🆕 Newsmakers — 4:30p ET, 2026-07-09 — new since last alert

📰 NEW MARKET THEMES: • Dow rises 139 points as chip stocks rally despite renewed US-Iran strikes US stocks closed higher on Thursday as a rally in semiconductor shares offset concerns over renewed military exchanges between the United States and Iran, while easing oil prices helped support broader market sentiment. The Dow Jones Industrial Average added 139.02 points, or 0.… — invezz.com · 07/09 4:21p https://invezz.com/news/2026/07/09/dow-rises-139-points-as-chip-stocks-rally-despite-renewed-us-iran-strikes/ • U.S. Stocks Rise As War Jitters Ease U.S. stocks rose as fears about a return to full-blown war in Iran subsided. — wsj.com · 07/09 4:18p https://www.wsj.com/finance/stocks/u-s-stocks-rise-as-war-jitters-ease-d5955c77 • Natural Gas, WTI Oil, Brent Oil Forecasts – Oil Dives 4% As Traders Bet U.S. And Iran Will Stop Fighting Oil markets are losing ground as traders do not believe that U.S. and Iran are ready for a new round of war. — fxempire.com · 07/09 3:27p https://www.fxempire.com/forecasts/article/natural-gas-wti-oil-brent-oil-forecasts-oil-dives-4-as-traders-bet-u-s-and-iran-will-stop-fighting-1609401 • The Federal Reserve named more than a dozen external advisers to lead five task forces that will re-examine how the central bank operates The external advisers will lead five task forces that will re-examine how the central bank operates. — wsj.com · 07/09 3:26p https://www.wsj.com/economy/central-banking/fed-names-leaders-of-warshs-task-forces-b756375d • A huge trade just happened on the Nasdaq 100. Bulls are taking notice Tech bulls may not have to wait much longer for fresh highs, if the single-biggest trade in the Invesco QQQ Trust ETF on Thursday is any indication. — cnbc.com · 07/09 3:24p https://www.cnbc.com/2026/07/09/a-huge-trade-just-happened-on-the-nasdaq-100-bulls-are-taking-notice.html

🐘 NEW BIG-CAP MOVERS:

1. INTC +2% $112.54 (566B cap) 'Selling Winners, Buying Losers': Tech Stocks Drop as Energy Jumps to Start H2 A sharp rotation trade has taken over markets to start the second half of 2026, with investors dumping the year's biggest winners and piling into beaten-down names. — benzinga.com · 07/09 3:45p https://www.benzinga.com/markets/equities/26/07/60372477/selling-winners-buying-losers-tech-stocks-drop-as-energy-jumps-to-start-h2

📈 NEW GAINERS:

1. JLHL +318% $12.79 (261M cap) (no fresh news today — likely technical / low-coverage move)

2. LASR +27% $74.71 (4.2B cap) NLight Flashes Buy Signal On U.S. Contract For Missile, Drone Defense The Pentagon tapped NLight and Lockheed for next-generation missile and drone defense. — investors.com · 07/09 3:01p https://www.investors.com/news/nlight-lasr-stock-pentagon-contract-missile-drone-defense/

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