🆕 Newsmakers — 3:30p ET, 2026-07-14 — new since last alert

📰 NEW MARKET THEMES: • Iran Is Attacking a Crucial Oil-Market Lifeline: Shuttle Runs The back-and-forth voyages have been instrumental because only a small number of shipowners were willing to risk sending their tankers through Hormuz — wsj.com · 07/14 3:19p https://www.wsj.com/world/middle-east/iran-is-attacking-a-crucial-oil-market-lifeline-shuttle-runs-ff9f31ed • Brace for $4 gas again: How U.S.-Iran tensions are threatening to end the price break at the pump Americans got some relief at the gas pump in recent weeks, enough to slow down inflation. That might not last long as the U.S. and Iran continue to vie for control of the Strait of Hormuz. — marketwatch.com · 07/14 3:08p https://www.marketwatch.com/story/brace-for-4-gas-again-how-u-s-iran-tensions-are-threatening-to-end-the-price-break-at-the-pump-343a76e1 • Trump Says US Will Be Doing A Lot of Deals With Iraq President Donald Trump says the US and Iraq will be doing a lot of deals. “We're going to create a lot of jobs for both countries, and we're going to be taking out a lot of oil. — youtube.com · 07/14 3:05p https://www.youtube.com/watch?v=APwY3_C68rM • Leonardo: The Forgotten Strong Buy In European Defense Leonardo S.p.A. is upgraded to strong buy, supported by robust organic and inorganic growth and improving margins. LDO posted strong Q1 results: Orders up 31%, revenues up 7%, EBITA up 33%, and margin expansion across key segments. Upside catalysts include the IDV acquisition, m… — seekingalpha.com · 07/14 2:59p https://seekingalpha.com/article/4922040-leonardo-the-forgotten-strong-buy-in-european-defense • Semiconductor Index Rally Eyes New Highs as Elliott Wave Correction May Be Complete SOX may have completed its Elliott Wave correction, with bulls targeting new highs if key support holds, while breakout confirmation remains essential. — fxempire.com · 07/14 2:48p https://www.fxempire.com/forecasts/article/semiconductor-index-rally-eyes-new-highs-as-elliott-wave-correction-may-be-complete-1610369

🐘 NEW BIG-CAP MOVERS:

1. SKHY +24% $189.20 (1380B cap) SK Hynix options begin trading. But another group of stocks is stealing its thunder One explanation for the lack of notable call-buying is that the surge in single-stock ETFs and leveraged funds stole a big chunk of the speculative limelight. — cnbc.com · 07/14 3:18p https://www.cnbc.com/2026/07/14/sk-hynix-options-begin-trading-but-another-group-of-stocks-is-stealing-its-thunder.html

2. INTC +4% $107.63 (541B cap) INTC AI Ambitions in Full Focus for Earnings: Metrics to Watch in Report Ron Westfall expects Intel (INTC) to report "more good news than not good news" in next week's earnings. While the legacy tech firm anticipates a PC revenue cooldown, Ron points to the company's progress on AI ambitions as enough to back guidance expectations. — youtube.com · 07/14 3:00p https://www.youtube.com/watch?v=G3InB11hA6Y

3. PLTR +3% $134.00 (308B cap) Palantir CEO Warns AI Could Create 'Unimaginable Wealth' For Tech Biggest Winners Palantir Technologies (PLTR) Chief Executive Alex Karp said artificial intelligence may improve living standards for many people but could also concentrate fina — gurufocus.com · 07/14 1:32p https://www.gurufocus.com/news/8958073/palantir-ceo-warns-ai-could-create-unimaginable-wealth-for-tech-biggest-winners

📈 NEW GAINERS:

1. SKHY +24% $189.09 (1379B cap) SK Hynix options begin trading. But another group of stocks is stealing its thunder One explanation for the lack of notable call-buying is that the surge in single-stock ETFs and leveraged funds stole a big chunk of the speculative limelight. — cnbc.com · 07/14 3:18p https://www.cnbc.com/2026/07/14/sk-hynix-options-begin-trading-but-another-group-of-stocks-is-stealing-its-thunder.html

2. KORU +14% $477.44 (434M cap) Why the KORU 3X South Korea Bull ETF Is Surging as SK Hynix Rips on HBM4 News The Direxion Daily MSCI South Korea Bull 3X Shares (NYSEARCA:KORU) is Tuesday's standout ETF mover, rising roughly 15% intraday as Korean memory chipmakers stage a sharp rebound behind an SK Hynix HBM4 milestone with NVIDIA. — 247wallst.com · 07/14 2:33p https://247wallst.com/investing/2026/07/14/why-the-koru-3x-south-korea-bull-etf-is-surging-as-sk-hynix-rips-on-hbm4-news/

3. BOT +14% $36.85 (747M cap) (no fresh news today — likely technical / low-coverage move)

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