🆕 Newsmakers — 1:30p ET, 2026-07-22 — new since last alert

📰 NEW MARKET THEMES: • Global Economy Is Suddenly Fighting an Energy Stranglehold on Three Fronts The closing of the chokepoints at Hormuz, Bab al-Mandeb and the Black Sea collectively imperils roughly a quarter of the world's oil supply. — wsj.com · 07/22 1:16p https://www.wsj.com/business/energy-oil/global-economy-is-suddenly-fighting-an-energy-stranglehold-on-three-fronts-93f28d2b • Philip Morris Q2 Earnings Beat Estimates, Organic Sales Rise 7.6% Y/Y PM beats second-quarter estimates as adjusted EPS rose 15.2% and organic sales climbed 7.6%, while smoke-free growth supported results. — zacks.com · 07/22 12:31p https://www.zacks.com/stock/news/2958384/philip-morris-q2-earnings-beat-estimates-organic-sales-rise-7-6-y-y?cid=CS-STOCKNEWSAPI-FT-analyst_blog|earnings_article-2958384 • Why Wall Street suddenly wants the Clarity Act The Clarity Act is reaching its defining moment In this episode of The Daily Wolf, Scott Melker sits down with Coinbase Head of Institutional Strategy John D'Agostino to discuss why the Clarity Act still has a path forward, why banks are warming to stablecoins, how tokenized sec… — youtube.com · 07/22 12:30p https://www.youtube.com/watch?v=ztwXJegBdaU • TrustCo Bank Is Getting Awfully Pricey, But It's Not Ready For A Downgrade Yet TrustCo Bank delivered an 80.5% stock gain, outperforming the S&P 500, driven by improved earnings and asset quality. TRST's Q2 2026 net interest income rose to $44.9 million, with net interest margin expanding to 2.87% and EPS increasing from $0.79 to $0.98. Despite improvement… — seekingalpha.com · 07/22 12:23p https://seekingalpha.com/article/4924253-trustco-bank-is-getting-awfully-pricey-but-its-not-ready-for-a-downgrade-yet

🐘 NEW BIG-CAP MOVERS:

1. SMCI +23% $31.36 (20B cap) Price Prediction: SMCI Will Double on This Date Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) has become the AI infrastructure story Wall Street loves to hate. — 247wallst.com · 07/22 1:00p https://247wallst.com/investing/2026/07/22/price-prediction-smci-will-double-on-this-date/

2. CDE +4% $15.96 (16B cap) California Public Employees Retirement System Has $29.32 Million Stock Holdings in Coeur Mining, Inc. $CDE California Public Employees Retirement System lifted its holdings in shares of Coeur Mining, Inc. (NYSE: CDE) by 40.9% during the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor o… — defenseworld.net · 07/22 4:17a https://www.defenseworld.net/2026/07/22/california-public-employees-retirement-system-has-29-32-million-stock-holdings-in-coeur-mining-inc-cde.html

3. NVDA +3% $213.78 (5179B cap) Wall Street Says the Chip Selloff Is a Gift: $1.1 Trillion in AI Spending Is Coming Chips took a beating in July, and if you sold in a panic, take a breath. On a CNBC segment earlier this week, Wells Fargo chief equity strategist Ohsung Kwon and Strategy Asset Managers CEO Tom Hulick both argued the semiconductor pullback is a positioning reset ahead of what co… — 247wallst.com · 07/22 1:00p https://247wallst.com/investing/2026/07/22/wall-street-says-the-chip-selloff-is-a-gift-1-1-trillion-in-ai-spending-is-coming/

4. T +3% $22.82 (159B cap) AT&T Q2 Earnings Call Highlights AT&T NYSE: T reported faster growth in service revenue, adjusted EBITDA and adjusted earnings per share in the second quarter of 2026, with executives pointing to gains in fiber, fixed wireless and postpaid phone subscribers as the main drivers of the quarter's performance. — marketbeat.com · 07/22 1:06p https://www.marketbeat.com/instant-alerts/att-q2-earnings-call-highlights-2026-07-22/

5. IREN +2% $42.17 (15B cap) IREN's $4 Billion ARR Changes Everything Approximately 85% of IREN Limited's targeted $4 billion AI Cloud ARR is backed by signed multi-year contracts, materially improving revenue visibility. Customers now prepay roughly 45% of GPU deployment costs, while a $3.65 billion financing facility reduces future equity diluti… — seekingalpha.com · 07/22 12:47p https://seekingalpha.com/article/4924271-irens-4-billion-arr-changes-everything

📈 NEW GAINERS:

1. OTLY +30% $11.73 (366M cap) Oatly shares surge after company raises revenue outlook on Q2 growth Oatly Group (NASDAQ:OTLY) saw its shares surge 29% on Wednesday after the oat drink maker reported second quarter results that showed higher revenue, improved margins and progress toward profitability, while raising its full-year revenue outlook. The company reported Q2 revenue… — proactiveinvestors.com · 07/22 1:07p https://www.proactiveinvestors.com/companies/news/1095879

2. SMCI +23% $31.36 (20B cap) Price Prediction: SMCI Will Double on This Date Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) has become the AI infrastructure story Wall Street loves to hate. — 247wallst.com · 07/22 1:00p https://247wallst.com/investing/2026/07/22/price-prediction-smci-will-double-on-this-date/

3. NG +17% $6.58 (2.9B cap) NG Stock Alert: Halper Sadeh LLC is Investigating Whether NOVAGOLD RESOURCES INC. is Obtaining a Fair Price for its Shareholders NEW YORK--(BUSINESS WIRE)--Halper Sadeh LLC, an investor rights law firm, is investigating the merger of NOVAGOLD RESOURCES INC. (NYSE American: NG) with Donlin Gold LLC.Halper Sadeh encourages NOVAGOLD shareholders to click here to learn more about their rights and options or c… — businesswire.com · 07/22 9:17a https://www.businesswire.com/news/home/20260722958310/en/NG-Stock-Alert-Halper-Sadeh-LLC-is-Investigating-Whether-NOVAGOLD-RESOURCES-INC.-is-Obtaining-a-Fair-Price-for-its-Shareholders/

4. NEGG +14% $15.62 (328M cap) (no fresh news today — likely technical / low-coverage move)

5. ITG +12% $13.65 (1.7B cap) (no fresh news today — likely technical / low-coverage move)

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