🆕 Newsmakers — 2:30p ET, 2026-07-14 — new since last alert

📰 NEW MARKET THEMES: • Wasserman: "No Relief in Sight" for Consumers, Fed Faces Political Tightrope A cooldown in CPI can't offset pressures from ongoing tensions between the U.S. and Iran, argues Max Wasserman, who sees persistent headwinds hitting American consumers. "There's no relief in sight," he says, pointing to interest rates tentatively holding, rising gas prices, and… — youtube.com · 07/14 2:00p https://www.youtube.com/watch?v=L27ABL3e_jI • Big Banks' Profits Surge After a Red-Hot Quarter on Wall Street Jamie Dimon said conditions were nearly ‘as good as it gets' after JPMorgan reported a big jump in profit. — wsj.com · 07/14 1:43p https://www.wsj.com/finance/banking/big-banks-profits-surge-after-a-red-hot-quarter-on-wall-street-7a25ffbe • New York becomes first U.S. state to impose AI data center ban New York State Governor Kathy Hochul on Tuesday signed an executive order barring the construction of new "hyperscaler" data centers using 50 megawatts or more of power for up to one year. It is the first statewide data center ban in the U.S., though similar measures are being c… — cnbc.com · 07/14 1:39p https://www.cnbc.com/2026/07/14/new-york-ai-data-center-ban.html • Wall Street banks see AI 'super cycle' set to boost deals, financing A rush by technology companies to ​fund AI infrastructure is boosting dealmaking and financing activity for Wall Street, bankers said on Tuesday, generating lucrative fees ‌from capital raising and loans. — reuters.com · 07/14 1:35p https://www.reuters.com/legal/transactional/wall-street-banks-see-ai-super-cycle-set-boost-deals-financing-2026-07-14/ • Officials are reportedly looking into Taco Bell, as source of parasite outbreak remains elusive Shares of Yum Brands were down nearly 4% on Tuesday. — marketwatch.com · 07/14 1:28p https://www.marketwatch.com/story/officials-are-reportedly-looking-into-taco-bell-as-source-of-parasite-outbreak-remains-elusive-3ead0a1f

🐘 NEW BIG-CAP MOVERS:

1. INTC +5% $108.34 (543B cap) Intel, ARM face near-term pain while AMD rides server boom: BofA CPU makers Advanced Micro Devices Inc (NASDAQ:AMD, XETRA:AMD), Intel Corp (NASDAQ:INTC, XETRA:INL), Arm Holdings PLC (NASDAQ:ARM) and Qualcomm Inc (NASDAQ:QCOM, XETRA:QCI) are all reporting earnings in the coming weeks, and Bank of America says the results will tell very differe… — proactiveinvestors.com · 07/14 1:56p https://www.proactiveinvestors.com/companies/news/1095436

2. NVDA +4% $211.74 (5129B cap) NVIDIA vs SanDisk: Is Storage the Next AI Winner? NVIDIA (NASDAQ: NVDA | NVDA Price Prediction) and SanDisk (NASDAQ: SNDK) both delivered blowout — 247wallst.com · 07/14 2:00p https://247wallst.com/investing/2026/07/14/nvidia-vs-sandisk-is-storage-the-next-ai-winner/

3. PLTR +4% $135.12 (310B cap) Nvidia May Be the Most Valuable Company in the World, but It Looks Like a Bargain Compared to These 3 Artificial Intelligence (AI) Stocks A high market cap doesn't mean a stock is overpriced. Nvidia's valuation is high, but its strong earnings suggest it's not that expensive. — fool.com · 07/14 12:38p https://www.fool.com/investing/2026/07/14/nvidia-may-be-the-most-valuable-company-in-the-wor/

📈 NEW GAINERS:

1. PRE +17% $21.77 (370M cap) Prenetics' IM8 Secures $1 Billion Growth Financing from General Catalyst's Customer Value Fund (CVF) IM8 is the fastest-growing premium supplement brand ever recorded — over 50 million servings delivered to date, with approximately 200,000 servings currently delivered daily, and an order every 27 seconds Prenetics raises full-year 2026 IM8 revenue guidance to $210–220 million,… — globenewswire.com · 07/14 1:35p https://www.globenewswire.com/news-release/2026/07/14/3327198/0/en/Prenetics-IM8-Secures-1-Billion-Growth-Financing-from-General-Catalyst-s-Customer-Value-Fund-CVF.html

2. TGB +14% $7.99 (2.9B cap) Trekor Announces 36 Million Pounds of Copper Production from Gibraltar and Florence Copper in the Second Quarter VANCOUVER, British Columbia, July 14, 2026 (GLOBE NEWSWIRE) -- Trekor Metals Limited (TSX: TKO; NYSE American: TGB; LSE: TKO) (“Trekor” or the "Company") is pleased to announce second quarter production results for its 100%-owned Gibraltar mine and Florence Copper production fac… — globenewswire.com · 07/14 8:30a https://www.globenewswire.com/news-release/2026/07/14/3326844/0/en/Trekor-Announces-36-Million-Pounds-of-Copper-Production-from-Gibraltar-and-Florence-Copper-in-the-Second-Quarter.html

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