🆕 Newsmakers — 12:30p ET, 2026-07-21 — new since last alert

📰 NEW MARKET THEMES: • Here are some signs that say investors should give the software sector a second chance Software stocks and loans have started to find their footing in July, suggesting it may be time for investors to forgive and forget. — marketwatch.com · 07/21 12:10p https://www.marketwatch.com/story/here-are-some-signs-that-say-investors-should-give-the-software-sector-a-second-chance-f4143255 • Parnassus Value Equity Fund Q2 2026 Portfolio Review Advanced Micro Devices, a leading semiconductor manufacturer, outperformed on strong AI data center demand, which drove record sales across its CPU and GPU portfolios. Verizon Communications shares declined amid large restructuring charges and broader pressure on defensive stock… — seekingalpha.com · 07/21 12:07p https://seekingalpha.com/article/4923823-parnassus-value-equity-fund-q2-2026-portfolio-review • Airlines decry 'double whammy' from proposed EU carbon charge on some international flights A European proposal that would impose new carbon costs on some international flights would leave carriers being hit twice, the president of ​Emirates said on Tuesday, as more airlines lined up behind ‌a single global deal to curb pollution. — reuters.com · 07/21 11:46a https://www.reuters.com/business/environment/airlines-decry-double-whammy-proposed-eu-carbon-charge-some-international-2026-07-21/ • Markets Shrug Off Conflict As Investors Look To Earnings Results Markets move to the upside in early trading. Crude oil prices are jumping too. — seekingalpha.com · 07/21 11:43a https://seekingalpha.com/article/4923846-markets-shrug-off-conflict-investors-look-earnings-results • IRS chief Frank Bisignano dismisses JPMorgan spying report: 'This is bad journalism' Frank Bisignano, IRS CEO and Social Security Administration commissioner, joins ‘Squawk on the Street' to respond to a Wall Street Journal report alleging he spied on colleagues while working at JPMorgan. — youtube.com · 07/21 11:37a https://www.youtube.com/watch?v=tYfyQbAZk2o

🐘 NEW BIG-CAP MOVERS:

1. MU +12% $969.21 (1094B cap) Better Late Than Never? Micron Finally Joins Wall Street's ‘Best Investment Ideas” List The artificial intelligence revolution continues to reshape global markets. — 247wallst.com · 07/21 11:03a https://247wallst.com/investing/2026/07/21/better-late-than-never-micron-finally-joins-wall-streets-best-investment-ideas-list/

2. SPCX +6% $127.50 (1668B cap) 'Buy Any Dip' in SpaceX Stock — Macquarie Sees Massive Upside Ahead Macquarie sees SpaceX (NASDAQ:SPCX) as a premier AI infrastructure asset and argues that pullbacks in the stock are buying opportunities given the firm's $250 price target and structural AI tailwinds. — benzinga.com · 07/21 12:01p https://www.benzinga.com/analyst-stock-ratings/price-target/26/07/60585270/buy-any-dip-in-spacex-stock-macquarie-sees-massive-upside-ahead

3. SOFI +2% $17.38 (22B cap) SoFi Technologies, Inc. $SOFI Shares Sold by Amova Asset Management Americas Inc. Amova Asset Management Americas Inc. decreased its holdings in shares of SoFi Technologies, Inc. (NASDAQ: SOFI) by 4.9% in the undefined quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 3,136,479 sha… — defenseworld.net · 07/21 3:16a https://www.defenseworld.net/2026/07/21/sofi-technologies-inc-sofi-shares-sold-by-amova-asset-management-americas-inc.html

📈 NEW GAINERS:

1. UTZ +89% $14.11 (1.2B cap) Utz Brands to be acquired by Intersnack Group in $2.9B transaction Utz Brands (NYSE:UTZ) has agreed to be acquired by Germany-based Intersnack Group in a deal valued at approximately $2.9 billion, including debt, with the transaction taking the US salty snack manufacturer private and expanding Intersnack's presence in the North American market.… — proactiveinvestors.com · 07/21 11:48a https://www.proactiveinvestors.com/companies/news/1095790

2. CIFR +18% $24.23 (9.9B cap) Chicago Partners Investment Group LLC Takes $323,000 Position in Cipher Mining Inc. $CIFR Chicago Partners Investment Group LLC purchased a new stake in Cipher Mining Inc. (NASDAQ: CIFR) in the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 25,068 shares of th… — defenseworld.net · 07/21 4:09a https://www.defenseworld.net/2026/07/21/chicago-partners-investment-group-llc-takes-323000-position-in-cipher-mining-inc-cifr.html

3. RGC +17% $5.95 (2.9B cap) (no fresh news today — likely technical / low-coverage move)

4. EROC +17% $13.74 (661M cap) (no fresh news today — likely technical / low-coverage move)

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