-explodes-in-july/

📈 NEW GAINERS:

1. PHOE +28% $31.75 (686M cap) (no fresh news today — likely technical / low-coverage move)

2. SG +17% $7.29 (867M cap) Why Sweetgreen Stock Just Wiped Out This Year's Gains No cases of cyclosporiasis have been tied to Sweetgreen, or any producers, for that matter. — barrons.com · 07/16 12:15p https://www.barrons.com/articles/sweetgreen-stock-price-lettuce-b7967b06

3. ITG +16% $12.23 (1.5B cap) (no fresh news today — likely technical / low-coverage move)

4. TRVI +14% $19.77 (2.8B cap) (no fresh news today — likely technical / low-coverage move)

5. FEIM +13% $63.65 (626M cap) Why Frequency Electronics Stock Is Plummeting Today Frequency Electronics reported fourth-quarter 2026 financial results after the market closed yesterday. Although the company reported disappointing Q4 2026 revenue, management provided an auspicious outlook over the next several years. — fool.com · 07/16 12:44p https://www.fool.com/investing/2026/07/16/why-frequency-electronics-stock-is-plummeting-toda/

6. GPRE +13% $19.45 (1.4B cap) (no fresh news today — likely technical / low-coverage move)

7. ZNTL +13% $5.16 (367M cap) (no fresh news today — likely technical / low-coverage move)

8. SLS +11% $13.09 (2.4B cap) (no fresh news today — likely technical / low-coverage move)

9. DUOG +9% $52.08 (1.1B cap) (no fresh news today — likely technical / low-coverage move)

10. MANE +9% $115.42 (4.8B cap) Veradermics: VDPHL01 Looks Promising Enough On Paper MANE's main drug candidate is VDPHL01. This asset already has encouraging male and female data for hair loss. However, VDPHL01 still needs pivotal data to make it ready for a potential FDA submission. If approved, VDPHL01 would compete as a cash-pay prescription treatment for pa… — seekingalpha.com · 07/17 8:40a https://seekingalpha.com/article/4922958-veradermics-vdphl01-looks-promising-enough-on-paper

11. FCEL +9% $18.82 (996M cap) (no fresh news today — likely technical / low-coverage move)

12. CADL +9% $10.30 (565M cap) (no fresh news today — likely technical / low-coverage move)

13. DCBO +9% $20.12 (511M cap) Docebo Inc. Announces Substantial Issuer Bid, Preliminary Unaudited Second Quarter 2026 Financial Results, Initial Q3-2026 and Revised FY2026 Guidance TORONTO--(BUSINESS WIRE)--Docebo Inc. (NASDAQ: DCBO; TSX: DCBO) (“Docebo” or the “Company”), the Enterprise Platform for the AI-era workforce, unifying skills intelligence, learning, and knowledge in one closed loop, announced that its board of directors (the “Board”) has approv… — businesswire.com · 07/17 6:30a https://www.businesswire.com/news/home/20260717388795/en/Docebo-Inc.-Announces-Substantial-Issuer-Bid-Preliminary-Unaudited-Second-Quarter-2026-Financial-Results-Initial-Q3-2026-and-Revised-FY2026-Guidance/

14. QH +8% $6.60 (599M cap) (no fresh news today — likely technical / low-coverage move)

15. TRV +8% $366.10 (78B cap) Travelers (TRV) Q2 Earnings Top Estimates Travelers (TRV) came out with quarterly earnings of $10.04 per share, beating the Zacks Consensus Estimate of $5.31 per share. This compares to earnings of $6.51 per share a year ago. — zacks.com · 07/17 9:25a https://www.zacks.com/stock/news/2955384/travelers-trv-q2-earnings-top-estimates?cid=CS-STOCKNEWSAPI-FT-tale_of_the_tape|yseop_template_4-2955384

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