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

📈 NEW GAINERS:

1. AXTI +31% $48.37 (2.2B cap) AXT, Inc. Announces Long-Term Supplier Agreement with Lumentum FREMONT, Calif.--(BUSINESS WIRE)---- $AXTI--AXT, Inc. (Nasdaq: AXTI), a leading manufacturer of compound semiconductor substrates, today announced that it entered into a definitive agreement with Lumentum Operations, LLC for the supply and capacity reservation of indium phosphid… — businesswire.com · 07/29 4:05p https://www.businesswire.com/news/home/20260729446850/en/AXT-Inc.-Announces-Long-Term-Supplier-Agreement-with-Lumentum/

2. CIFR +28% $22.60 (9.3B cap) TeraWulf and Cipher Digital Are up 50% in 2026 While IREN Lags Behind. Is It Time to Buy IREN for a Catch-Up Trade? Shares of IREN (NASDAQ:IREN) are up 27% midday Thursday, joining a broad rally across Bitcoin (CRYPTO:BTC)-miner-turned-AI-infrastructure names. — 247wallst.com · 07/30 2:20p https://247wallst.com/investing/2026/07/30/terawulf-and-cipher-digital-are-up-50-in-2026-while-iren-lags-behind-is-it-time-to-buy-iren-for-a-catch-up-trade/

3. BTDR +27% $11.34 (2.7B cap) (no fresh news today — likely technical / low-coverage move)

4. BHC +27% $5.96 (2.2B cap) (no fresh news today — likely technical / low-coverage move)

5. CORT +27% $118.14 (13B cap) (no fresh news today — likely technical / low-coverage move)

6. NBIS +26% $187.41 (45B cap) (no fresh news today — likely technical / low-coverage move)

7. BRUN +26% $19.75 (1.6B cap) (no fresh news today — likely technical / low-coverage move)

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