🆕 Newsmakers — 9:30a ET, 2026-07-10 — new since last alert

📰 NEW MARKET THEMES: • Woori Financial: Assessing Potential Interest Rate And AI Tailwinds Woori Financial Group remains a 'Buy' as I see ongoing AI integration and rising interest rates supporting its re-rating potential. WF's core banking focus (76% of profit) makes its earnings highly sensitive to net interest margin expansion, positioning it to outperform peers in… — seekingalpha.com · 07/10 9:19a https://seekingalpha.com/article/4921153-woori-financial-assessing-potential-interest-rate-and-ai-tailwinds • Let's Talk About The Elephant In The BDC Room The BDC sector trades at a deep 0.71x P/NAV, reflecting bearish sentiment despite stable credit fundamentals. The market is focused on a credit risk (or rising non-accruals). In my view, the bigger risk lies in the income side. — seekingalpha.com · 07/10 9:15a https://seekingalpha.com/article/4920845-lets-talk-about-the-elephant-in-the-bdc-room • Kevin Warsh wants fewer press conferences. Why that's bad for the economy and your money. The Fed chair is testifying before Congress this week. Lawmakers should ask him about transparency. — marketwatch.com · 07/10 9:06a https://www.marketwatch.com/story/kevin-warsh-wants-fewer-press-conferences-why-thats-bad-for-the-economy-and-your-money-e9b0bd55 • It's Time To Buy Gold And Silver Geopolitical turmoil and rising rates have pressured gold and silver, but I see a reversal as likely with easing inflation and dollar weakness. I expect no Fed rate hike in September, contrary to consensus, due to upcoming PCE index adjustments and declining price pressures. — seekingalpha.com · 07/10 8:56a https://seekingalpha.com/article/4921146-its-time-to-buy-gold-and-silver • Atlanticus Holdings Corporation: Its Underwriting Advantage Is Not Yet Reflected In The Share Price Atlanticus Holdings Corporation focuses on serving consumers with sub-720 FICO scores, a large and underserved market segment. ATLC's dedication to this demographic differentiates its business model and underpins its growth prospects. Few competitors address this customer base,… — seekingalpha.com · 07/10 8:27a https://seekingalpha.com/article/4921144-atlanticus-holdings-corporation-its-underwriting-advantage-is-not-yet-reflected-in-the-share-price

🐘 NEW BIG-CAP MOVERS:

1. SOFI +2% $19.07 (25B cap) SoFi Stock Is Trending Friday — Here's Why SoFi Technologies Inc. (NASDAQ:SOFI) shares are in the spotlight Friday as a wave of company-specific developments and a favorable macro backdrop keep the fintech company in focus. — benzinga.com · 07/10 8:48a https://www.benzinga.com/trading-ideas/movers/26/07/60380810/sofi-stock-is-trending-friday-heres-why

2. FIG +2% $22.80 (11B cap) (no fresh news today — likely technical / low-coverage move)

3. PLTR +2% $132.05 (302B cap) Palantir's Ontology Moat Outlasts The SaaS Sell-Off Palantir Technologies remains a Buy as its mission-critical AI and ontology offerings drive robust operational growth amid sector headwinds. PLTR's Q1 2026 saw U.S. revenue up 104% YoY, 60% adjusted EBIT margin, and net retention rate expanding to 150%, underscoring resilient de… — seekingalpha.com · 07/10 9:12a https://seekingalpha.com/article/4921150-palantir-ontology-moat-outlasts-saas-sell-off

📈 NEW GAINERS:

1. TRAX +56% $32.40 (1.1B cap) (no fresh news today — likely technical / low-coverage move)

2. LASR +27% $74.71 (4.2B cap) nLight (LASR) Moves 27.3% Higher: Will This Strength Last? nLight (LASR) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term. — zacks.com · 07/10 3:51a https://www.zacks.com/stock/news/2951325/nlight-lasr-moves-27-3-higher-will-this-strength-last?cid=CS-STOCKNEWSAPI-FT-tale_of_the_tape|daily_price_change_5%-2951325

3. ONTX +18% $23.40 (491M cap) (no fresh news today — likely technical / low-coverage move)

4. FRVO +16% $27.35 (5.6B cap) (no fresh news today — likely technical / low-coverage move)

5. TXG +15% $43.10 (5.5B cap) (no fresh news today — likely technical / low-coverage move)

6. MAAS +14% $16.00 (5.0B cap) (no fresh news today — likely technical / low-coverage move)

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