🆕 Newsmakers — 3:30p ET, 2026-07-23 — new since last alert

📰 NEW MARKET THEMES: • Can the stock market sustain rising U.S. Treasury yields? Peter Boockvar, chief investment officer at OnePoint BFG Wealth Partners, and Mike Dickson, head of research at Horizon Investments, discuss the latest for markets as Treasury yields rise. — youtube.com · 07/23 3:12p https://www.youtube.com/watch?v=gXAei81E_o8 • Natural Gas, WTI Oil, Brent Oil Forecasts – Oil Soars 7% As Houthis Hit Saudi Tankers Oil markets test new highs amid escalation in the Middle East. — fxempire.com · 07/23 2:51p https://www.fxempire.com/forecasts/article/natural-gas-wti-oil-brent-oil-forecasts-oil-soars-7-as-houthis-hit-saudi-tankers-1612415 • Global Wealth Research - July 2026 Selective opportunities within AI theme and EM. Long-term positives for green transition and attractively valued sovereigns. — seekingalpha.com · 07/23 2:51p https://seekingalpha.com/article/4924930-global-wealth-research-july-2026 • The stock market's calm surface is cracking. Here's how to prepare for an August shock. August is historically brutal for market volatility. Here's how to protect your portfolio. — marketwatch.com · 07/23 2:47p https://www.marketwatch.com/story/the-stock-markets-calm-surface-is-cracking-heres-how-to-prepare-for-an-august-shock-7d655813

🐘 NEW BIG-CAP MOVERS:

1. SMCI +2% $31.18 (20B cap) Supermicro Introduces New Server Portfolio with 6th Gen AMD EPYC™ 9006 Series CPUs, Delivering 1.7x Generational Performance Improvements 33% more cores, 2X PCIe Bandwidth and 2.6X higher memory bandwidth supercharge high-performance workloads Powered by 6 th Gen AMD EPYC CPUs and AMD Instinct™ GPUs, comprehensive rack-scale systems, built on DCBBS architecture, are optimized for Cloud, Enterprise, Storage, HPC an… — prnewswire.com · 07/23 2:35p https://www.prnewswire.com/news-releases/supermicro-introduces-new-server-portfolio-with-6th-gen-amd-epyc-9006-series-cpus-delivering-1-7x-generational-performance-improvements-302832811.html

📈 NEW GAINERS:

1. EGG +28% $9.09 (254M cap) (no fresh news today — likely technical / low-coverage move)

2. CLF +18% $11.14 (6.4B cap) Cleveland-Cliffs Q2 Earnings Call Highlights Cleveland-Cliffs NYSE: CLF said it returned to positive free cash flow in the second quarter of 2026 and expects a substantially stronger second half of the year, driven by higher steel prices, improved automotive demand, lower costs and higher shipment volumes. — marketbeat.com · 07/23 3:08p https://www.marketbeat.com/instant-alerts/cleveland-cliffs-q2-earnings-call-highlights-2026-07-23/

3. MEDP +15% $608.33 (17B cap) Medpace Soars After Q2 Beat, Strong Backlog Fuels Higher 2026 Outlook Medpace Holdings Inc. (NASDAQ:MEDP) stock is trading higher on Thursday on better-than-expected second-quarter financial results and raised its fiscal 2026 guidance. — benzinga.com · 07/23 2:15p https://www.benzinga.com/markets/earnings/26/07/60650999/medpace-q2-beat-2026-outlook

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