🆕 Newsmakers — 1:30p ET, 2026-07-15 — new since last alert

📰 NEW MARKET THEMES: • Wall Street banks point to resilient US consumer as loan growth picks up Wall Street's largest banks struck a reassuring tone on U.S. consumer health, citing steady spending, rising loan balances and healthy credit quality that suggest households remain resilient despite growing economic uncertainty. — reuters.com · 07/15 12:33p https://www.reuters.com/business/finance/wall-street-banks-point-resilient-us-consumer-loan-growth-picks-up-2026-07-15/ • Matt Tuttle on Inflation's Ebbs & Flows for Interest Rates, Stock Market Matthew Tuttle explains why the June CPI report could be a game changer for markets, breaking down how the latest inflation data could influence everything. He discusses why oil and gas prices are the key variables to watch, arguing that higher energy prices could reignite infla… — youtube.com · 07/15 12:30p https://www.youtube.com/watch?v=_knxPDAqgs4 • Fed's Warsh Says AI Impact Not Necessarily Inflationary Federal Reserve Chairman Kevin Warsh says higher prices driven by the build-out of AI infrastructure are not necessarily inflationary. He speaks at a Senate Banking Committee hearing. — youtube.com · 07/15 12:25p https://www.youtube.com/watch?v=kCJUSaH2bYU • EU accepts action plan by Elon Musk's X to become more transparent The European Union, which fined Elon Musk's social ​media network X €120 million ($137.2 million) ‌last year, said on Wednesday it had accepted an action plan ​by X to comply ​with transparency rules under the ⁠EU's Digital Services Act. — reuters.com · 07/15 12:24p https://www.reuters.com/business/eu-accepts-action-plan-by-elon-musks-x-become-more-transparent-2026-07-15/ • Genie Energy: Cash-Rich, Governance-Poor, And Fairly Priced For Now Genie Energy is rated Hold with a target price of $16.72, reflecting governance concerns and business volatility despite an apparent 20% upside. GNE's strong cash position ($185.9M, half its market cap) limits downside risk, but underutilized capital drags on ROE and shareholder… — seekingalpha.com · 07/15 12:20p https://seekingalpha.com/article/4922332-genie-energy-cash-rich-governance-poor-and-fairly-priced-for-now

🐘 NEW BIG-CAP MOVERS:

1. PYPL +16% $55.09 (49B cap) PayPal stock is skyrocketing after Stripe and a private equity firm reportedly made a buyout offer Shares in PayPal Holdings (Nasdaq: PYPL) are skyrocketing in premarket trading this morning after a report that the legacy digital payments platform has received a joint buyout offer from one of today's most successful fintech companies and a major private equity firm. Here's wh… — fastcompany.com · 07/15 1:12p https://www.fastcompany.com/91574084/paypal-stock-price-skyrockets-stripe-private-equity-why-pypl-up

2. AAPL +4% $327.12 (4805B cap) Will Apple (AAPL) Beat Estimates Again in Its Next Earnings Report? Apple (AAPL) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report. — zacks.com · 07/15 1:10p https://www.zacks.com/stock/news/2954259/will-apple-aapl-beat-estimates-again-in-its-next-earnings-report?cid=CS-STOCKNEWSAPI-FT-tale_of_the_tape|yseop_template_7-2954259

3. ORCL +4% $132.76 (383B cap) Apple Sues OpenAI, Here's What It Means for Oracle and Microsoft Investors Oracle and Microsoft have underperformed their peers, partly due to their exposure to OpenAI. Apple's lawsuit against OpenAI could affect Oracle and Microsoft because of their deep ties and working relationships with OpenAI. — fool.com · 07/15 12:06p https://www.fool.com/investing/2026/07/15/apple-sues-openai-oracle-microsoft-invest/

4. F +2% $14.24 (56B cap) Ford Should Stop Selling EVs Two articles showed up in the press this morning. The first was in The New York Times. — 247wallst.com · 07/15 9:47a https://247wallst.com/investing/2026/07/15/ford-should-stop-selling-evs/

📈 NEW GAINERS:

1. LCID +20% $5.54 (1.8B cap) LCID INVESTOR DEADLINE APPROACHING: Faruqi & Faruqi, LLP Reminds Lucid Group (LCID) Investors of Securities Class Action Lawsuit Deadline on July 28, 2026 Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In Lucid Group To Contact Him Directly To Discuss Their Options If you purchased or acquired securities in Lucid Group between February 25, 2026 and April 13, 2026 and… — newsfilecorp.com · 07/15 1:22p https://www.newsfilecorp.com/release/305145/LCID-INVESTOR-DEADLINE-APPROACHING-Faruqi-Faruqi-LLP-Reminds-Lucid-Group-LCID-Investors-of-Securities-Class-Action-Lawsuit-Deadline-on-July-28-2026

2. PYPL +16% $55.02 (49B cap) PayPal stock is skyrocketing after Stripe and a private equity firm reportedly made a buyout offer Shares in PayPal Holdings (Nasdaq: PYPL) are skyrocketing in premarket trading this morning after a report that the legacy digital payments platform has received a joint buyout offer from one of today's most successful fintech companies and a major private equity firm. Here's wh… — fastcompany.com · 07/15 1:12p https://www.fastcompany.com/91574084/paypal-stock-price-skyrockets-stripe-private-equity-why-pypl-up

3. MANE +15% $126.48 (5.3B cap) Veradermics, Incorporated (MANE) Discusses Positive Female Results From Phase II Study of VDPHL01 for Pattern Hair Loss Transcript Veradermics, Incorporated (MANE) Discusses Positive Female Results From Phase II Study of VDPHL01 for Pattern Hair Loss Transcript — seekingalpha.com · 07/15 1:07p https://seekingalpha.com/article/4922317-veradermics-incorporated-mane-discusses-positive-female-results-from-phase-ii-study-of

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