🆕 Newsmakers — 11:30a ET, 2026-07-23 — new since last alert

📰 NEW MARKET THEMES: • 'UNPRECEDENTED': CEO says drone warfare has ENTERED a new era AeroVironment CEO Wahid Nawabi joins 'Mornings with Maria' to discuss the changing face of warfare with autonomous and counter-drone systems. He highlights lessons from Iran and Ukraine conflicts and the need for rapid scaling of defense tech. — youtube.com · 07/23 11:00a https://www.youtube.com/watch?v=aZjqKbNW8sQ • Russia's oil and gas revenue seen up 60% y/y in July Russia's state oil and gas revenue, which accounts for around a fifth ​of total budget income, is seen rising ‌by 60% in July from the same month a year ago thanks to the increase in ​global oil prices, Reuters calculations showed ​on Thursday. — reuters.com · 07/23 10:42a https://www.reuters.com/business/energy/russias-oil-gas-revenue-seen-up-60-yy-july-2026-07-23/ • Treasury Yields Push Higher, Testing Wall Street's Nerve The 10‑year yield is near the top of its recent range, raising pressure for stocks. Relatively elevated "risk‑free" Treasury yields are tougher competition for equities. — seekingalpha.com · 07/23 10:40a https://seekingalpha.com/article/4924760-treasury-yields-push-higher-testing-wall-street-nerve • U.S. Natural Gas Futures Steady Ahead of Storage Data U.S. natural gas futures were modestly higher ahead of the EIA's weekly inventory report, with the market also keeping watch on Tropical Storm Bertha as it makes its way along the Louisiana coast toward Texas. — wsj.com · 07/23 10:32a https://www.wsj.com/finance/commodities-futures/u-s-natural-gas-futures-steady-ahead-of-storage-data-e0cdc3c4 • China Rewrites the ‘Soft Power' Playbook for the A.I. Age China is seeking global influence and good will with its open, low-cost artificial intelligence software. — nytimes.com · 07/23 10:31a https://www.nytimes.com/2026/07/23/business/china-ai-soft-power.html

📈 NEW GAINERS:

1. MEDP +14% $603.12 (17B cap) Medpace Q2 Earnings Call Highlights Medpace NASDAQ: MEDP reported double-digit growth in second-quarter revenue and earnings, while management described the business environment as strong and said lower cancellations helped drive record net bookings. — marketbeat.com · 07/23 11:08a https://www.marketbeat.com/instant-alerts/medpace-q2-earnings-call-highlights-2026-07-23/

2. URI +12% $1157.22 (73B cap) United Rentals Q2 Earnings: The Market Is All-In On Short-Term Momentum In spite of the expected industry-wide momentum, the market was not prepared for such a large increase in full-fiscal year guidance. Short-term momentum will most likely continue as United Rentals benefits heavily from its Specialty rentals segment. Long-term investors, however,… — seekingalpha.com · 07/23 7:21a https://seekingalpha.com/article/4924610-united-rentals-q2-earnings-the-market-is-all-in-on-short-term-momentum

3. ALLE +11% $155.76 (13B cap) Allegion Q2 Earnings Call Highlights Allegion NYSE: ALLE raised its full-year outlook after reporting double-digit revenue growth and high-teens adjusted earnings per share growth in the second quarter of 2026, driven by stronger demand in the Americas and continued momentum in non-residential markets. — marketbeat.com · 07/23 9:07a https://www.marketbeat.com/instant-alerts/allegion-q2-earnings-call-highlights-2026-07-23/

4. GDXD +11% $49.66 (278M cap) (no fresh news today — likely technical / low-coverage move)

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