🆕 Newsmakers — 4:30p ET, 2026-07-31 — new since last alert

📰 NEW MARKET THEMES: • T. Rowe Price: The High-Quality Dividend Aristocrat Still Trading Below Fair Value T. Rowe Price Group, Inc. remains a Strong Buy, with valuation reflecting highly conservative assumptions and significant re-rating potential as macro conditions improve. TROW's AUM grew 15.7% YoY, but fee compression and anticipated net outflows in H2 2026 pose near-term challe… — seekingalpha.com · 07/31 4:02p https://seekingalpha.com/article/4928898-t-rowe-price-the-high-quality-dividend-aristocrat-still-trading-below-fair-value • AI Stocks Cracked In July, New S&P 500 Challenges Emerge In August The S&P 500, while flat, had its worst July since 2014, with tech and AI stocks under heavy pressure while Energy surged on higher oil prices. Despite negative headline returns, six of eleven sector ETFs rose, and the S&P 500 Equal Weight ETF outperformed cap-weighted indices. — seekingalpha.com · 07/31 4:00p https://seekingalpha.com/article/4928869-ai-stocks-cracked-in-july-new-sp500-challenges-emerge-in-august • Brookfield Renewable Partners L.P. Limited Partnership Units (BEP.UN:CA) Q2 2026 Earnings Call Transcript Brookfield Renewable Partners L.P. Limited Partnership Units (BEP.UN:CA) Q2 2026 Earnings Call Transcript — seekingalpha.com · 07/31 3:33p https://seekingalpha.com/article/4928911-brookfield-renewable-partners-l-p-limited-partnership-units-bep-un-ca-q2-2026-earnings-call • Pembina Pipeline Corporation (PPL:CA) Q2 2026 Earnings Call Transcript Pembina Pipeline Corporation (PPL:CA) Q2 2026 Earnings Call Transcript — seekingalpha.com · 07/31 3:33p https://seekingalpha.com/article/4928813-pembina-pipeline-corporation-ppl-ca-q2-2026-earnings-call-transcript

🐘 NEW BIG-CAP MOVERS:

1. AMZN +15% $271.58 (2921B cap) AMZN Showing its A.I. 'Spending Is Justified' Amazon (AMZN) is rallying after strong earnings, and CFRA's Arun Sundaram says investors are finally becoming comfortable with the company's massive A.I. capital spending. — youtube.com · 07/31 3:30p https://www.youtube.com/watch?v=_1iV6mfX0yU

2. GOOGL +7% $356.13 (4310B cap) How Alphabet and Amazon Each Built The ‘Best' Nvidia Chip Alternatives Alphabet (NASDAQ: GOOGL | GOOGL Price Prediction) and Amazon (NASDAQ: AMZN) posted Q2 FY2026 results built around the same idea: their custom chips are now real Nvidia alternatives. — 247wallst.com · 07/31 2:51p https://247wallst.com/investing/2026/07/31/how-alphabet-and-amazon-each-built-the-best-nvidia-chip-alternatives/

3. MSFT +3% $464.72 (3451B cap) MSFT DEADLINE: ROSEN, TRUSTED INVESTOR COUNSEL, Encourages Microsoft Investors with Losses in Excess of $100K to Secure Counsel Before Important August 11 Deadline in Securities Class Action – MSFT NEW YORK, July 31, 2026 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of common stock of Microsoft Corporation (NASDAQ: MSFT) between May 1, 2025 and January 28, 2026, inclusive (the “Class Period”), of the important August 11, 20… — globenewswire.com · 07/31 4:21p https://www.globenewswire.com/news-release/2026/07/31/3337053/673/en/MSFT-DEADLINE-ROSEN-TRUSTED-INVESTOR-COUNSEL-Encourages-Microsoft-Investors-with-Losses-in-Excess-of-100K-to-Secure-Counsel-Before-Important-August-11-Deadline-in-Securities-Class-.html

4. NVDA +3% $200.75 (4862B cap) Did China build a top-tier AI model by itself? A new report suggests Nvidia chips played a role. Alibaba has an agreement for Moonshot to use its Nvidia H200s, according to Bloomberg — but the Chinese tech giant pushed back against the report. — marketwatch.com · 07/31 4:23p https://www.marketwatch.com/story/did-china-build-a-top-tier-ai-model-by-itself-a-new-report-suggests-nvidia-chips-played-a-role-ad4644cd

📈 NEW GAINERS:

1. ITGR +20% $121.21 (4.1B cap) KKR nearing deal to acquire Integer Holdings, WSJ reports Private equity ​firm ‌KKR is nearing ​a ​takeover of ⁠medical ​device outsourcing ​company Integer Holdings , ​the ​Wall Street Journal ‌reported ⁠on Friday, citing ​people ​familiar ⁠with the ​matter. — reuters.com · 07/31 3:20p https://www.reuters.com/legal/transactional/kkr-nearing-deal-acquire-integer-holdings-wsj-reports-2026-07-31/

2. SOC +18% $5.29 (526M cap) Elastic Advances the Agentic SOC, Bringing Security Teams Closer to Alert Zero SAN FRANCISCO--(BUSINESS WIRE)--Elastic (NYSE: ESTC), the Search AI Company, today announced major advances to its agentic security operations platform ahead of Black Hat USA 2026, led by a significantly expanded Attack Discovery, broader endpoint protection, and enhanced native… — businesswire.com · 07/31 3:50p https://www.businesswire.com/news/home/20260731122228/en/Elastic-Advances-the-Agentic-SOC-Bringing-Security-Teams-Closer-to-Alert-Zero/

3. AMZN +15% $271.58 (2921B cap) AMZN Showing its A.I. 'Spending Is Justified' Amazon (AMZN) is rallying after strong earnings, and CFRA's Arun Sundaram says investors are finally becoming comfortable with the company's massive A.I. capital spending. — youtube.com · 07/31 3:30p https://www.youtube.com/watch?v=_1iV6mfX0yU

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