🆕 Newsmakers — 3:30p ET, 2026-07-28 — new since last alert

📰 NEW MARKET THEMES: • Non-Tech Stocks Could Be Headed for a Downturn The summertime rotation out of tech stocks could face big near-terms risks, says BTIG's Jonathan Krinsky. — barrons.com · 07/28 3:09p https://www.barrons.com/articles/markets-tech-stocks-rotation-91a51127 • ‘DANGEROUSLY LOW': Grave concerns over US military stockpiles ‘The Big Money Show' reacts to President Donald Trump saying there is the possibility of a new agreement with Iran while warning military action remains an option if negotiations fail. The conversation also covers falling oil prices, sanctions, Middle East tensions and the impac… — youtube.com · 07/28 3:00p https://www.youtube.com/watch?v=MavpDuxAPmU • The Market Lost Its Mind, But You Shouldn't The Nasdaq inches forward into the dreaded correction territory as AI value chain leaders and semiconductors experience significant sell-offs amidst a profit-taking phase. Semiconductors show robust free cash flow versus hyperscalers, with memory giants SK hynix, Samsung, and Mi… — seekingalpha.com · 07/28 2:45p https://seekingalpha.com/article/4926476-the-market-lost-its-mind-but-you-shouldnt • Trump administration to ban new Chinese robots and inverters, protecting US AI buildout The Trump administration on Tuesday plans to unveil new bans that target imports of the ​latest Chinese robots and power inverters, seeking to protect the ​U.S. AI buildout from national security threats and reshore ⁠key industries slated for explosive growth, U.S. officials sai… — reuters.com · 07/28 2:33p https://www.reuters.com/world/trump-administration-ban-new-chinese-robots-inverters-protecting-us-ai-buildout-2026-07-28/ • Mining equities lag metals rally as tech crowding, war risk weigh on juniors | John Feneck Mining equities remain under pressure despite gold, silver and copper holding key levels, leaving investors to decide whether the sector's sharp pullback is a warning sign or a bull-market correction, according to John Feneck, founder and CEO of The Feneck Commodities Report.Spe… — kitco.com · 07/28 2:28p https://www.kitco.com/news/article/2026-07-28/mining-equities-lag-metals-rally-tech-crowding-war-risk-weigh-juniors-john

🐘 NEW BIG-CAP MOVERS:

1. SPCX +4% $117.60 (1538B cap) 45 Investing Insights to Celebrate Schaeffer's 45th Anniversary Subscribers to our Substack, The Contrarian Edge , received this commentary on Saturday, July 25. — schaeffersresearch.com · 07/28 2:49p https://www.schaeffersresearch.com/content/bgs/2026/07/28/45-investing-insights-to-celebrate-schaeffers-45th-anniversary

2. NFLX +3% $72.56 (302B cap) What's Going On With the Uptick in Netflix Stock Today? Netflix Inc. (NASDAQ:NFLX) shares are climbing Tuesday as the stock claws back from the 52-week lows it hit after disappointing third-quarter guidance overshadowed an otherwise solid second-quarter report. — benzinga.com · 07/28 3:00p https://www.benzinga.com/trading-ideas/movers/26/07/60740644/whats-going-on-with-the-uptick-in-netflix-stock-today

📈 NEW GAINERS:

1. TRIB +36% $12.43 (252M cap) (no fresh news today — likely technical / low-coverage move)

2. ITRI +26% $106.89 (4.7B cap) Itron, Inc. (ITRI) Q2 2026 Earnings Call Transcript Itron, Inc. (ITRI) Q2 2026 Earnings Call Transcript — seekingalpha.com · 07/28 2:13p https://seekingalpha.com/article/4926404-itron-inc-itri-q2-2026-earnings-call-transcript

3. LCID +21% $7.86 (2.5B cap) Lucid Is Now Up 33% in a Month, Easily Beating Tesla and Rivian. What Will It Take to Get LCID Stock Back to $10? Shares of Lucid (NASDAQ:LCID | LCID Price Prediction) are up 20% to $7.81 in Tuesday afternoon trading, having jumped as much as 25% intraday, after Saudi Prince Alwaleed bin Talal disclosed a 5% passive stake in the electric-vehicle maker. — 247wallst.com · 07/28 3:07p https://247wallst.com/investing/2026/07/28/lucid-is-now-up-33-in-a-month-easily-beating-tesla-and-rivian-what-will-it-take-to-get-lcid-stock-back-to-10/

4. GFUZ +17% $8.79 (710M cap) (no fresh news today — likely technical / low-coverage move)

5. IQV +14% $242.48 (40B cap) IQVIA Q2 Earnings Call Highlights IQVIA NYSE: IQV reported second-quarter results that exceeded the high end of its guidance, supported by accelerating organic revenue growth, higher R&D Solutions bookings and operational productivity gains. The company also raised its full-year outlook for revenue, adjusted EBI… — marketbeat.com · 07/28 3:05p https://www.marketbeat.com/instant-alerts/iqvia-q2-earnings-call-highlights-2026-07-28/

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