🆕 Newsmakers — 4:30p ET, 2026-07-22 — new since last alert

📰 NEW MARKET THEMES: • NovaGold Resources Inc. (NG:CA) M&A Call Transcript NovaGold Resources Inc. (NG:CA) M&A Call Transcript — seekingalpha.com · 07/22 4:10p https://seekingalpha.com/article/4924400-novagold-resources-inc-ng-ca-m-and-a-call-transcript • OpenAI's Rogue AI Threatens The Whole Market S&P 500 EPS estimates imply roughly 26% growth, yet one newly realized AI risk keeps me from raising my 8,500 year-end target. Semiconductor earnings now drive nearly half of S&P 500 EPS growth, leaving the broader market unusually exposed to any break in AI compute demand. — seekingalpha.com · 07/22 4:05p https://seekingalpha.com/article/4924383-openai-rogue-ai-threatens-the-whole-market • Equinox Gold Corp. (EQX:CA) Shareholder/Analyst Call Transcript Equinox Gold Corp. (EQX:CA) Shareholder/Analyst Call Transcript — seekingalpha.com · 07/22 3:40p https://seekingalpha.com/article/4924344-equinox-gold-corp-eqx-ca-shareholder-analyst-call-transcript • The bull market faces higher likelihood of a Fed rate hike as Iran crisis intensifies Treasury yields are approaching the highest levels seen since the Iran war started in February as oil price rises and odds of a Fed rate hike narrow. — marketwatch.com · 07/22 3:30p https://www.marketwatch.com/story/the-bull-market-faces-higher-likelihood-of-a-fed-rate-hike-as-iran-crisis-intensifies-58f268e8

🐘 NEW BIG-CAP MOVERS:

1. NVDA +2% $212.04 (5136B cap) X-energy Joins Project Prometheus for AI-Accelerated Advanced Nuclear Deployment AI-for-Nuclear Research Partnership with Idaho National Laboratory, NVIDIA and Amazon Web Services (“AWS”) 3-Year Initiative Awarded $60 Million under U.S. Department of Energy's Genesis Mission Targets Long-Term Industry Schedule Acceleration and Cost Reduction WASHINGTON, July… — globenewswire.com · 07/22 4:15p https://www.globenewswire.com/news-release/2026/07/22/3331741/0/en/x-energy-joins-project-prometheus-for-ai-accelerated-advanced-nuclear-deployment.html

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