🆕 Newsmakers — 1:30p ET, 2026-07-29 — new since last alert

📰 NEW MARKET THEMES: • Hitachi, Ltd. (HTCI:CA) Q1 2026 Earnings Call Transcript Hitachi, Ltd. (HTCI:CA) Q1 2026 Earnings Call Transcript — seekingalpha.com · 07/29 1:13p https://seekingalpha.com/article/4926802-hitachi-ltd-htci-ca-q1-2026-earnings-call-transcript • Market Midday: Stocks Slide, Dow Falls 850, Nasdaq in Correction • 7/29/26 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 · 07/29 12:53p https://www.youtube.com/watch?v=x9uwG2vLx3g • Canadian Utilities Limited (CU:CA) Q2 2026 Earnings Call Transcript Canadian Utilities Limited (CU:CA) Q2 2026 Earnings Call Transcript — seekingalpha.com · 07/29 12:53p https://seekingalpha.com/article/4927081-canadian-utilities-limited-cu-ca-q2-2026-earnings-call-transcript • Investors Are Bracing for Uncertain Fed Announcement The central bank is expected to leave interest rates unchanged, but investors are preparing for a possible surprise. — nytimes.com · 07/29 12:43p https://www.nytimes.com/live/2026/07/29/business/fed-meeting-rates-kevin-warsh/investors-are-bracing-for-uncertain-fed-announcement • Wall Street just picked a side in crypto The Clarity Act is no longer just a crypto bill. It's become a battle over the future of Wall Street. — youtube.com · 07/29 12:39p https://www.youtube.com/watch?v=tasAB4U5M3o

📈 NEW GAINERS:

1. BXBL +19% $5.00 (1.8B cap) (no fresh news today — likely technical / low-coverage move)

2. EXLS +18% $35.92 (5.5B cap) EXLS vs. VRT: Which Stock Is the Better Value Option? Investors with an interest in Computers - IT Services stocks have likely encountered both ExlService Holdings (EXLS) and Vertiv Holdings Co. (VRT). But which of these two companies is the best option for those looking for undervalued stocks? — zacks.com · 07/29 12:41p https://www.zacks.com/stock/news/2963537/exls-vs-vrt-which-stock-is-the-better-value-option?cid=CS-STOCKNEWSAPI-FT-tale_of_the_tape|yseop_template_3-2963537

3. QUAD +14% $9.61 (495M cap) Quad/Graphics, Inc. (QUAD) Q2 2026 Earnings Call Transcript Quad/Graphics, Inc. (QUAD) Q2 2026 Earnings Call Transcript — seekingalpha.com · 07/29 1:13p https://seekingalpha.com/article/4927108-quad-graphics-inc-quad-q2-2026-earnings-call-transcript

4. AVTR +14% $14.16 (9.7B cap) Avantor, Inc. (AVTR) Q2 2026 Earnings Call Transcript Avantor, Inc. (AVTR) Q2 2026 Earnings Call Transcript — seekingalpha.com · 07/29 1:03p https://seekingalpha.com/article/4926952-avantor-inc-avtr-q2-2026-earnings-call-transcript

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