🆕 Newsmakers — 11:30a ET, 2026-07-15 — new since last alert

📰 NEW MARKET THEMES: • Wall Street's investment banking machine firing on all cylinders A broad revival in investment banking is taking hold on Wall Street, fueled ​by a surge in IPOs, mergers and debt issuance. — reuters.com · 07/15 11:10a https://www.reuters.com/legal/transactional/wall-streets-investment-banking-machine-firing-all-cylinders-2026-07-15/ • Wells Fargo: NII Surge, Loan Growth, Buybacks (Rating Upgrade) Wells Fargo is upgraded to 'Buy' following strong Q2 results and a favorable interest rate outlook. WFC delivered 9% Y/Y revenue and 17% Y/Y net earnings growth, driven by robust commercial loan origination and higher net interest income. The bank's net interest income rose 5% y… — seekingalpha.com · 07/15 11:00a https://seekingalpha.com/article/4922300-wells-fargo-nii-surge-loan-growth-buybacks-rating-upgrade • Meta employees allege discriminatory AI-driven layoffs Twenty-six Meta employees have filed a lawsuit accusing the tech giant of using artificial intelligence to select workers for mass layoffs, a claim strongly denied by the trillion-dollar company. — techxplore.com · 07/15 11:00a https://techxplore.com/news/2026-07-meta-employees-allege-discriminatory-ai.html • Goldman Sachs Q2 2026: Strong Earnings Plus Recession Concerns Trigger Rally Goldman Sachs delivered robust Q2 FY2026 results, with net earnings trending toward 38% annual growth and strong momentum in Global Banking & Markets. GS raised $31 billion in private credit and saw equity underwriting revenues surge 130% year-over-year, driven by high-profile d… — seekingalpha.com · 07/15 10:52a https://seekingalpha.com/article/4922295-goldman-sachs-q2-2026-strong-earnings-plus-recession-concerns-trigger-rally • Bitwise Bitcoin ETF: Efficient Execution, But Distribution Matters Bitwise Bitcoin ETF offers competitive fees and tight trading spreads, matching industry leaders like IBIT and FBTC. Despite strong execution, BITB's market share and asset growth have stagnated due to limited advisor platform shelf space and entrenched incumbents. Cost advantag… — seekingalpha.com · 07/15 10:52a https://seekingalpha.com/article/4922294-bitwise-bitcoin-etf-efficient-execution-but-distribution-matters

🐘 NEW BIG-CAP MOVERS:

1. PYPL +16% $55.14 (49B cap) Stripe and Advent Make a $53B Bid for PayPal, Sending Its Stock Soaring PayPal's stock is surging in the wake of a report the payments platform could be bought out. — investopedia.com · 07/15 11:01a https://www.investopedia.com/stripe-and-advent-make-a-usd53b-bid-for-paypal-sending-its-stock-soaring-12019575

2. AMZN +3% $255.91 (2753B cap) Andy Jassy Says This Could Be a $50 Billion Business for Amazon Selling artificial intelligence (AI) chips could be the company's next big growth opportunity. — fool.com · 07/15 10:00a https://www.fool.com/investing/2026/07/15/andy-jassy-says-this-could-be-a-50-billion-busines/

📈 NEW GAINERS:

1. AEHR +28% $92.12 (2.9B cap) AEHR Q4 Earnings Call Points to AI-Fueled 2027 Ramp Aehr Test Systems targets $130M-$150M in fiscal 2027 revenues as AI processors, silicon photonics and record backlog fuel a major ramp. — zacks.com · 07/15 11:01a https://www.zacks.com/stock/news/2953973/aehr-q4-earnings-call-points-to-ai-fueled-2027-ramp?cid=CS-STOCKNEWSAPI-FT-analyst_blog_plus|earnings_call_takeaways-2953973

2. LCID +19% $5.50 (1.7B cap) Lucid Rises 18% as EV Maker Denies Bankruptcy Claims, Analyst Assures Sufficient Funding Shares of Lucid Group (NASDAQ:LCID | LCID Price Prediction) are up 18% Wednesday morning to $5.45. — 247wallst.com · 07/15 11:00a https://247wallst.com/investing/2026/07/15/lucid-rises-18-as-ev-maker-denies-bankruptcy-claims-analyst-assures-sufficient-funding/

3. PYPL +16% $55.12 (49B cap) Stripe and Advent Make a $53B Bid for PayPal, Sending Its Stock Soaring PayPal's stock is surging in the wake of a report the payments platform could be bought out. — investopedia.com · 07/15 11:01a https://www.investopedia.com/stripe-and-advent-make-a-usd53b-bid-for-paypal-sending-its-stock-soaring-12019575

4. FISN +14% $12.13 (742M cap) Deep Fission: Deployment Not A Criticality Experiment Deep Fission is not primarily trying to reinvent reactor physics; it is attempting to commercialize a borehole deployment model using conventional PWR technology, standard LEU fuel, and established drilling methods. The post-IPO weakness appears driven more by technical selling,… — seekingalpha.com · 07/14 7:40p https://seekingalpha.com/article/4922086-deep-fission-deployment-not-a-criticality-experiment

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