🆕 Newsmakers — 9:30a ET, 2026-07-13 — new since last alert

📰 NEW MARKET THEMES: • Delta Earnings Review: Fully Valued On Premium Product Delta Air Lines, Inc. demonstrated resilience in Q2 despite higher fuel costs driven by Middle East tensions, passing most increases to customers. Premium fares and refinery revenue led revenue growth, but earnings dropped $500M as expense gains outpaced price hikes. DAL's balan… — seekingalpha.com · 07/13 9:04a https://seekingalpha.com/article/4921562-delta-earnings-review-fully-valued-on-premium-product • Global smartphone shipments in second quarter hit lowest in 13 years on memory chip crunch Global smartphone shipments fell 11% in the second quarter to their lowest level for the period ​since 2013, as a prolonged memory chip ‌shortage drove up handset prices and dampened demand, according to early estimates from Counterpoint Research. — reuters.com · 07/13 8:49a https://www.reuters.com/business/media-telecom/global-smartphone-shipments-second-quarter-hit-lowest-13-years-memory-chip-2026-07-13/ • Nasdaq tipped to fall as oil prices rebound on fresh US-Iran fighting US stocks are set for a weaker start to the week after last week finished on a positive note, with technology shares expected to come under the most pressure as investors balanced renewed geopolitical tensions against a busy week for inflation data and the start of bank earnings… — proactiveinvestors.com · 07/13 8:37a https://www.proactiveinvestors.com/companies/news/1095341 • Amos Hochstein on U.S.-Iran war: We're seeing the consequences of a hurried deal Amos Hochstein, TWG Global managing partner and former Biden White House senior advisor, joins 'Squawk Box' to discuss the latest developments in the U.S.-Iran war, impact on the energy markets, and more. — youtube.com · 07/13 8:29a https://www.youtube.com/watch?v=ppBMVobF51w • Nasdaq 100, Dow Jones 30 and S&P 500 Forecasts – Markets Stabilize Post-Attacks Stock indices in the US initially plunged as more conflict was seen in the Middle East. However, as we approach New York trading, stabilization seems to be a possibility. — fxempire.com · 07/13 8:24a https://www.fxempire.com/forecasts/article/nasdaq-100-dow-jones-30-and-sp-500-forecasts-markets-stabilize-post-attacks-1609960

🐘 NEW BIG-CAP MOVERS:

1. QXO +3% $14.99 (11B cap) (no fresh news today — likely technical / low-coverage move)

📈 NEW GAINERS:

1. PLBL +26% $8.12 (2.9B cap) (no fresh news today — likely technical / low-coverage move)

2. FBRX +20% $43.92 (609M cap) (no fresh news today — likely technical / low-coverage move)

3. BNED +13% $12.91 (447M cap) (no fresh news today — likely technical / low-coverage move)

4. SGP +12% $22.52 (758M cap) (no fresh news today — likely technical / low-coverage move)

5. WDFC +11% $264.91 (3.6B cap) (no fresh news today — likely technical / low-coverage move)

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