🆕 Newsmakers — 2:30p ET, 2026-07-31 — new since last alert

📰 NEW MARKET THEMES: • Analysis: Markets heard a dovish Kevin Warsh. The Fed chairman's own words suggest a rate hike Investors interpreted Kevin Warsh's second Fed press conference as dovish, sending long-term Treasury yields rising. Warsh fumbled the message he likely intended to deliver to markets as he pivoted from his clearer prepared remarks to his much-maligned press conference. — cnbc.com · 07/31 2:16p https://www.cnbc.com/2026/07/31/kevin-warsh-fed-inflation-rate-hike-markets.html • Rogers Corporation Is Recovering Quickly, But 2027 And 2028 Also Need To Go Well Rogers Corporation has shown operational recovery, with Q2 2026 revenue up 6.9% and margin improvement to 17.3%. Rogers' growth catalysts include accelerating aerospace/defense demand, Electronics & Communications market share gains, and margin expansion outpacing revenue. The b… — seekingalpha.com · 07/31 2:15p https://seekingalpha.com/article/4928856-rogers-corporation-is-recovering-quickly-but-2027-and-2028-also-need-to-go-well • Fairfax Financial Holdings Limited (FFH:CA) Q2 2026 Earnings Call Transcript Fairfax Financial Holdings Limited (FFH:CA) Q2 2026 Earnings Call Transcript — seekingalpha.com · 07/31 1:53p https://seekingalpha.com/article/4928751-fairfax-financial-holdings-limited-ffh-ca-q2-2026-earnings-call-transcript • Imperial Oil Limited (IMO:CA) Q2 2026 Earnings Call Transcript Imperial Oil Limited (IMO:CA) Q2 2026 Earnings Call Transcript — seekingalpha.com · 07/31 1:43p https://seekingalpha.com/article/4928815-imperial-oil-limited-imo-ca-q2-2026-earnings-call-transcript • Warsh's Fed is failing to stick to its own principles for good monetary policy Bond investors don't understand how Fed Chair Kevin Warsh's pledge to restore stable prices squares with inaction on interest rates. — marketwatch.com · 07/31 1:38p https://www.marketwatch.com/story/warshs-fed-is-failing-to-stick-to-its-own-principles-for-good-monetary-policy-0d4e45ef

🐘 NEW BIG-CAP MOVERS:

1. AMZN +15% $270.92 (2914B cap) Amazon Completes $50 Billion Investment in OpenAI Amazon completed a $50 billion investment in OpenAI that the two companies announced in February. Amazon said in a Friday (July 31) filing with the Securities and Exchange Commission that after entering into the agreement and investing $15 billion during the first quarter, it in… — pymnts.com · 07/31 1:43p https://www.pymnts.com/news/artificial-intelligence/2026/amazon-completes-50-billion-dollar-investment-openai/

2. MSFT +3% $463.06 (3438B cap) Microsoft: Azure Just Made The AI Spending Argument Easier Microsoft Corporation delivered robust Q4 results, with revenue up 18% to $90B and non-GAAP EPS up 23% to $4.74, exceeding expectations. Azure's acceleration to 43% growth, with management guiding for 45% in Q1 FY27, tangibly links AI capex to revenue expansion. Operating margin… — seekingalpha.com · 07/31 2:18p https://seekingalpha.com/article/4928857-microsoft-azure-just-made-the-ai-spending-argument-easier

📈 NEW GAINERS:

1. RWEM +16% $39.34 (3.1B cap) (no fresh news today — likely technical / low-coverage move)

2. AMZN +15% $270.81 (2914B cap) Amazon Completes $50 Billion Investment in OpenAI Amazon completed a $50 billion investment in OpenAI that the two companies announced in February. Amazon said in a Friday (July 31) filing with the Securities and Exchange Commission that after entering into the agreement and investing $15 billion during the first quarter, it in… — pymnts.com · 07/31 1:43p https://www.pymnts.com/news/artificial-intelligence/2026/amazon-completes-50-billion-dollar-investment-openai/

3. BHC +14% $6.88 (2.6B cap) BHC Q2 Earnings Beat Estimates on Salix and Solta Growth, '26 View Raised BHC beats Q2 estimates as Salix, Solta Medical and Bausch + Lomb fuel growth, lifting 2026 revenue and EBITDA guidance after strong earnings. — zacks.com · 07/30 1:35p https://www.zacks.com/stock/news/2964941/bhc-q2-earnings-beat-estimates-on-salix-and-solta-growth-26-view-raised?cid=CS-STOCKNEWSAPI-FT-analyst_blog|earnings_article-2964941

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