🆕 Newsmakers — 1:30p ET, 2026-07-21 — new since last alert

📰 NEW MARKET THEMES: • Markets Rattled By New Chinese AI Model: What Investors Need To Know New Chinese AI Model Kimi K3 is raising questions for established players. Investors are questioning whether AI industry still has pricing power. — seekingalpha.com · 07/21 1:11p https://seekingalpha.com/article/4923881-markets-rattled-by-new-chinese-ai-model-what-investors-need-to-know • Jamie Dimon says he wouldn't buy stocks or Treasurys at current prices Jamie Dimon said he wouldn't buy stocks or long-term Treasury bonds at current prices, warning that geopolitical and fiscal risks are underpriced. — foxbusiness.com · 07/21 1:06p https://www.foxbusiness.com/markets/jamie-dimon-says-he-wouldnt-buy-stocks-treasurys-current-prices • Even After The Sell-Off, MSCI Is Not A Bargain MSCI, Inc. delivered solid Q2/26 results but missed revenue and EPS expectations, driving a notable share price decline. MSCI updated guidance with higher free cash flow but also increased expense projections, raising concerns about margin sustainability. Despite strong segment… — seekingalpha.com · 07/21 12:59p https://seekingalpha.com/article/4923856-even-after-the-sell-off-msci-is-not-a-bargain • Trump Vows 50% Tariff on Canadian Goods Using Depression-Era Law The Trump administration vowed to impose a fresh 50% tariff on some Canadian goods over what it said was unfair treatment of American alcohol, cars and dairy, further inflaming trade tensions between the two neighbors. Bloomberg's Alicia Diaz joins to discuss. — youtube.com · 07/21 12:39p https://www.youtube.com/watch?v=7o9UyQc1m5k • Stocks Climb as Rebound in Chipmakers Gathers Pace Wall Street staged a comeback as dip buyers emerged, lifting stocks amid rally in chipmakers on bets the artificial-intelligence trade that's powered the bull market has more room to run. Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI, joins to talk tech… — youtube.com · 07/21 12:36p https://www.youtube.com/watch?v=ecfACvCZe68

🐘 NEW BIG-CAP MOVERS:

1. INTC +8% $104.88 (527B cap) Terrain Minerals advances Lightning gold resource as June quarter delivers high-grade drilling and broader discovery pipeline Terrain Minerals Ltd (ASX:TMX, OTC:TMXAF, FRA:T4Y) advanced its flagship Smokebush Gold and Silver Project toward a maiden mineral resource estimate during... — proactiveinvestors.com · 07/21 1:00p https://www.proactiveinvestors.com/companies/news/1095754/terrain-minerals-advances-lightning-gold-resource-as-june-quarter-delivers-high-grade-drilling-and-broader-discovery-pipeline-1095754.html

2. SPCX +7% $128.24 (1677B cap) SpaceX's stock looks to snap brutal losing streak as it heads for one of its best days yet Plus, investors just found out when insiders can start dumping their shares. — marketwatch.com · 07/21 12:44p https://www.marketwatch.com/story/spacexs-stock-looks-to-snap-brutal-losing-streak-as-it-heads-for-one-of-its-best-days-yet-74220273

3. HL +7% $15.28 (10B cap) (no fresh news today — likely technical / low-coverage move)

📈 NEW GAINERS:

1. UTZ +89% $14.10 (1.2B cap) UTZ Stock Alert: Halper Sadeh LLC is Investigating Whether Utz Brands, Inc. is Obtaining a Fair Price for its Shareholders NEW YORK--(BUSINESS WIRE)--Halper Sadeh LLC, an investor rights law firm, is investigating the sale of Utz Brands, Inc. (NYSE: UTZ) to Intersnack Group GmbH & Co. KG for $14.25 per share in cash.Halper Sadeh encourages Utz shareholders to click here to learn more about their rig… — businesswire.com · 07/21 12:37p https://www.businesswire.com/news/home/20260721642563/en/UTZ-Stock-Alert-Halper-Sadeh-LLC-is-Investigating-Whether-Utz-Brands-Inc.-is-Obtaining-a-Fair-Price-for-its-Shareholders/

2. CIFR +17% $24.13 (9.9B cap) Neoclouds Nebius, IREN Tap Massive Hyperscaler AI Capex — Compute Is The New Oil Neocloud stocks are emerging as "compute is the new oil" infrastructure plays, giving public‑market access to the massive AI buildout behind Microsoft Corp. (NASDAQ:MSFT), Open AI, Meta Platforms (NASDAQ:META), Anthropic and other hyperscale buyers. — benzinga.com · 07/21 12:54p https://www.benzinga.com/trading-ideas/movers/26/07/60587199/neoclouds-nebius-iren-tap-massive-hyperscaler-ai-capex

3. NBIS +17% $214.08 (51B cap) Neoclouds Nebius, IREN Tap Massive Hyperscaler AI Capex — Compute Is The New Oil Neocloud stocks are emerging as "compute is the new oil" infrastructure plays, giving public‑market access to the massive AI buildout behind Microsoft Corp. (NASDAQ:MSFT), Open AI, Meta Platforms (NASDAQ:META), Anthropic and other hyperscale buyers. — benzinga.com · 07/21 12:54p https://www.benzinga.com/trading-ideas/movers/26/07/60587199/neoclouds-nebius-iren-tap-massive-hyperscaler-ai-capex

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