🆕 Newsmakers 2:30p ET — new news — 2026-07-21
🆕 Newsmakers — 2:30p ET, 2026-07-21 — new since last alert
📰 NEW MARKET THEMES: • Trump looks set to roll out a new set of tariffs. Will markets care? The president is expected to impose fresh import taxes this week, as levies from February are only able to remain in effect for 150 days. — marketwatch.com · 07/21 2:16p https://www.marketwatch.com/story/trump-looks-set-to-roll-out-a-new-set-of-tariffs-will-markets-care-71097833 • Energy Keeps The Lead Locked Down Energy was one of just three S&P 500 sectors to close higher yesterday and the only one with positive net breadth on the day. Nineteen percent of energy stocks are at 52-week highs, compared with 5.9% for second-place Consumer Staples. — seekingalpha.com · 07/21 2:07p https://seekingalpha.com/article/4923880-energy-keeps-lead-locked-down • Fenway Sports Group Mulls Minority Stake Sale of Liverpool Soccer Team A consortium that includes the family behind ArcelorMittal approached the Boston Red Sox owner about a possible deal. — wsj.com · 07/21 1:59p https://www.wsj.com/business/deals/fenway-sports-group-mulls-minority-stake-sale-of-liverpool-soccer-team-26dd4700 • Coal sector urges Trump admin to provide financing for existing, new power plants A coal council that advises the Trump administration on Tuesday urged the U.S. Department of Energy to provide financial support including loan guarantees and grants to help existing coal plants and get new ones built. — reuters.com · 07/21 1:53p https://www.reuters.com/legal/litigation/coal-sector-urges-trump-admin-provide-financing-existing-new-power-plants-2026-07-21/ • Asian refiners look to Suez Canal to move Saudi oil amid Houthi shipping threats Asian refiners are seeking to ship crude oil from Saudi Arabia's Red Sea port through the Suez Canal and around Africa after Yemen's Iran-aligned Houthis said they would impose a naval blockade on Saudi Arabia. — reuters.com · 07/21 1:35p https://www.reuters.com/world/middle-east/asian-refiners-look-suez-canal-move-saudi-oil-amid-houthi-shipping-threats-2026-07-21/
🐘 NEW BIG-CAP MOVERS:
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INTC +8% $105.13 (528B cap) Intel Q2 Preview: Time For The Turnaround To Deliver I believe Intel Corporation CEO Tan is executing the turnaround quite well. Datacenter, ASICs, and 18A all look better, and the stock reflects that. That's precisely the problem. I now see a real INTC turnaround priced as though the hard part is already done. At 87x forward earn… — seekingalpha.com · 07/21 2:00p https://seekingalpha.com/article/4923879-intel-q2-preview-time-for-the-turnaround-to-deliver
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SPCX +6% $127.00 (1661B cap) SpaceX stock faces over 1.37 billion shares unlock after August earnings With Space Exploration Technologies Corp. (NASDAQ: SPCX) set to report its first earnings as a publicly traded company on August 4, over 1.37 billion shares of SpaceX stock are scheduled to unlock on August 6, 2026 — finbold.com · 07/21 1:42p https://finbold.com/spacex-stock-faces-over-1-37-billion-shares-unlock-after-august-earnings/
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IREN +2% $41.01 (15B cap) IREN's AI Pivot Gains Strong Momentum: Time to Buy or Hold the Stock? IREN's expanding AI cloud contracts, secured power and rapid buildout strengthen its growth case, but funding and execution risks support holding the stock. — zacks.com · 07/21 1:11p https://www.zacks.com/stock/news/2957515/iren-s-ai-pivot-gains-strong-momentum-time-to-buy-or-hold-the-stock?cid=CS-STOCKNEWSAPI-FT-analyst_blog|most_popular_stocks-2957515
— new items only (already-sent headlines filtered). Full list in the 10am/3pm digest.