🆕 Newsmakers — 9:30a ET, 2026-07-14 — new since last alert

📰 NEW MARKET THEMES: • June CPI: Inflation Decline Likely To Be Short-Lived The Labor Department reported that headline inflation increased 3.5% in June, down from May's 4.2% and better than expected. The decrease below the 4% mark was due primarily to an easing in gasoline prices. — seekingalpha.com · 07/14 9:15a https://seekingalpha.com/article/4921916-june-cpi-inflation-decline-likely-to-be-short-lived • Inflation cools to 3.5% — biggest drop since 2020 — on falling energy prices The Consumer Price Index rose 3.5% in June over the past 12 months, cooling off from 4.2% in May, the Bureau of Labor Statistics said Tuesday. — nypost.com · 07/14 9:11a https://nypost.com/2026/07/14/business/inflation-cools-to-3-5-biggest-drop-since-2020-on-falling-energy-prices/ • The Tectonic AI Shift Is Here Micron (MU) delivered blockbuster earnings and guidance, yet its stock declined sharply post-report due to unsustainable 86% gross margins and AI-driven memory price inflation. AI hardware stocks have experienced parabolic gains but are now seeing significant profit-taking and r… — seekingalpha.com · 07/14 9:08a https://seekingalpha.com/article/4921894-the-tectonic-ai-shift-is-here • Will Dow Jones 30 Hold Crucial 52,000 Support? The US indices continue to look somewhat sideways, as the markets remain somewhat held hostage by headlines in the Middle East and beyond. — fxempire.com · 07/14 9:05a https://www.fxempire.com/forecasts/article/will-dow-jones-30-hold-crucial-52000-support-1610267 • Consumer inflation cooled more than expected in June as gas prices fell The Bureau of Labor Statistics found that the consumer price index (CPI) eased in June as consumer price growth slowed after a recent surge caused by the Iran war. — foxbusiness.com · 07/14 9:02a https://www.foxbusiness.com/economy/cpi-inflation-june-2026

🐘 NEW BIG-CAP MOVERS:

1. SOXL +13% $187.50 (55B cap) SK Hynix Shares Slide After South Korea Sell-Off. This Expert Sees a ‘Vicious Circle' Forming SK Hynix stock slumped in its first full day of U.S. trading as jitters continued to weigh on chip and memory stocks. — investopedia.com · 07/13 1:11p https://www.investopedia.com/sk-hynix-shares-slide-after-south-korea-sell-off-this-expert-sees-a-vicious-circle-forming-skhy-12017059

2. SKHY +10% $167.57 (1221B cap) SK Hynix: A No-Brainer HBM Buy SK hynix (SKHY) leads the high-bandwidth memory (HBM) market with an estimated 58% share in Q1, driving record revenue and profitability growth. HBM demand, fueled by AI and data center expansion, is the primary catalyst, with SKHY's HBM product at the technological forefront. S… — seekingalpha.com · 07/14 9:07a https://seekingalpha.com/article/4921922-sk-hynix-a-no-brainer-hbm-buy

3. INTC +5% $107.84 (542B cap) JPMorgan, IBM, AMD, Intel, and More Stocks That Explain Today's Market Investors try to make sense of a slew of bank earnings reports, just a few hours ahead of the June CPI inflation report. — barrons.com · 07/14 7:24a https://www.barrons.com/articles/stock-movers-70f9e550

4. TQQQ +3% $74.99 (38B cap) ‘An Absolute Casino.' The $500 Billion Leveraged ETF Craze Proving Buffett Right “We've never had people in a more gambling mood than now,” Warren Buffett told CNBC on May 2, 2026, during Berkshire Hathaway's annual meeting. — 247wallst.com · 07/13 10:42a https://247wallst.com/investing/2026/07/13/an-absolute-casino-the-500-billion-leveraged-etf-craze-proving-buffett-right/

5. IBIT +3% $36.19 (60B cap) (no fresh news today — likely technical / low-coverage move)

6. NVDA +2% $208.16 (5028B cap) Wall Street analyst updates Nvidia stock price target KeyBanc has raised its Nvidia (NASDAQ: NVDA) stock price target to $330 from $310 while maintaining an ‘Overweight' rating on the AI chip giant. — finbold.com · 07/14 9:11a https://finbold.com/wall-street-analyst-updates-nvidia-stock-price-target-3/

📈 NEW GAINERS:

1. QTTB +91% $21.38 (273M cap) Why Q32 Bio Stock Skyrocketed Today The biotech is advancing a potential treatment for a common autoimmune disease. — fool.com · 07/13 9:38p https://www.fool.com/investing/2026/07/13/why-q32-bio-stock-skyrocketed-today/

2. AGEN +83% $6.12 (255M cap) Agenus (AGEN) Moves 82.7% Higher: Will This Strength Last? Agenus (AGEN) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term. — zacks.com · 07/14 9:16a https://www.zacks.com/stock/news/2953008/agenus-agen-moves-82-7-higher-will-this-strength-last?cid=CS-STOCKNEWSAPI-FT-tale_of_the_tape|daily_price_change_5%-2953008

3. BRAI +17% $6.43 (712M cap) Braiin Launches Agentic AI Workforce ARIA to Capture the US$32.0 Billion Global Real Estate Software Market by 2033 ARIA brings agentic AI execution to property management, leasing, compliance, accounting support, and customer engagement MELBOURNE, Australia, July 13, 2026 (GLOBE NEWSWIRE) -- Braiin Limited ("Braiin" or the "Company") (NASDAQ: BRAI), a global AI platform company delivering au… — globenewswire.com · 07/13 8:30a https://www.globenewswire.com/news-release/2026/07/13/3326186/0/en/braiin-launches-agentic-ai-workforce-aria-to-capture-the-us-32-0-billion-global-real-estate-software-market-by-2033.html

4. BVC +16% $11.71 (2.0B cap) (no fresh news today — likely technical / low-coverage move)

5. CNXC +12% $24.88 (1.5B cap) (no fresh news today — likely technical / low-coverage move)

6. FIG +12% $23.65 (11B cap) Figma stock forms a rare double-bottom pattern: is a rebound coming? Figma stock has staged a modest comeback in the past few days, moving from a record low of $16.80 to the current $23.65. This rebound may continue in the coming weeks after the stock formed a double-bottom pattern and as its earnings report looms. — invezz.com · 07/14 8:35a https://invezz.com/news/2026/07/14/figma-stock-forms-a-rare-double-bottom-pattern-is-a-rebound-coming/

7. TCBK +12% $60.07 (1.9B cap) TriCo Bancshares to Merge With First Hawaiian in $2B All-Stock Bank Deal First Hawaiian and TriCo Bancshares NASDAQ: TCBK announced a definitive agreement to combine in an all-stock transaction that executives said would create a larger Pacific and West Coast banking franchise with approximately $34 billion in assets. — marketbeat.com · 07/13 1:04p https://www.marketbeat.com/instant-alerts/trico-bancshares-to-merge-with-first-hawaiian-in-2b-all-stock-bank-deal-2026-07-13/

8. DUOG +12% $50.47 (1.1B cap) (no fresh news today — likely technical / low-coverage move)

9. UCO +12% $38.74 (460M cap) President Donald Trump Just Declared the Ceasefire Is Over. Here's What That Means for Oil Stocks. Geopolitical events can and have had a quick impact oil prices and stocks. Both bullish and bearish cases for oil are supported by recent data, but energy stocks may warrant a higher portfolio weighting now. — fool.com · 07/14 8:38a https://www.fool.com/investing/2026/07/14/president-donald-trump-just-declared-the-ceasefire/

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