🆕 Newsmakers — 11:30a ET, 2026-07-22 — new since last alert

📰 NEW MARKET THEMES: • Travel + Leisure: Sales Momentum Supports Further Upside Travel + Leisure remains a 'Buy,' supported by robust recurring cash flows, margin expansion, and a healthy balance sheet. Q2 results showed 14% EPS growth, 8% EBITDA growth, and strong Vacation Ownership performance, despite mixed consumer trends and exchange unit headwinds. TN… — seekingalpha.com · 07/22 11:10a https://seekingalpha.com/article/4924188-travel-plus-leisure-sales-momentum-supports-further-upside • Holtec Nuclear Targets IPO For Business Broadening Push Holtec Nuclear Corporation is pursuing an IPO to fund growth, diversify revenue, and accelerate its SMR-300 technology commercialization. HNUC's financials show declining topline revenue, heavy negative free cash flow, high leverage, and negative working capital, raising executi… — seekingalpha.com · 07/22 11:02a https://seekingalpha.com/article/4924185-holtec-nuclear-targets-ipo-for-business-broadening-push • The REIT Recovery Broadens Beyond Rates As REIT earnings season kicks into gear this week, we preview results and major sector trends based on recent operating indicators, company commentary, and real estate market data. REITs enter earnings season with solid momentum, outperforming the market despite elevated Treasur… — seekingalpha.com · 07/22 11:00a https://seekingalpha.com/article/4924172-the-reit-recovery-broadens-beyond-rates • Earnings, Earnings, Earnings Are What Matter Most Alphabet, Tesla and IBM will report after the bell. Super Micro Computer shares pop amid strong forecast. — seekingalpha.com · 07/22 10:50a https://seekingalpha.com/article/4924229-earnings-earnings-earnings-what-matter-most • Hyperscalers Can Make/Break This Market Alphabet and its hyperscaler peers face heightened scrutiny as Q2 earnings test their ability to balance capex and ROI. Capex for hyperscalers is projected to reach ~$750B in 2026, driving free cash to multi-year lows and prompting equity and debt financing. — seekingalpha.com · 07/22 10:36a https://seekingalpha.com/article/4924168-hyperscalers-can-makebreak-this-market

🐘 NEW BIG-CAP MOVERS:

1. SMCI +24% $31.62 (20B cap) Super Micro Computer: Preliminary Results Show Promise Super Micro Computer, Inc. surged after pre-announcing record new orders exceeding $60B, a 53% sequential backlog increase. SMCI expects Q4 gross margins of 15%-17%, reversing recent declines and addressing profitability concerns that weighed on sentiment. Despite positive backl… — seekingalpha.com · 07/22 11:03a https://seekingalpha.com/article/4924186-super-micro-computer-preliminary-results-show-promise

2. IREN +4% $43.00 (15B cap) Is Iren Stock Still a Buy After It Surges 20% on New Contracts? Iren also increased its year-end AI cloud computing annual revenue run rate outlook to more than $4 billion. — fool.com · 07/22 10:56a https://www.fool.com/investing/2026/07/22/is-iren-stock-still-buy-after-surge-new-contract/

3. BMNR +4% $17.91 (10B cap) Bitmine Immersion Technologies (BMNR) annuncia che le sue partecipazioni in ETH raggiungono i 5,78 milioni di token e che le partecipazioni totali in criptovalute e liquidità ammontano a 11,5 miliardi di dollari Bitmine possiede il 4,8% dell'offerta totale di ETH pari a 120,7 milioni Bitmine ha raggiunto il 96% dell'obiettivo "Alchemy of 5%" in soli 12 mesi Nell'ultima — prnewswire.com · 07/22 12:03a https://www.prnewswire.com/news-releases/bitmine-immersion-technologies-bmnr-annuncia-che-le-sue-partecipazioni-in-eth-raggiungono-i-5-78-milioni-di-token-e-che-le-partecipazioni-totali-in-criptovalute-e-liquidita-ammontano-a-11-5-miliardi-di-dollari-302831601.html

4. SOXL +4% $164.65 (48B cap) Kospi jumps 6% as Asia's battered semiconductor trade rebounds Asian stocks rallied on Wednesday as investors returned to semiconductor shares after a bruising sell-off, taking their cue from a Wall Street rebound even as Brent crude pushed further above $91 a barrel. MSCI's Asia-Pacific gauge outside Japan gained 1.2%, while South Korea's… — invezz.com · 07/22 12:32a https://invezz.com/news/2026/07/22/kospi-jumps-6-as-asias-battered-semiconductor-trade-rebounds/

