🆕 Newsmakers — 10:30a ET, 2026-07-29 — new since last alert

📰 NEW MARKET THEMES: • Economy is poised to show strong second-quarter growth — but only after a look under the hood The U.S. economy churned out another robust rate of growth in the second quarter even as the Iran war boosted inflation, but that might not be so readily apparent in the latest report on gross domestic product. — marketwatch.com · 07/29 10:09a https://www.marketwatch.com/story/economy-is-poised-to-show-strong-second-quarter-growth-but-only-after-a-look-under-the-hood-8fd3615d • Fed Likely Holding Interest Rates Unchanged Today—But Some Dissent Expected Warsh, who has been noncommittal on the near-term path of interest rates, said central bank officials have “no tolerance for persistently elevated inflation.” He said the Fed has a “resolute commitment to restoring price stability” and said getting inflation under control is its… — forbes.com · 07/29 9:50a https://www.forbes.com/sites/tylerroush/2026/07/29/fed-likely-holding-interest-rates-unchanged-today-but-some-dissent-expected/ • Hyperscaler debt binge pushes yields up as investor demand cools Major U.S. technology companies are borrowing heavily as they ramp up spending on their artificial intelligence buildout, and at steadily higher yields as investors become more selective about absorbing the growing supply. — reuters.com · 07/29 9:48a https://www.reuters.com/business/hyperscaler-debt-binge-pushes-yields-up-investor-demand-cools-2026-07-29/ • Alger Mid Cap Focus Fund Q2 2026 Portfolio Review Astera Labs, Nebius, and Western Digital were among the top contributors to performance. Insmed, GFL Environmental, and Karman Holdings were among the top detractors from performance. Nebius shares contributed positively to performance after the company reported better-than-expe… — seekingalpha.com · 07/29 9:36a https://seekingalpha.com/article/4926882-alger-mid-cap-focus-fund-q2-2026-portfolio-review • AI Capex Hits A Tipping Point As Investors Demand More Corporate Discipline Cash is king. Not for investors right now, but among the hyperscalers. — seeitmarket.com · 07/29 9:35a https://www.seeitmarket.com/ai-capex-hits-a-tipping-point-as-investors-demand-more-corporate-discipline/

🐘 NEW BIG-CAP MOVERS:

1. F +5% $15.68 (62B cap) Ford Stock Rallies After Earnings Beat, Outlook Hike Ford Motor Co (NYSE:F) is trading higher today after the automaker reported second-quarter adjusted earnings that topped Wall Street's expectations and raised its full-year 2026 earnings outlook, brushing off revenue that came in slightly below estimates. — schaeffersresearch.com · 07/29 10:16a https://www.schaeffersresearch.com/content/news/2026/07/29/ford-stock-rallies-after-earnings-beat-outlook-hike

2. NIO +4% $4.86 (12B cap) NIO Inc. (NIO) is Attracting Investor Attention: Here is What You Should Know Recently, Zacks.com users have been paying close attention to NIO (NIO). This makes it worthwhile to examine what the stock has in store. — zacks.com · 07/28 10:01a https://www.zacks.com/stock/news/2961761/nio-inc-nio-is-attracting-investor-attention-here-is-what-you-should-know?cid=CS-STOCKNEWSAPI-FT-tale_of_the_tape|most_searched_stocks-2961761

3. XLE +3% $59.13 (39B cap) Cheniere gets approval to introduce natural gas into final LNG expansion plant U.S. regulators have approved Cheniere Energy's ​request to introduce natural ‌gas into Train 7 of its Corpus Christi LNG export project ​in south Texas, according ​to a Federal Energy Regulatory Commission (FERC) ⁠letter issued on Tuesday. — reuters.com · 07/28 12:45p https://www.reuters.com/legal/litigation/cheniere-gets-approval-introduce-natural-gas-into-final-lng-expansion-plant-2026-07-28/

📈 NEW GAINERS:

