🆕 Newsmakers — 12:30p ET, 2026-07-27 — new since last alert

📰 NEW MARKET THEMES: • Block: Revenue Growth And Margin Are Truly Underappreciated Block is rated a buy due to understated growth and margin potential, with shares seen as undervalued versus true fundamentals. Excluding Bitcoin trading, SQ's Q1 revenue and gross profit grew 23.8% and 29.3%, with gross margin rising to 66.7%. Cash App's ecosystem is increasingl… — seekingalpha.com · 07/27 11:41a https://seekingalpha.com/article/4925898-block-revenue-growth-and-margin-are-truly-underappreciated • SEC Chairman Paul Atkins: Public markets should grow in size and breadth SEC Chairman Paul Atkins joins CNBC's 'Squawk on the Street' to discuss his outlook for the IPO market, the need to encourage private companies to go public, and more. — youtube.com · 07/27 11:26a https://www.youtube.com/watch?v=gFHdd6KgfPs • The AI boom shows no sign of slowing — and the U.S. economy is reaping the benefits Insatiable demand for computer memory and other technologies needed to build artificial intelligence boomed again in the second quarter, and could spur another above-average increase in economic growth. — marketwatch.com · 07/27 11:22a https://www.marketwatch.com/story/the-ai-boom-shows-no-sign-of-slowing-and-the-u-s-economy-is-reaping-the-benefits-1728c4e5

📈 NEW GAINERS:

1. FBRX +40% $76.44 (1.6B cap) Forte Biosciences shares surge after argenx agrees to acquire company for $2.2B Forte Biosciences (NASDAQ:FBRX) shares surged about 40% to around $76 on Monday after argenx (NASDAQ:ARGX) announced an agreement to acquire the biotechnology company in a deal valued at approximately $2.2 billion. Under the terms of the agreement, argenx will acquire all outsta… — proactiveinvestors.com · 07/27 12:27p https://www.proactiveinvestors.com/companies/news/1096093

2. IMMR +16% $7.58 (251M cap) Immersion Corporation Reports Fourth Quarter and Fiscal 2026 Results AVENTURA, Fla.--(BUSINESS WIRE)--Immersion Corporation (“Immersion”, the “Company”, “we”, “us” or “our”) (Nasdaq: IMMR), a premier licensing company of technologies for haptics, reported financial results for the three months and fiscal year ended April 30, 2026 (“fiscal 2026”).… — businesswire.com · 07/27 8:30a https://www.businesswire.com/news/home/20260727429189/en/Immersion-Corporation-Reports-Fourth-Quarter-and-Fiscal-2026-Results/

3. OMER +13% $11.05 (800M cap) (no fresh news today — likely technical / low-coverage move)

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