🆕 Newsmakers — 11:30a ET, 2026-07-20 — new since last alert

📰 NEW MARKET THEMES: • How Moonshot AI's Kimi K3 Puts Pressure on US Tech Bloomberg's Peter Elstrom explains how Moonshot AI's release of Kimi K3 surprised Wall Street and shows US tech companies how China can compete. He also talks about how the new model impacts US frontier labs such as OpenAI and Anthropic PBC. — youtube.com · 07/20 11:04a https://www.youtube.com/watch?v=irJpXNPbxSM • Aspen Pharmacare wins Canada approval for generic Ozempic injection South Africa's ​Aspen Pharmacare ‌said on Monday that its ​Canadian ​subsidiary had received ⁠regulatory approval ​from Health ​Canada for Aspen-Semaglutide, a generic semaglutide ​injectable ​used to treat adults ‌with ⁠type 2 diabetes. — reuters.com · 07/20 10:42a https://www.reuters.com/legal/litigation/aspen-pharmacare-wins-canada-approval-generic-ozempic-injection-2026-07-20/ • Prudential: Insurance Strength Pairs Well With A Near 5% Yield (Rating Upgrade) Prudential Financial is rated a "Buy," viewed as undervalued with supportive industry tailwinds and improving technicals. Q1 results exceeded expectations: non-GAAP EPS of $3.61 vs. $3.11 consensus, $15.23 billion revenue, and strong PGIM performance. Valuation is compelling—usi… — seekingalpha.com · 07/20 10:35a https://seekingalpha.com/article/4923458-prudential-insurance-strength-pairs-well-with-a-near-5-percent-yield-rating-upgrade • U.S. Leading Indicators Ticked Down in June The Conference Board's Leading Economic Index slid by 0.2% on weakening consumer spending following increases in May and April. — wsj.com · 07/20 10:32a https://www.wsj.com/economy/central-banking/u-s-leading-indicators-ticked-down-in-june-546daa61 • Can Higher LEAP Mix Drive ASE Technology's Margin Expansion? ASX's expanding LEAP mix is lifting margins, with strong AI-driven demand and advanced packaging growth supporting further profitability gains. — zacks.com · 07/20 10:31a https://www.zacks.com/stock/news/2956255/can-higher-leap-mix-drive-ase-technology-s-margin-expansion?cid=CS-STOCKNEWSAPI-FT-analyst_blog|quick_take-2956255

🐘 NEW BIG-CAP MOVERS:

1. INTC +4% $98.55 (495B cap) Intel stock could be at risk of hitting $75 as Q2 earnings loom Intel, one of the best-performing stocks in the S&P 500 Index this year, has lost momentum in recent weeks. The stock has fallen 32% from its year-to-date high and is hovering near its lowest level since May. — invezz.com · 07/20 11:07a https://invezz.com/news/2026/07/20/intel-stock-could-be-at-risk-of-hitting-75-as-q2-earnings-loom/

2. NU +3% $13.98 (68B cap) (no fresh news today — likely technical / low-coverage move)

📈 NEW GAINERS:

1. ACHR +13% $5.04 (3.8B cap) QUICK SPARK: Archer and Anduril Launch Hybrid Defense VTOL Platform Archer Aviation Inc. (NYSE:ACHR) and Anduril Industries unveiled Thunder, a jointly developed autonomous vertical takeoff and landing (VTOL) platform aimed at commercial and defense use. — benzinga.com · 07/20 9:12a https://www.benzinga.com/trading-ideas/movers/26/07/60550283/quick-spark-archer-and-anduril-launch-hybrid-defense-vtol-platform

2. GMTL +13% $11.16 (435M cap) (no fresh news today — likely technical / low-coverage move)

3. HUT +11% $101.94 (12B cap) Hut 8 Jumps 10% on $9.8B AI Data Center Lease; MARA, Riot Platforms Rally in Sympathy Shares of Hut 8 (NASDAQ:HUT) are surging in Monday morning trading, with the stock up 10% to $100.58 after the energy infrastructure operator announced a second hyperscale AI data center lease that fully commercializes its flagship Texas campus. — 247wallst.com · 07/20 10:45a https://247wallst.com/investing/2026/07/20/hut-8-jumps-10-on-9-8b-ai-data-center-lease-mara-riot-platforms-rally-in-sympathy/

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