🆕 Newsmakers — 10:30a ET, 2026-07-27 — new since last alert

📰 NEW MARKET THEMES: • Sam Altman to meet with Trump administration, Senators this week. Here's what he plans to say OpenAI CEO Sam Altman is set to meet with senior Trump administration officials, lawmakers and economists in Washington, D.C. He will preview the capabilities of the company's upcoming AI models and field questions about cybersecurity and the company's stance on open-weight mode… — cnbc.com · 07/27 10:21a https://www.cnbc.com/2026/07/27/altman-trump-china-open-weight-ai.html • Nasdaq 100: Oil Break Lifts Tech Stocks Before Fed and Megacap Earnings Test Stock futures rally Monday as crude oil drops sharply. The FOMC on Wednesday and Amazon, Apple, Meta and Microsoft earnings will decide if the bid survives. — fxempire.com · 07/27 10:07a https://www.fxempire.com/forecasts/article/nasdaq-100-oil-break-lifts-tech-stocks-before-fed-and-megacap-earnings-test-1612982 • Fanatics, BGC Ink Prediction Markets Deal Fanatics struck a deal to buy a federally regulated derivatives exchange and clearinghouse from BGC Group Inc. to partner on prediction markets for retail and institutional investors. Katherine Doherty has more on "Bloomberg Open Interest. — youtube.com · 07/27 10:00a https://www.youtube.com/watch?v=RU_pGSNtGWk • Dow jumps 600 points as US-Iran pause lifts stocks ahead of Fed decision US stocks opened higher on Monday as easing tensions between the United States and Iran boosted investor sentiment, while a sharp decline in oil prices lifted travel-related stocks ahead of a crucial week featuring major technology earnings, key inflation data and the Federal Re… — invezz.com · 07/27 9:40a https://invezz.com/news/2026/07/27/dow-jumps-600-points-as-us-iran-pause-lifts-stocks-ahead-of-fed-decision/ • The Stock Market Is Not Overvalued, Yet Despite geopolitical risks and inflation fears, S&P 500 earnings growth has surged to 39.3%, supporting continued market gains. AI-driven capex has likely peaked in hardware and semiconductor stocks, with multiples reverting as the cycle matures, possibly by 2027. — seekingalpha.com · 07/27 9:28a https://seekingalpha.com/article/4925855-the-stock-market-is-not-overvalued-yet

🐘 NEW BIG-CAP MOVERS:

1. BMNR +11% $17.57 (10B cap) Strategy Climbs 3%, BitMine Surges 7%, SharpLink Rises 5% as Crypto Stocks Bounce Back Toward $65K Bitcoin Strategy (NASDAQ:MSTR | MSTR Price Prediction) (formerly Microstrategy) shares are up 3% to $94.43 early Monday as a broad crypto relief rally lifts the treasury names. — 247wallst.com · 07/27 9:38a https://247wallst.com/investing/2026/07/27/strategy-climbs-3-bitmine-surges-7-sharplink-rises-5-as-crypto-stocks-bounce-back-toward-65k-bitcoin/

📈 NEW GAINERS:

1. FBRX +40% $76.44 (1.6B cap) FBRX Stock Alert: Halper Sadeh LLC is Investigating Whether Forte Biosciences, 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 Forte Biosciences, Inc. (NASDAQ: FBRX) to argenx for $77.00 per share in cash.Halper Sadeh encourages Forte shareholders to click here to learn more about their rights and opti… — businesswire.com · 07/27 9:20a https://www.businesswire.com/news/home/20260727624344/en/FBRX-Stock-Alert-Halper-Sadeh-LLC-is-Investigating-Whether-Forte-Biosciences-Inc.-is-Obtaining-a-Fair-Price-for-its-Shareholders/

2. TRAX +21% $42.80 (1.5B cap) (no fresh news today — likely technical / low-coverage move)

3. GENI +13% $7.35 (1.9B cap) (no fresh news today — likely technical / low-coverage move)

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