🆕 Newsmakers — 2:30p ET, 2026-07-17 — new since last alert

📰 NEW MARKET THEMES: • Mid-Year Scorecard: Assessing Our Solving For 2026 Calls Why the policy divergence call earned top marks, and how a new Fed chair complicates the outlook. What went wrong with the long-rates thesis and why not all duration is created equal. — seekingalpha.com · 07/17 1:59p https://seekingalpha.com/article/4923096-mid-year-scorecard-assessing-solving-2026-calls • Travelers Was A Big Winner, Run A House Position Travelers has nearly doubled since our initial buy call after a significant drop two years ago. TRV's Q2 results showed strong profitability: net income of $2.21B, core income of $2.16B, and adjusted EPS of $10.04, beating consensus by $4.65. Premium growth remains robust across… — seekingalpha.com · 07/17 1:53p https://seekingalpha.com/article/4923093-travelers-was-a-big-winner-run-a-house-position • Chip Stocks Steal the Spotlight During Earnings Kickoff Wall Street endured another volatile week as investors balanced the start of second-quarter earnings season against persistent weakness in semiconductor stocks and ongoing geopolitical uncertainty. — schaeffersresearch.com · 07/17 1:37p https://www.schaeffersresearch.com/content/news/2026/07/17/chip-stocks-steal-the-spotlight-during-earnings-kickoff • Chip Stocks, Tech IPOs, and Wildfire Smoke Are All Clouding the Outlook The tech selloff has spread beyond semiconductor stocks to many of this year's biggest listings, even as some Wall Street analysts argue the pullback is a healthy reset rather than the end of the AI boom. — barrons.com · 07/17 1:27p https://www.barrons.com/articles/tech-chip-stocks-ipos-ai-selloff-e9257eb1

🐘 NEW BIG-CAP MOVERS:

1. MU +3% $877.94 (992B cap) Micron: Things Change Micron Technology, Inc. has seen a massive selloff, with shares now under $850, presenting a completely different risk-reward profile versus a month ago. Recent price declines are attributed to technical factors, including leveraged ETFs and sector rotation, rather than fundamen… — seekingalpha.com · 07/17 2:16p https://seekingalpha.com/article/4923101-micron-things-change

📈 NEW GAINERS:

1. PESI +15% $17.68 (375M cap) (no fresh news today — likely technical / low-coverage move)

2. SIND +12% $14.46 (2.2B cap) (no fresh news today — likely technical / low-coverage move)

3. AVLN +11% $28.56 (1.3B cap) (no fresh news today — likely technical / low-coverage move)

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