🆕 Newsmakers — 1:30p ET, 2026-07-23 — new since last alert

📰 NEW MARKET THEMES: • Khosla Ventures In Talks For Its Biggest Fundraise Ever Khosla Ventures, one of OpenAI's early investors, is in talks to raise $5.5 billion in a new set of venture investments funds, which would make it the largest fundraising event in the firm's history, according to sources. Bloomberg's Natasha Mascarenhas joins Ed Ludlow on "Bloom… — youtube.com · 07/23 1:18p https://www.youtube.com/watch?v=OT6408Sfc74 • JPMorgan report finds dramatic jump in AI-themed ETFs — despite rough quarter Wall Street is banking heavily on exchange-traded funds that give investors artificial intelligence exposure, according to JPMorgan Asset Management. — cnbc.com · 07/23 1:10p https://www.cnbc.com/2026/07/23/jpmorgan-dramatic-jump-in-ai-etfs-despite-rough-quarter.html • Mortgage Rates Rise to Highest Level in Almost a Year A sharp rise in Treasury yields in the wake of the U.S. war in Iran and oil prices hitting $100 a barrel is likely to send mortgage rates higher. — barrons.com · 07/23 1:05p https://www.barrons.com/articles/mortgage-rates-rise-treasuries-bororrowing-costs-f0e30134 • The rising cost of capital for companies today is starting to spook the stock market: ‘The worry is the spending might not pay off' Alphabet says it plans to throw even more money at the AI build-out. The Iran war, oil back at $100 a barrel and rising bond yields make it all the more difficult for the market to stomach. — marketwatch.com · 07/23 1:04p https://www.marketwatch.com/story/the-rising-cost-of-capital-for-companies-today-is-starting-to-spook-the-stock-market-the-worry-is-the-spending-might-not-pay-off-de4c69e4 • The Treasury market is flashing a warning sign for home buyers. Are 7% mortgage rates next? The 30-year fixed-rate mortgage edged up to its highest level of 2026. — marketwatch.com · 07/23 1:03p https://www.marketwatch.com/story/the-treasury-market-is-flashing-a-warning-sign-for-home-buyers-are-7-mortgage-rates-next-58b5b3b1

🐘 NEW BIG-CAP MOVERS:

1. SMCI +6% $32.36 (21B cap) Super Micro: Market Remains Far Too Pessimistic Super Micro Computer, Inc. delivered preliminary FQ4 results with gross margins of 15–17%, nearly double guidance, and over $60 billion in new orders. SMCI's path to $100 billion in annual revenue is supported by surging orders and expanded manufacturing capacity, with DCBBS pro… — seekingalpha.com · 07/23 12:38p https://seekingalpha.com/article/4924828-super-micro-market-remains-far-too-pessimistic

📈 NEW GAINERS:

1. NVCR +28% $19.98 (2.3B cap) NovoCure Limited (NVCR) Q2 2026 Earnings Call Transcript NovoCure Limited (NVCR) Q2 2026 Earnings Call Transcript — seekingalpha.com · 07/23 1:00p https://seekingalpha.com/article/4924895-novocure-limited-nvcr-q2-2026-earnings-call-transcript

2. RELL +23% $22.07 (321M cap) Richardson Electronics Q4 Earnings Call Highlights Richardson Electronics NASDAQ: RELL reported a stronger fourth quarter and fiscal 2026 performance, with management pointing to broad-based demand across its Power & Microwave Technologies, Green Energy Solutions and Canvys businesses, while also emphasizing continued investment… — marketbeat.com · 07/23 1:07p https://www.marketbeat.com/instant-alerts/richardson-electronics-q4-earnings-call-highlights-2026-07-23/

3. CLF +20% $11.35 (6.5B cap) Cleveland-Cliffs Q2: A Make-Or-Break Moment For The Stock Cleveland-Cliffs Inc. stock is up sharply after the company provided strong guidance for the upcoming quarter. Short-term momentum will likely be sustained, and the valuation gap with more profitable competitors should narrow down. Market participants, however, will likely conti… — seekingalpha.com · 07/23 1:02p https://seekingalpha.com/article/4924852-cleveland-cliffs-q2-a-make-or-break-moment-for-the-stock

4. MEDP +15% $607.24 (17B cap) Medpace: 'Buy' On Financial Metric Improvements And Solid Q2 2026 Earnings Medpace Holdings remains a "Buy" as Q2 2026 showed broad metric improvement and an inflection point in growth trajectory. The company's net book-to-Bill ratio rebounded to 1.13x, and backlog conversion rate rose to 24.1%, signaling strong future revenue visibility. Revenue grew… — seekingalpha.com · 07/23 12:47p https://seekingalpha.com/article/4924838-medpace-buy-financial-metric-improvements-and-solid-q2-2026-earnings

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