🆕 Newsmakers — 1:30p ET, 2026-07-13 — new since last alert

📰 NEW MARKET THEMES: • Bank Stocks Are Taking on Big Tech. That's Risky. Non-tech sectors like banks and industrials are pacing gains, and should report strong earnings. It adds a layer of complexity to a market that AI has power for the past three years. — barrons.com · 07/13 1:18p https://www.barrons.com/articles/bank-earnings-tech-stock-e06a56bf • The Iran War Hasn't Helped Defense Stocks. Maybe Earnings Can. Expectations for defense earnings are low. That isn't the case for commercial aerospace earnings, though. — barrons.com · 07/13 1:13p https://www.barrons.com/articles/defense-stocks-earnings-iran-war-ceasefire-ac0af0ad • Wall Street Lunch: Trump Demands 20% Hormuz Protection Fee President Trump imposes a 20% reimbursement fee on all cargo through the Strait of Hormuz, escalating U.S. involvement and impacting global oil prices. SK Hynix and Samsung Electronics plunge after SK Hynix's U.S. debut, dragging the Kospi Index down 9% and pressuring memory and… — seekingalpha.com · 07/13 1:12p https://seekingalpha.com/article/4921631-wall-street-lunch-trump-demands-20-percent-hormuz-protection-fee • Summer Doldrums: The Market Remains Stable, Stock Picking Is Key Summer doldrums suggest a range-bound stable market. Stock-picking is key with hyperscaler capex likely to be the biggest catalyst. — seekingalpha.com · 07/13 12:34p https://seekingalpha.com/article/4921625-summer-doldrums-market-remains-stable-stock-picking-is-key • Waller says Fed shouldn't 'fight the last war' on inflation but warns hikes still possible The Fed governor said inflation has expanded beyond the often-cited drivers such as the energy price spike in tariffs. — cnbc.com · 07/13 12:33p https://www.cnbc.com/2026/07/13/waller-says-fed-shouldnt-fight-the-last-war-on-inflation-but-warns-hikes-still-possible.html

🐘 NEW BIG-CAP MOVERS:

1. WBD +3% $27.41 (69B cap) 12 states sue to block Paramount's $110B Warner Bros deal A coalition of 12 state attorneys general is filing a lawsuit to block the merger of Paramount Skydance and Warner Bros. Discovery (WBD), alleging that the deal would harm movie theaters, basic cable distributors, and audiences. — techcrunch.com · 07/13 1:00p https://techcrunch.com/2026/07/13/12-states-sue-to-block-paramounts-110b-warner-bros-deal/

📈 NEW GAINERS:

1. AGEN +101% $6.75 (282M cap) Agenus shares surge as company secures up to $340M to advance colon cancer trial Agenus (Agenus Inc (NASDAQ:AGEN)) shares jumped about 100% on Monday after the biotechnology company announced an oversubscribed private placement of up to $340 million to support development of its botensilimab and balstilimab (BOT+BAL) immunotherapy combination in microsatelli… — proactiveinvestors.com · 07/13 1:11p https://www.proactiveinvestors.com/companies/news/1095360

2. QTTB +87% $21.01 (268M cap) Why Q32 Bio investors should take profits in the stock after 81% rally Q32 Bio (QTTB) shares doubled on Monday as the clinical-stage biotech firm announced positive 36-week topline data from Part B of its Phase 2a SIGNAL-AA trial. The trial that evaluated its anti-IL-7R antibody – “bempikibart” – in patients suffering from severe or very severe alo… — invezz.com · 07/13 1:15p https://invezz.com/news/2026/07/13/why-q32-bio-investors-should-take-profits-in-the-stock-after-81-rally/

3. PHOE +18% $25.45 (550M cap) (no fresh news today — likely technical / low-coverage move)

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