🆕 Newsmakers — 3:30p ET, 2026-07-31 — new since last alert

📰 NEW MARKET THEMES: • Inflation Fears Are Back and Driving the Bond Market Rout The 10-year U.S. Treasury bond's yield is now on pace to wrap up July with its largest monthly gain since March. — barrons.com · 07/31 3:18p https://www.barrons.com/articles/treasury-bond-market-selloff-inflation-fed-2dcd0da1 • ASX Q2 Earnings Beat Estimates on AI-Driven LEAP, ATM Growth ASE Technology Holding's Q2 earnings beat estimates as AI-driven LEAP and ATM demand boosts revenues, margins and the full-year ATM outlook. — zacks.com · 07/31 3:15p https://www.zacks.com/stock/news/2966109/asx-q2-earnings-beat-estimates-on-ai-driven-leap-atm-growth?cid=CS-STOCKNEWSAPI-FT-analyst_blog|earnings_article-2966109 • Fed Needs Clear Inflation Target and Messaging, Clarida Says Former Federal Reserve Vice Chairman Richard Clarida joins Scarlet Fu and Tom Keene on "Bloomberg Money" to discuss this week's Fed decision, Chairman Kevin Warsh's communication decisions and the increased divergence in the K-shaped economy. Clarida is currently a global econom… — youtube.com · 07/31 3:00p https://www.youtube.com/watch?v=hHEDLPcJSro • BREAKING: Bessent drops BLUNT WARNING on China after HIGH-STAKES talks Treasury Secretary Scott Bessent discusses President Donald Trump's economic strategy, inflation and competition with China on 'The Big Money Show.' #foxbusiness #bigmoneyshow 00:00 Scott Bessent breaks down GDP, inflation and the US economy 01:24 Bessent warns China over rare e… — youtube.com · 07/31 3:00p https://www.youtube.com/watch?v=zBzlF57_lEc • Baytex Energy Corp. (BTE:CA) Q2 2026 Earnings Call Transcript Baytex Energy Corp. (BTE:CA) Q2 2026 Earnings Call Transcript — seekingalpha.com · 07/31 2:53p https://seekingalpha.com/article/4928885-baytex-energy-corp-bte-ca-q2-2026-earnings-call-transcript

🐘 NEW BIG-CAP MOVERS:

1. AMZN +15% $271.96 (2926B cap) Dan Ives' Big Tech Earnings Takeaways: "AI Still in the Early Innings" Dan Ives breaks down his biggest takeaways from this week's Big Tech earnings, arguing that AI is still in the "third inning" with only about 5% of companies currently paying for AI adoption. He explains why earnings season continues to validate the long-term AI growth story, we… — youtube.com · 07/31 3:09p https://www.youtube.com/watch?v=OX-jYS9uzaM

2. NVDA +3% $200.09 (4845B cap) Semiconductor ETFs Draw Cash This Week as Chip Stocks Rally Chip stocks rallied this week on a wave of strong tech earnings, and investors rewarded semiconductor ETFs with a rush of new cash. Three funds tracking the chip sector ranked among those pulling in the most new money, according to FactSet flow data. — etftrends.com · 07/31 3:23p https://www.etftrends.com/equity-etf-content-hub/semiconductor-etfs-draw-cash-chip-stocks-rally/

3. MSFT +2% $461.75 (3429B cap) Dan Ives' Big Tech Earnings Takeaways: "AI Still in the Early Innings" Dan Ives breaks down his biggest takeaways from this week's Big Tech earnings, arguing that AI is still in the "third inning" with only about 5% of companies currently paying for AI adoption. He explains why earnings season continues to validate the long-term AI growth story, we… — youtube.com · 07/31 3:09p https://www.youtube.com/watch?v=OX-jYS9uzaM

📈 NEW GAINERS:

1. FET +21% $62.30 (704M cap) Forum Energy Technologies Q2 Earnings Call Highlights Forum Energy Technologies NYSE: FET reported second-quarter results that exceeded its guidance, citing market-share gains, higher-margin product mix, cost actions and execution across its operating segments. The company also raised its full-year 2026 outlook for revenue, EBITDA,… — marketbeat.com · 07/31 3:06p https://www.marketbeat.com/instant-alerts/forum-energy-technologies-q2-earnings-call-highlights-2026-07-31/

2. ITGR +20% $121.19 (4.1B cap) KKR Near Deal to Buy Integer Holdings A deal for the medical-device company could be finalized soon. — wsj.com · 07/31 3:11p https://www.wsj.com/business/deals/kkr-near-deal-to-buy-integer-holdings-485461fa

3. AMZN +15% $271.88 (2925B cap) Dan Ives' Big Tech Earnings Takeaways: "AI Still in the Early Innings" Dan Ives breaks down his biggest takeaways from this week's Big Tech earnings, arguing that AI is still in the "third inning" with only about 5% of companies currently paying for AI adoption. He explains why earnings season continues to validate the long-term AI growth story, we… — youtube.com · 07/31 3:09p https://www.youtube.com/watch?v=OX-jYS9uzaM

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