🆕 Newsmakers — 1:30p ET, 2026-07-31 — new since last alert

📰 NEW MARKET THEMES: • Bessent highlights Trump economy, warns China has 'done a lot of kicking lately' Scott Bessent warns China has been "kicking" the U.S. on rare earth minerals and AI IP theft, comparing the rivalry to an underwater water polo match. — foxbusiness.com · 07/31 1:22p https://www.foxbusiness.com/economy/bessent-highlights-trump-economy-warns-china-has-done-lot-kicking-lately • Wall Street Braces For Big Stock Moves That Could Roil Sleepy August Markets The varied reactions to recent earnings reports underscore the market's broader indecision. That's worrying. — barrons.com · 07/31 1:16p https://www.barrons.com/articles/wall-street-stock-market-volatility-2aa0c9b8 • Badger Infrastructure Solutions Ltd. (BDGI:CA) Q2 2026 Earnings Call Transcript Badger Infrastructure Solutions Ltd. (BDGI:CA) Q2 2026 Earnings Call Transcript — seekingalpha.com · 07/31 1:13p https://seekingalpha.com/article/4928854-badger-infrastructure-solutions-ltd-bdgi-ca-q2-2026-earnings-call-transcript • Magna International Inc. (MG:CA) Q2 2026 Earnings Call Transcript Magna International Inc. (MG:CA) Q2 2026 Earnings Call Transcript — seekingalpha.com · 07/31 1:13p https://seekingalpha.com/article/4928727-magna-international-inc-mg-ca-q2-2026-earnings-call-transcript • Big Tech Earnings, Fed Decision Shape Turbulent Week Wall Street navigated a turbulent week as investors digested the Federal Reserve's latest interest rate decision, a barrage of Big Tech earnings , and renewed geopolitical tensions. — schaeffersresearch.com · 07/31 1:06p https://www.schaeffersresearch.com/content/news/2026/07/31/big-tech-earnings-fed-decision-shape-turbulent-week

🐘 NEW BIG-CAP MOVERS:

1. AMZN +15% $271.20 (2917B cap) AI labs want to pump the brakes, but Amazon and SpaceX are still blasting off After years of pushing full speed ahead on AI, OpenAI CEO Sam Altman says maybe it's time for the AI industry to “pace” itself. The comments came just days after one of OpenAI's own models broke out of its test environment and got tangled up in a breach at Hugging Face — though… — techcrunch.com · 07/31 1:21p https://techcrunch.com/podcast/ai-labs-want-to-pump-the-brakes-but-amazon-and-spacex-are-still-blasting-off/

2. MSFT +3% $463.65 (3443B cap) The Best Magnificent Seven Stocks to Buy Following Earnings As the Magnificent Seven stocks report earnings, the results have been broadly strong, but Microsoft, Amazon and Meta Platforms really stand out. — zacks.com · 07/31 1:11p https://www.zacks.com/commentary/2965982/the-best-magnificent-seven-stocks-to-buy-following-earnings?cid=CS-STOCKNEWSAPI-FT-investment_ideas-2965982

3. NVDA +2% $199.26 (4825B cap) The Best Magnificent Seven Stocks to Buy Following Earnings As the Magnificent Seven stocks report earnings, the results have been broadly strong, but Microsoft, Amazon and Meta Platforms really stand out. — zacks.com · 07/31 1:11p https://www.zacks.com/commentary/2965982/the-best-magnificent-seven-stocks-to-buy-following-earnings?cid=CS-STOCKNEWSAPI-FT-investment_ideas-2965982

📈 NEW GAINERS:

1. AMBA +19% $88.18 (3.9B cap) NXP in talks to buy chip developer Ambarella, FT reports NXP Semiconductors is in talks to buy chip designer ​Ambarella , the Financial Times reported ‌on Friday, citing people familiar with the matter. — reuters.com · 07/31 1:06p https://www.reuters.com/business/nxp-talks-buy-chip-developer-ambarella-ft-reports-2026-07-31/

2. AMZN +15% $271.28 (2917B cap) AI labs want to pump the brakes, but Amazon and SpaceX are still blasting off After years of pushing full speed ahead on AI, OpenAI CEO Sam Altman says maybe it's time for the AI industry to “pace” itself. The comments came just days after one of OpenAI's own models broke out of its test environment and got tangled up in a breach at Hugging Face — though… — techcrunch.com · 07/31 1:21p https://techcrunch.com/podcast/ai-labs-want-to-pump-the-brakes-but-amazon-and-spacex-are-still-blasting-off/

3. SOC +15% $5.14 (512M cap) (no fresh news today — likely technical / low-coverage move)

4. NWL +14% $5.88 (2.5B cap) Newell Brands Inc. (NWL) Q2 2026 Earnings Call Transcript Newell Brands Inc. (NWL) Q2 2026 Earnings Call Transcript — seekingalpha.com · 07/31 1:03p https://seekingalpha.com/article/4928651-newell-brands-inc-nwl-q2-2026-earnings-call-transcript

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