🆕 Newsmakers — 12:30p ET, 2026-07-28 — new since last alert

📰 NEW MARKET THEMES: • Look Under Stock Market's Surface: Tech's Sell-Off & Sector Rotation @CharlesSchwab's Kasey McCurdy talks about how investors view the "summer lull" in markets and why that's not the case when you look under the index level. Joe Mazzola adds to Kasey's point by explaining that sectors beyond tech are outperforming as AI stocks lag. — youtube.com · 07/28 12:16p https://www.youtube.com/watch?v=93rcEngppbo • Markets Stay Mixed Again; Crude Continues To Price Down Crude oil prices drop on hopes of a peace pact. Tech stocks pressure Nasdaq early on. — seekingalpha.com · 07/28 11:49a https://seekingalpha.com/article/4926367-markets-stay-mixed-again-crude-continues-price-down • Shein says it's under investigation by the Federal Trade Commission as it prepares for Hong Kong IPO Shein revealed in documents connected to its IPO that the Federal Trade Commission is investigating its U.S. business. The nature of the probe is unclear, but the FTC previously investigated companies for practices related to hidden fees or privacy issues. — cnbc.com · 07/28 11:44a https://www.cnbc.com/2026/07/28/shein-discloses-its-under-investigation-by-the-ftc.html • Ase Technology to Report Q2 Earnings: What's in Store for the Stock? ASX is set to report Q2 2026 results on July 30, with AI packaging demand, stronger EMS momentum and improving margins in focus. — zacks.com · 07/28 11:37a https://www.zacks.com/stock/news/2962310/ase-technology-to-report-q2-earnings-what-s-in-store-for-the-stock?cid=CS-STOCKNEWSAPI-FT-analyst_blog|earnings_preview-2962310 • Global Semiconductor Selloff Deepens on China Competition A selloff in semiconductor stocks deepened Tuesday as concern grows over the sustainability of the artificial intelligence spending boom. A report that a Chinese state-backed company has begun mass producing immersion deep ultraviolet lithography machines fueled fears of rising… — youtube.com · 07/28 11:12a https://www.youtube.com/watch?v=wGt4zElr1LQ

🐘 NEW BIG-CAP MOVERS:

1. NFLX +4% $73.28 (305B cap) LVMH's Bernard Arnault says he regrets selling his early Netflix stake as he missed out on a monster gain Bernard Arnault says he invested in Netflix in its early days, but sold too soon. The LVMH CEO told the "Legend" podcast that he regrets missing out on the stock's subsequent surge. — businessinsider.com · 07/28 11:47a https://www.businessinsider.com/lvmh-bernard-arnault-netflix-stock-investment-google-alphabet-tech-podcast-2026-7

2. AAL +2% $15.29 (10B cap) American Airlines: Revenue Recovery Still Has A Margin Problem American Airlines Group (AAL) is rated hold due to persistent fuel cost headwinds overshadowing robust revenue growth. AAL's commercialization strategy is driving premium revenue, improved upsell rates, and network efficiency, notably at its Dallas-Fort Worth hub. Despite record… — seekingalpha.com · 07/28 12:12p https://seekingalpha.com/article/4926383-american-airlines-revenue-recovery-still-has-a-margin-problem

📈 NEW GAINERS:

1. IQV +13% $240.05 (40B cap) IQV Q2 Earnings Beat Estimates on R&D Bookings, Guidance Raised IQVIA's Q2 earnings beat estimates as record R&D bookings, broad-based growth and stronger demand support a raised 2026 outlook. — zacks.com · 07/28 11:41a https://www.zacks.com/stock/news/2962319/iqv-q2-earnings-beat-estimates-on-r-d-bookings-guidance-raised?cid=CS-STOCKNEWSAPI-FT-analyst_blog|earnings_article-2962319

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