🆕 Newsmakers — 4:30p ET, 2026-07-24 — new since last alert

📰 NEW MARKET THEMES: • Spending Worries Weigh On Tech Shares Plus, oil prices fall and Elon Musk's empire struggles as investors await next week's interest-rate decision. — wsj.com · 07/24 4:20p https://www.wsj.com/finance/stocks/spending-worries-weigh-on-tech-shares-5a6ba62e • Bond market anxiety is growing over AI capex budgets Yields climbed this week after Alphabet lifted its capex forecast for its AI buildout, raising concerns that other hyperscalers would do the same. Google, Amazon and Meta are seeing credit spreads widen as fixed-income investors demand more reward on the companies they lend to. — cnbc.com · 07/24 4:07p https://www.cnbc.com/2026/07/24/bond-market-anxiety-ai-capex-spending.html • Ireland's Ambassador to US Wants to 'Stabilize' Trade Geraldine Byrne Nason, Ambassador of Ireland to the United States, says it's in Ireland's interest to "stabilize" trade relations with the US and EU. President Donald Trump threatened new tariffs on goods from the European Union in retaliation for a $1 billion (€890 million) fin… — youtube.com · 07/24 3:46p https://www.youtube.com/watch?v=XZc6yJLMHoc • Lisa Su explains what's coming next in AI Wall Street keeps asking if the AI boom is slowing down. AMD CEO Lisa Su says she's seeing the exact opposite. — youtube.com · 07/24 3:45p https://www.youtube.com/watch?v=9tq0S6j4rrE • Arcus: 'Buy' On Casdatifan Late-Stage CcRCC Advancement And 1st-Line Expansions I initiate Arcus Biosciences with a 'Buy' rating, citing late-stage pipeline catalysts and a strong financial runway. The company's lead asset, casdatifan, is advancing in phase 3 PEAK-1 for 2nd-line ccRCC, with enrollment completion expected by the end of 2026. Expansion into 1… — seekingalpha.com · 07/24 3:32p https://seekingalpha.com/article/4925444-arcus-buy-casdatifan-late-stage-ccrcc-advancement-and-1st-line-expansions

🐘 NEW BIG-CAP MOVERS:

1. VZ +6% $46.38 (194B cap) Verizon Communications Q2 Earnings Call Highlights Verizon Communications NYSE: VZ raised its full-year 2026 outlook for mobility and broadband service revenue, adjusted earnings per share and free cash flow after reporting improved subscriber trends, lower churn and stronger operating leverage in the second quarter. — marketbeat.com · 07/24 2:03p https://www.marketbeat.com/instant-alerts/verizon-communications-q2-earnings-call-highlights-2026-07-24/

2. AAPL +4% $333.02 (4891B cap) Dow gains as Apple offsets chip weakness, S&P 500 closes near flat US stocks ended mixed on Friday as gains in the Dow Jones Industrial Average were offset by weakness in semiconductor stocks, while investors continued to monitor developments in the Middle East and their potential impact on global markets. The Dow Jones Industrial Average rose… — invezz.com · 07/24 4:15p https://invezz.com/news/2026/07/24/dow-gains-as-apple-offsets-chip-weakness-sp-500-closes-near-flat/

📈 NEW GAINERS:

1. IP +11% $42.16 (22B cap) Verizon Was Booted From the Dow – 5 Dividend Giants Got the Same Treatment and Eventually Soared Getting kicked off the Dow Jones Industrial Average sounds like a death sentence for a stock, but a handful of booted dividend giants went on to reward patient shareholders with stunning gains and steady income streams that index investors missed out on entirely. — 247wallst.com · 07/23 8:13a https://247wallst.com/investing/2026/07/23/verizon-was-booted-from-the-djia-5-dividend-giants-got-the-same-treatment-and-eventually-soared/

2. SLB +11% $52.42 (78B cap) SLB N.V. (SLB) Q2 2026 Earnings Call Transcript SLB N.V. (SLB) Q2 2026 Earnings Call Transcript — seekingalpha.com · 07/24 3:40p https://seekingalpha.com/article/4925375-slb-n-v-slb-q2-2026-earnings-call-transcript

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