1. HURN +31% $159.07 (2.6B cap) Huron Consulting Group Inc. (HURN) Q2 2026 Earnings Call Transcript Huron Consulting Group Inc. (HURN) Q2 2026 Earnings Call Transcript — seekingalpha.com · 07/28 10:53p https://seekingalpha.com/article/4926581-huron-consulting-group-inc-hurn-q2-2026-earnings-call-transcript

2. VRRM +27% $5.31 (806M cap) Levi & Korsinsky Reminds Verra Mobility Investors of the Pending Class Action Lawsuit With a Lead Plaintiff Deadline of August 4, 2026 - VRRM Notice to Pension Funds, Asset Managers, and Fiduciaries Holding VRRM: Institutional Portfolios Face Significant Losses After Verra Mobility's 71% Stock Collapse Following Avis Budget Group Contract Termination NEW YORK, July 29, 2026 /PRNewswire/ -- Institutional investors hold… — prnewswire.com · 07/29 10:09a https://www.prnewswire.com/news-releases/levi--korsinsky-reminds-verra-mobility-investors-of-the-pending-class-action-lawsuit-with-a-lead-plaintiff-deadline-of-august-4-2026---vrrm-302837442.html

3. MANH +26% $211.08 (12B cap) MANH Q2 Earnings Beat Estimates, Cloud Growth Fuels Revenues Manhattan Associates tops Q2 estimates as cloud revenues jump 26%, boosting sales, profitability and 2026 guidance amid strong growth in performance obligations. — zacks.com · 07/29 9:31a https://www.zacks.com/stock/news/2962860/manh-q2-earnings-beat-estimates-cloud-growth-fuels-revenues?cid=CS-STOCKNEWSAPI-FT-analyst_blog|earnings_article-2962860

4. BLKB +20% $43.29 (2.0B cap) Blackbaud (BLKB) Surpasses Q2 Earnings Estimates Blackbaud (BLKB) came out with quarterly earnings of $1.33 per share, beating the Zacks Consensus Estimate of $1.23 per share. This compares to earnings of $1.21 per share a year ago. — zacks.com · 07/29 9:26a https://www.zacks.com/stock/news/2962850/blackbaud-blkb-surpasses-q2-earnings-estimates?cid=CS-STOCKNEWSAPI-FT-tale_of_the_tape|yseop_template_4-2962850

5. GRMN +18% $298.33 (57B cap) Garmin (GRMN) Q2 Earnings and Revenues Beat Estimates Garmin (GRMN) came out with quarterly earnings of $2.81 per share, beating the Zacks Consensus Estimate of $2.27 per share. This compares to earnings of $2.17 per share a year ago. — zacks.com · 07/29 9:26a https://www.zacks.com/stock/news/2962838/garmin-grmn-q2-earnings-and-revenues-beat-estimates?cid=CS-STOCKNEWSAPI-FT-tale_of_the_tape|yseop_template_4-2962838

6. CBZ +17% $54.52 (2.9B cap) CBZ Stock Alert: Halper Sadeh LLC is Investigating Whether CBIZ, 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 CBIZ, Inc. (NYSE: CBZ) to Grant Thornton Advisors LLC for $55.00 in cash per share.Halper Sadeh encourages CBIZ shareholders to click here to learn more about their rights and… — businesswire.com · 07/29 9:46a https://www.businesswire.com/news/home/20260729059983/en/CBZ-Stock-Alert-Halper-Sadeh-LLC-is-Investigating-Whether-CBIZ-Inc.-is-Obtaining-a-Fair-Price-for-its-Shareholders/

7. NEO +16% $15.52 (404M cap) NeoGenomics Q2 Earnings Call Highlights NeoGenomics NASDAQ: NEO raised its full-year 2026 revenue and adjusted EBITDA guidance after reporting second-quarter revenue growth that exceeded its prior outlook, led by higher-value clinical testing and continued expansion in next-generation sequencing. — marketbeat.com · 07/28 6:07p https://www.marketbeat.com/instant-alerts/neogenomics-q2-earnings-call-highlights-2026-07-28/

