🆕 Newsmakers — 12:30p ET, 2026-07-13 — new since last alert

📰 NEW MARKET THEMES: • "Feedback Loop" Amid Heightened Inflation Concerns, Bitcoin Debate Intensifies @CharlesSchwab's Liz Ann Sonders begins her analysis with CPI and overall inflation expectations. She adds that Kevin Warsh's commentary this week can move markets due to the Fed's apparent pullback in communications. — youtube.com · 07/13 12:00p https://www.youtube.com/watch?v=7yvYy1tL72c • Wall Street Banks Set to Pull in Almost $39 Billion From Trading The biggest US banks — set to kick off a marathon Tuesday with five of those firms reporting second-quarter earnings — are reaping the benefits of a volatile past few months that's spurred more action from clients wanting to trade. Chris McGratty, Head of US Bank Research at KBW… — youtube.com · 07/13 11:34a https://www.youtube.com/watch?v=scXKbuUw81I • Trump says US will reinstate blockade on Strait of Hormuz and impose a 20% fee on all cargo Donald Trump said the US will impose a 20% fee on "all cargo shipped" through the Strait of Hormuz. Trump said that such a fee was needed to cover US costs of a renewed blockade of the Strait. — businessinsider.com · 07/13 11:00a https://www.businessinsider.com/trump-strait-hormuz-blockade-cargo-fee-2026-7

🐘 NEW BIG-CAP MOVERS:

1. WBD +3% $27.25 (68B cap) California's war on Paramount ramps up as state sues over $110B Warner Bros. deal — despite fears firm will ditch West Coast A coalition of 12 Democratic attorneys general led by California filed a lawsuit Monday seeking to block the $110 billion merger between Warner Bros. Discovery and Paramount Skydance, despite the deal having been approved by the Trump administration. — nypost.com · 07/13 12:10p https://nypost.com/2026/07/13/business/california-sues-to-block-110b-paramount-warner-bros-merger/

📈 NEW GAINERS:

1. QTTB +96% $21.92 (281M cap) Q32 Bio's Bempikibart Shows Durable Hair Regrowth in Phase 2 Alopecia Study Q32 Bio NASDAQ: QTTB reported positive 36-week top-line results from Part B of its SIGNAL-AA Phase 2a clinical trial evaluating bempikibart in patients with severe and very severe alopecia areata, a disease that causes hair loss and can carry a significant psychosocial burden. — marketbeat.com · 07/13 12:02p https://www.marketbeat.com/instant-alerts/q32-bios-bempikibart-shows-durable-hair-regrowth-in-phase-2-alopecia-study-2026-07-13/

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