🆕 Newsmakers — 3:30p ET, 2026-07-15 — new since last alert

📰 NEW MARKET THEMES: • Fed Chairman Kevin Warsh testifies before Senate Banking Committee Federal Reserve Chairman Kevin Warsh speaks Wednesday to the Senate Banking, Housing, and Urban Affairs Committee as part of the congressionally mandated semiannual monetary policy report. — youtube.com · 07/15 3:13p https://www.youtube.com/watch?v=07cZsW54vO4 • Chip Stocks Are Giving Wall Street Whiplash, and Earnings Have Barely Started A spectacular run for chip makers, server suppliers, and memory and storage names seems to have investors on edge. — barrons.com · 07/15 3:10p https://www.barrons.com/articles/chip-stocks-dell-micron-ibm-ddadfb3a • As The Fed Reduces Forward Guidance, Markets Are Going Blind The Fed's reduced forward guidance shifts market focus to raw, backward-looking data, increasing volatility and uncertainty. Recent equity support stems from a bullish June CPI, but energy-driven inflation data may lag current geopolitical risks. — seekingalpha.com · 07/15 3:02p https://seekingalpha.com/article/4922392-fed-reduces-forward-guidance-markets-are-going-blind • Congo Ebola outbreak disrupts US-backed minerals talks, sources say A worsening Ebola outbreak in the Democratic Republic of Congo is ‌disrupting travel and delaying meetings tied to a U.S.-backed critical minerals partnership aimed at loosening China's hold on Congo's vast copper and cobalt resources, three people familiar with the matter told… — reuters.com · 07/15 2:56p https://www.reuters.com/business/healthcare-pharmaceuticals/congo-ebola-outbreak-disrupts-us-backed-minerals-talks-sources-say-2026-07-15/ • Financials Feeling At Home In Overbought Territory The S&P 500 Financials sector has been trading in overbought territory (at least one standard deviation above its 50-DMA) for 22 consecutive trading days as of yesterday's close. While the current streak is only tied for the 14th-longest of the past decade, it has been unusually… — seekingalpha.com · 07/15 2:54p https://seekingalpha.com/article/4922388-financials-feeling-home-overbought-territory

🐘 NEW BIG-CAP MOVERS:

1. PYPL +18% $55.72 (49B cap) PayPal shares soar following takeover report CNBC's MacKenzie Sigalos discusses a recent report regarding PayPal. — youtube.com · 07/15 2:39p https://www.youtube.com/watch?v=QJJIkLhqrzI

2. AAPL +4% $327.01 (4802B cap) Apple Is Up 20% in 2026. What Will It Take for AAPL Stock to Hit $350? Shares of Apple (NASDAQ:AAPL | AAPL Price Prediction) are up 4% Wednesday afternoon to a fresh record of $327, extending a rally that now has Apple stock up 20% year to date (YTD). — 247wallst.com · 07/15 3:16p https://247wallst.com/investing/2026/07/15/apple-is-up-20-in-2026-what-will-it-take-for-aapl-stock-to-hit-350/

3. ORCL +3% $132.12 (381B cap) Oracle Leads Race for Japan's Classified Cloud Oracle (ORCL) rose 2.97% intraday after the Financial Times reported that the company is the front-runner to build an air-gapped cloud system for Japan's govern — gurufocus.com · 07/15 1:39p https://www.gurufocus.com/news/8960644/oracle-leads-race-for-japans-classified-cloud

4. AMZN +3% $254.24 (2735B cap) Amazon senior cloud executive departs after 18 years Dave Brown, a longtime senior executive in Amazon's cloud unit, plans to leave the company at the end of this month. He'll be replaced by Dave Treadwell, a high-level executive in Amazon's e-commerce division. — cnbc.com · 07/15 2:23p https://www.cnbc.com/2026/07/15/amazon-dave-brown-treadwell-aws.html

📈 NEW GAINERS:

1. LCID +23% $5.70 (1.8B cap) Lucid denied bankruptcy rumors. Its make-or-break midsize EV is still a race against time. Lucid filed paperwork forcefully denying rumors of its bankruptcy. The company still finds itself in the EV "valley of death" — but says it has enough cash. — businessinsider.com · 07/15 3:08p https://www.businessinsider.com/lucid-ceo-bankruptcy-rumors-false-2026-7

2. PYPL +18% $55.73 (49B cap) PayPal shares soar following takeover report CNBC's MacKenzie Sigalos discusses a recent report regarding PayPal. — youtube.com · 07/15 2:39p https://www.youtube.com/watch?v=QJJIkLhqrzI

3. MAAS +16% $16.35 (5.2B cap) MAAS Launches Consumer Access Portal for Its Large Language Model “Lingyanmiaoyu,” Accelerating AI Commercialization Across Consumer Markets QINGDAO, China, July 14, 2026 (GLOBE NEWSWIRE) -- Maase Inc. (NASDAQ: MAAS) (“MAAS” or the “Company”) today announced the official launch of the consumer-facing access portal for its proprietary large language model, Lingyanmiaoyu (“Lingyanmiaoyu”), operated by its subsdiary, Hu… — globenewswire.com · 07/14 9:00a https://www.globenewswire.com/news-release/2026/07/14/3326911/0/en/maas-launches-consumer-access-portal-for-its-large-language-model-lingyanmiaoyu-accelerating-ai-commercialization-across-consumer-markets.html

4. SMWB +14% $7.52 (659M cap) (no fresh news today — likely technical / low-coverage move)

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