8. RCKY +16% $49.41 (375M cap) Rocky Brands, Inc. (RCKY) Q2 2026 Earnings Call Transcript Rocky Brands, Inc. (RCKY) Q2 2026 Earnings Call Transcript — seekingalpha.com · 07/28 8:23p https://seekingalpha.com/article/4926566-rocky-brands-inc-rcky-q2-2026-earnings-call-transcript

9. QUAD +15% $9.65 (498M cap) Quad/Graphics (QUAD) Q2 Earnings and Revenues Surpass Estimates Quad/Graphics (QUAD) came out with quarterly earnings of $0.24 per share, beating the Zacks Consensus Estimate of $0.2 per share. This compares to earnings of $0.14 per share a year ago. — zacks.com · 07/28 7:01p https://www.zacks.com/stock/news/2962584/quad-graphics-quad-q2-earnings-and-revenues-surpass-estimates?cid=CS-STOCKNEWSAPI-FT-tale_of_the_tape|yseop_template_4-2962584

10. EXLS +14% $34.86 (5.3B cap) Bessemer Group Inc. Sells 511,878 Shares of ExlService Holdings, Inc. $EXLS Bessemer Group Inc. cut its stake in ExlService Holdings, Inc. (NASDAQ: EXLS) by 99.6% in the undefined quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 2,027 shares of the business services provider's stock after sel… — defenseworld.net · 07/29 4:05a https://www.defenseworld.net/2026/07/29/bessemer-group-inc-sells-511878-shares-of-exlservice-holdings-inc-exls.html

11. MBIN +13% $55.30 (2.5B cap) Compared to Estimates, Merchants Bancorp (MBIN) Q2 Earnings: A Look at Key Metrics Although the revenue and EPS for Merchants Bancorp (MBIN) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers. — zacks.com · 07/28 7:01p https://www.zacks.com/stock/news/2962607/compared-to-estimates-merchants-bancorp-mbin-q2-earnings-a-look-at-key-metrics?cid=CS-STOCKNEWSAPI-FT-fundamental_analysis|nfm-2962607

12. LAD +13% $405.82 (9.2B cap) Lithia Motors (LAD) Q2 Earnings and Revenues Top Estimates Lithia Motors (LAD) came out with quarterly earnings of $10.03 per share, beating the Zacks Consensus Estimate of $8.67 per share. This compares to earnings of $10.24 per share a year ago. — zacks.com · 07/29 8:06a https://www.zacks.com/stock/news/2962761/lithia-motors-lad-q2-earnings-and-revenues-top-estimates?cid=CS-STOCKNEWSAPI-FT-tale_of_the_tape|yseop_template_4-2962761

13. ALOY +13% $8.26 (561M cap) (no fresh news today — likely technical / low-coverage move)

14. AVTR +12% $13.93 (9.5B cap) Avantor, Inc. (AVTR) Beats Q2 Earnings and Revenue Estimates Avantor, Inc. (AVTR) came out with quarterly earnings of $0.21 per share, beating the Zacks Consensus Estimate of $0.19 per share. This compares to earnings of $0.24 per share a year ago. — zacks.com · 07/29 8:31a https://www.zacks.com/stock/news/2962787/avantor-inc-avtr-beats-q2-earnings-and-revenue-estimates?cid=CS-STOCKNEWSAPI-FT-tale_of_the_tape|yseop_template_4-2962787

15. EDU +12% $56.93 (9.0B cap) New Oriental Announces Results for the Fourth Fiscal Quarter and the Fiscal Year Ended May 31, 2026 New Oriental Announces Results for the Fourth Fiscal Quarter and the Fiscal Year Ended May 31, 2026 PR Newswire BE — gurufocus.com · 07/29 6:00a https://www.gurufocus.com/news/8985691/new-oriental-announces-results-for-the-fourth-fiscal-quarter-and-the-fiscal-year-ended-may-31-2026

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