🆕 Newsmakers — 4:30p ET, 2026-07-27 — new since last alert

📰 NEW MARKET THEMES: • Iran KNOWS their leverage is slipping away: Brian Brenberg 'The Big Money Show' panel analyzes the impact of U.S.-Iran tensions on oil markets and the economy. They discuss diplomacy, military posturing, and the Federal Reserve's next interest rate decision. — youtube.com · 07/27 3:45p https://www.youtube.com/watch?v=DUJvA06FTus • The Most Bullish Valuation In 30 Years, So Why Aren't Investors Buying? Strong earnings growth and an unusually low PEG ratio continue to support the long-term bull case. However, investors are currently responding more negatively to strong technology earnings, while rising oil prices and interest rates are creating pressure on bonds and growth stoc… — seekingalpha.com · 07/27 2:50p https://seekingalpha.com/article/4925968-most-bullish-valuation-in-30-years-why-arent-investors-buying

🐘 NEW BIG-CAP MOVERS:

1. INFY +5% $11.70 (47B cap) (no fresh news today — likely technical / low-coverage move)

2. F +2% $14.68 (57B cap) Ford and GM upgraded by Jefferies on improving outlooks, stronger cash generation Ford Motor Company (NYSE:F) and General Motors Company (NYSE:GM) have both been upgraded to ‘Buy' by Jefferies analysts, who pointed to improving earnings prospects, stronger free cash flow generation and progress on several operational challenges. For Ford, Jefferies upgraded t… — proactiveinvestors.com · 07/27 1:26p https://www.proactiveinvestors.com/companies/news/1096096

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