🆕 Newsmakers — 12:30p ET, 2026-07-23 — new since last alert

📰 NEW MARKET THEMES: • Trump Prepares Yet Another Strategy to Resurrect Global Tariffs The administration's 10 percent global tariffs are set to expire at midnight, but officials have been preparing replacements. — nytimes.com · 07/23 12:08p https://www.nytimes.com/2026/07/23/business/economy/trump-tariffs.html • Mortgage rates rose to their highest level in almost a year, as rising tensions in the Middle East spurred fears of higher inflation Rising oil prices helped push the 30-year fixed rate to 6.58%. — wsj.com · 07/23 12:00p https://www.wsj.com/economy/housing/mortgage-rates-hit-highest-levels-in-nearly-a-year-ba480ebf • New York City Office Demand Is Back—and Driving This Landlord's Stock Higher SL Green Realty's target zone for office buildings is squarely in premium, commuter-convenient spaces, one analyst says. — barrons.com · 07/23 11:59a https://www.barrons.com/articles/new-york-city-office-demand-slgreen-stock-earnings-6393c5a9 • The Credit Market's Warning On Big Tech Spending Grows Louder Corporate bond yields and credit spreads are rising as capex surges, signaling a shift in risk pricing. Widening spreads, especially in capex-heavy tech names like Oracle, Nvidia, Dell, and Meta, may pressure equity valuation multiples. — seekingalpha.com · 07/23 11:49a https://seekingalpha.com/article/4924786-credit-markets-warning-on-big-tech-spending-grows-louder • Stride: The Comeback Is Gearing Up, But I'm Not Buying Yet Stride, Inc. is evolving from a K-12 education provider to a technology-driven platform connecting students with career training and job opportunities. The Career Learning segment now outpaces General Education in growth, highlighting LRN's strategic shift and market adaptation.… — seekingalpha.com · 07/23 11:39a https://seekingalpha.com/article/4924775-stride-the-comeback-is-gearing-up-but-im-not-buying-yet

🐘 NEW BIG-CAP MOVERS:

1. SMCI +5% $32.12 (21B cap) SMCI vs. HPE: Which AI Infrastructure Stock Has More Upside Now? Hewlett Packard Enterprise's diversified AI, networking and private cloud strategy makes it a better choice than Super Micro Computer at present. — zacks.com · 07/23 11:36a https://www.zacks.com/stock/news/2959402/smci-vs-hpe-which-ai-infrastructure-stock-has-more-upside-now?cid=CS-STOCKNEWSAPI-FT-analyst_blog|most_popular_stocks-2959402

📈 NEW GAINERS:

1. THRM +22% $44.10 (1.4B cap) Gentherm Incorporated (THRM) Q2 2026 Earnings Call Transcript Gentherm Incorporated (THRM) Q2 2026 Earnings Call Transcript — seekingalpha.com · 07/23 11:20a https://seekingalpha.com/article/4924712-gentherm-incorporated-thrm-q2-2026-earnings-call-transcript

2. OTLY +17% $12.64 (395M cap) Oatly: From A Broken IPO Story To A Compelling Investment Oatly is rated Buy with a $22 price target, reflecting operational turnaround and accelerating revenue growth. Gross margin improvements and positive adjusted EBITDA signal progress, though FCF remains negative and profitability is not expected in FY26. Key catalysts include the… — seekingalpha.com · 07/23 12:12p https://seekingalpha.com/article/4924803-oatly-from-a-broken-ipo-story-to-a-compelling-investment

3. MEDP +15% $606.15 (17B cap) Medpace Holdings, Inc. (MEDP) Q2 2026 Earnings Call Transcript Medpace Holdings, Inc. (MEDP) Q2 2026 Earnings Call Transcript — seekingalpha.com · 07/23 12:20p https://seekingalpha.com/article/4924776-medpace-holdings-inc-medp-q2-2026-earnings-call-transcript

4. KALU +13% $185.73 (3.0B cap) Kaiser Aluminum Q2 Earnings Call Highlights Kaiser Aluminum NASDAQ: KALU reported a sharply stronger second quarter of 2026, with management citing broad-based demand improvement across most end markets, record conversion revenue and significant metal-related tailwinds. — marketbeat.com · 07/23 11:08a https://www.marketbeat.com/instant-alerts/kaiser-aluminum-q2-earnings-call-highlights-2026-07-23/

5. EQPT +13% $19.57 (4.9B cap) INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of EquipmentShare.com Inc. - EQPT NEW YORK, July 23, 2026 /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors of EquipmentShare.com Inc. ("EquipmentShare" or the "Company") (NASDAQ: EQPT).  Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. — prnewswire.com · 07/23 10:00a https://www.prnewswire.com/news-releases/investor-alert-pomerantz-law-firm-investigates-claims-on-behalf-of-investors-of-equipmentsharecom-inc---eqpt-302831917.html

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