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

📰 NEW MARKET THEMES: • Permira-backed Reformation valued at $886 million as shares open flat in debut Permira-backed ​womenswear ‌retailer Reformation ​was ​valued ⁠at $886.1 ​million after ​its shares ​opened ​flat in ‌their ⁠NYSE debut ​on ​Thursday. — reuters.com · 07/30 12:22p https://www.reuters.com/business/retail-consumer/permira-backed-reformation-valued-886-million-shares-open-flat-debut-2026-07-30/ • The 'Illusion of Calm' in Markets Kevin Gordon of @CharlesSchwab says the lack of movement in cap-weighted indexes is masking major moves beneath the surface, with a breakdown in momentum and a rotation away from megacaps and semiconductors. Gordon says the fact that the market has held up is a positive sign and… — youtube.com · 07/30 12:00p https://www.youtube.com/watch?v=7q40QugUqtQ • Mortgage rates jumped to their highest level in a year, dealing another blow to a long-stalled housing market that shows little sign of recovering Four straight weeks of rising mortgage rates pushed the 30-year borrowing rate this week to 6.66%. — wsj.com · 07/30 12:00p https://www.wsj.com/economy/housing/mortgage-rates-jump-to-a-one-year-high-9ea35b8a • Key inflation gauge falls while economic growth slows – but the Fed could still raise rates The data is largely backward-looking, since much of the decline in prices is due to a 9% drop in energy and gasoline prices in June after the US and Iran signed a ceasefire agreement that has since fallen apart. — nypost.com · 07/30 11:56a https://nypost.com/2026/07/30/business/key-inflation-gauge-falls-while-economic-growth-slows-but-the-fed-could-still-raise-rates/ • Whale's Insight: Bitcoin Up 9% In July - Is Crypto The First To Recover From The AI Unwind? Bitcoin held near 64K through the Fed decision and is up 9% this month. The market priced in the downturn early and carries far less leverage than AI stocks do, while SEC backing for the CLARITY Act adds a structural tailwind. — seekingalpha.com · 07/30 11:45a https://seekingalpha.com/article/4927870-bitcoin-up-9-percent-in-july-crypto-first-to-recover-from-ai-unwind

📈 NEW GAINERS:

1. MKTX +30% $162.97 (5.8B cap) Shareholder Alert: Ademi LLP investigates whether MarketAxess Holdings Inc. is obtaining a Fair Price for Public Shareholders MILWAUKEE, July 30, 2026 /PRNewswire/ -- Ademi LLP is investigating MarketAxess (Nasdaq: MKTX) for possible breaches of fiduciary duty and other violations of law in its recently announced transaction with Intercontinental Exchange, Inc. Click here to learn how to join our inves… — prnewswire.com · 07/30 11:52a https://www.prnewswire.com/news-releases/shareholder-alert-ademi-llp-investigates-whether-marketaxess-holdings-inc-is-obtaining-a-fair-price-for-public-shareholders-302839010.html

2. PLPC +27% $361.44 (1.8B cap) Why Preformed Line Products Stock Popped Today Preformed Line Products beat sales and earnings estimates last night. Sales growth in the U.S. looked particularly strong. — fool.com · 07/30 11:17a https://www.fool.com/investing/2026/07/30/why-preformed-line-products-stock-popped-today/

3. FORM +27% $106.30 (8.3B cap) Why FormFactor Stock Is Skyrocketing Today FormFactor's Q2 report arrived with great sales and earnings and forward guidance. Investors are also aggressively buying stocks with exposure to the AI memory chip trends. — fool.com · 07/30 12:02p https://www.fool.com/investing/2026/07/30/why-formfactor-stock-is-skyrocketing-today/

4. NBIS +27% $188.74 (45B cap) Nebius stock soars on achieving an incremental milestone: find out more Nebius Group (NBIS) shares are soaring on Thursday morning after the company said a Vera Rubin compute rack has officially gone live at its data center facility in Mäntsälä, Finland. As investors cheer the announcement, NBIS is challenging its 20-day moving average (MA), with a… — invezz.com · 07/30 11:29a https://invezz.com/news/2026/07/30/nebius-stock-soars-on-achieving-an-incremental-milestone-find-out-more/

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