🆕 Newsmakers — 3:30p ET, 2026-07-16 — new since last alert

📰 NEW MARKET THEMES: • Oil pipelines around the Strait of Hormuz won't end the threat Iran poses to Middle East crude exports Middle East oil producers are building or contemplating seven pipeline projects that will bypass the Strait of Hormuz. Pipeline capacity in the Middle East could expand to cover more than 60% of the Gulf states' pre-war oil export volume by the end of 2028, according to Goldman… — cnbc.com · 07/16 3:13p https://www.cnbc.com/2026/07/16/oil-pipeline-iran-strait-hormuz-red-sea-iraq-uae-saudi.html • Morgan Stanley Stock: I Smell Greed (Rating Downgrade) Morgan Stanley delivered strong Q2 results, with net revenues up 27% YoY and significant outperformance in Institutional Securities. Despite robust fundamentals and capital returns, Morgan Stanley's valuation has become historically rich, with a P/B ratio at a 140%+ sector premi… — seekingalpha.com · 07/16 3:04p https://seekingalpha.com/article/4922751-morgan-stanley-stock-i-smell-greed-rating-downgrade • AAII Sentiment Survey: Optimism Spikes Bullish sentiment increased 8.6 percentage points to 44.9%. Neutral sentiment decreased 4.3 percentage points to 22.2%. — seekingalpha.com · 07/16 2:55p https://seekingalpha.com/article/4922749-aaii-sentiment-survey-optimism-spikes • Standard Lithium Ltd. (SLI:CA) Shareholder/Analyst Call Prepared Remarks Transcript Standard Lithium Ltd. (SLI:CA) Shareholder/Analyst Call Prepared Remarks Transcript — seekingalpha.com · 07/16 2:46p https://seekingalpha.com/article/4922750-standard-lithium-ltd-sli-ca-shareholder-analyst-call-prepared-remarks-transcript

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