🆕 Newsmakers — 2:30p ET, 2026-07-28 — new since last alert

📰 NEW MARKET THEMES: • Shein Discloses FTC Investigation Into Fast-Fashion Retailer's U.S. Operations The company, which was founded in China, did not disclose what the FTC is investigating, or when the probe began. — wsj.com · 07/28 2:03p https://www.wsj.com/business/shein-discloses-ftc-investigation-into-fast-fashion-retailers-u-s-operations-fae794a5 • Trump defends tariffs ahead of looming midterms, says they have made the US ‘a fortune' President Donald Trump defended his administration's tariffs on Tuesday, telling "Fox & Friends" that they have made the United States "a fortune." — foxbusiness.com · 07/28 2:02p https://www.foxbusiness.com/politics/trump-defends-tariffs-ahead-looming-midterms-says-have-made-us-a-fortune • Tamarack Valley Energy Ltd. (TVE:CA) Q2 2026 Earnings Call Transcript Tamarack Valley Energy Ltd. (TVE:CA) Q2 2026 Earnings Call Transcript — seekingalpha.com · 07/28 1:53p https://seekingalpha.com/article/4926447-tamarack-valley-energy-ltd-tve-ca-q2-2026-earnings-call-transcript • ValuEngine Weekly Market Summary And Commentary U.S. equity markets were mixed this week, with continued pressure on growth-oriented benchmarks offset by strength in defensive, industrial, and energy-related sectors. Last week, 177 S&P 500 companies (roughly 27% of the index) reported Q2 results. — seekingalpha.com · 07/28 1:44p https://seekingalpha.com/article/4926450-valuengine-weekly-market-summary-commentary • U.S. Strategic Petroleum Reserve faces stress as emergency releases strain old infrastructure The Strategic Petroleum Reserve has fallen to the lowest level since March 1983. The reserve has been tested in recent years as energy markets were disrupted by the U.S. war against Iran in 2026 and Russia's invasion of Ukraine in 2022. — cnbc.com · 07/28 1:34p https://www.cnbc.com/2026/07/28/us-strategic-petroleum-reserve-spr-iran-oil-strait-hormuz.html

🐘 NEW BIG-CAP MOVERS:

1. NFLX +4% $72.98 (304B cap) Final Trades: Netflix, Quanta Services and Raymond James The Investment Committee reveals its Final Trades. — youtube.com · 07/28 1:35p https://www.youtube.com/watch?v=1uRNgZS__Dc

📈 NEW GAINERS:

1. LCID +21% $7.86 (2.5B cap) Saudi prince buys 5% stake in Lucid Motors Prince Alwaleed bin Talal Al Saud, a member of the Saudi royal family, has purchased a 5% stake in Lucid Motors, increasing the Kingdom's overall ownership of the electric vehicle company. — techcrunch.com · 07/28 1:33p https://techcrunch.com/2026/07/28/saudi-prince-buys-5-stake-in-lucid-motors/

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