🆕 Newsmakers — 2:30p ET, 2026-07-29 — new since last alert

📰 NEW MARKET THEMES: • Fed policymakers leave rates unchanged amid elevated uncertainty Fed policymakers left interest rates unchanged at their July meeting as stubborn inflation remains well above the central bank's 2% target. — foxbusiness.com · 07/29 2:16p https://www.foxbusiness.com/economy/federal-reserve-interest-rate-decision-july-29-2026 • Intact Financial Corporation (IFC:CA) Q2 2026 Earnings Call Transcript Intact Financial Corporation (IFC:CA) Q2 2026 Earnings Call Transcript — seekingalpha.com · 07/29 2:13p https://seekingalpha.com/article/4927082-intact-financial-corporation-ifc-ca-q2-2026-earnings-call-transcript • Reprogramming the Fed's Reaction Function The month following Fed Chair Warsh's first meeting has seen no shortage of drama, as U.S./Iran hostilities resumed (then paused again), inflation surprised to the downside, and the market ascribed an increasing probability of near-term hikes in the absence of forward guidance. — etftrends.com · 07/29 2:02p https://www.etftrends.com/etf-strategist-content-hub/reprogramming-the-feds-reaction-function/ • Fed holds interest rates steady as dissent mounts over whether to hike rates soon Warsh, who took over as chairman from Jerome Powell in May, has repeatedly called for a “good family fight” at the Fed – and it looks like he got his wish. — nypost.com · 07/29 2:02p https://nypost.com/2026/07/29/business/fed-holds-interest-rates-steady-as-dissent-mounts-over-whether-to-hike-rates-soon/ • Divided Fed holds interest rates steady, but three members voted to hike The Federal Reserve on Wednesday released its latest interest rate decision. — cnbc.com · 07/29 2:01p https://www.cnbc.com/2026/07/29/fed-rate-decision-july-2026.html

🐘 NEW BIG-CAP MOVERS:

1. F +4% $15.59 (62B cap) Ford Stock Jumps Nearly 6% After Second Profit Forecast Raise Ford Motor (F), a U.S. automaker producing vehicles including F-Series pickup trucks, jumped nearly 6% in Wednesday's regular-session trading as of 11:18 a.m. E — gurufocus.com · 07/29 1:21p https://www.gurufocus.com/news/8986930/ford-stock-jumps-nearly-6-after-second-profit-forecast-raise

📈 NEW GAINERS:

1. MANH +23% $207.64 (12B cap) Oil Spikes 7%, Nasdaq 100 Sinks Before Fed: Stock Market Today A deepening sell-off gripped Wall Street midday Wednesday as crude oil spiked on a fresh U.S.-Iran escalation just hours before the Federal Reserve's rate verdict, dragging the S&P 500 to four-week lows and knocking the Nasdaq 100 down more than 10% from prior records. — benzinga.com · 07/29 1:16p https://www.benzinga.com/markets/equities/26/07/60771129/oil-surge-us-iran-trump-nasdaq-100-drops-fed-interest-rate-decision-markets-wednesday

2. VRRM +23% $5.16 (783M cap) VRRM INVESTOR ALERT: Holzer & Holzer, LLC Reminds Investors of the August 4, 2026 Lead Plaintiff Deadline in the Verra Mobility Corporation Securities Class Action ATLANTA, July 29, 2026 (GLOBE NEWSWIRE) -- A shareholder class action lawsuit has been filed against Verra Mobility Corporation (“Verra”) (NASDAQ: VRRM). The lawsuit alleges that Defendants made false and misleading statements and/or failed to disclose material adverse facts reg… — globenewswire.com · 07/29 2:14p https://www.globenewswire.com/news-release/2026/07/29/3335515/0/en/VRRM-INVESTOR-ALERT-Holzer-Holzer-LLC-Reminds-Investors-of-the-August-4-2026-Lead-Plaintiff-Deadline-in-the-Verra-Mobility-Corporation-Securities-Class-Action.html

3. LAD +19% $425.48 (9.7B cap) Oil Spikes 7%, Nasdaq 100 Sinks Before Fed: Stock Market Today A deepening sell-off gripped Wall Street midday Wednesday as crude oil spiked on a fresh U.S.-Iran escalation just hours before the Federal Reserve's rate verdict, dragging the S&P 500 to four-week lows and knocking the Nasdaq 100 down more than 10% from prior records. — benzinga.com · 07/29 1:16p https://www.benzinga.com/markets/equities/26/07/60771129/oil-surge-us-iran-trump-nasdaq-100-drops-fed-interest-rate-decision-markets-wednesday

4. EXLS +18% $36.00 (5.5B cap) ExlService Holdings (EXLS) is an Incredible Growth Stock: 3 Reasons Why ExlService Holdings (EXLS) possesses solid growth attributes, which could help it handily outperform the market. — zacks.com · 07/29 1:46p https://www.zacks.com/stock/news/2963661/exlservice-holdings-exls-is-an-incredible-growth-stock-3-reasons-why?cid=CS-STOCKNEWSAPI-FT-tale_of_the_tape|yseop_template_11_growth-2963661

5. CBZ +18% $54.92 (2.9B cap) Shareholder Alert: Ademi LLP investigates whether CBIZ, Inc. is obtaining a Fair Price for Public Shareholders MILWAUKEE, July 29, 2026 /PRNewswire/ -- Ademi LLP is investigating CBIZ (NYSE: CBZ) for possible breaches of fiduciary duty and other violations of law in its recently announced transaction with Grant Thornton Advisors. Click here  to learn how to join our investigation and obt… — prnewswire.com · 07/29 2:25p https://www.prnewswire.com/news-releases/shareholder-alert-ademi-llp-investigates-whether-cbiz-inc-is-obtaining-a-fair-price-for-public-shareholders-302838095.html

6. GRMN +17% $298.02 (57B cap) Garmin Ltd. (GRMN) Q2 2026 Earnings Call Transcript Garmin Ltd. (GRMN) Q2 2026 Earnings Call Transcript — seekingalpha.com · 07/29 1:33p https://seekingalpha.com/article/4927046-garmin-ltd-grmn-q2-2026-earnings-call-transcript

7. AVTR +15% $14.27 (9.7B cap) Oil Spikes 7%, Nasdaq 100 Sinks Before Fed: Stock Market Today A deepening sell-off gripped Wall Street midday Wednesday as crude oil spiked on a fresh U.S.-Iran escalation just hours before the Federal Reserve's rate verdict, dragging the S&P 500 to four-week lows and knocking the Nasdaq 100 down more than 10% from prior records. — benzinga.com · 07/29 1:16p https://www.benzinga.com/markets/equities/26/07/60771129/oil-surge-us-iran-trump-nasdaq-100-drops-fed-interest-rate-decision-markets-wednesday

8. SMTI +14% $30.39 (278M cap) (no fresh news today — likely technical / low-coverage move)

9. NNNN +14% $11.56 (507M cap) (no fresh news today — likely technical / low-coverage move)

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