🆕 Newsmakers — 4:30p ET, 2026-07-13 — new since last alert

📰 NEW MARKET THEMES: • Oil Jumps as Trump Vows to Renew Iran Blockade Plus, Nasdaq slumps as AI doubts spoil SK Hynix's big U.S. debut. — wsj.com · 07/13 4:15p https://www.wsj.com/finance/stocks/oil-jumps-as-trump-vows-to-renew-iran-blockade-e69830e7 • Fed governor warns of possible interest-rate hikes if inflation comes in hot this week As the war in Iran has pushed inflation to a three-year high while the labor market remains resilient, all eyes at the Federal Reserve are on prices – flipping from an easing bias to a tightening one. — nypost.com · 07/13 4:14p https://nypost.com/2026/07/13/business/fed-governor-warns-of-possible-interest-rate-hikes-if-inflation-comes-in-hot-this-week/ • Qatar, UAE Can Survive Hormuz Closure, Says Ed Morse Oil gained after the US carried out another wave of strikes against Iran, with the two sides disputing whether the Strait of Hormuz was open. Ed Morse, Senior Advisor and Commodity Strategist at Hartree Partners, discusses what's next for energy markets amid uncertainty in the S… — youtube.com · 07/13 4:14p https://www.youtube.com/watch?v=Ebtevtxofq8 • Global Deals Top $2.6 Trillion in First Half of Year Global transaction values were up around 30% year over year to $2.6 trillion in the first half, according to data compiled by Bloomberg. Bloomberg's Ryan Gould says "we're in the midst of a Trump-induced M&A boom. — youtube.com · 07/13 4:06p https://www.youtube.com/watch?v=pl-ip6Irca4 • What the market is getting wrong about Japan: PIIE's Adam Posen explains Peterson Institute's Adam Posen explains why investors may still be underestimating the pace of Bank of Japan tightening. He discusses Japan's fiscal outlook, the Japanese yen, the possibility of renewed U.S. pressure on Japan's currency policy, and why tighter monetary policy c… — youtube.com · 07/13 4:05p https://www.youtube.com/watch?v=YFn3walJj90

🐘 NEW BIG-CAP MOVERS:

1. PLTR +3% $130.05 (299B cap) Palantir Announces Date of Second Quarter 2026 Earnings Release and Webcast MIAMI--(BUSINESS WIRE)--Palantir Technologies Inc. (NASDAQ: PLTR) announced today that results for its second quarter ended June 30, 2026 will be released on Monday, August 3, 2026, following the close of U.S. markets. Palantir will host a webcast to discuss its results at 5:00… — businesswire.com · 07/13 4:05p https://www.businesswire.com/news/home/20260713475194/en/Palantir-Announces-Date-of-Second-Quarter-2026-Earnings-Release-and-Webcast/

2. T +2% $21.57 (150B cap) How To Build A $50,000 Dividend Portfolio In Today's Market The Dividend Income Accelerator Portfolio emphasizes high-quality companies with sustainable dividends, strong balance sheets, and attractive valuations to optimize risk-adjusted returns. I prioritize a diversified mix of ETFs and individual stocks across sectors, balancing divi… — seekingalpha.com · 07/13 1:45p https://seekingalpha.com/article/4921642-how-to-build-a-50000-dividend-portfolio-in-todays-market

📈 NEW GAINERS:

1. QTTB +91% $21.38 (273M cap) Q32 Bio: 'Strong Buy' On Solid Bempikibart SIGNAL-AA Study Data And Catalysts Q32 Bio upgraded to "Strong Buy" after positive phase 2a SIGNAL-AA results for bempikibart in severe alopecia areata. QTTB achieved its primary efficacy endpoint, with 35.3% mean SALT score reduction and up to 40% of severe AA patients reaching SALT 20. Bempikibart's improved sa… — seekingalpha.com · 07/13 4:01p https://seekingalpha.com/article/4921677-q32-bio-strong-buy-solid-bempikibart-signal-aa-study-data-and-catalysts

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