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July 23, 2026

πŸ†• Newsmakers 2:30p ET β€” new news β€” 2026-07-23

πŸ†• Newsmakers β€” 2:30p ET, 2026-07-23 β€” new since last alert

πŸ“° 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 bearis… 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 ​Thursday as regulators weigh reforms to the country's largest power grid, which faces the growing risk of blackouts β€Œas data center demand soars while few new electricity supplies are… 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

πŸ“ˆ NEW GAINERS:

  1. 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.

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