🆕 Newsmakers — 11:30a ET, 2026-07-16 — new since last alert

📰 NEW MARKET THEMES: • Future Home Sales Sink 5.4%, and Mortgage Rates Aren't Helping The data point is another headed in the wrong direction for investors who waiting for a housing rebound after last week's disappointing existing-home sale data. — barrons.com · 07/16 10:53a https://www.barrons.com/articles/pending-home-sales-mortgage-rates-7907e70d • Osterweis Capital Management Q3 2026 Strategic Income Outlook Risk assets performed exceptionally well in the second quarter. The S&P 500 rallied an eye-popping 15% during the period, which was its best return since the second quarter of 2020. — seekingalpha.com · 07/16 10:48a https://seekingalpha.com/article/4922656-osterweis-capital-management-q3-2026-strategic-income-outlook • Cogeco Inc. (CGO:CA) Q3 2026 Earnings Call Transcript Cogeco Inc. (CGO:CA) Q3 2026 Earnings Call Transcript — seekingalpha.com · 07/16 10:46a https://seekingalpha.com/article/4922635-cogeco-inc-cgo-ca-q3-2026-earnings-call-transcript • U.S. Pending Home Sales Fell in June The pending home sales index, a leading indicator of house sales based on contract signings, fell 5.4% in June to 72.5. Economists polled by The Wall Street Journal had forecast the reading to be flat. — wsj.com · 07/16 10:22a https://www.wsj.com/economy/housing/u-s-pending-home-sales-fell-in-june-5370cc55 • 'Not a junk rally:' How to trade the strongest small-cap stock market in three decades The Russell 2000 small-cap stock index is up almost 20% this year, its best first half since 1991, and investing experts say the rally can keep running. — cnbc.com · 07/16 10:20a https://www.cnbc.com/2026/07/16/best-stock-market-trades-small-caps.html

🐘 NEW BIG-CAP MOVERS:

1. PYPL +3% $57.03 (50B cap) PayPal Stock Surges on $53 Billion Stripe-Advent Buyout Bid Private equity is moving to scoop up a beaten-down payments company before the market reprices it higher. Stripe and Advent International launched a joint $53 billion acquisition proposal for PayPal Holdings Inc. NASDAQ: PYPL. — marketbeat.com · 07/16 10:50a https://www.marketbeat.com/articles/paypal-stock-surges-on-53-billion-stripe-advent-buyout-bid/

2. T +2% $21.95 (152B cap) AT&T Connects Fans to the Moments Defining Sports Culture at Fanatics Fest NYC AT&T is helping fans compete, collect, and connect through experiences built around the passions, personalities, and moments driving modern fandom. Key Takeaways: Game on. — prnewswire.com · 07/16 7:00a https://www.prnewswire.com/news-releases/att-connects-fans-to-the-moments-defining-sports-culture-at-fanatics-fest-nyc-302826926.html

📈 NEW GAINERS:

1. ATAI +33% $7.14 (2.6B cap) ATAI Stock Soars on Reports of Potential Acquisition by Eli Lilly AtaiBeckley stock surges after a Bloomberg report said Eli Lilly is in talks for a potential acquisition of the company, as investors await details of the deal. — zacks.com · 07/16 10:55a https://www.zacks.com/stock/news/2954789/atai-stock-soars-on-reports-of-potential-acquisition-by-eli-lilly?cid=CS-STOCKNEWSAPI-FT-analyst_blog|company_news_medical_sector-2954789

2. MAN +32% $51.66 (2.4B cap) ManpowerGroup Inc. (MAN) Q2 2026 Earnings Call Transcript ManpowerGroup Inc. (MAN) Q2 2026 Earnings Call Transcript — seekingalpha.com · 07/16 11:16a https://seekingalpha.com/article/4922671-manpowergroup-inc-man-q2-2026-earnings-call-transcript

3. DSGR +25% $34.42 (1.6B cap) Shareholder Alert: Ademi LLP investigates whether Distribution Solutions Group, Inc. is obtaining a Fair Price for Public Shareholders MILWAUKEE, July 16, 2026 /PRNewswire/ -- Ademi LLP is investigating DSG (NASDAQ: DSGR) for possible breaches of fiduciary duty and other violations of law in its recently announced transaction with LKCM Headwater. Click here to learn how to join our investigation and obtain addi… — prnewswire.com · 07/16 10:50a https://www.prnewswire.com/news-releases/shareholder-alert-ademi-llp-investigates-whether-distribution-solutions-group-inc-is-obtaining-a-fair-price-for-public-shareholders-302827547.html

4. LCID +13% $6.73 (2.1B cap) Lucid Climbs 12% for a Big Second-Day Recovery as CEO Directly Rebuts Bankruptcy and Take-Private Rumors Shares of Lucid (NASDAQ:LCID | LCID Price Prediction) are up 12% to $6.69 Thursday morning, extending a sharp rebound into a second straight up day. — 247wallst.com · 07/16 11:22a https://247wallst.com/investing/2026/07/16/lucid-climbs-12-for-a-big-second-day-recovery-as-ceo-directly-rebuts-bankruptcy-and-take-private-rumors/

5. NNNN +11% $10.16 (446M cap) (no fresh news today — likely technical / low-coverage move)

6. ABT +11% $99.06 (173B cap) Abbott Laboratories Q2 Earnings Call Highlights Abbott Laboratories NYSE: ABT reported second-quarter 2026 comparable sales growth of 4.8% and adjusted earnings per share of $1.31, with Chairman and Chief Executive Officer Robert Ford saying results marked an acceleration from the prior two quarters. — marketbeat.com · 07/16 11:05a https://www.marketbeat.com/instant-alerts/abbott-laboratories-q2-earnings-call-highlights-2026-07-16/

7. RHI +11% $40.63 (4.2B cap) High ROE & Robust Liquidity Position Aid RHI Amid High Competition Robert Half's high ROE, solid liquidity and shareholder return offer support, but fierce competition and limited long-term contracts add risks. — zacks.com · 07/15 10:31a https://www.zacks.com/stock/news/2954077/high-roe-robust-liquidity-position-aid-rhi-amid-high-competition?cid=CS-STOCKNEWSAPI-FT-analyst_blog|zer_report_update-2954077

8. HBB +11% $24.99 (337M cap) (no fresh news today — likely technical / low-coverage move)

9. GDXD +10% $56.51 (316M cap) (no fresh news today — likely technical / low-coverage move)

10. SMG +10% $74.64 (4.3B cap) (no fresh news today — likely technical / low-coverage move)

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