🆕 Newsmakers — 11:30a ET, 2026-07-14 — new since last alert

📰 NEW MARKET THEMES: • Fed Chair Kevin Warsh says central bank has 'no tolerance' for elevated inflation Fed Chair Kevin Warsh told lawmakers the central bank won't tolerate persistently elevated inflation and will take the steps needed to preserve price stability. — foxbusiness.com · 07/14 11:06a https://www.foxbusiness.com/economy/fed-chair-kevin-warsh-says-central-bank-has-no-tolerance-elevated-inflation • Vail CEO Says Comeback Plan for Ski Resorts Needs to Be Beyond Epic New moves to revive growth and upgrade mountain experience take a page from Delta, United, Rob Katz says. — wsj.com · 07/14 11:06a https://www.wsj.com/business/c-suite/vail-ceo-says-comeback-plan-for-ski-resorts-needs-to-be-beyond-epic-c614e469 • Nigeria's Dangote begins pricing local fuel sales in dollars, citing crude supply constraints Nigeria's Dangote Petroleum Refinery has begun pricing fuel products for the local market in U.S. dollars, ​with a company spokesperson on Tuesday citing difficulties securing ‌sufficient crude under the government's naira-for-crude programme and rising global oil prices. — reuters.com · 07/14 10:56a https://www.reuters.com/business/energy/nigerias-dangote-begins-pricing-local-fuel-sales-dollars-citing-crude-supply-2026-07-14/ • Warsh Says Fed Has 'No Tolerance' for Persistent Inflation Federal Reserve Chairman Kevin Warsh said policymakers at the central bank have no tolerance for high inflation during remarks to the House Financial Services Committee. -------- More on Bloomberg Television and Markets Like this video? — youtube.com · 07/14 10:49a https://www.youtube.com/watch?v=9esuX40d5rg • Chamath Palihapitiya says soaring AI token spend will hit companies' earnings Tech investor Chamath Palihapitiya said AI usage could negatively impact some companies' earnings. "CEOs and the CFOs, in my opinion, probably have no idea how much tokenmaxxing is going on inside of their organizations," Palihapitiya told CNBC. — cnbc.com · 07/14 10:47a https://www.cnbc.com/2026/07/14/chamath-palihapitiya-ai-tokenmaxxing.html

🐘 NEW BIG-CAP MOVERS:

1. SKHY +19% $180.81 (1317B cap) Hynix Isn't Selling Shares to Cash Out. It's Funding a $26.5 Billion Factory Bet. The opportunity behind these recently raised funds is nothing less than amazing. — fool.com · 07/14 10:30a https://www.fool.com/investing/2026/07/14/hynix-selling-shares-cash-out-fund-factory/

2. INTC +3% $106.40 (535B cap) Why The Market Misread Intel's AI Potential This article was written by Doug Nathman, with research by his team at Trefis. — forbes.com · 07/14 10:30a https://www.forbes.com/sites/greatspeculations/2026/07/14/why-the-market-misread-intels-ai-potential/

3. NVDA +3% $209.12 (5065B cap) US official says shipments of H200 chips to China have begun A top U.S. official ​told Congress on Tuesday ‌that "very few" Nvidia H200 chips to ​date have been ​shipped to China or ⁠Hong Kong. — reuters.com · 07/14 10:53a https://www.reuters.com/world/china/us-official-says-shipments-h200-chips-china-have-begun-2026-07-14/

📈 NEW GAINERS:

1. PHOE +24% $25.58 (553M cap) (no fresh news today — likely technical / low-coverage move)

2. SKHY +19% $180.88 (1318B cap) Hynix Isn't Selling Shares to Cash Out. It's Funding a $26.5 Billion Factory Bet. The opportunity behind these recently raised funds is nothing less than amazing. — fool.com · 07/14 10:30a https://www.fool.com/investing/2026/07/14/hynix-selling-shares-cash-out-fund-factory/

3. TSEM +16% $265.44 (30B cap) Tower Semiconductor shares jump as company announces Japan expansion to boost silicon photonics capacity Tower Semiconductor (NASDAQ:TSEM) shares rose 13% on Tuesday after the company announced a strategic expansion of its silicon photonics, silicon germanium (SiGe), and advanced packaging capabilities in Japan with support from the Japanese government. The semiconductor foundry sa… — proactiveinvestors.com · 07/14 11:22a https://www.proactiveinvestors.com/companies/news/1095428

4. AXTI +14% $57.77 (2.7B cap) AXTI Falls Below 50-Day SMA: Is It Time to Hold or Exit the Stock? AXT's drop below its 50-day SMA reflects export delays and cash-flow risks, but record InP backlog and AI demand support retaining the stock. — zacks.com · 07/14 11:11a https://www.zacks.com/stock/news/2953319/axti-falls-below-50-day-sma-is-it-time-to-hold-or-exit-the-stock?cid=CS-STOCKNEWSAPI-FT-analyst_blog|most_popular_stocks-2953319

5. KORU +13% $474.72 (432M cap) (no fresh news today — likely technical / low-coverage move)

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