🆕 Newsmakers — 10:30a ET, 2026-07-28 — new since last alert

📰 NEW MARKET THEMES: • U.S. Natural Gas Futures Extend Decline U.S. natural gas futures were lower with the market continuing to shrug at summer heat while focusing on strong production, abundant inventories and soft LNG. — wsj.com · 07/28 10:17a https://www.wsj.com/finance/commodities-futures/u-s-natural-gas-futures-extend-decline-aa7fa03c • Hedge funds on track for another stellar year on AI boom Global hedge funds are on track for another blockbuster ​year, as they look to surpass their returns from 2025 after an artificial intelligence boom buoyed ‌first-half performance for money managers across most investment strategies, according to a Goldman Sachs note sent to cli… — reuters.com · 07/28 10:01a https://www.reuters.com/business/finance/hedge-funds-track-another-stellar-year-ai-boom-2026-07-28/ • AllianceBernstein: Record AUM In Q2, Big Yield And Steady Fundamentals AllianceBernstein Holding L.P. remains a Buy, with units attractively priced despite underperformance versus the S&P 500 and Financials sector YTD. Q2 results were soft, with EPS and revenue slightly missing expectations, but AUM reached a record $905.5 billion and net flows tur… — seekingalpha.com · 07/28 9:47a https://seekingalpha.com/article/4926249-alliancebernstein-record-aum-in-q2-big-yield-and-steady-fundamentals • Nasdaq falls as chip stocks slide ahead of Fed, Big Tech earnings US stocks opened lower on Tuesday, with the Nasdaq underperforming as renewed weakness in semiconductor stocks overshadowed gains in consumer-focused companies. Investors remained cautious ahead of quarterly earnings from several of the largest technology companies and the Feder… — invezz.com · 07/28 9:42a https://invezz.com/news/2026/07/28/nasdaq-falls-as-chip-stocks-slide-ahead-of-fed-big-tech-earnings/ • Expect Dissents at Latest Fed Rate Meeting, Duke Says Former Federal Reserve Governor Betsy Duke does not expect the Federal Reserve to move on interest rates Wednesday, but she does say a good case can be made for a quarter-point hike. She speaks on "Bloomberg The Close. — youtube.com · 07/28 9:41a https://www.youtube.com/watch?v=zDID20eqCaI

🐘 NEW BIG-CAP MOVERS:

1. NFLX +5% $73.57 (306B cap) 3 Stocks Standing Out and 2 Losing Momentum as the Tech Rally Cracks Spend too much on AI and get punished. Spend too little and get punished harder. — marketbeat.com · 07/28 9:45a https://www.marketbeat.com/articles/3-stocks-standing-out-and-2-losing-momentum-as-the-tech-rally-cracks/

2. T +3% $25.23 (173B cap) Stock Market Today, July 27: D-Wave Surges on Nasdaq Debut and Expanded AT&T Deal D-Wave jumped 20% after an expanded AT&T partnership for quantum network optimization, today, July 27, 2026. — fool.com · 07/27 5:06p https://www.fool.com/coverage/stock-market-today/2026/07/27/stock-market-today-july-27-d-wave-surges-on-nasdaq-debut-and-expanded-att-deal/

3. PFE +3% $25.45 (145B cap) Pfizer: Calling The Bottom - The Patent Cliff Is Real, But The Valuation Has Fallen Too Far I initiate Pfizer with a contrarian BUY rating and a $32 price target for 2026 Q3-Q4. PFE's non-COVID portfolio demonstrates resilience, with Padcev, Vyndamax, and new launches driving operational growth despite patent cliffs. Padcev's July 2026 approval expands its addressable… — seekingalpha.com · 07/27 12:01p https://seekingalpha.com/article/4925903-pfizer-the-patent-cliff-is-real-but-the-valuation-has-fallen-too-far

📈 NEW GAINERS:

1. ITRI +22% $103.43 (4.6B cap) Itron Announces Second Quarter 2026 Financial Results LIBERTY LAKE, Wash, July 28, 2026 (GLOBE NEWSWIRE) -- Itron, Inc. (NASDAQ: ITRI), which is innovating new ways for utilities and cities to manage energy and water, announced today financial results for its second quarter ended June 30, 2026. Key results for the quarter include (… — globenewswire.com · 07/28 8:30a https://www.globenewswire.com/news-release/2026/07/28/3334251/0/en/Itron-Announces-Second-Quarter-2026-Financial-Results.html

2. KNSA +21% $76.74 (5.8B cap) Kiniksa Pharmaceuticals International Q2 Earnings Call Highlights Kiniksa Pharmaceuticals International NASDAQ: KNSA reported second-quarter ARCALYST revenue of $243.6 million, up 55% from a year earlier and more than $29 million from the first quarter, as the company cited continued expansion in both new and repeat prescribers for the recurre… — marketbeat.com · 07/28 10:05a https://www.marketbeat.com/instant-alerts/kiniksa-pharmaceuticals-international-q2-earnings-call-highlights-2026-07-28/

3. RGEN +14% $149.28 (8.4B cap) Repligen (RGEN) Beats Q2 Earnings and Revenue Estimates Repligen (RGEN) came out with quarterly earnings of $0.54 per share, beating the Zacks Consensus Estimate of $0.45 per share. This compares to earnings of $0.37 per share a year ago. — zacks.com · 07/28 9:16a https://www.zacks.com/stock/news/2961691/repligen-rgen-beats-q2-earnings-and-revenue-estimates?cid=CS-STOCKNEWSAPI-FT-tale_of_the_tape|yseop_template_4-2961691

4. IQV +13% $241.51 (40B cap) IQVIA Holdings (IQV) Q2 Earnings and Revenues Beat Estimates IQVIA Holdings (IQV) came out with quarterly earnings of $3.15 per share, beating the Zacks Consensus Estimate of $3.02 per share. This compares to earnings of $2.81 per share a year ago. — zacks.com · 07/28 9:16a https://www.zacks.com/stock/news/2961696/iqvia-holdings-iqv-q2-earnings-and-revenues-beat-estimates?cid=CS-STOCKNEWSAPI-FT-tale_of_the_tape|yseop_template_4-2961696

5. TRU +11% $85.86 (17B cap) TransUnion (TRU) Beats Q2 Earnings and Revenue Estimates TransUnion (TRU) came out with quarterly earnings of $1.23 per share, beating the Zacks Consensus Estimate of $1.14 per share. This compares to earnings of $1.08 per share a year ago. — zacks.com · 07/28 8:31a https://www.zacks.com/stock/news/2961657/transunion-tru-beats-q2-earnings-and-revenue-estimates?cid=CS-STOCKNEWSAPI-FT-tale_of_the_tape|yseop_template_4-2961657

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