🆕 Newsmakers — 3:30p ET, 2026-07-29 — new since last alert

📰 NEW MARKET THEMES: • The big focus now is on the potential for a September rate hike after the Fed stands pat Markets should be ‘on alert for a hike in September, particularly with war clouds pushing up energy prices again,' one economist says — marketwatch.com · 07/29 3:11p https://www.marketwatch.com/story/the-big-focus-now-is-on-the-potential-for-a-september-rate-hike-after-the-fed-stands-pat-401c30d6 • First Quantum Minerals Ltd. (FM:CA) Q2 2026 Earnings Call Transcript First Quantum Minerals Ltd. (FM:CA) Q2 2026 Earnings Call Transcript — seekingalpha.com · 07/29 3:03p https://seekingalpha.com/article/4927019-first-quantum-minerals-ltd-fm-ca-q2-2026-earnings-call-transcript • South Korea's Leveraged ETF Debacle Is a Warning for Wall Street Investors have been burned by big drops in single-stock funds tied to Samsung and SK Hynix. Leveraged ETFs are popular in the U.S. too. — barrons.com · 07/29 3:01p https://www.barrons.com/articles/south-korea-etf-kospi-samsung-sk-hynix-2c242ea9 • July FOMC Meeting: Rate Hold Masks A More Hawkish Fed At the conclusion of its two-day July FOMC meeting, Federal Reserve policymakers left their benchmark interest rate range unchanged at 3.50% to 3.75%. While the decision to leave rates unchanged was expected, it was not a certainty. — seekingalpha.com · 07/29 3:00p https://seekingalpha.com/article/4927177-july-fomc-meeting-rate-hold-masks-a-more-hawkish-fed • Chairman Kevin Warsh delivers remarks following the Fed's decision to leave rates unchanged Federal Reserve Chairman Kevin Warsh discusses the FOMC's decision to leave the target range for Federal Funds Rate unchanged monthly. — youtube.com · 07/29 2:58p https://www.youtube.com/watch?v=udXkKjcQBPg

🐘 NEW BIG-CAP MOVERS:

1. F +3% $15.46 (62B cap) Ford's big-truck bet is paying off— and Wall Street is taking notice Wall Street has long been more positive about General Motors than Ford, but that may be about to change. — marketwatch.com · 07/29 2:32p https://www.marketwatch.com/story/fords-big-truck-bet-is-paying-off-and-wall-street-is-taking-notice-6a1de0fb

📈 NEW GAINERS:

1. BLKB +19% $42.60 (2.0B cap) Why Blackbaud Stock Is Skyrocketing Today Blackbaud's Q2 sales came in lower than expected, but the business posted an earnings beat. The company reiterated its full-year guidance, but management expects performance along key metrics to come in at the upper end of its target ranges. — fool.com · 07/29 2:30p https://www.fool.com/investing/2026/07/29/why-blackbaud-stock-is-skyrocketing-today/

2. AVTR +16% $14.42 (9.8B cap) Avantor Q2 Earnings Call Highlights Avantor NYSE: AVTR reported second-quarter 2026 results that exceeded its expectations on several measures, supported by a return to organic growth in its VWR Distribution & Services segment, strong free cash flow and progress under its Revival operational improvement program. — marketbeat.com · 07/29 3:04p https://www.marketbeat.com/instant-alerts/avantor-q2-earnings-call-highlights-2026-07-29/

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