🆕 Newsmakers — 10:30a ET, 2026-07-23 — new since last alert

📰 NEW MARKET THEMES: • Credo Is Entering Phase Two Credo completed the DustPhotonics acquisition, expanding into silicon photonics and creating a vertically integrated AI connectivity platform beyond AECs. Management expects optical products to generate more than $600 million in fiscal 2027, with three product families each exce… — seekingalpha.com · 07/23 10:00a https://seekingalpha.com/article/4924562-credo-is-entering-phase-two • Market Open: Stocks Fall, Yields Soar, Oil Tops $90 on Iran Escalation • 7/23/26 CNBC Business News Update with Jessica Ettinger - Markets & Business News With Expert Analysis From Top Business Names. Visit CNBC.com For More. — youtube.com · 07/23 9:52a https://www.youtube.com/watch?v=lZSTaxFxBII • Equities surpass real estate as top US wealth driver for first time since WW2, Goldman says U.S. equity holdings have surpassed real estate as a share of net financial wealth for the first ​time since World War Two, Goldman Sachs said, underscoring how ‌stocks have become a dominant driver of household wealth and consumer spending. "Equity gains have been the dominant… — reuters.com · 07/23 9:47a https://www.reuters.com/business/finance/equities-surpass-real-estate-top-us-wealth-driver-first-time-since-ww2-goldman-2026-07-23/ • Dow tanks over 600 points as oil surge, Alphabet and Tesla earnings weigh on markets US stocks fell sharply on Thursday as escalating tensions in the Middle East sent oil prices higher, while disappointing reactions to earnings from Alphabet and Tesla added pressure to the broader market. The Dow Jones Industrial Average lost 604 points, or 1.2%, while the S&P 5… — invezz.com · 07/23 9:43a https://invezz.com/news/2026/07/23/dow-tanks-over-600-points-as-oil-surge-alphabet-and-tesla-earnings-weigh-on-markets/ • Where the Stock Market May Be Heading Next and What to Buy Now #TheMorningFilter #StockMarketOutlook #EconomicOutlook Morningstar's chief market strategist and economist share their outlooks for the second half of 2026. In this bonus episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski are joined by Morningstar c… — youtube.com · 07/23 9:30a https://www.youtube.com/watch?v=2o9eiEaisfo

🐘 NEW BIG-CAP MOVERS:

1. CIFR +8% $26.37 (11B cap) (no fresh news today — likely technical / low-coverage move)

2. SKHY +6% $175.41 (1245B cap) SK Hynix stock gains: ADR conversion cap could keep US shares trading at a premium SK Hynix's US-listed shares rose in premarket trading on Thursday. A report said the South Korean memory chipmaker has capped the number of domestic shares that can be converted into American depositary receipts (ADRs). — invezz.com · 07/23 9:30a https://invezz.com/news/2026/07/23/sk-hynix-stock-gains-adr-conversion-cap-could-keep-us-shares-trading-at-a-premium/

3. SMCI +5% $32.03 (21B cap) Super Micro: The AI Boom Is Coming Back Home (Upgrade) Super Micro Computer finally gets a timely upgrade to a Buy, with renewed AI CapEx imperatives and a rock-solid preliminary Q4 business update. SMCI's gross margin outlook of 15–17% and a $60B+ order backlog provide visibility into a more robust FY2027, despite revenue at the lo… — seekingalpha.com · 07/23 9:30a https://seekingalpha.com/article/4924645-super-micro-the-ai-boom-is-coming-back-home-upgrade

4. MU +4% $999.52 (1129B cap) Elon Musk's Unexpected Micron Moment — A Strange Twist in Tesla's Earnings Call Tesla Inc. (NASDAQ:TSLA) investors expected Elon Musk to discuss Robotaxis, Optimus and artificial intelligence during the company's second-quarter earnings call. Few likely expected the CEO to pause and publicly thank Micron Technology Inc. (NASDAQ:MU). — benzinga.com · 07/23 9:35a https://www.benzinga.com/trading-ideas/long-ideas/26/07/60637429/elon-musks-unexpected-micron-moment-a-strange-twist-in-teslas-earnings-call

📈 NEW GAINERS:

1. NVEC +38% $119.58 (581M cap) NVE Corporation (NVEC) Q1 2027 Earnings Call Transcript NVE Corporation (NVEC) Q1 2027 Earnings Call Transcript — seekingalpha.com · 07/22 8:30p https://seekingalpha.com/article/4924433-nve-corporation-nvec-q1-2027-earnings-call-transcript

2. TSLQ +27% $25.38 (1.6B cap) (no fresh news today — likely technical / low-coverage move)

3. NVCR +24% $19.37 (2.2B cap) NovoCure (NVCR) Reports Q2 Loss, Beats Revenue Estimates NovoCure (NVCR) came out with a quarterly loss of $0.13 per share versus the Zacks Consensus Estimate of a loss of $0.3. This compares to a loss of $0.36 per share a year ago. — zacks.com · 07/23 9:16a https://www.zacks.com/stock/news/2958880/novocure-nvcr-reports-q2-loss-beats-revenue-estimates?cid=CS-STOCKNEWSAPI-FT-tale_of_the_tape|yseop_template_4-2958880

4. CLF +18% $11.14 (6.4B cap) Cleveland-Cliffs Revenue Up on Continued Steel Demand Cleveland-Cliffs reported higher first-quarter revenue as steel demand continued to improve despite continuing global tensions. — wsj.com · 07/23 8:31a https://www.wsj.com/business/earnings/cleveland-cliffs-revenue-up-on-continued-steel-demand-e9f48d3c

5. THRM +16% $41.97 (1.3B cap) Gentherm Q2 Earnings Call Highlights Gentherm NASDAQ: THRM raised its full-year 2026 outlook after reporting record quarterly product revenue and stronger-than-expected automotive demand in the second quarter, executives said on the company's earnings call. — marketbeat.com · 07/23 9:07a https://www.marketbeat.com/instant-alerts/gentherm-q2-earnings-call-highlights-2026-07-23/

6. MEDP +15% $606.29 (17B cap) Medpace (MEDP) Beats Q2 Earnings and Revenue Estimates Medpace (MEDP) came out with quarterly earnings of $4.25 per share, beating the Zacks Consensus Estimate of $4.08 per share. This compares to earnings of $3.1 per share a year ago. — zacks.com · 07/22 6:56p https://www.zacks.com/stock/news/2958656/medpace-medp-beats-q2-earnings-and-revenue-estimates?cid=CS-STOCKNEWSAPI-FT-tale_of_the_tape|yseop_template_4-2958656

7. OTLY +13% $12.21 (381M cap) Why Oatly Stock Jumped Today New flavors and drink formats are broadening Oatly's appeal. Management lifted its revenue forecast for 2026. — fool.com · 07/22 10:05p https://www.fool.com/investing/2026/07/22/why-oatly-stock-otly-is-up-today/

8. IMAX +13% $44.34 (2.4B cap) Imax (IMAX) Q2 Earnings and Revenues Surpass Estimates Imax (IMAX) came out with quarterly earnings of $0.43 per share, beating the Zacks Consensus Estimate of $0.28 per share. This compares to earnings of $0.26 per share a year ago. — zacks.com · 07/23 9:40a https://www.zacks.com/stock/news/2958905/imax-imax-q2-earnings-and-revenues-surpass-estimates?cid=CS-STOCKNEWSAPI-FT-tale_of_the_tape|yseop_template_4-2958905

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