🆕 Newsmakers — 1:30p ET, 2026-07-14 — new since last alert

📰 NEW MARKET THEMES: • Sky-high returns and earnings expectations could mean the end is near for this stock-market bull run Never since 1950 have the S&P 500's price and earnings both been so far above the historical trend at one time, one strategist said. — marketwatch.com · 07/14 1:12p https://www.marketwatch.com/story/sky-high-returns-and-earnings-expectations-could-mean-the-end-is-near-for-this-stock-market-bull-run-429b4085 • Iraq needs a fair share within OPEC, says prime minister Iraq's Prime Minister Ali al-Zaidi said ​on Tuesday that Iraq needed a fair ‌share within OPEC after he was asked by reporters whether he was considering leaving the oil producer group. — reuters.com · 07/14 12:53p https://www.reuters.com/world/middle-east/iraq-needs-fair-share-within-opec-says-prime-minister-2026-07-14/ • It's 'very important' the CLARITY Act gets across the finish line, Sen. Cynthia Lummis says Sen. Cynthia Lummis, R-Wyo., discusses the CLARITY Act, congressional ethics language and Sen. — youtube.com · 07/14 12:45p https://www.youtube.com/watch?v=WlGW9LjvcOo • Regulatory action on chips, AI is coming, Commerce official says Action regulating artificial ​intelligence and semiconductors ‌is coming, a U.S. ​Commerce Department ​official who oversees export ⁠controls said ​at a hearing ​on Tuesday. — reuters.com · 07/14 12:34p https://www.reuters.com/world/china/regulatory-action-chips-ai-is-coming-commerce-official-says-2026-07-14/

🐘 NEW BIG-CAP MOVERS:

1. NVDA +4% $211.03 (5112B cap) Nvidia stock looks like a coiled spring: Is a big breakout coming? Nvidia stock continued its recovery today, reaching its highest point since June 22 and up 10% from its low in June. This rebound may continue as the stock forms a falling wedge pattern and its revenue and profit growth accelerate. — invezz.com · 07/14 1:17p https://invezz.com/news/2026/07/14/nvidia-stock-looks-like-a-coiled-spring-is-a-big-breakout-coming/

2. SOFI +3% $18.67 (24B cap) Down More Than 30% This Year, This Stock is a Buy In The Dip SoFi Technologies (NASDAQ:SOFI | SOFI Price Prediction) has been one of the loudest post-election casualties in fintech. — 247wallst.com · 07/14 1:00p https://247wallst.com/investing/2026/07/14/down-more-than-30-this-year-this-stock-is-a-buy-in-the-dip/

3. NU +3% $14.02 (68B cap) GGAL vs. NU: Which Stock Is the Better Value Option? Investors looking for stocks in the Banks - Foreign sector might want to consider either Grupo Financiero Galicia (GGAL) or Nu Holdings Ltd. (NU). But which of these two stocks is more attractive to value investors? — zacks.com · 07/14 12:40p https://www.zacks.com/stock/news/2953356/ggal-vs-nu-which-stock-is-the-better-value-option?cid=CS-STOCKNEWSAPI-FT-tale_of_the_tape|yseop_template_3-2953356

📈 NEW GAINERS:

1. ATAI +15% $5.74 (2.1B cap) Is AtaiBeckley Inc (ATAI) Stock Outpacing Its Medical Peers This Year? Here is how AtaiBeckley Inc (ATAI) and Brainsway Ltd. Sponsored ADR (BWAY) have performed compared to their sector so far this year. — zacks.com · 07/14 10:40a https://www.zacks.com/stock/news/2953076/is-ataibeckley-inc-atai-stock-outpacing-its-medical-peers-this-year?cid=CS-STOCKNEWSAPI-FT-tale_of_the_tape|yseop_template_1-2953076

2. CEPL +14% $11.70 (377M cap) (no fresh news today — likely technical / low-coverage move)

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