🆕 Newsmakers — 11:30a ET, 2026-07-29 — new since last alert

📰 NEW MARKET THEMES: • Why KOSPI And The Semiconductor Sector Is Crashing SK hynix (SKHY) and the global memory sector face extreme volatility, with recent price action driven by shifting investor perceptions of capex quality and hyperscaler demand. The market is re-rating semiconductor and memory stocks due to concerns over hyperscaler capex sustaina… — seekingalpha.com · 07/29 10:47a https://seekingalpha.com/article/4926945-why-kospi-and-the-semiconductor-sector-is-crashing • Market Open: Stocks Fall, Oil Surges as Trump Threatens Iran • 7/29/26 The CNBC Business News Update with Jessica Ettinger features market numbers & news with CNBC expert analysis and sound from top business names. Updated throughout the business day. — youtube.com · 07/29 10:12a https://www.youtube.com/watch?v=eZwD6FKZWBA

🐘 NEW BIG-CAP MOVERS:

1. F +6% $15.81 (63B cap) F Q2 Earnings Call Highlights Profit Shift Ford raises 2026 outlook as it highlights higher profitability, pricing discipline and growth in trucks, services, EVs and energy. — zacks.com · 07/29 11:02a https://www.zacks.com/stock/news/2963206/f-q2-earnings-call-highlights-profit-shift?cid=CS-STOCKNEWSAPI-FT-analyst_blog_plus|earnings_call_takeaways-2963206

2. NIO +2% $4.78 (12B cap) Wall Street Bulls Look Optimistic About NIO (NIO): Should You Buy? Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter? — zacks.com · 07/29 10:31a https://www.zacks.com/stock/news/2963034/wall-street-bulls-look-optimistic-about-nio-nio-should-you-buy?cid=CS-STOCKNEWSAPI-FT-fundamental_analysis|average_broker_rating-2963034

📈 NEW GAINERS:

1. PHOE +35% $23.28 (503M cap) (no fresh news today — likely technical / low-coverage move)

2. VRRM +24% $5.17 (785M cap) VRRM UPCOMING DEADLINE: Faruqi & Faruqi, LLP Reminds Verra (VRRM) Investors of Securities Class Action Lawsuit Deadline on August 4, 2026 Faruqi & Faruqi, LLP Securities Litigation Partner  James (Josh) Wilson Encourages Investors Who Suffered Losses In Verra To Contact Him Directly To Discuss Their Options — globenewswire.com · 07/29 10:45a https://www.globenewswire.com/news-release/2026/07/29/3335407/683/en/VRRM-UPCOMING-DEADLINE-Faruqi-Faruqi-LLP-Reminds-Verra-VRRM-Investors-of-Securities-Class-Action-Lawsuit-Deadline-on-August-4-2026.html

3. GRMN +17% $296.59 (57B cap) Garmin (GRMN) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates The headline numbers for Garmin (GRMN) 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 · 07/29 10:31a https://www.zacks.com/stock/news/2963028/garmin-grmn-q2-earnings-taking-a-look-at-key-metrics-versus-estimates?cid=CS-STOCKNEWSAPI-FT-fundamental_analysis|nfm-2963028

4. CBZ +17% $54.55 (2.9B cap) CBIZ stock jumps 17% as Grant Thornton agrees $5B takeover Shares of CBIZ CBZ surged about 17% on Wednesday after Grant Thornton Advisors agreed to acquire the accounting and advisory firm in a $5 billion all-cash deal, creating one of the largest professional services firms in the United States and extending a wave of consolidation swe… — invezz.com · 07/29 11:05a https://invezz.com/news/2026/07/29/cbiz-stock-jumps-17-as-grant-thornton-agrees-5b-takeover/

5. LAD +16% $414.81 (9.4B cap) Lithia Motors (LAD) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates While the top- and bottom-line numbers for Lithia Motors (LAD) give a sense of how the business performed in the quarter ended June 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values. — zacks.com · 07/29 10:31a https://www.zacks.com/stock/news/2963013/lithia-motors-lad-q2-earnings-taking-a-look-at-key-metrics-versus-estimates?cid=CS-STOCKNEWSAPI-FT-fundamental_analysis|nfm-2963013

6. IPCX +12% $9.97 (344M cap) (no fresh news today — likely technical / low-coverage move)

7. CAKE +11% $98.90 (4.9B cap) The Cheesecake Factory Incorporated (CAKE) Q2 2026 Earnings Call Transcript The Cheesecake Factory Incorporated (CAKE) Q2 2026 Earnings Call Transcript — seekingalpha.com · 07/28 11:53p https://seekingalpha.com/article/4926655-the-cheesecake-factory-incorporated-cake-q2-2026-earnings-call-transcript

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