🆕 Newsmakers — 11:30a ET, 2026-07-28 — new since last alert

📰 NEW MARKET THEMES: • Heartland Opportunistic Value Equity Strategy Q2 2026 Portfolio Activity A significant contributor to Q2 performance was Texas Instruments, which joined the AI infrastructure narrative, though it still underperformed the Tech sector. While TXN was one of our top contributors last quarter, the biggest detractor to our Strategy's performance was Market… — seekingalpha.com · 07/28 11:12a https://seekingalpha.com/article/4926318-heartland-opportunistic-value-equity-strategy-q2-2026-portfolio-activity • Big Oil Is Raking In Billions From the Iran War. Can It Avoid Trump's Fury? The industry is contending with one of its toughest challenges yet under the Republican administration. — wsj.com · 07/28 11:11a https://www.wsj.com/business/energy-oil/big-oil-is-raking-in-billions-from-the-iran-war-can-it-avoid-trumps-fury-903c4bf5 • Delta Electronics: Divergent Near-Term And Long-Run Prospects (Rating Upgrade) I revise my rating for Delta Electronics (Thailand) from "Sell" to "Hold," considering its mixed outlook across different time horizons. Q2 2026 EPS missed consensus by 32% and represented a 32.9% sequential decline. Its 2H2026 profitability is expected to remain under pressure… — seekingalpha.com · 07/28 11:08a https://seekingalpha.com/article/4926313-delta-electronics-divergent-near-term-and-long-run-prospects-rating-upgrade • Wildfires in France and Spain Will Be a Drag on European Stocks The fires ravaging southwestern Europe could be a headwind for publicly-listed companies, Jefferies said in a research note on Tuesday. — barrons.com · 07/28 11:05a https://www.barrons.com/articles/wildfires-france-spain-european-stocks-b49d5b4a • Trump: New tariffs 'doing the same thing' as the ones struck down by Supreme Court President Donald Trump said new U.S. tariffs are "doing the same thing" as the ones the Supreme Court struck down as illegal earlier this year. Days earlier, a federal lawsuit accused the Trump administration of using different laws as pretexts to resurrect the president's globa… — cnbc.com · 07/28 10:38a https://www.cnbc.com/2026/07/28/trump-usmca-canada-mexico-trade-deal.html

🐘 NEW BIG-CAP MOVERS:

1. SPCX +3% $117.31 (1534B cap) Cathie Wood explains why Ark keeps buying SpaceX stock amid sell-off As Space Exploration Technologies Corp. (NASDAQ: SPCX) shares fell to a new all-time low (ATL) on July 28, Cathie Wood – the founder, CEO, and Chief Investment Officer (CIO) of ARK Invest – has revealed why her investment management firm has kept buying SpaceX stock. — finbold.com · 07/28 10:44a https://finbold.com/cathie-wood-explains-why-ark-keeps-buying-spacex-stock-amid-sell-off/

2. PFE +2% $25.27 (144B cap) Pfizer (PFE) Expected to Beat Earnings Estimates: What to Know Ahead of Q2 Release Pfizer (PFE) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations. — zacks.com · 07/28 11:06a https://www.zacks.com/stock/news/2962141/pfizer-pfe-expected-to-beat-earnings-estimates-what-to-know-ahead-of-q2-release?cid=CS-STOCKNEWSAPI-FT-tale_of_the_tape|yseop_template_9-2962141

📈 NEW GAINERS:

1. KNSA +25% $79.28 (6.0B cap) Kiniksa Pharmaceuticals International, plc (KNSA) Q2 2026 Earnings Call Transcript Kiniksa Pharmaceuticals International, plc (KNSA) Q2 2026 Earnings Call Transcript — seekingalpha.com · 07/28 10:23a https://seekingalpha.com/article/4926330-kiniksa-pharmaceuticals-international-plc-knsa-q2-2026-earnings-call-transcript

2. ITRI +20% $102.03 (4.5B cap) Itron Q2 Earnings Call Highlights Itron NASDAQ: ITRI reported second-quarter 2026 revenue of $563 million, with record gross margin and earnings that exceeded the company's expectations despite lower year-over-year revenue tied to the timing of Networked Solutions project deployments. — marketbeat.com · 07/28 11:06a https://www.marketbeat.com/instant-alerts/itron-q2-earnings-call-highlights-2026-07-28/

3. RGEN +16% $151.98 (8.6B cap) Repligen Q2 Earnings Call Highlights Repligen NASDAQ: RGEN reported second-quarter 2026 revenue of $204 million, up 12% year over year on a reported basis and 13% organically, as demand for proteins, analytics products and recurring consumables supported growth. The company also raised its full-year organic revenue… — marketbeat.com · 07/28 11:05a https://www.marketbeat.com/instant-alerts/repligen-q2-earnings-call-highlights-2026-07-28/

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