🆕 Newsmakers — 12:30p ET, 2026-07-20 — new since last alert

📰 NEW MARKET THEMES: • Iren's stock surges as the neocloud lands $2.8 billion worth of new deals The AI infrastructure provider is easing anxiety over high data-center build-out costs as it secures new customers and prepayments for chips. — marketwatch.com · 07/20 12:15p https://www.marketwatch.com/story/irens-stock-surges-as-the-neocloud-lands-2-8-billion-worth-of-new-deals-831302c3 • Warning Signals in Job Market & Impact on Bonds Amid Earnings Season Cooper Howard with @CharlesSchwab sees strength in the economy overall, though he expresses concerns in the labor market. He talks about the signs of weakness he sees and explains how it correlates to a tight inflation picture, along with ways it shapes the Fed's interest rate o… — youtube.com · 07/20 12:00p https://www.youtube.com/watch?v=9yhyTd2hpjc • Private investors must pile cash into defence to fill public funding gap, executives say Private investors are needed to funnel cash into European defence companies to plug the gap left by cash-strapped governments, but too often ​bottlenecks and barriers are discouraging investment, senior finance executives told the Farnborough Airshow ‌on Monday. — reuters.com · 07/20 11:48a https://www.reuters.com/legal/transactional/private-investors-must-pile-cash-into-defence-fill-public-funding-gap-executives-2026-07-20/ • Bonds Are Back Now that the book has been closed on the first half of 2026 – a period propelled by the AI-driven technology trade – investors are searching for what to do next. For those investors that have ridden the stock market up to near all-time highs, they may be thinking about reducing… — etftrends.com · 07/20 11:14a https://www.etftrends.com/etf-strategist-content-hub/07/bonds-are-back/

🐘 NEW BIG-CAP MOVERS:

1. IREN +19% $40.03 (14B cap) Why Iren Stock Is Soaring Today New AI cloud contracts have Iren's revenue growth exploding. Iren says contract pricing keeps rising. — fool.com · 07/20 11:47a https://www.fool.com/investing/2026/07/20/why-iren-stock-is-soaring-today/

2. MU +5% $895.20 (1011B cap) Micron's Moonshot Meets UBS: Was the AI Stock Warning Early or Just Unloved? UBS's June warning to "reduce risk meaningfully" in AI‑linked semi stocks landed in one of the most crowded trades in the market, and the past month has delivered enough volatility to judge it on more than vibes. — benzinga.com · 07/20 11:45a https://www.benzinga.com/trading-ideas/movers/26/07/60556918/microns-moonshot-meets-ubs-was-the-ai-stock-warning-early-or-just-unloved

3. INTC +4% $98.99 (497B cap) Q2 Earnings Step Up, Markets Look to Break Losing Streak Major indexes, off more losses on Friday, are all down month to date thus far. — zacks.com · 07/20 11:42a https://www.zacks.com/stock/news/2956478/q2-earnings-step-up-markets-look-to-break-losing-streak?cid=CS-STOCKNEWSAPI-FT-ahead_of_wall_street-2956478

📈 NEW GAINERS:

1. IREN +19% $39.94 (14B cap) Why Iren Stock Is Soaring Today New AI cloud contracts have Iren's revenue growth exploding. Iren says contract pricing keeps rising. — fool.com · 07/20 11:47a https://www.fool.com/investing/2026/07/20/why-iren-stock-is-soaring-today/

2. ACHR +17% $5.19 (3.9B cap) Archer Aviation teams up with Palmer Luckey's military tech startup to create an ‘autonomous attack rotorcraft' Electric air taxis could soon start packing some serious firepower. — fastcompany.com · 07/20 12:02p https://www.fastcompany.com/91576495/archer-and-anduril-thunder-autonomous-attack-aircraft-defense

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