🆕 Newsmakers — 3:30p ET, 2026-07-22 — new since last alert

📰 NEW MARKET THEMES: • Analysis: Iran war energy shock hits the U.S. economy as gas and diesel prices climb The Iran war is pushing U.S. gasoline and diesel prices higher, threatening Americans' standard of living this summer. Diesel is the bigger economic risk because it affects trucking, fuel surcharges and prices across the economy. — cnbc.com · 07/22 2:59p https://www.cnbc.com/2026/07/22/iran-war-energy-markets-gas-diesel-prices-us-economy-analysis.html • The chip sector's recent calm is masking a turbulent outlook in the options market Relatively high volatility readings for chips warn there could be further downside — and that it's not yet worth the risk to buy the dip. — marketwatch.com · 07/22 2:57p https://www.marketwatch.com/story/the-chip-sectors-recent-calm-is-masking-a-turbulent-outlook-in-the-options-market-2ffc098a • This ‘intrinsic value' small-cap stock strategy keeps benefiting from deep research Joseph A. Gabelli described an approach that combines discounted valuations for companies with additional “catalysts” to send stock prices soaring. — marketwatch.com · 07/22 2:20p https://www.marketwatch.com/story/this-intrinsic-value-small-cap-stock-strategy-keeps-benefiting-from-deep-research-56e868a4

🐘 NEW BIG-CAP MOVERS:

1. SMCI +21% $30.94 (20B cap) Dell stock gains 9%, and it has Super Micro Computer to thank for Dell Technologies Inc. (DELL) shares moved 9% higher on Wednesday after Super Micro Computer released a stronger-than-expected preliminary update that reinforced expectations for continued spending on artificial intelligence infrastructure. The rally followed Super Micro's annou… — invezz.com · 07/22 2:28p https://invezz.com/news/2026/07/22/dell-stock-gains-9-and-it-has-super-micro-computer-to-thank-for/

2. NVDA +3% $213.35 (5168B cap) Nvidia highlights Vera CPU strategy as AI infrastructure debate evolves Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) is drawing attention to the evolving competition in the AI server CPU market after providing its most detailed look yet at its Vera CPU architecture, with Bank of America highlighting a growing debate over how AI infrastructure performance sh… — proactiveinvestors.com · 07/22 3:09p https://www.proactiveinvestors.com/companies/news/1095885

📈 NEW GAINERS:

1. SMCI +21% $30.93 (20B cap) Dell stock gains 9%, and it has Super Micro Computer to thank for Dell Technologies Inc. (DELL) shares moved 9% higher on Wednesday after Super Micro Computer released a stronger-than-expected preliminary update that reinforced expectations for continued spending on artificial intelligence infrastructure. The rally followed Super Micro's annou… — invezz.com · 07/22 2:28p https://invezz.com/news/2026/07/22/dell-stock-gains-9-and-it-has-super-micro-computer-to-thank-for/

2. ARWR +20% $89.58 (13B cap) Arrowhead Drug Shows Strong Efficacy In Cutting Blood Fat Arrowhead Pharmaceuticals Inc. (NASDAQ:ARWR) stock is trading higher on Wednesday as the company revealed successful topline outcomes from its late-stage SHASTA-3 and SHASTA-4 trials evaluating plozasiran in individuals suffering from severe hypertriglyceridemia. — benzinga.com · 07/22 2:25p https://www.benzinga.com/news/health-care/26/07/60619285/arrowhead-drug-shows-strong-efficacy-in-cutting-blood-fat

3. MGRT +12% $96.47 (1.3B cap) (no fresh news today — likely technical / low-coverage move)

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