🆕 Newsmakers — 2:30p ET, 2026-07-24 — new since last alert

📰 NEW MARKET THEMES: • Canadian National Railway Company (CNR:CA) Q2 2026 Earnings Call Transcript Canadian National Railway Company (CNR:CA) Q2 2026 Earnings Call Transcript — seekingalpha.com · 07/24 2:10p https://seekingalpha.com/article/4925322-canadian-national-railway-company-cnr-ca-q2-2026-earnings-call-transcript • Jensen Huang has a high-stakes message for AI policymakers As Washington considers tighter restrictions on open-weight AI over concerns of intellectual-property theft, Nvidia and other tech companies are pushing back. — marketwatch.com · 07/24 2:06p https://www.marketwatch.com/story/jensen-huang-has-a-high-stakes-message-for-ai-policymakers-aa60017b • Chart Of The Day: Have Hyperscalers Lost The Plot? After racking up phenomenal gains for a long time, soaring AI spending bills are coming back to bite hyperscalers in 2026. The MoneyShow Chart of the Day shows the three-month performance of leading AI stocks like Alphabet, Meta Platforms, Amazon.com, Oracle, and Microsoft. — seekingalpha.com · 07/24 2:05p https://seekingalpha.com/article/4925430-chart-of-day-have-hyperscalers-lost-the-plot • Trump threatens EU with 'substantial TARIFF' for 'ROBBING' U.S. tech giants Trump threatens EU with 'substantial TARIFF' for 'ROBBING' U.S. tech giants — cnbc.com · 07/24 1:48p https://www.cnbc.com/2026/07/24/trump-tariffs-eu-trade-google-apple-tech.html • Earnings Are Crushing it. Stocks are Getting Crushed. The summer earnings story is compelling. But markets just aren't buying it. — barrons.com · 07/24 1:44p https://www.barrons.com/articles/tech-ai-stocks-markets-earnings-48b7c79e

🐘 NEW BIG-CAP MOVERS:

1. AAPL +3% $332.38 (4881B cap) Magnificent 7 stocks shed hundreds of billions amid AI spending fears Magnificent Seven stocks lost $787 billion in a single day as Alphabet and Tesla earnings revealed massive AI infrastructure capex that spooked investors. — foxbusiness.com · 07/24 2:21p https://www.foxbusiness.com/markets/magnificent-7-stocks-shed-hundreds-billions-amid-ai-spending-fears

2. CMCSA +2% $22.39 (80B cap) CMCSA Q2 Earnings Beat Estimates on Wireless and Peacock Strength Comcast's Q2 segment results got a lift from record wireless growth, Peacock's first profitable quarter and strong Studios, despite theme park pressure. — zacks.com · 07/24 12:41p https://www.zacks.com/stock/news/2960441/cmcsa-q2-earnings-beat-estimates-on-wireless-and-peacock-strength?cid=CS-STOCKNEWSAPI-FT-analyst_blog|earnings_article-2960441

📈 NEW GAINERS:

1. SLB +11% $52.45 (78B cap) SLB Q2 Earnings Call Highlights SLB NYSE: SLB reported second-quarter revenue of $9 billion, up 3% sequentially, as growth in Latin America, Europe and Africa, U.S. land and Asia more than offset disruptions in the Middle East. Adjusted earnings per share were $0.55, up $0.03 from the prior quarter but down $0… — marketbeat.com · 07/24 1:04p https://www.marketbeat.com/instant-alerts/slb-q2-earnings-call-highlights-2026-07-24/

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