🆕 Newsmakers — 10:30a ET, 2026-07-21 — new since last alert

📰 NEW MARKET THEMES: • CPC has stopped accepting Kazakh oil due to attacks on tankers, sources say The Caspian Pipeline Consortium has stopped receiving oil from Kazakhstan ​following the suspension of loadings due ‌to attacks on oil tankers at its Black Sea terminal, three industry sources said ​on Tuesday. — reuters.com · 07/21 10:05a https://www.reuters.com/business/energy/cpc-has-stopped-accepting-kazakh-oil-due-attacks-tankers-sources-say-2026-07-21/ • Independent Bank: After Q2 Earnings, I See Upside (Rating Upgrade) Independent Bank Corp., parent of Rockland Trust, operates across the Northeast and deserves a buy rating. If execution continues, the valuation discount should narrow. Strong profitability, disciplined underwriting, and an attractive INDB valuation outweigh slower loan growth. — seekingalpha.com · 07/21 10:04a https://seekingalpha.com/article/4923753-independent-bank-after-q2-earnings-i-see-upside-rating-upgrade • Washington judge blocks Kalshi contracts, cites state's gambling law A judge granted Washington's request to block Kalshi from offering its so-called event contracts in the state, saying ​the prediction markets platform likely violated the state's gambling ‌laws. — reuters.com · 07/21 9:52a https://www.reuters.com/legal/government/washington-judge-blocks-kalshi-contracts-cites-states-gambling-law-2026-07-21/ • Small Caps Challenge Momentum Factor's Throne The momentum risk factor has been leading the field in recent history, but there are signs that a rotation may be underway, based on a set of ETFs through yesterday's close (July 20). After a long run of relatively weak small-cap results, the recent strength for these shares rai… — seekingalpha.com · 07/21 9:41a https://seekingalpha.com/article/4923741-small-caps-challenge-momentum-factors-throne • Tech Takes Wall Street Steering Wheel Despite Iran War & Canadian Tariff Pressures Attention is shifting from the macro to earnings, says Kevin Hincks, and its showing in Tuesday morning's price action as tech retakes command of Wall Street. However, as he explains, the mounting tensions between the U.S. and Iran can set the foundation for a failed rally later… — youtube.com · 07/21 9:34a https://www.youtube.com/watch?v=hT-D7v2lezM

🐘 NEW BIG-CAP MOVERS:

1. SPCX +7% $128.06 (1674B cap) SpaceX sets earnings date, triggering first lock-up expiration for millions of shares SpaceX's stock rose on Tuesday and tried to break a seven-day losing streak The company set Aug. 4 as its first earnings report, which triggers a major lock-up expiration — cnbc.com · 07/21 10:11a https://www.cnbc.com/2026/07/21/spacex-spcx-earnings-lock-up-expiration.html

2. INTC +6% $102.70 (516B cap) Intel plans layoffs within its data center group Intel is planning layoffs within its data center group, the chipmaker confirmed to Business Insider. A spokesperson said the cuts are part of a broader effort to become "more focused and efficient. — businessinsider.com · 07/21 10:07a https://www.businessinsider.com/intel-layoffs-data-center-group-2026-7

3. IREN +4% $41.92 (15B cap) IREN Limited (IREN) Soars 19.6%: Is Further Upside Left in the Stock? IREN Limited (IREN) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road. — zacks.com · 07/21 9:06a https://www.zacks.com/stock/news/2957030/iren-limited-iren-soars-19-6-is-further-upside-left-in-the-stock?cid=CS-STOCKNEWSAPI-FT-tale_of_the_tape|daily_price_change_5%-2957030

4. IBIT +3% $37.81 (63B cap) Alpha Zero LLC Increases Stock Position in iShares Bitcoin Trust ETF $IBIT Alpha Zero LLC increased its holdings in shares of iShares Bitcoin Trust ETF (NASDAQ: IBIT) by 43.8% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 84,035 shares of the company's stock af… — defenseworld.net · 07/21 3:09a https://www.defenseworld.net/2026/07/21/alpha-zero-llc-increases-stock-position-in-ishares-bitcoin-trust-etf-ibit.html

📈 NEW GAINERS:

1. UTZ +89% $14.07 (1.2B cap) QUICK SPARK: Jim Cramer Called Utz A 'Nice Price,' Wall Street Is Paying 91% More Jim Cramer praised Utz Brands Inc (NYSE:UTZ) on Tuesday morning, calling it a “nice price” and saying he was a fan of its potato chips. Minutes later, the snack maker announced it had agreed to be acquired by Germany's Intersnack Group in a $14.25-per-share all-cash deal, a 91%… — benzinga.com · 07/21 9:14a https://www.benzinga.com/trading-ideas/movers/26/07/60576215/quick-spark-jim-cramer-called-utz-a-nice-price-wall-street-is-paying-91-more

2. AEHR +22% $94.38 (3.0B cap) Best Momentum Stocks to Buy for July 20th STT, AEHR and NBIS made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on July 20, 2026. — zacks.com · 07/20 11:16a https://www.zacks.com/commentary/2956039/best-momentum-stocks-to-buy-for-july-20th?cid=CS-STOCKNEWSAPI-FT-zacks_1_rank_additions|momentum_additions-2956039

3. PKE +18% $38.51 (810M cap) Park Aerospace Corp. (PKE) Q1 2027 Earnings Call Transcript Park Aerospace Corp. (PKE) Q1 2027 Earnings Call Transcript — seekingalpha.com · 07/20 9:31p https://seekingalpha.com/article/4923585-park-aerospace-corp-pke-q1-2027-earnings-call-transcript

4. FWRD +16% $15.34 (486M cap) Forward Air Corporation Provides Customer Update DALLAS--(BUSINESS WIRE)--Forward Air Corporation (NASDAQ:FWRD) (the “Company”, “Forward”, “we”, “our”, or “us”) today provided an update regarding ongoing discussions with one of its largest customers (the “Customer”). As previously disclosed on May 7, 2026, the Company has been… — businesswire.com · 07/21 7:30a https://www.businesswire.com/news/home/20260721078325/en/Forward-Air-Corporation-Provides-Customer-Update/

5. LPTH +15% $11.92 (574M cap) (no fresh news today — likely technical / low-coverage move)

6. SWMR +14% $44.64 (486M cap) (no fresh news today — likely technical / low-coverage move)

7. SECZ +14% $7.56 (1.1B cap) (no fresh news today — likely technical / low-coverage move)

8. MUU +14% $32.32 (1.7B cap) (no fresh news today — likely technical / low-coverage move)

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