🆕 Newsmakers — 4:30p ET, 2026-07-21 — new since last alert

📰 NEW MARKET THEMES: • Chip Stocks Rebound Lifting Indexes Ahead of Big Tech Earnings U.S. stocks rose broadly as chip shares staged a strong recovery and investors positioned for a wave of major technology earnings. — wsj.com · 07/21 4:20p https://www.wsj.com/finance/stocks/chip-stocks-rebound-lifting-indexes-ahead-of-big-tech-earnings-24374c16 • Chip Stocks Shrug Off Chinese AI Worries Plus, Middle East tensions push oil prices higher, and General Motors profits from high-price cars. — wsj.com · 07/21 4:19p https://www.wsj.com/finance/stocks/chip-stocks-shrug-off-chinese-ai-worries-6af6ec70 • Block: The Margin Story Is Real, But The Stock Has Caught Up (Downgrade To Hold) Block, Inc. is now rated Hold at ~$80/share, reflecting a fair valuation after significant margin expansion and reduced stock-based compensation. Cash App's high-margin growth is outpacing legacy Square and Bitcoin revenue, driving structural profitability improvements and suppo… — seekingalpha.com · 07/21 4:17p https://seekingalpha.com/article/4923919-block-the-margin-story-is-real-but-the-stock-has-caught-up-downgrade-to-hold • S&P Dow Jones' Catherine Clay on new crypto index: Bringing the same principles from equity indices Catherine Clay, S&P Dow Jones Indices CEO, joins 'The Exchange' to discuss the launch of a new digital asset index, churn in the digital assets and the requirements for members. — youtube.com · 07/21 3:36p https://www.youtube.com/watch?v=DA2dFXvaDFM

🐘 NEW BIG-CAP MOVERS:

1. INTC +9% $105.45 (530B cap) Chip Stocks Are Rebounding - Should Investors Buy Intel (INTC) Before Q2 Earnings? Set to report Q2 earnings after market hours on Thursday, July 23, investors may be wondering if the incredible rebound in Intel stock can continue. — zacks.com · 07/21 4:16p https://www.zacks.com/commentary/2957592/chip-stocks-are-rebounding-should-investors-buy-intel-intc-before-q2-earnings?cid=CS-STOCKNEWSAPI-FT-investment_ideas-2957592

2. SPCX +3% $123.46 (1614B cap) SpaceX Millionaires Fuel Mark Cuban's Stock Ownership Case—and These ETFs Stand to Benefit Billionaire investor Mark Cuban‘s stock options philosophy is shining a spotlight on a theme already familiar to ETF investors. Many of the market's biggest wealth creators that are using the option of giving every employee an ownership stake, are also the largest holdings in te… — benzinga.com · 07/21 3:15p https://www.benzinga.com/etfs/specialty-etfs/26/07/60592484/spacex-millionaires-fuel-mark-cubans-stock-ownership-case-and-these-etfs-stand-to-benefit

3. NU +3% $14.39 (70B cap) NU Expands Operations: Is Growth Set to Accelerate in Brazil & Mexico? NU expands its banking footprint in Brazil and Mexico as rising customers, deposits and credit point to further growth. — zacks.com · 07/21 2:51p https://www.zacks.com/stock/news/2957578/nu-expands-operations-is-growth-set-to-accelerate-in-brazil-mexico?cid=CS-STOCKNEWSAPI-FT-analyst_blog|quick_take-2957578

📈 NEW GAINERS:

1. LPTH +22% $12.66 (606M cap) What's Going On With the Jump in LightPath Stock Today? LightPath Technologies Inc. (NASDAQ:LPTH) shares are bouncing Tuesday as momentum returns to a stock that has shed significant ground since early June despite sitting roughly 300% above where it traded a year ago. Here's what you need to know. — benzinga.com · 07/21 3:13p https://www.benzinga.com/trading-ideas/movers/26/07/60592423/whats-going-on-with-the-jump-in-lightpath-stock-today

2. FEIM +20% $79.84 (786M cap) FEIM Stock Up 13% Despite Incurring Q4 Loss Due to Restructuring Costs FEI incurs a fiscal Q4 loss per share amid restructuring and upfront investments, while record backlog, strong bookings and reaffirmed three-year financial targets pointed to future growth. — zacks.com · 07/21 2:16p https://www.zacks.com/stock/news/2957557/feim-stock-up-13-despite-incurring-q4-loss-due-to-restructuring-costs?cid=CS-STOCKNEWSAPI-FT-microcap_article|earnings-2957557

3. NBIS +19% $216.92 (52B cap) Nebius Explodes 16% Higher on NVIDIA Stake Stunner; CoreWeave Surges 8%, Oracle Adds 5% as AI Cloud Plays Pay Off Contact [email protected] for any questions or corrections. — 247wallst.com · 07/21 2:53p https://247wallst.com/investing/2026/07/21/nebius-explodes-16-higher-on-nvidia-stake-stunner-coreweave-surges-8-oracle-adds-5-as-ai-cloud-plays-pay-off/

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