🆕 Newsmakers — 3:30p ET, 2026-07-07 — new since last alert

📰 NEW MARKET THEMES: • U.S. revokes Iran oil sales authorization after tanker attacks U.S. revokes Iran oil sales authorization after tanker attacks — cnbc.com · 07/07 3:16p https://www.cnbc.com/2026/07/07/us-revokes-iran-oil-sanctions-waiver-tanker-attacks.html • Elon Musk's Terafab could give a major boost to this corner of the chip sector SpaceX could spend about $135 billion on wafer-fab equipment over the next five years, UBS said. — marketwatch.com · 07/07 3:05p https://www.marketwatch.com/story/elon-musks-terafab-could-give-a-major-boost-to-this-corner-of-the-chip-sector-27ad6099 • Piedmont Realty Trust: This Office REIT's Dividend Comeback Is Taking Shape Piedmont Realty Trust, Inc. is positioned for dividend reinstatement, with AFFO growth and improving office market dynamics driving future upside. PDM's projected 2026 and 2027 dividend yields are 5.77% and 7.4% at current prices, reflecting a conservative payout ratio and expec… — seekingalpha.com · 07/07 3:00p https://seekingalpha.com/article/4920419-piedmont-realty-trust-this-office-reits-dividend-comeback-is-taking-shape • Wednesday's Fed minutes will be revealing — but not in the way investors hope Minutes of the Fed's June meeting will give more insight on how new Fed Chair Kevin Warsh intends to run the central bank. — marketwatch.com · 07/07 2:52p https://www.marketwatch.com/story/wednesdays-fed-minutes-will-be-revealing-but-not-in-the-way-investors-hope-864e223d • Natural Gas, WTI Oil, Brent Oil Forecasts – Oil Rallies As Iran Attacks Vessels In The Strait Of Hormuz Rising geopolitical premium provided strong support to oil markets. — fxempire.com · 07/07 2:45p https://www.fxempire.com/forecasts/article/natural-gas-wti-oil-brent-oil-forecasts-oil-rallies-as-iran-attacks-vessels-in-the-strait-of-hormuz-1608845

🐘 NEW BIG-CAP MOVERS:

1. XLE +3% $54.77 (36B cap) Riding the Green Wave: Clean Energy ETFs Benefiting While volatile oil prices have taken much of the spotlight in the energy sector this year, increasing global energy security concerns amid geopolitical tensions, soaring data center energy demand, and substantial international investment have propelled clean energy ETF gains in… — etftrends.com · 07/07 3:03p https://www.etftrends.com/etf-building-blocks-content-hub/riding-green-wave-clean-energy-etfs-benefiting/

2. T +2% $21.07 (146B cap) Why AT&T (T) is a Top Value Stock for the Long-Term Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service. — zacks.com · 07/07 10:41a https://www.zacks.com/stock/news/2949326/why-at-t-t-is-a-top-value-stock-for-the-long-term?cid=CS-STOCKNEWSAPI-FT-tale_of_the_tape|zacks_education_value_score-2949326

📈 NEW GAINERS:

1. TTRX +12% $8.60 (263M cap) Why Is Turn Therapeutics Stock Trading Higher Today? Turn Therapeutics, Inc. (NASDAQ:TTRX) on Tuesday said a planned interim analysis of its adaptive Phase 2 trial of GX-03 for atopic dermatitis has led to refinements in the study design and an expansion of the patient population. — benzinga.com · 07/07 2:20p https://www.benzinga.com/trading-ideas/movers/26/07/60316717/why-is-turn-therapeutics-stock-trading-higher-today

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