🆕 Newsmakers — 12:30p ET, 2026-07-16 — new since last alert

📰 NEW MARKET THEMES: • Opinion | Is South Korea Hostile to U.S. Businesses? A report from Congress accuses Seoul of targeting Coupang, a Seattle-based e-commerce company. — wsj.com · 07/16 12:20p https://www.wsj.com/opinion/is-south-korea-hostile-to-u-s-businesses-83ba5715 • Eos Energy: The Risk-Reward Just Turned Bullish Eos Energy Enterprises, Inc. is rated a Buy with a $6.96 price target, reflecting a ~60% upside based on a 4.5x 2027E revenue multiple. My thesis rests on production growth, a robust $807M backlog, DOE funding, the Golden Dome DoD partnership, and the unique non-lithium Z3 techn… — seekingalpha.com · 07/16 12:05p https://seekingalpha.com/article/4922685-eos-energy-the-risk-reward-just-turned-bullish • Mortgage rates jump to the highest level of 2026 Mortgage rates edged up to the highest level in a year, delivering a fresh blow to the housing market. — marketwatch.com · 07/16 12:04p https://www.marketwatch.com/story/mortgage-rates-jump-to-the-highest-level-of-2026-7a35f79e • Hyperscaler CapEx Isn't "Binary:" Analyzing AI Spending's Grip on Stock Market With all the AI weakness rattling Wall Street, @CharlesSchwab's Joe Mazzola says investors will be watching hyperscaler earnings more than ever. However, he adds that the macro picture is "pretty good" right now, showing that the inflation ascension is slowing and offering repri… — youtube.com · 07/16 12:00p https://www.youtube.com/watch?v=P0nMBDUstKU • Progressive: Still The Motor King? After Q2, The Thesis Still Holds Progressive remains a Buy because underwriting discipline—not premium growth—drives its sustainable profitability and sector-leading combined ratios. PGR's H1 2026 results confirmed resilient margins, with an 86.9% reported combined ratio, 7% policy growth, and a 20.2% expense r… — seekingalpha.com · 07/16 11:47a https://seekingalpha.com/article/4922682-progressive-still-the-motor-king-after-q2-the-thesis-still-holds

🐘 NEW BIG-CAP MOVERS:

1. T +3% $21.98 (153B cap) Lumen Technologies vs. Viasat: Which Data Network Stock Is a Better Buy in 2026? One trades at a steep discount but carries crushing debt; the other is pricier but generates stronger cash flow and a healthier balance sheet. — fool.com · 07/16 10:13a https://www.fool.com/coverage/better-buy/2026/07/16/lumen-technologies-vs-viasat-which-data-network-stock-is-a-better-buy-in-2026/

📈 NEW GAINERS:

1. ATAI +33% $7.15 (2.6B cap) Shareholder Alert: Ademi LLP investigates whether AtaiBeckley Inc. is obtaining a Fair Price for Public Shareholders MILWAUKEE, July 16, 2026 /PRNewswire/ -- Ademi LLP is investigating AtaiBeckley (Nasdaq: ATAI) for possible breaches of fiduciary duty and other violations of law in its recently announced transaction with Eli Lilly. Click here to learn how to join our investigation and obtain a… — prnewswire.com · 07/16 12:03p https://www.prnewswire.com/news-releases/shareholder-alert-ademi-llp-investigates-whether-ataibeckley-inc-is-obtaining-a-fair-price-for-public-shareholders-302827507.html

2. DSGR +25% $34.48 (1.6B cap) DSGR Stock Alert: Halper Sadeh LLC is Investigating Whether Distribution Solutions Group, Inc. is Obtaining a Fair Price for its Shareholders NEW YORK--(BUSINESS WIRE)--Halper Sadeh LLC, an investor rights law firm, is investigating the sale of Distribution Solutions Group, Inc. (NASDAQ: DSGR) to affiliates of LKCM Headwater Investments, LLC for $35.00 per share in cash.Halper Sadeh encourages Distribution Solutions s… — businesswire.com · 07/16 11:35a https://www.businesswire.com/news/home/20260716197524/en/DSGR-Stock-Alert-Halper-Sadeh-LLC-is-Investigating-Whether-Distribution-Solutions-Group-Inc.-is-Obtaining-a-Fair-Price-for-its-Shareholders/

3. LCID +12% $6.68 (2.1B cap) Bronstein, Gewirtz & Grossman LLC Urges Lucid Group, Inc. Investors to Act: Class Action Filed Alleging Investor Harm New York, New York--(Newsfile Corp. - July 16, 2026) - 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 se… — newsfilecorp.com · 07/16 12:00p https://www.newsfilecorp.com/release/300165/Bronstein-Gewirtz-Grossman-LLC-Urges-Lucid-Group-Inc.-Investors-to-Act-Class-Action-Filed-Alleging-Investor-Harm

4. ABT +10% $98.56 (172B cap) Abbott Laboratories: Double Beat And Raise Surprises The Street (Rating Upgrade) Abbott Laboratories delivered strong Q2 results, beating expectations and raising FY 2026 guidance, prompting a 14% stock surge. ABT's valuation now appears fair, with normalized EPS estimated at $5.80 and an 18x P/E suggesting near-term value around $105. Key segments like diag… — seekingalpha.com · 07/16 11:46a https://seekingalpha.com/article/4922681-abbott-laboratories-double-beat-and-raise-surprises-the-street-rating-upgrade

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