🆕 Newsmakers — 1:30p ET, 2026-07-09 — new since last alert

📰 NEW MARKET THEMES: • JPMorgan Chase: Buy Ahead Of Q2 Report On Credit Market And Profits JPMorgan Chase is upgraded to a buy rating ahead of Q2 earnings, reflecting robust financial performance and a resilient business mix. JPM's guidance for net interest income ($103B) and expenses ($105B) remains intact, with commercial loan growth and fee income driving strong re… — seekingalpha.com · 07/09 1:10p https://seekingalpha.com/article/4920947-jpmorgan-chase-buy-ahead-of-q2-report-on-credit-market-and-profits • The Week Ahead: June CPI, Bank Earnings on Deck Next week has the potential to move the needle on Wall Street. — schaeffersresearch.com · 07/09 1:00p https://www.schaeffersresearch.com/content/news/2026/07/09/the-week-ahead-june-cpi-bank-earnings-on-deck • Brazil keeps 12% oil export tax, to review measure in 30 days Brazil's government on Thursday approved ​the extension of a 12% tax on crude oil exports ‌for another 60 days, a measure introduced in March amid rising oil prices linked to the Iran war. — reuters.com · 07/09 12:48p https://www.reuters.com/business/energy/brazil-keeps-12-oil-export-tax-review-measure-30-days-2026-07-09/ • A Multidecade High for Japanese Yields Is a Coded Warning for US Stocks A long-awaited shift in Japan's $12 trillion bond market is under way. — barrons.com · 07/09 12:44p https://www.barrons.com/articles/japan-bond-market-yields-us-stock-impact-dc6d7d4e • Mortgage rates jump as tensions with Iran spook bond investors The conflict between the U.S. and Iran is driving mortgage rates up, adding hundreds of dollars a month in extra costs for prospective home buyers. — marketwatch.com · 07/09 12:30p https://www.marketwatch.com/story/mortgage-rates-jump-as-tensions-with-iran-spook-bond-investors-fbd8aa8e

🐘 NEW BIG-CAP MOVERS:

1. NU +2% $13.68 (66B cap) (no fresh news today — likely technical / low-coverage move)

2. INTC +2% $112.73 (567B cap) Meta vs Intel: Buy Meta for High-Margin Infrastructure Monetization and Avoid Capital-Strained Intel Meta (NASDAQ: META | META Price Prediction) and Intel (NASDAQ: INTC) both reported Q1 2026 results that sharpened a debate about who actually earns money from the AI buildout. — 247wallst.com · 07/09 12:46p https://247wallst.com/investing/2026/07/09/meta-vs-intel-buy-meta-for-high-margin-infrastructure-monetization-and-avoid-capital-strained-intel/

📈 NEW GAINERS:

1. FBRX +56% $32.08 (445M cap) Forte Biosciences Skin Pigmentation Disorder Drug Shows Strong Efficacy, Safety In Early Study Read Also: Teva Reports Early Skin Repigmentation Data, Sets Stage For Next Trial — benzinga.com · 07/09 12:26p https://www.benzinga.com/trading-ideas/movers/26/07/60365641/forte-biosciences-skin-pigmentation-disorder-drug-shows-strong-efficacy-safety-in-early-study

2. HELE +14% $28.62 (667M cap) Helen of Troy Q1 Earnings Call Highlights Helen of Troy NASDAQ: HELE said first-quarter fiscal 2027 results came in ahead of its expectations, with management pointing to stronger sales across both business segments and early progress on a broader effort to restore growth and improve execution. — marketbeat.com · 07/09 1:07p https://www.marketbeat.com/instant-alerts/helen-of-troy-q1-earnings-call-highlights-2026-07-09/

3. NGNE +14% $43.47 (688M cap) (no fresh news today — likely technical / low-coverage move)

4. TXG +14% $42.56 (5.4B cap) (no fresh news today — likely technical / low-coverage move)

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