🆕 Newsmakers — 10:30a ET, 2026-07-24 — new since last alert

📰 NEW MARKET THEMES: • Things Are Getting Interesting In Macro Kingdom Today is a risk-off session with an oil supply shock overlay, not a clean trend day. The collateral liquidity matters here. — seekingalpha.com · 07/24 10:05a https://seekingalpha.com/article/4925305-things-getting-interesting-in-macro-kingdom • U.S. economy began to speed up — until Iran peace talks failed and oil prices surged again S&P surveys show rising inflation and supply woes — marketwatch.com · 07/24 10:03a https://www.marketwatch.com/story/u-s-economy-began-to-speed-up-until-iran-peace-talks-failed-and-oil-prices-surged-again-3fce66b2 • Fed's Warsh Should Hike Rates When He Can, Not When He Must, Dutta Says Neil Dutta of Renaissance Macro Research says Federal Reserve Chairman Kevin Warsh should hike interest rates when he can, not when he must. Dutta says Warsh can probably get the FOMC to hold rates steady this month, but he may not be so lucky in September. — youtube.com · 07/24 9:49a https://www.youtube.com/watch?v=0ynA5KVpxKU • The 30-year Treasury yield is closing in on 5.2%. A surge to 6% could slam stocks. Long-bond yield spike is increasingly possible — threatening to deepen losses for popular long-term Treasury and TIPS ETFs. — marketwatch.com · 07/24 9:44a https://www.marketwatch.com/story/the-30-year-treasury-yield-is-closing-in-on-5-2-a-surge-to-6-could-slam-stocks-fa9631fb • We don't expect the Strait of Hormuz to reopen until next year, says Kpler's Matt Smith Matt Smith, Kpler director of commodity research, joins 'Squawk Box' to discuss the impact of the Iran war on energy prices, fate of the Strait of Hormuz, oil price outlook, and more. — youtube.com · 07/24 9:40a https://www.youtube.com/watch?v=zQLwPUARJTU

🐘 NEW BIG-CAP MOVERS:

1. SLB +10% $51.77 (77B cap) SLB (SLB) Tops Q2 Earnings and Revenue Estimates SLB (SLB) came out with quarterly earnings of $0.55 per share, beating the Zacks Consensus Estimate of $0.51 per share. This compares to earnings of $0.74 per share a year ago. — zacks.com · 07/24 9:01a https://www.zacks.com/stock/news/2959933/slb-slb-tops-q2-earnings-and-revenue-estimates?cid=CS-STOCKNEWSAPI-FT-tale_of_the_tape|yseop_template_4-2959933

2. T +3% $23.66 (162B cap) TELUS Corporation $TU Shares Acquired by Bank of Nova Scotia Bank of Nova Scotia boosted its holdings in TELUS Corporation (NYSE: TU) (TSE: T) by 20.4% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 21,108,090 shares of the Wireless communications… — defenseworld.net · 07/24 4:03a https://www.defenseworld.net/2026/07/24/telus-corporation-tu-shares-acquired-by-bank-of-nova-scotia.html

3. VZ +3% $45.03 (188B cap) Verizon Communications (VZ) Q2 Earnings Surpass Estimates Verizon Communications (VZ) came out with quarterly earnings of $1.3 per share, beating the Zacks Consensus Estimate of $1.27 per share. This compares to earnings of $1.22 per share a year ago. — zacks.com · 07/24 9:16a https://www.zacks.com/stock/news/2959950/verizon-communications-vz-q2-earnings-surpass-estimates?cid=CS-STOCKNEWSAPI-FT-tale_of_the_tape|yseop_template_4-2959950

📈 NEW GAINERS:

1. SAFT +41% $103.05 (1.5B cap) SAFT Stock Alert: Halper Sadeh LLC is Investigating Whether Safety Insurance Group Inc. is Obtaining a Fair Price for its Shareholders NEW YORK--(BUSINESS WIRE)--Halper Sadeh LLC, an investor rights law firm, is investigating the sale of Safety Insurance Group Inc. (NASDAQ: SAFT) to an affiliate of Mapfre S.A. for $105.00 per share in cash.Halper Sadeh encourages Safety Insurance shareholders to click here to l… — businesswire.com · 07/24 6:33a https://www.businesswire.com/news/home/20260724630704/en/SAFT-Stock-Alert-Halper-Sadeh-LLC-is-Investigating-Whether-Safety-Insurance-Group-Inc.-is-Obtaining-a-Fair-Price-for-its-Shareholders/

2. THC +22% $243.18 (21B cap) Why Tenet Healthcare Stock Is Surging 23% Today While This Rival Lags Behind Tenet and HCA Healthcare present Wall Street with different pictures of their operations as the companies report second-quarter earnings. — barrons.com · 07/24 9:59a https://www.barrons.com/articles/tenet-healthcare-earnings-stock-price-hca-d6e2635f

