🆕 Newsmakers — 1:30p ET, 2026-07-28 — new since last alert

📰 NEW MARKET THEMES: • 6 Catalysts That Might Pop The AI Bubble Micron Technology (MU) and memory stocks are seen as potential triggers for a broader AI bubble correction, but current valuations remain strong on forward metrics. Hyperscalers like Alphabet, Meta, Amazon, and Microsoft increasing or curbing capital expenditures could significa… — seekingalpha.com · 07/28 1:10p https://seekingalpha.com/article/4926435-6-catalysts-that-might-pop-the-ai-bubble • Topaz Energy Corp. (TPZ:CA) Q2 2026 Earnings Call Transcript Topaz Energy Corp. (TPZ:CA) Q2 2026 Earnings Call Transcript — seekingalpha.com · 07/28 1:03p https://seekingalpha.com/article/4926436-topaz-energy-corp-tpz-ca-q2-2026-earnings-call-transcript • Gibson Energy Inc. (GEI:CA) Q2 2026 Earnings Call Transcript Gibson Energy Inc. (GEI:CA) Q2 2026 Earnings Call Transcript — seekingalpha.com · 07/28 12:43p https://seekingalpha.com/article/4926449-gibson-energy-inc-gei-ca-q2-2026-earnings-call-transcript • Why the Clarity Act is running out of time In this episode of The Daily Wolf, Scott Melker explains why the CME's move toward nearly 24-hour trading, the growing fight over perpetual futures, expanding prediction markets, and institutional blockchain adoption all point to the same conclusion: traditional finance is evolv… — youtube.com · 07/28 12:33p https://www.youtube.com/watch?v=U0rNGDe7Zeo • Avista: Put Your Energy Behind This Utility Company Soon To Become A Dividend Aristocrat Avista is rated a hold due to flat earnings outlook, high debt, and limited near-term growth despite its essential utility role. AVA faces revenue headwinds from warmer weather and the loss of a major industrial customer, with a projected $93.45 million revenue impact in 2026. T… — seekingalpha.com · 07/28 12:30p https://seekingalpha.com/article/4926397-avista-corporation-put-your-energy-behind-this-utility-company-soon-to-become-a-dividend-aristocrat

🐘 NEW BIG-CAP MOVERS:

1. SPCX +2% $115.78 (1514B cap) Congressman Who Oversees Military Contracts Bought $100,000 in SpaceX Stock. He's Not the Only One. Three days after SpaceX went public on June 12, 2026, Representative William Timmons IV picked up the phone and bought stock. — 247wallst.com · 07/28 1:13p https://247wallst.com/investing/2026/07/28/congressman-who-oversees-military-contracts-bought-100000-in-spacex-stock-hes-not-the-only-one/

📈 NEW GAINERS:

1. IOND +16% $58.00 (2.2B cap) Bitcoin miner Ionic Digital valued at $2.25 billion after shares fall in Nasdaq debut Bitcoin ​miner and ‌AI ​firm ​Ionic Digital ⁠was ​valued at $2.25 ​billion after ​its ​shares fell 5.7% ‌in ⁠their Nasdaq ​debut ​on ⁠Tuesday. — reuters.com · 07/28 12:05p https://www.reuters.com/technology/bitcoin-miner-ionic-digital-valued-225-billion-after-shares-fall-nasdaq-debut-2026-07-28/

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