🆕 Newsmakers — 2:30p ET, 2026-07-27 — new since last alert

📰 NEW MARKET THEMES: • Real Estate's Penthouse View The S&P 500 Real Estate sector rallied 2.36% on Friday, its best day since April 9, 2025, and the strongest performance of any sector. Despite having its best day in more than a year, Real Estate has led the index on just six of 140 trading days this year, tied with Financials a… — seekingalpha.com · 07/27 2:12p https://seekingalpha.com/article/4925959-real-estate-penthouse-view • Banks Press Fed on Oversight as FinTechs Seek ACH Access The Federal Reserve wants to make it easier for some eligible institutions to connect directly to its payment services without giving them everything that comes with a Master Account. — pymnts.com · 07/27 2:10p https://www.pymnts.com/legal/bank-regulation/2026/banks-press-fed-on-oversight-as-fintechs-seek-ach-access/ • Retail Stays Bullish On Hyperscalers Ahead Of Earnings Implied volatilities were mixed across asset classes last week as oil prices spiked on renewed geopolitical tensions. While overall levels of the VIX Index remain fairly muted at 18, we're seeing increasing signs of risk aversion underneath the index surface. — seekingalpha.com · 07/27 2:07p https://seekingalpha.com/article/4925938-week-7-27-2026-retail-stays-bullish-hyperscalers-ahead-earnings • China Is Why AI Won't Pop Like The Dot-Com Bubble Everyone's favorite half-time activity has become comparing the AI bubble to the dot-com bubble. While we ourselves draw such comparisons, we think this time around there is a crucial element that is being glossed over: China and its army of high-performance, cheap AI models. — seekingalpha.com · 07/27 2:05p https://seekingalpha.com/article/4925937-china-is-why-ai-wont-pop-like-the-dot-com-bubble • Software Is Beating Chips for Once. It May Not Be a Flash in the Pan. Software stocks like Workday, CoStar Group, and Salesforce are leading the S&P 500 on Monday. — barrons.com · 07/27 1:39p https://www.barrons.com/articles/software-chips-stocks-workday-salesforce-1516a310

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