3. RNG +20% $46.51 (4.0B cap) RingCentral: FCF Growth Amid AI Sales Pivot Is Impossible To Ignore RingCentral offers a compelling AI-driven growth story, with shares up ~40% YTD and a recent Q2 beat-and-raise. RNG's AI contact center products are driving >100% net retention and higher average revenue per customer. Valuation remains attractive: RNG trades at modest multiples… — seekingalpha.com · 07/24 6:30a https://seekingalpha.com/article/4925122-ringcentral-fcf-growth-amid-ai-sales-pivot-is-impossible-to-ignore

4. WRLD +16% $210.06 (975M cap) World Acceptance Corporation Reports Fiscal 2027 First Quarter Results World Acceptance Corporation (NASDAQ: WRLD) today reported financial results for its first quarter of fiscal 2027. First fiscal quarter highlights Highligh — gurufocus.com · 07/24 8:00a https://www.gurufocus.com/news/8977539/world-acceptance-corporation-reports-fiscal-2027-first-quarter-results

5. BAH +15% $75.87 (9.1B cap) Booz Allen Hamilton Q1 Earnings Call Highlights Booz Allen Hamilton NYSE: BAH reported first-quarter fiscal 2027 revenue of $2.8 billion, down 4.2% from a year earlier, as growth in its national security portfolio was offset by continued weakness in civil work. The government-services company said profitability and cash flow… — marketbeat.com · 07/24 10:04a https://www.marketbeat.com/instant-alerts/booz-allen-hamilton-q1-earnings-call-highlights-2026-07-24/

6. DLR +14% $204.03 (73B cap) Here Are Friday’s Top Wall Street Analyst Research Calls: Albertsons, Blue Owl Capital, Cleveland-Cliffs, Chime Financial, Digital Realty, Dover, PayPal Holdings, SpaceX, and More Markets took a brutal hit Thursday as oil prices, surging interest rates, and Middle East tensions sent every major index deep into the red. See which stocks analysts are upgrading, downgrading, and initiating fresh coverage on as Wall Street braces for more turbulence. — 247wallst.com · 07/24 8:00a https://247wallst.com/investing/2026/07/24/here-are-fridays-top-wall-street-analyst-research-calls-albertsons-blue-owl-capital-cleveland-cliffs-chime-financial-digital-realty-dover-paypal-holdings-spacex-and-more/

7. WKC +11% $40.23 (2.1B cap) World Kinect Corporation (WKC) Q2 2026 Earnings Call Transcript World Kinect Corporation (WKC) Q2 2026 Earnings Call Transcript — seekingalpha.com · 07/24 12:00a https://seekingalpha.com/article/4925066-world-kinect-corporation-wkc-q2-2026-earnings-call-transcript

8. VABK +10% $48.59 (263M cap) VIRGINIA NATIONAL BANKSHARES CORPORATION ANNOUNCES 2026 SECOND QUARTER EARNINGS AND QUARTERLY DIVIDEND CHARLOTTESVILLE, Va., July 23, 2026 /PRNewswire/ -- Virginia National Bankshares Corporation (NASDAQ: VABK) (the "Company") today reported quarterly net income of $9.0 million, or $1.65 per diluted share, for the quarter ended June 30, 2026, compared to $4.2 million, or $0.78 pe… — prnewswire.com · 07/23 4:15p https://www.prnewswire.com/news-releases/virginia-national-bankshares-corporation-announces-2026-second-quarter-earnings-and-quarterly-dividend-302833351.html

9. SSNC +10% $73.68 (18B cap) Assetmark Inc. Sells 35,135 Shares of SS&C Technologies Holdings, Inc. $SSNC Assetmark Inc. trimmed its position in SS&C Technologies Holdings, Inc. (NASDAQ: SSNC) by 53.5% in the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 30,528 shares of the technology company's… — defenseworld.net · 07/24 3:51a https://www.defenseworld.net/2026/07/24/assetmark-inc-sells-35135-shares-of-ssc-technologies-holdings-inc-ssnc.html

10. UVE +10% $41.44 (1.2B cap) Universal Insurance Holdings (UVE) Q2 Earnings and Revenues Beat Estimates Universal Insurance Holdings (UVE) came out with quarterly earnings of $1.84 per share, beating the Zacks Consensus Estimate of $1.43 per share. This compares to earnings of $1.23 per share a year ago. — zacks.com · 07/23 7:21p https://www.zacks.com/stock/news/2959785/universal-insurance-holdings-uve-q2-earnings-and-revenues-beat-estimates?cid=CS-STOCKNEWSAPI-FT-tale_of_the_tape|yseop_template_4-2959785

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