🆕 Newsmakers — 3:30p ET, 2026-07-24 — new since last alert

📰 NEW MARKET THEMES: • Why Experts Say Earnings Growth May Be Stalling—and What That Means For Stocks The 2026 earnings bonanza is at risk of being cut short, according to JPMorgan. — investopedia.com · 07/24 3:01p https://www.investopedia.com/why-experts-say-earnings-growth-may-be-stalling-and-what-that-means-for-stocks-economy-oil-prices-12026287 • 'The Real Debate Isn't Open-Weight AI, It's Chinese AI': Krach Institute's Giuda Major tech leaders took to social media to tout the benefits of open-weight AI models in a letter signed by Nvidia, Meta, Microsoft, Andreessen Horowitz and others. This comes as Moonshot's Kimi K3 has been shaking the AI industry, with the debate intensifying over China's lates… — youtube.com · 07/24 2:39p https://www.youtube.com/watch?v=8ZXPD1oORh8 • This energy company sidestepped Iran war challenges by pushing into data centers SLB has looked beyond the Middle East, capitalizing on revenue opportunities in other regions and in the AI market. — marketwatch.com · 07/24 2:39p https://www.marketwatch.com/story/this-energy-company-sidestepped-iran-war-challenges-by-pushing-into-data-centers-0aed9ca7 • The U.S. will consider applying additional tariffs to goods from the European Union in response to fines the 27-nation bloc has levied against U.S. tech firms The 27-nation bloc this week fined Google $1 billion for violating digital competition rules. — wsj.com · 07/24 2:33p https://www.wsj.com/economy/trade/trump-threatens-new-tariffs-on-eu-over-tech-fines-0b1e9927 • Strait of Hormuz traffic may not return to normal for 12 months or more, according to prediction markets Odds that the Strait will open by July 2027 plunged to 47% from nearly 70% in the last two days on Kalshi. Similarly, odds that the Strait will reopen this year stands below 40%, while chances of it opening before April 2027 are at 48%. — cnbc.com · 07/24 2:12p https://www.cnbc.com/2026/07/24/odds-that-the-straits-traffic-returns-to-normal-drop-on-kalshi.html

📈 NEW GAINERS:

1. SAFT +42% $103.33 (1.5B cap) $HAREHOLDER ALERT: The M&A Class Action Firm Announces An Investigation of Safety Insurance Group Inc. (NASDAQ: SAFT) $HAREHOLDER ALERT: The M&A Class Action Firm Announces An Investigation of Safety Insurance Group Inc. (NASDAQ: SAFT) PR Newswi — gurufocus.com · 07/24 2:00p https://www.gurufocus.com/news/8978295/hareholder-alert-the-ma-class-action-firm-announces-an-investigation-of-safety-insurance-group-inc-nasdaq-saft

2. RNG +26% $48.49 (4.2B cap) RingCentral Q2 Earnings Surpass Estimates, Revenues Increase Y/Y RNG tops Q2 earnings and revenue estimates as subscription growth, expanding AI adoption and higher margins drove stronger results and a higher 2026 outlook. — zacks.com · 07/24 2:41p https://www.zacks.com/stock/news/2960586/ringcentral-q2-earnings-surpass-estimates-revenues-increase-y-y?cid=CS-STOCKNEWSAPI-FT-analyst_blog|earnings_article-2960586

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