🆕 Newsmakers — 9:30a ET, 2026-07-09 — new since last alert

📰 NEW MARKET THEMES: • Modine's Meltdown Is A Gift - Robust AI Monetization Trends (Rating Upgrade) MOD hints at AI-driven, profitable growth prospects through FY2028, thanks to the accretive M&As, the capacity expansion, and the long-term supply agreements. These reasons are also why the management expects to achieve their prior FY2028 data center sales target a year early, a… — seekingalpha.com · 07/09 9:19a https://seekingalpha.com/article/4920873-modines-meltdown-is-a-gift-robust-ai-monetization-trends-rating-upgrade • U.S. Jobless Claims Edged Lower Last Week The number of people who filed for unemployment benefits was 215,000 in the week through July 4, lower than the upwardly revised 217,000 reported a week earlier, the Labor Department said. — wsj.com · 07/09 9:09a https://www.wsj.com/economy/jobs/u-s-jobless-claims-edged-lower-last-week-f35e8718 • The Global Oil Market Isn't Ready for the Iran Ceasefire to End America's crude inventories are flirting with dangerous levels, while exports of gasoline and diesel hover near records. — wsj.com · 07/09 8:57a https://www.wsj.com/finance/commodities-futures/the-global-oil-market-isnt-ready-for-the-iran-ceasefire-to-end-3a4a7ec5 • Wading Through The Geopolitical Headwinds To Better Days Ahead Geopolitical tensions with Iran are driving oil prices and Treasury yields higher, creating headwinds for markets despite solid domestic economic fundamentals. The hastily arranged ceasefire with Iran lacks robust terms, making further escalation unlikely but ensuring ongoing ne… — seekingalpha.com · 07/09 8:56a https://seekingalpha.com/article/4920864-wading-through-geopolitical-headwinds-to-better-days-ahead • Energy expected to drive European earnings as underlying growth slows A surge in energy profits linked to higher oil ​prices is set to drive ‌European blue-chip earnings growth in the second quarter, masking weaker underlying ​momentum across the broader market, ​forecasts showed on Thursday. — reuters.com · 07/09 8:40a https://www.reuters.com/business/energy/energy-expected-drive-european-earnings-underlying-growth-slows-2026-07-09/

🐘 NEW BIG-CAP MOVERS:

1. SOXL +15% $200.76 (59B cap) Here's Why Nvidia Might Be the New Value Play in Semiconductors It's been brutal to be a semiconductor investor lately, with the iShares Semiconductor ETF (NASDAQ:SOXX) tanking 11% in the past week and around 16% from all-time highs seen at the end of June. — 247wallst.com · 07/08 11:04a https://247wallst.com/investing/2026/07/08/heres-why-nvidia-might-be-the-new-value-play-in-semiconductors/

2. MU +7% $1014.05 (1145B cap) Western Digital and Seagate Surge 7%, Micron and SanDisk Climb 6% as Memory Selloff Reverses Memory and storage stocks are rebounding sharply Thursday morning, reversing a bruising start to the week. — 247wallst.com · 07/09 9:15a https://247wallst.com/investing/2026/07/09/western-digital-and-seagate-surge-7-micron-and-sandisk-climb-6-as-memory-selloff-reverses/

3. WULF +5% $23.90 (12B cap) TeraWulf Rises 12%, IREN Climbs 7% as AI-Infrastructure Stocks Bounce Back Shares of TeraWulf (NASDAQ:WULF) are up 12% to $22.67 in mid-morning trading, leading a broad rebound across AI-infrastructure names that were hammered on Tuesday. — 247wallst.com · 07/08 10:27a https://247wallst.com/investing/2026/07/08/terawulf-rises-12-iren-climbs-7-as-ai-infrastructure-stocks-bounce-back/

4. INTC +4% $114.76 (577B cap) Micron Is Up 700%. It's Still Cheaper Than Nvidia, AMD And Even Intel Micron Technology Inc. (NASDAQ:MU) has delivered one of the most remarkable rallies in the AI trade, climbing more than 700% over the past year and more than 210% since late March, as demand for high-bandwidth memory (HBM) chips fueled a sharp rebound in earnings expectations. — benzinga.com · 07/09 8:35a https://www.benzinga.com/trading-ideas/technicals/26/07/60354862/micron-700-percent-cheaper-than-nvidia-amd-intel

5. NOK +4% $12.43 (67B cap) Nokia vs. Viavi: Which AI Networking Stock is the Better Buy? NOK and VIAV are expanding AI networking capabilities through optical infrastructure and testing solutions. See how their growth drivers compare. — zacks.com · 07/08 12:16p https://www.zacks.com/stock/news/2950309/nokia-vs-viavi-which-ai-networking-stock-is-the-better-buy?cid=CS-STOCKNEWSAPI-FT-analyst_blog|most_popular_stocks-2950309

6. TQQQ +3% $74.81 (38B cap) (no fresh news today — likely technical / low-coverage move)

📈 NEW GAINERS:

1. BVC +19% $10.10 (1.7B cap) (no fresh news today — likely technical / low-coverage move)

2. SOXL +15% $200.48 (59B cap) Here's Why Nvidia Might Be the New Value Play in Semiconductors It's been brutal to be a semiconductor investor lately, with the iShares Semiconductor ETF (NASDAQ:SOXX) tanking 11% in the past week and around 16% from all-time highs seen at the end of June. — 247wallst.com · 07/08 11:04a https://247wallst.com/investing/2026/07/08/heres-why-nvidia-might-be-the-new-value-play-in-semiconductors/

3. UCTT +15% $115.56 (5.2B cap) Ultra Clean Appoints Michael Keogh as Chief Financial Officer HAYWARD, Calif., July 8, 2026 /PRNewswire/ -- Ultra Clean Holdings, Inc. (Nasdaq: UCTT) today announced the appointment of Michael Keogh as Chief Financial Officer, effective August 5, 2026. — prnewswire.com · 07/08 4:05p https://www.prnewswire.com/news-releases/ultra-clean-appoints-michael-keogh-as-chief-financial-officer-302821027.html

4. OPTU +14% $1.35 (634M cap) Lightpath to Deliver AI-Grade Fiber Infrastructure to Two New Hyperscale Data Center Campuses NEW YORK, July 08, 2026 (GLOBE NEWSWIRE) -- Lightpath today announced new fiber builds to support two hyperscale data center campuses now under construction, extending its AI-grade network to meet surging capacity demand driven by artificial intelligence. Each campus is planned… — globenewswire.com · 07/08 8:35a https://www.globenewswire.com/news-release/2026/07/08/3324096/0/en/Lightpath-to-Deliver-AI-Grade-Fiber-Infrastructure-to-Two-New-Hyperscale-Data-Center-Campuses.html

5. ONTX +10% $20.07 (422M cap) (no fresh news today — likely technical / low-coverage move)

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