π Newsmakers 2:30p ET β new news β 2026-07-23
π Newsmakers β 2:30p ET, 2026-07-23 β new since last alert
π° NEW MARKET THEMES: β’ FirstService Corporation (FSV:CA) Q2 2026 Earnings Call Transcript FirstService Corporation (FSV:CA) Q2 2026 Earnings Call Transcript β seekingalpha.com Β· 07/23 1:50p https://seekingalpha.com/article/4924868-firstservice-corporation-fsv-ca-q2-2026-earnings-call-transcript β’ Wall Street Is At The Beach. Moody's Rides The Current. Moody's Corporation delivered Q2 results that exceeded both top-line and bottom-line estimates, reinforcing the resilience of its business model. MCO reaffirmed its FY26 outlook, signaling management's confidence in sustained growth and operational momentum despite recent bearisβ¦ β seekingalpha.com Β· 07/23 1:46p https://seekingalpha.com/article/4924887-wall-streets-at-the-beach-moodys-rides-the-current-earnings-review β’ Transparency and independence of biggest US power grid in focus as FERC mulls major reforms U.S. energy officials pushed for more independence and transparency in PJM Interconnection on βThursday as regulators weigh reforms to the country's largest power grid, which faces the growing risk of blackouts βas data center demand soars while few new electricity supplies areβ¦ β reuters.com Β· 07/23 1:46p https://www.reuters.com/legal/litigation/transparency-independence-biggest-us-power-grid-focus-ferc-mulls-major-reforms-2026-07-23/ β’ White House: U.S. Trade Rep. Greer to hold announcement on Section 122 tariffs CNBC's Eamon Javers reports on an upcoming announcement from U.S. Trade Representative Jamieson Greer on tariffs as 10% blanket duties are set to expire. β youtube.com Β· 07/23 1:35p https://www.youtube.com/watch?v=4fLeVn9ylaw β’ AAII Sentiment Survey: Optimism Plunges Bullish sentiment decreased 15.3 percentage points to 29.6%. Neutral sentiment increased 5.8 percentage points to 28.1%. β seekingalpha.com Β· 07/23 1:34p https://seekingalpha.com/article/4924875-aaii-sentiment-survey-optimism-plunges
π NEW GAINERS:
- CLF +17% $11.10 (6.3B cap) Cleveland-Cliffs Inc. (CLF) Q2 2026 Earnings Call Transcript Cleveland-Cliffs Inc. (CLF) Q2 2026 Earnings Call Transcript β seekingalpha.com Β· 07/23 1:30p https://seekingalpha.com/article/4924743-cleveland-cliffs-inc-clf-q2-2026-earnings-call-transcript
β new items only (already-sent headlines filtered). Full list in the 10am/3pm digest.