🆕 Newsmakers — 11:30a ET, 2026-07-27 — new since last alert

📰 NEW MARKET THEMES: • Disco: Look Beyond Results Miss Disco Corporation remains a 'Buy,' as the substantial price correction following its 1QFY26 earnings miss appears to be overdone. The company's 1QFY2026 operating income was 3% below consensus, due to a delay in the purchase timing of certain equipment. I anticipate a 2QFY26 tur… — seekingalpha.com · 07/27 11:09a https://seekingalpha.com/article/4925889-disco-look-beyond-results-miss • NBCUniversal strikes a deal to offer Peacock to YouTube Premium subscribers NBCUniversal and Google's YouTube have reached a deal that will bring the Peacock streaming service to YouTube ​Premium subscribers in the U.S., and also extend its distribution ​agreement with YouTube TV. — reuters.com · 07/27 11:03a https://www.reuters.com/business/media-telecom/nbcuniversal-strikes-deal-offer-peacock-youtube-premium-subscribers-2026-07-27/ • Elon Musk's Tunneling Firm Is Worth More Than About 100 S&P Companies A capital raise for The Boring Company could value the firm at about $20 billion, up from about $6 billion a few years ago. — barrons.com · 07/27 10:37a https://www.barrons.com/articles/elon-musk-the-boring-company-valuation-17dcd043 • Morning Call Sheet: Tech earnings and Fed outlook keep markets on edge Dan Ives, Partner and Senior Managing Director at Yorkville Ives & Co., Jessica Inskip, Director of Investor Research at StockBrokers.com, and Amy Wu Silverman, Managing Director and Head of Derivatives Strategy at RBC Capital Markets, said tech earnings, AI spending, Fed policy… — youtube.com · 07/27 10:18a https://www.youtube.com/watch?v=tga1RwhLHt0

🐘 NEW BIG-CAP MOVERS:

1. NU +4% $14.65 (71B cap) ABS Direct Equity Fund LLC Buys Shares of 247,700 Nu Holdings Ltd. $NU ABS Direct Equity Fund LLC purchased a new stake in Nu Holdings Ltd. (NYSE: NU) during the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm purchased 247,700 shares of the company's stock, valued at a… — defenseworld.net · 07/27 4:25a https://www.defenseworld.net/2026/07/27/abs-direct-equity-fund-llc-buys-shares-of-247700-nu-holdings-ltd-nu.html

📈 NEW GAINERS:

1. ASAN +14% $7.83 (1.9B cap) (no fresh news today — likely technical / low-coverage move)

2. DUOG +13% $48.08 (1.0B cap) (no fresh news today — likely technical / low-coverage move)

3. HQ +13% $13.19 (680M cap) (no fresh news today — likely technical / low-coverage move)

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