🆕 Newsmakers — 3:30p ET, 2026-07-21 — new since last alert

📰 NEW MARKET THEMES: • Don't Give Up on AI Chips Yet, Says JoAnne Feeney The recent selloff in AI stocks has sparked fresh debate over whether more efficient models will reduce demand for chips and data centers. Advisers Capital Management's JoAnne Feeney explains why she still sees long-term opportunities in AI infrastructure and why she's more caut… — youtube.com · 07/21 2:54p https://www.youtube.com/watch?v=yPvO6hXy48Q • Natural Gas, WTI Oil, Brent Oil Forecasts – Oil Tests New Highs As U.S. – Iran Strikes Continue Oil markets are moving higher as traders worry that the Strait of Hormuz would be closed for weeks. — fxempire.com · 07/21 2:40p https://www.fxempire.com/forecasts/article/natural-gas-wti-oil-brent-oil-forecasts-oil-tests-new-highs-as-u-s-iran-strikes-continue-1611859 • America Wants A Manufacturing Comeback. Which One Will It Get? America has been talking about the latest manufacturing comeback since the iPhone 4 was cutting edge. — forbes.com · 07/21 2:35p https://www.forbes.com/sites/ethankarp/2026/07/21/america-wants-a-manufacturing-comeback-which-one-will-it-get/

🐘 NEW BIG-CAP MOVERS:

1. INTC +8% $104.64 (526B cap) Semiconductor Stock Builds on Key Technical Support Texas Instruments Inc (NASDAQ:TXN) was last seen up 3.5% at $294.04, extending a bounce off familiar support at the $280 level. — schaeffersresearch.com · 07/21 3:09p https://www.schaeffersresearch.com/content/analysis/2026/07/21/semiconductor-stock-builds-on-key-technical-support

2. SPCX +2% $122.65 (1604B cap) Sam Altman v. Elon Musk; Which AI Vision Actually Wins? The AI feud between Sam Altman and Elon Musk is one of tech's biggest battles, but for investors, the real winner may not be either of them. — fool.com · 07/21 2:46p https://www.fool.com/investing/2026/07/21/sam-altman-v-elon-musk-which-ai-vision-actually-wi/

3. SOFI +2% $17.39 (22B cap) SoFi vs. Dave: Which Fintech Stock Looks Like the Better Buy in 2026? Dave's focused ExtraCash strategy, stable repayment performance and new funding deal give it the stronger fintech investment case over SoFi in 2026. — zacks.com · 07/21 1:40p https://www.zacks.com/stock/news/2957544/sofi-vs-dave-which-fintech-stock-looks-like-the-better-buy-in-2026?cid=CS-STOCKNEWSAPI-FT-analyst_blog|most_popular_stocks-2957544

📈 NEW GAINERS:

1. CBRS +17% $207.69 (47B cap) Tech Stocks Surge as Momentum Traps the Bears Tuesday, stocks climbed the proverbial Wall of Worry as investors looked beyond geopolitical concerns. The false moves in many AI stocks suggest that the rally has staying power. — zacks.com · 07/21 3:16p https://www.zacks.com/commentary/2957588/tech-stocks-surge-as-momentum-traps-the-bears?cid=CS-STOCKNEWSAPI-FT-investment_ideas-2957588

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