🆕 Newsmakers — 1:30p ET, 2026-07-20 — new since last alert

📰 NEW MARKET THEMES: • Hedging Demand Spikes Amid AI-Driven Market Rotation Implied volatilities gained across asset classes last week amidst escalating geopolitical tensions in the Middle East. The accelerating sell-off in chip stocks last week renewed worries over the bigger AI trade, leading to weakness in both the Tech sector as well as the broader… — seekingalpha.com · 07/20 1:13p https://seekingalpha.com/article/4923510-hedging-demand-spikes-amid-ai-driven-market-rotation • Wall Street Sees an Early Autumn Pullback While Keeping the Bull Market Intact Morgan Stanley's Mike Wilson expects stocks to stumble through the seasonally weak late-summer months before a broader rally lifts the S&P 500 to 8,000 by year-end. — barrons.com · 07/20 12:50p https://www.barrons.com/articles/morgan-stanley-mike-wilson-stock-market-outlook-0b00e4e4 • Nasdaq 100 Today: Chip Buyers Return but Earnings Risk Stays High Nasdaq 100 rebounds on chip buying, but Intel, Texas Instruments and Alphabet earnings will decide whether the AI trade can hold its bid. — fxempire.com · 07/20 12:49p https://www.fxempire.com/forecasts/article/nasdaq-100-today-chip-buyers-return-but-earnings-risk-stays-high-1611585 • Market Open: Stocks Higher, Day 9 of U.S. Iran Strikes; $4 Gas Returns • 7/20/26 The CNBC Business News Update with Jessica Ettinger features market numbers & news with CNBC expert analysis and sound from top business names. Updated throughout the business day. — youtube.com · 07/20 12:34p https://www.youtube.com/watch?v=Y9M6uFGxHGA • Iran And Energy Markets: Here We Go Again The ongoing conflict in the Middle East has reignited again over the past week and will continue to drive a sustained energy and commodity supply shock. Persistent hostilities mean higher inflation, no Fed rate cuts, and possible hikes, just as U.S. markets remain richly valued… — seekingalpha.com · 07/20 12:33p https://seekingalpha.com/article/4923495-iran-and-energy-markets-here-we-go-again

🐘 NEW BIG-CAP MOVERS:

1. IREN +21% $40.59 (14B cap) Best-Performing Leveraged ETF Areas of Last Week Middle East tensions, AI-driven tech weakness and stock-specific swings fueled big moves in leveraged ETFs. Here's a look at last week's top performers. — zacks.com · 07/20 1:01p https://www.zacks.com/stock/news/2956585/best-performing-leveraged-etf-areas-of-last-week?cid=CS-STOCKNEWSAPI-FT-etf_news_and_commentary-2956585

2. MU +5% $888.77 (1004B cap) As Micron's stock rebounds, Morgan Stanley says investors shouldn't get spooked by the past Memory chips remain a bottleneck to AI development and demand looks durable, Morgan Stanley analyst says. — marketwatch.com · 07/20 1:14p https://www.marketwatch.com/story/as-microns-stock-rebounds-morgan-stanley-says-investors-shouldnt-get-spooked-by-the-past-6996574b

3. INTC +4% $98.75 (496B cap) Intel positioned for earnings upside as Wedbush highlights server demand and margin recovery Intel Corp (NASDAQ:INTC, XETRA:INL) is expected to report its latest quarterly results after the market close Thursday, with Wedbush forecasting that the chipmaker could exceed consensus expectations as improving server demand, higher pricing and better-than-anticipated margin t… — proactiveinvestors.com · 07/20 12:40p https://www.proactiveinvestors.com/companies/news/1095720

4. NU +3% $14.04 (68B cap) Nu Holdings Stock Rises 6.3% in a Month: Is NU Worth Retaining Now? NU's 6.3% monthly rise reflects record profits, customer growth and Mexico gains, but rapid credit expansion and higher provisions support holding the stock. — zacks.com · 07/20 1:01p https://www.zacks.com/stock/news/2956586/nu-holdings-stock-rises-6-3-in-a-month-is-nu-worth-retaining-now?cid=CS-STOCKNEWSAPI-FT-analyst_blog|most_popular_stocks-2956586

📈 NEW GAINERS:

1. NUAI +25% $5.08 (291M cap) (no fresh news today — likely technical / low-coverage move)

2. ACHR +22% $5.40 (4.1B cap) Why is Archer Aviation's stock jumping 18% today? Shares of Archer Aviation ACHR surged more than 18% on Monday after the electric vertical takeoff and landing (eVTOL) aircraft maker unveiled a new autonomous aircraft platform developed jointly with defense technology company Anduril Industries, marking a major expansion beyond… — invezz.com · 07/20 1:25p https://invezz.com/news/2026/07/20/why-is-archer-aviations-stock-jumping-18-today/

3. IREN +21% $40.60 (14B cap) Best-Performing Leveraged ETF Areas of Last Week Middle East tensions, AI-driven tech weakness and stock-specific swings fueled big moves in leveraged ETFs. Here's a look at last week's top performers. — zacks.com · 07/20 1:01p https://www.zacks.com/stock/news/2956585/best-performing-leveraged-etf-areas-of-last-week?cid=CS-STOCKNEWSAPI-FT-etf_news_and_commentary-2956585

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