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

📰 NEW MARKET THEMES: • Real Matters Inc. (REAL:CA) Q3 2026 Earnings Call Transcript Real Matters Inc. (REAL:CA) Q3 2026 Earnings Call Transcript — seekingalpha.com · 07/30 4:14p https://seekingalpha.com/article/4927855-real-matters-inc-real-ca-q3-2026-earnings-call-transcript • Ivanhoe Mines Ltd. (IVN:CA) Q2 2026 Earnings Call Transcript Ivanhoe Mines Ltd. (IVN:CA) Q2 2026 Earnings Call Transcript — seekingalpha.com · 07/30 4:13p https://seekingalpha.com/article/4927972-ivanhoe-mines-ltd-ivn-ca-q2-2026-earnings-call-transcript • Entergy CEO on Louisiana data center deal: Massive improvement for the local economy Drew Marsh, Entergy CEO, joins 'Power Lunch' to discuss the recent data center deal, where the construction progress is and much more. — youtube.com · 07/30 4:01p https://www.youtube.com/watch?v=YIF2xsJtlwk • Ed Yardeni: Bond market wants Fed to be more vigilant on inflation Ed Yardeni, Yardeni Research president, joins 'Power Lunch' to discuss the latest Federal Reserve meeting. — youtube.com · 07/30 4:00p https://www.youtube.com/watch?v=S-rTOXJirLk • Implosion of Situational Awareness has Wall Street betting the bottom is in for the AI trade One of the wildest months in recent memory for the U.S. stock market is ending on yet another remarkable note: A highflying hedge fund run by an AI wunderkind in his mid-20s has apparently just been carried out on a stretcher. — marketwatch.com · 07/30 4:00p https://www.marketwatch.com/story/implosion-of-situational-awareness-has-wall-street-betting-the-bottom-is-in-for-the-ai-trade-05d9f346

🐘 NEW BIG-CAP MOVERS:

1. SOXL +25% $114.72 (34B cap) US signs letters of intent worth $874 million to boost semiconductor research The U.S. Department of Commerce said on Tuesday it has signed letters ​of intent to provide $874 million in ‌incentives to seven companies developing semiconductor technologies for AI and advanced computing systems. — reuters.com · 07/30 2:29p https://www.reuters.com/technology/us-signs-letters-intent-worth-874-million-boost-semiconductor-research-2026-07-30/

2. MSFT +16% $451.10 (3351B cap) Dow jumps 640 points as Microsoft, chip stocks power Wall Street rebound US stocks rebounded sharply on Thursday as investors returned to technology shares following Microsoft's stronger-than-expected earnings, helping Wall Street recover from the previous session's steep sell-off triggered by the Federal Reserve's decision to leave interest rates un… — invezz.com · 07/30 4:17p https://invezz.com/news/2026/07/30/dow-jumps-640-points-as-microsoft-chip-stocks-power-wall-street-rebound/

3. INTC +11% $91.13 (458B cap) Intel Stock Soars as Microsoft's Cloud Fuels AI Hardware Market Intel Corp. (NASDAQ:INTC) shares are surging Thursday as Microsoft's record cloud quarter validated the demand outlook for AI hardware across the semiconductor supply chain while Samsung's warning that the global chip shortage could extend into 2028 reinforced the case for susta… — benzinga.com · 07/30 3:22p https://www.benzinga.com/trading-ideas/movers/26/07/60818129/intel-stock-soars-as-microsofts-cloud-fuels-ai-hardware-market

4. SOFI +8% $16.47 (21B cap) SoFi's Tangible Book Value Grew 80% in a Year. Yet the Stock Fell 9% on the News. SoFi's second-quarter net revenue hit a record $1.2 billion, up 43% from a year earlier. Tangible book value ended the quarter at $9.5 billion, an 80% increase over 12 months. — fool.com · 07/30 2:23p https://www.fool.com/investing/2026/07/30/sofis-tangible-book-value-grew-80-in-a-year-yet-th/

5. NVDA +3% $195.04 (4724B cap) Micron & 2 Profitable Stocks to Buy Before August for Big Upside Profitable stocks MU, NVIDIA and TD SYNNEX combine strong net income ratios with earnings growth. See why they stand out before August. — zacks.com · 07/30 4:01p https://www.zacks.com/stock/news/2965064/micron-2-profitable-stocks-to-buy-before-august-for-big-upside?cid=CS-STOCKNEWSAPI-FT-analyst_blog|rw-2965064

📈 NEW GAINERS:

1. CIFR +28% $22.66 (9.3B cap) Buying the AI Reset: Why Forced Selling Equates to Opportunity With the core fundamentals intact and leveraged players out of the way, the stage is set for a violent rebound in AI infrastructure stocks. — zacks.com · 07/30 3:41p https://www.zacks.com/commentary/2965043/buying-the-ai-reset-why-forced-selling-equates-to-opportunity?cid=CS-STOCKNEWSAPI-FT-investment_ideas-2965043

2. NBIS +27% $188.43 (45B cap) Buying the AI Reset: Why Forced Selling Equates to Opportunity With the core fundamentals intact and leveraged players out of the way, the stage is set for a violent rebound in AI infrastructure stocks. — zacks.com · 07/30 3:41p https://www.zacks.com/commentary/2965043/buying-the-ai-reset-why-forced-selling-equates-to-opportunity?cid=CS-STOCKNEWSAPI-FT-investment_ideas-2965043

3. AXTI +27% $46.94 (2.2B cap) AXT, Inc. Announces Second Quarter 2026 Financial Results FREMONT, Calif.--(BUSINESS WIRE)---- $AXTI--AXT, Inc. (NasdaqGS: AXTI), a leading manufacturer of compound semiconductor wafer substrates, today reported financial results for the second quarter, ended June 30, 2026. Management Qualitative Comments “This is an incredibly excitin… — businesswire.com · 07/30 4:05p https://www.businesswire.com/news/home/20260730124233/en/AXT-Inc.-Announces-Second-Quarter-2026-Financial-Results/

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