🆕 Newsmakers — 12:30p ET, 2026-07-14 — new since last alert

📰 NEW MARKET THEMES: • FirstBank: Q2 Miss Leaves Investors With Little Reason To Buy FirstBank, a regional bank with $16.5B in assets, recently expanded via a $3B merger with Southern States Bancshares. FBK's loan portfolio is diversified, with 36% C&I, 23% commercial real estate, and limited office exposure concentrated in Nashville with >84% occupancy. Book va… — seekingalpha.com · 07/14 12:18p https://seekingalpha.com/article/4921975-firstbank-q2-miss-leaves-investors-with-little-reason-to-buy • CPI Offers "Sigh of Relief" for Fed, South Korea & China Show Global Tech Gap @CharlesSchwab's Cooper Howard talks about how the market "can breathe a little sigh of relief" in the latest CPI print. He makes the case the Fed will "shut the door" on an interest rate hike this month but warned elevated inflation risk will persist. — youtube.com · 07/14 12:00p https://www.youtube.com/watch?v=S9zE0FbaNFY • Kevin Warsh pledges Fed policy ‘regime change' to rid inflation ‘tax' on American people Federal Reserve Chairman Kevin Warsh speaks Tuesday to the House Financial Services Committee as part of the congressionally mandated semiannual monetary policy report. — youtube.com · 07/14 11:56a https://www.youtube.com/watch?v=S4X95rJPer4 • Latest CPI Report Is a Huge Relief for Investors, Says Santos of JPM Asset Management Gabriela Santos, Chief Market Strategist for the Americas at JPMorgan Asset Management joined Bloomberg Open Interest to explains why the latest CPI report could keep the Fed on hold, why AI infrastructure spending is squeezing software companies and why investors should stay se… — youtube.com · 07/14 11:45a https://www.youtube.com/watch?v=pNCu8u8aTYA • Warsh Says Fed Doesn't Want to Be in the 'Bailout Business' "We want to be in a position where we're not bailing out anybody, including crypto," Federal Reserve Chairman Kevin Warsh says during testimony before the House Financial Services Committee. -------- More on Bloomberg Television and Markets Like this video? — youtube.com · 07/14 11:40a https://www.youtube.com/watch?v=_lDav1VN41s

🐘 NEW BIG-CAP MOVERS:

1. SKHY +23% $187.01 (1363B cap) SK Hynix ADR Soars 19% as Leveraged ETFs Launch, Lifting Micron, SanDisk, Western Digital Shares of SK Hynix (NASDAQ:SKHY) are up 19% to $181.67 on Tuesday afternoon, as newly launched U.S. — 247wallst.com · 07/14 12:23p https://247wallst.com/investing/2026/07/14/sk-hynix-adr-soars-19-as-leveraged-etfs-launch-lifting-micron-sandisk-western-digital/

2. NVDA +3% $209.55 (5075B cap) Nvidia Vs. Apple: Nvidia Will Edge Out Apple in Market Cap To End July, but Apple is Growing Faster NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) and Apple (NASDAQ:AAPL) posted very different quarters, yet sit nearly shoulder to shoulder at the market's top. — 247wallst.com · 07/14 12:21p https://247wallst.com/investing/2026/07/14/nvidia-vs-apple-nvidia-will-edge-out-apple-in-market-cap-to-end-july-but-apple-is-growing-faster/

3. NU +2% $14.01 (68B cap) Nubank's Mexico Business Just Passed 15 Million Customers. Here's Why It's the Real Growth Story. Nu has grown its user base in Mexico sevenfold over the past seven years, and it has just reached break-even. It just got approved for a bank charter in Mexico, which will allow it to offer more products. — fool.com · 07/14 12:02p https://www.fool.com/investing/2026/07/14/nubanks-mexico-business-just-passed-15-million-cus/

📈 NEW GAINERS:

1. SKHY +23% $186.90 (1362B cap) SK Hynix ADR Soars 19% as Leveraged ETFs Launch, Lifting Micron, SanDisk, Western Digital Shares of SK Hynix (NASDAQ:SKHY) are up 19% to $181.67 on Tuesday afternoon, as newly launched U.S. — 247wallst.com · 07/14 12:23p https://247wallst.com/investing/2026/07/14/sk-hynix-adr-soars-19-as-leveraged-etfs-launch-lifting-micron-sandisk-western-digital/

2. TSEM +14% $261.23 (29B cap) Why Tower Semiconductor Stock Skyrocketed on Tuesday Tower is making a major investment to increase capacity. The company received a sizeable grant from the Government of Japan. — fool.com · 07/14 11:48a https://www.fool.com/investing/2026/07/14/why-tower-semiconductor-stock-skyrocketed-on-tuesd/

3. YSS +13% $21.61 (2.8B cap) (no fresh news today — likely technical / low-coverage move)

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