🆕 Newsmakers — 11:30a ET, 2026-07-21 — new since last alert

📰 NEW MARKET THEMES: • Roots Shareholders Elect Full Board, Reappoint KPMG at Annual Meeting Roots TSE: ROOT shareholders elected the company's full slate of director nominees and reappointed KPMG LLP as auditor at the retailer's Fiscal 2025 Annual Meeting of Shareholders, according to remarks made during the virtual meeting. — marketbeat.com · 07/21 11:07a https://www.marketbeat.com/instant-alerts/roots-shareholders-elect-full-board-reappoint-kpmg-at-annual-meeting-2026-07-21/ • The $1.65 Trillion AI Debt Trap Hyperscalers like Meta, Oracle, Amazon, Microsoft, and Alphabet have amassed $1.65 trillion in off-balance-sheet AI commitments, primarily via SPVs and private credit. AI debt market tightening is evident, with Oracle and Nvidia CDS spreads widening and Alphabet's century bond d… — seekingalpha.com · 07/21 10:56a https://seekingalpha.com/article/4923777-the-1-65-trillion-ai-debt-trap • Q3 2026 Equity Perspectives - Navigating Hype, Concentration, And Hidden Risk Across sectors, the third-quarter equity outlook is defined by a tension between durable structural opportunities and a less forgiving market backdrop. AI infrastructure, power demand, defense spending, and healthcare innovation continue to create meaningful long-term opportunit… — seekingalpha.com · 07/21 10:37a https://seekingalpha.com/article/4923765-q3-2026-equity-perspectives-navigating-hype-concentration-hidden-risk • Egypt in talks with energy majors for multi-year LNG supply deal, sources say Egypt is in talks with energy majors including Shell , TotalEnergies and BP to buy 15 to ‌18 cargoes of liquefied natural gas per month for at least three years, three trading and industry sources familiar with the matter told Reuters. — reuters.com · 07/21 10:26a https://www.reuters.com/business/energy/egypt-talks-with-energy-majors-multi-year-lng-supply-deal-sources-say-2026-07-21/

🐘 NEW BIG-CAP MOVERS:

1. INTC +7% $104.19 (524B cap) Will Higher Processor Revenues Boost Intel's Q2 Earnings? INTC's Q2 results could get a lift from stronger processor sales as AI PCs, new chip launches and enterprise refresh trends support client computing. — zacks.com · 07/21 11:16a https://www.zacks.com/stock/news/2957326/will-higher-processor-revenues-boost-intel-s-q2-earnings?cid=CS-STOCKNEWSAPI-FT-analyst_blog|earnings_preview-2957326

2. SPCX +7% $128.59 (1681B cap) Top-Performing ETF Areas of Last Week Middle East tensions, AI-driven tech weakness and stock-specific swings fueled big moves in leveraged ETFs. Here's a look at last week's top performers. — zacks.com · 07/21 11:01a https://www.zacks.com/stock/news/2957236/top-performing-etf-areas-of-last-week?cid=CS-STOCKNEWSAPI-FT-etf_news_and_commentary-2957236

📈 NEW GAINERS:

1. KORU +17% $21.62 (394M cap) (no fresh news today — likely technical / low-coverage move)

2. HELP +17% $8.32 (416M cap) Helus Pharma Completes Enrollment in Phase 3 APPROACH Study of HLP003 in Adjunctive Treatment of Major Depressive Disorder Ahead of Schedule Enrollment continues in EMBRACE, the second pivotal study of the Phase 3 PARADIGM Program Participant rollover is ongoing into the EXTEND long-term study generating long-term safety and durability data APPROACH topline data readout on track for Q4 2026 1,2 HLP003 previously gran… — globenewswire.com · 07/21 7:50a https://www.globenewswire.com/news-release/2026/07/21/3330358/0/en/Helus-Pharma-Completes-Enrollment-in-Phase-3-APPROACH-Study-of-HLP003-in-Adjunctive-Treatment-of-Major-Depressive-Disorder-Ahead-of-Schedule.html

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