🆕 Newsmakers — 2:30p ET, 2026-07-22 — new since last alert

📰 NEW MARKET THEMES: • ‘CROSSED THE RUBICON': Trump THREATENS Iran over Hormuz ATTACKS ‘The Big Money Show' discusses President Donald Trump's Iran strategy as oil prices surge. #foxbusiness #bigmoneyshow 00:00 Trump warns Iran: "They will pay a big price" 00:39 U.S. strikes enter 11th night as diplomacy stalls 01:19 Larry Kudlow: Trump has crossed the Rubicon 04:… — youtube.com · 07/22 2:00p https://www.youtube.com/watch?v=lKEaGHiOc9k • AI Spending And Rails Lift Industrial Outlook Rail companies have gained from rising freight levels. Airlines continue to see strong demand despite higher fare prices. — seekingalpha.com · 07/22 1:50p https://seekingalpha.com/article/4924346-ai-spending-rails-lift-industrial-outlook • Philip Morris International Inc. (PM) Q2 2026 Earnings Call Transcript Philip Morris International Inc. (PM) Q2 2026 Earnings Call Transcript — seekingalpha.com · 07/22 1:40p https://seekingalpha.com/article/4924240-philip-morris-international-inc-pm-q2-2026-earnings-call-transcript • Advanced Energy: Set To Outpace Growth Estimates Advanced Energy Industries is positioned for record 2026 revenues, driven by strong semiconductor and data center demand. Management targets gross margins above 43% and is expanding capacity, with the Thailand factory opening ahead of schedule to meet robust semiconductor growth… — seekingalpha.com · 07/22 1:38p https://seekingalpha.com/article/4924303-advanced-energy-set-to-outpace-growth-estimates

🐘 NEW BIG-CAP MOVERS:

1. SMCI +21% $30.89 (20B cap) The AI Bull Case Lives On: What You Need to Know While recent pullbacks in AI stocks have concerned investors, the underlying fundamentals of the AI revolution tell a vastly different narrative. — zacks.com · 07/22 2:26p https://www.zacks.com/commentary/2958554/the-ai-bull-case-lives-on-what-you-need-to-know?cid=CS-STOCKNEWSAPI-FT-investment_ideas-2958554

2. CDE +4% $15.88 (16B cap) Stocks Mixed Midday as Crude Continues to Climb Stocks look to be attempting to recover most of the early morning losses — schaeffersresearch.com · 07/22 11:53a https://www.schaeffersresearch.com/content/ezines/2026/07/22/stocks-mixed-midday-as-crude-continues-to-climb

3. T +3% $22.98 (160B cap) Prediction: After a Record Quarter, Here's Where AT&T Will End The Year AT&T (NYSE: T | T Price Prediction) just posted its fifth consecutive earnings beat, with management accelerating buybacks to roughly $10 billion for the year. — 247wallst.com · 07/22 2:00p https://247wallst.com/investing/2026/07/22/prediction-after-a-record-quarter-heres-where-att-will-end-the-year/

4. NVDA +3% $213.62 (5174B cap) Jim Cramer says Nvidia stock ‘is on fire' Jim Cramer has said that the stock for the largest company globally by market capitalization, Nvidia Corp. (NASDAQ: NVDA), ‘is on fire'. — finbold.com · 07/22 2:07p https://finbold.com/jim-cramer-says-nvidia-stock-is-on-fire/

📈 NEW GAINERS:

1. ARWR +22% $90.76 (13B cap) Arrowhead: Stock Up On SHTG Data - No Ceiling On Valuation Growth Potential Arrowhead Pharmaceuticals surged nearly 20% after strong Phase 3 results for plozasiran in severe hypertriglyceridemia, showing 79–81% triglyceride reductions and significant acute pancreatitis risk reduction. Plozasiran's quarterly dosing, robust efficacy, and favorable safety… — seekingalpha.com · 07/22 1:28p https://seekingalpha.com/article/4924293-arrowhead-stock-up-on-shtg-data-no-ceiling-on-valuation-growth-potential

2. SMCI +21% $30.90 (20B cap) The AI Bull Case Lives On: What You Need to Know While recent pullbacks in AI stocks have concerned investors, the underlying fundamentals of the AI revolution tell a vastly different narrative. — zacks.com · 07/22 2:26p https://www.zacks.com/commentary/2958554/the-ai-bull-case-lives-on-what-you-need-to-know?cid=CS-STOCKNEWSAPI-FT-investment_ideas-2958554

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