🆕 Newsmakers — 12:30p ET, 2026-07-15 — new since last alert

📰 NEW MARKET THEMES: • Oakmark Fund Q2 2026 Portfolio Activity We believe the airline industry will emerge from the recent fuel price shock with improved profitability and see Delta as especially well positioned. We were pleased to initiate a position with Booking Holdings shares near a ten-year trough valuation and at a meaningful discount… — seekingalpha.com · 07/15 12:18p https://seekingalpha.com/article/4922331-oakmark-fund-q2-2026-portfolio-activity • America's oil refiners could more than triple profits as Iran war sparks massive boom U.S. oil refiners are about to report a historic profit surge as the industry takes advantage of supply disruptions. — marketwatch.com · 07/15 12:14p https://www.marketwatch.com/story/americas-oil-refiners-could-more-than-triple-profits-as-iran-war-sparks-massive-boom-c3ad5d33 • Pizza chain to close up to 50 locations as sales slump MTY Food Group CEO Eric Lefebvre said 45 to 50 Papa Murphy's stores will close after nearly two years of turnaround efforts failed to deliver results. — foxbusiness.com · 07/15 12:11p https://www.foxbusiness.com/lifestyle/pizza-chain-close-up-50-locations-sales-slump • Warsh Says Trump Has Not Tried to Influence Fed Policy Federal Reserve Chairman Kevin Warsh testifies that President Donald Trump has not tried to interfere with the central bank. He speaks at a Senate Banking Committee hearing. — youtube.com · 07/15 12:04p https://www.youtube.com/watch?v=1wsARIEG6HA • Inside China's Race to Overtake European Supercars Watch as an aristocratic English estate becomes the battleground when Chinese automaker BYD takes on the world's most prestigious car brands. — wsj.com · 07/15 12:00p https://www.wsj.com/business/autos/inside-chinas-race-to-overtake-european-supercars-b33c7f0f

🐘 NEW BIG-CAP MOVERS:

1. PYPL +16% $55.14 (49B cap) PYPY Pops 14% as Paypal Reportedly Draws $53 Billion Stripe + Advent Takeover Bid The YieldMax PYPL Option Income Strategy ETF (NYSEARCA:PYPY) is up over 14% intraday after reports that Stripe and Advent International made a joint takeover bid for PayPal Holdings (NASDAQ:PYPL | PYPL Price Prediction). — 247wallst.com · 07/15 12:13p https://247wallst.com/investing/etf/2026/07/15/pypy-pops-14-as-paypal-reportedly-draws-53-billion-stripe-advent-takeover-bid/

2. AAPL +4% $328.16 (4822B cap) Apple chasing AI chip company deals, The Information reports Apple is looking to buy chip companies to bolster its efforts to make server processors for running AI, ​The Information reported on Wednesday, citing people familiar with ‌the matter. — reuters.com · 07/15 11:42a https://www.reuters.com/business/apple-chasing-ai-chip-company-deals-information-reports-2026-07-15/

📈 NEW GAINERS:

1. AEHR +24% $89.11 (2.8B cap) Why investors should consider selling AEHR stock on post-earnings rally Aehr Test Systems (AEHR) is exploding higher on July 15 after posting blowout Q4 earnings and offering an absolute stunner of a forward guidance. In fiscal 2027, the company expects its revenue to come in at $140 million, nearly triple the topline figure last year and miles abov… — invezz.com · 07/15 12:07p https://invezz.com/news/2026/07/15/why-investors-should-consider-selling-aehr-stock-on-post-earnings-rally/

2. LCID +19% $5.49 (1.7B cap) Bronstein, Gewirtz & Grossman LLC Urges Lucid Group, Inc. Investors to Act: Class Action Filed Alleging Investor Harm NEW YORK, July 15, 2026 (GLOBE NEWSWIRE) -- Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against Lucid Group, Inc. (NASDAQ: LCID) and certain of its officers. This lawsuit seeks to reco… — globenewswire.com · 07/15 12:00p https://www.globenewswire.com/news-release/2026/07/15/3327973/9788/en/Bronstein-Gewirtz-Grossman-LLC-Urges-Lucid-Group-Inc-Investors-to-Act-Class-Action-Filed-Alleging-Investor-Harm.html

3. PYPL +16% $55.17 (49B cap) PYPY Pops 14% as Paypal Reportedly Draws $53 Billion Stripe + Advent Takeover Bid The YieldMax PYPL Option Income Strategy ETF (NYSEARCA:PYPY) is up over 14% intraday after reports that Stripe and Advent International made a joint takeover bid for PayPal Holdings (NASDAQ:PYPL | PYPL Price Prediction). — 247wallst.com · 07/15 12:13p https://247wallst.com/investing/etf/2026/07/15/pypy-pops-14-as-paypal-reportedly-draws-53-billion-stripe-advent-takeover-bid/

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