🆕 Newsmakers — 11:30a ET, 2026-07-09 — new since last alert

📰 NEW MARKET THEMES: • Can AI Packaging Demand Boost ASE Technology's Long-Term Growth? ASX is benefiting from rising AI packaging demand, expanding LEAP capacity and advanced packaging capabilities to support long-term growth. — zacks.com · 07/09 11:21a https://www.zacks.com/stock/news/2950977/can-ai-packaging-demand-boost-ase-technology-s-long-term-growth?cid=CS-STOCKNEWSAPI-FT-analyst_blog|quick_take-2950977 • Two Harbors: Merger Approved, Impact To Preferred Shares (Downgrade) Two Harbors Investment shareholders approved the merger with CrossCountry Mortgage, ending a prolonged takeover battle. TWO.PR.C preferred shares will be redeemed at $25.00 per share plus accrued dividends after the merger closes, expected by September 2026. With the arbitrage g… — seekingalpha.com · 07/09 11:06a https://seekingalpha.com/article/4920920-two-harbors-merger-approved-impact-to-preferred-shares-downgrade • Former Fed Advisor on Inflation & Kevin Warsh's "Less is More" Approach Danielle DiMartino Booth (@DanielleDiMartinoBoothQI) calls the first FOMC minutes under Kevin Warsh "clean" as most Fed members expressed clear stances on energy's inflationary impact. She discusses where she sees those inflationary pressures hitting Americans the most, from the… — youtube.com · 07/09 11:00a https://www.youtube.com/watch?v=iGcQg5XuKXI • Wall Street Analysts See a 25.83% Upside in LATAM (LTM): Can the Stock Really Move This High? The mean of analysts' price targets for LATAM (LTM) points to a 25.8% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock. — zacks.com · 07/09 10:56a https://www.zacks.com/stock/news/2950946/wall-street-analysts-see-a-25-83-upside-in-latam-ltm-can-the-stock-really-move-this-high?cid=CS-STOCKNEWSAPI-FT-tale_of_the_tape|consensus_price_target-2950946 • China's Zhipu AI and DeepSeek Are Beating Big Tech at Its Own Game. They're Spending Big. Zhipu AI, a language model develope , wants to raise $4 billion in new capital to compete with America's chip giants and hyperscalers. DeepSeek raised $7 billion last month. — barrons.com · 07/09 10:42a https://www.barrons.com/articles/china-zhipu-ai-deepseek-spending-ed7a2f19

🐘 NEW BIG-CAP MOVERS:

1. RIVN +7% $17.79 (22B cap) Rivian Automotive (RIVN) Recently Broke Out Above the 20-Day Moving Average From a technical perspective, Rivian Automotive (RIVN) is looking like an interesting pick, as it just reached a key level of support. RIVN recently overtook the 20-day moving average, and this suggests a short-term bullish trend. — zacks.com · 07/09 10:35a https://www.zacks.com/stock/news/2950822/rivian-automotive-rivn-recently-broke-out-above-the-20-day-moving-average?cid=CS-STOCKNEWSAPI-FT-tale_of_the_tape|20_day_moving_average_(yseop)-2950822

2. AAL +3% $16.98 (11B cap) American Airlines Group announces webcast of second-quarter 2026 financial results FORT WORTH, Texas, July 09, 2026 (GLOBE NEWSWIRE) -- American Airlines Group (NASDAQ: AAL) will webcast a live audio feed of its second-quarter 2026 financial results conference call July 23 at 7:30 a.m. CT. — globenewswire.com · 07/09 10:00a https://www.globenewswire.com/news-release/2026/07/09/3324919/0/en/American-Airlines-Group-announces-webcast-of-second-quarter-2026-financial-results.html

3. INTC +2% $112.88 (567B cap) Intel Stock Has Crashed 21% in a Week. Here's What Actually Broke the Rally. Intel has fallen about 21% over the past week, giving back part of a huge 2026 run. Reports that its 18A manufacturing process may not reach profitable yields until late 2026 or 2027 hit the stock hardest. — fool.com · 07/09 10:05a https://www.fool.com/investing/2026/07/09/intel-stock-has-crashed-21-in-a-week-heres-what-ac/

📈 NEW GAINERS:

1. LASR +28% $75.16 (4.2B cap) nLIGHT Awarded $627 Million Joint Laser Weapon System (JLWS) Contract CAMAS, Wash.--(BUSINESS WIRE)--nLIGHT, Inc. (NASDAQ: LASR), a leading provider of high-energy lasers for mission‑critical directed energy applications, today announced it has been selected for a Joint Laser Weapon System (JLWS) Other Transaction Authority (OTA) agreement support… — businesswire.com · 07/09 10:30a https://www.businesswire.com/news/home/20260709375006/en/nLIGHT-Awarded-627-Million-Joint-Laser-Weapon-System-JLWS-Contract/

2. MARA +15% $13.88 (5.3B cap) MARA Is Up 19% Today: Is It Outperforming Other Crypto Stocks Like Riot and CleanSpark? Shares of Marathon Digital (NASDAQ:MARA | MARA Price Prediction) are up 18% in midday trading Thursday, changing hands at $14.27. — 247wallst.com · 07/09 11:07a https://247wallst.com/investing/2026/07/09/mara-is-up-19-today-is-it-outperforming-other-crypto-stocks-like-riot-and-cleanspark/

3. FRVO +15% $27.01 (5.5B cap) Fervo Energy Learning Curve Continues on 3rd Generation Well Design, Boosting Drilling Rates by 143% Since Its First Cape Station Well Sawtooth 7 sets a new drilling pace record, reaching 19,448 feet measured depth with a 7,500-foot lateral in 21 days Sawtooth 7 sets a new drilling pace record, reaching 19,448 feet measured depth with a 7,500-foot lateral in 21 days — globenewswire.com · 07/08 6:06p https://www.globenewswire.com/news-release/2026/07/08/3324500/0/en/Fervo-Energy-Learning-Curve-Continues-on-3rd-Generation-Well-Design-Boosting-Drilling-Rates-by-143-Since-Its-First-Cape-Station-Well.html

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