🆕 Newsmakers — 4:30p ET, 2026-07-16 — new since last alert

📰 NEW MARKET THEMES: • SpaceX And hynix IPOs Could Mark The Top Of The Market The current market environment mirrors late-stage Internet Boom dynamics, with extreme valuations and a surge in capital raising, especially among AI-related companies. Space Exploration Technologies led the 2Q2026 IPO volume with a record $85 billion raised, followed by a $25B… — seekingalpha.com · 07/16 4:19p https://seekingalpha.com/article/4922768-spacex-and-hynix-ipos-could-mark-the-top-of-the-market • Chip Stocks Fall as AI Trade Loses Steam U.S. stocks fell as a fresh wave of selling hit semiconductor stocks, overshadowing record earnings from Taiwan Semiconductor Manufacturing and strong results from UnitedHealth. — wsj.com · 07/16 4:18p https://www.wsj.com/finance/stocks/chip-stocks-fall-as-ai-trade-loses-steam-809fbc62 • American mall retailer warns it may close up to 15 more stores this year Fossil Group expects to close up to 15 stores in 2026 as the watch and accessories company cuts costs and shrinks its retail footprint. — foxbusiness.com · 07/16 4:16p https://www.foxbusiness.com/retail/american-mall-retailer-warns-may-close-up-15-more-stores-year • Goldman Sachs: Blowout Quarter, 11% Dividend Raise, But You Shouldn't Chase Here The Goldman Sachs Group, Inc. delivered a blowout Q2, with revenue up 39.5% and EPS up 92% year-over-year, driven by robust deal activity and capital markets strength. GS's Global Banking & Markets and Asset & Wealth Management segments posted strong double-digit revenue growth,… — seekingalpha.com · 07/16 4:00p https://seekingalpha.com/article/4922436-goldman-sachs-blowout-quarter-11-percent-dividend-raise-but-you-shouldnt-chase-here • Strong retail sales mask widening K-shaped economy as consumer financial stress mounts The U.S. consumer continues to support economic growth, but beneath resilient headline spending, new data point to mounting financial stress for many households. — kitco.com · 07/16 3:47p https://www.kitco.com/news/article/2026-07-16/strong-retail-sales-mask-widening-k-shaped-economy-consumer-financial

🐘 NEW BIG-CAP MOVERS:

1. RKT +2% $14.90 (42B cap) Billionaire Leon Cooperman's Top 3 Stocks: Buy, Sell or Hold Leon Cooperman‘s Omega Advisors has three names doing outsized work in the portfolio right now, and each demands a different call. — 247wallst.com · 07/16 12:30p https://247wallst.com/investing/2026/07/16/billionaire-leon-coopermans-top-3-stocks-buy-sell-or-hold/

📈 NEW GAINERS:

1. OPRT +14% $6.45 (296M cap) Oportun Financial (OPRT) Is Attractively Priced Despite Fast-paced Momentum Oportun Financial (OPRT) could be a great choice for investors looking to buy stocks that have gained strong momentum recently but are still trading at reasonable prices. It is one of the several stocks that made it through our 'Fast-Paced Momentum at a Bargain' screen. — zacks.com · 07/15 9:55a https://www.zacks.com/stock/news/2953729/oportun-financial-oprt-is-attractively-priced-despite-fast-paced-momentum?cid=CS-STOCKNEWSAPI-FT-tale_of_the_tape|fast_paced_momentum_at_a_bargain-2953729

2. RHI +13% $41.33 (4.2B cap) Robert Half Announces Schedule for Second-Quarter Earnings Results and Conference Call MENLO PARK, Calif., July 16, 2026 /PRNewswire/ -- Robert Half Inc. (NYSE: RHI) today announced it expects to release second-quarter 2026 earnings results on Thursday, July 23, 2026, at approximately 4:05 p.m. — prnewswire.com · 07/16 4:05p https://www.prnewswire.com/news-releases/robert-half-announces-schedule-for-second-quarter-earnings-results-and-conference-call-302827957.html

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