5. T +3% $22.94 (159B cap) Compared to Estimates, AT&T (T) Q2 Earnings: A Look at Key Metrics Although the revenue and EPS for AT&T (T) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers. — zacks.com · 07/22 10:31a https://www.zacks.com/stock/news/2958033/compared-to-estimates-at-t-t-q2-earnings-a-look-at-key-metrics?cid=CS-STOCKNEWSAPI-FT-fundamental_analysis|nfm-2958033

6. NVDA +2% $212.27 (5142B cap) AMD is investing $5 billion into Anthropic as it seeks to cut into Nvidia's dominance The two companies also struck a chip deal. — marketwatch.com · 07/22 11:04a https://www.marketwatch.com/story/amd-is-investing-5-billion-into-anthropic-as-it-seeks-to-cut-into-nvidias-dominance-b882654d

📈 NEW GAINERS:

1. OTLY +35% $12.21 (381M cap) Oatly Group (OTLY) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates The headline numbers for Oatly Group (OTLY) give insight into how the company performed in the quarter ended June 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals. — zacks.com · 07/22 10:31a https://www.zacks.com/stock/news/2958017/oatly-group-otly-q2-earnings-how-key-metrics-compare-to-wall-street-estimates?cid=CS-STOCKNEWSAPI-FT-fundamental_analysis|nfm-2958017

2. SMCI +24% $31.64 (20B cap) Super Micro Computer: Preliminary Results Show Promise Super Micro Computer, Inc. surged after pre-announcing record new orders exceeding $60B, a 53% sequential backlog increase. SMCI expects Q4 gross margins of 15%-17%, reversing recent declines and addressing profitability concerns that weighed on sentiment. Despite positive backl… — seekingalpha.com · 07/22 11:03a https://seekingalpha.com/article/4924186-super-micro-computer-preliminary-results-show-promise

3. ARWR +23% $91.72 (13B cap) Arrowhead Pharmaceuticals: Redemplo Meets High Expectations In SHTG Trials Arrowhead Pharmaceuticals reported positive phase 3 results for Redemplo, achieving 79-81% triglyceride reductions and significant acute pancreatitis risk reduction in severe hypertriglyceridemia. Redemplo demonstrates strong efficacy, quarterly dosing, and a favorable safety pr… — seekingalpha.com · 07/22 10:24a https://seekingalpha.com/article/4924159-arrowhead-pharmaceuticals-redemplo-meets-high-expectations-in-shtg-trials

4. QMLS +20% $8.14 (268M cap) QumulusAI Signs $18 Million, Two-Year Take-or-Pay NVIDIA Blackwell B300 Agreement With Marketplace Partner ATLANTA--(BUSINESS WIRE)---- $QMLS #QMLS--QumulusAI, a neocloud infrastructure provider purpose-built for the AI computing era, today announced a two-year, take-or-pay agreement to supply NVIDIA Blackwell B300 nodes to a GPU cloud marketplace used by AI teams across more than 10… — businesswire.com · 07/22 9:10a https://www.businesswire.com/news/home/20260722989833/en/QumulusAI-Signs-18-Million-Two-Year-Take-or-Pay-NVIDIA-Blackwell-B300-Agreement-With-Marketplace-Partner/

5. GDXU +15% $89.28 (441M cap) (no fresh news today — likely technical / low-coverage move)

6. ENRD +13% $5.21 (752M cap) Einride bets $38M on EV charging as it scales electric trucking Swedish electric and autonomous trucking company Einride has agreed to acquire EV charging startup Flipturn in an all-stock deal worth $38 million. — techcrunch.com · 07/21 2:48p https://techcrunch.com/2026/07/21/einride-bets-38m-on-ev-charging-as-it-scales-electric-trucking/

7. EFOR +13% $20.60 (845M cap) Here Are Wednesday’s Top Wall Street Analyst Research Calls: Altria, Circle Internet, Coreweave, Digital Ocean, IBM, Keel Infrastructure, Nebius Group, Trimble, Vornado Realty, and More Wall Street lit up Tuesday with massive earnings beats and a crypto surge, but Wednesday morning futures are already flashing red. Find out which stocks analysts are rushing to upgrade, cut, or cover for the first time before the opening bell. — 247wallst.com · 07/22 8:04a https://247wallst.com/investing/2026/07/22/here-are-wednesdays-top-wall-street-analyst-research-calls-altria-circle-internet-coreweave-digital-ocean-ibm-keel-infrastructure-nebius-group-trimble-vornado-realty-and-more/

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