🆕 Newsmakers — 9:30a ET, 2026-07-16 — new since last alert

📰 NEW MARKET THEMES: • Treasury Yields Rise as U.S. Job Market Remains Resilient Treasury yields rose as data indicated the U.S. job market remains resilient. — wsj.com · 07/16 9:10a https://www.wsj.com/finance/jgbs-mixed-as-investors-grapple-with-gains-in-u-s-treasurys-rising-oil-prices-6753ed21 • Mosaic: There's More Value Here Than The Market Sees (Rating Upgrade) The Mosaic Company is upgraded to Strong Buy, with valuation and asset quality offering compelling risk-reward amid macro headwinds. Despite Q1 losses and cost pressures from Middle East conflict, MOS is proactively cutting costs, deferring CAPEX, and maintaining financial flexi… — seekingalpha.com · 07/16 9:02a https://seekingalpha.com/article/4922603-mosaic-stock-more-value-than-market-sees-rating-upgrade • U.S. Retail Sales Rose at Slower Pace Last Month Sales growth at U.S. retailers rose at a slower pace in June as consumers spent less on gasoline due to falling prices at the pump. — wsj.com · 07/16 9:01a https://www.wsj.com/economy/consumers/u-s-retail-sales-rose-at-slower-pace-last-month-bddb49c2 • Don't Misconstrue Rotation For A Bear Market Broadening sector rotation is fueling a healthy bull market, with investors shifting from overvalued tech hardware to value opportunities in Magnificent Seven names, financials, and healthcare. Microsoft, Meta Platforms, and Amazon now trade at significant discounts to the S&P 5… — seekingalpha.com · 07/16 9:00a https://seekingalpha.com/article/4922601-dont-misconstrue-rotation-for-bear-market • Nasdaq 100: Chip Stocks Slide Despite TSMC Beat as US Stocks Retreat Nasdaq 100 slips as chip stocks tumble despite TSMC's earnings beat. See why tech stocks are under pressure and what retail sales mean for US indices. — fxempire.com · 07/16 8:58a https://www.fxempire.com/forecasts/article/nasdaq-100-chip-stocks-slide-despite-tsmc-beat-as-us-stocks-retreat-1610660

📈 NEW GAINERS:

1. ELVA +49% $11.76 (582M cap) Electrovaya Inc. (ELVA) Stock Jumps 49.1%: Will It Continue to Soar? Electrovaya Inc. (ELVA) 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 · 07/16 4:16a https://www.zacks.com/stock/news/2954429/electrovaya-inc-elva-stock-jumps-49-1-will-it-continue-to-soar?cid=CS-STOCKNEWSAPI-FT-tale_of_the_tape|daily_price_change_5%-2954429

2. AEHR +22% $87.79 (2.7B cap) Why Aehr Test Systems Stock Surged Today Aehr helps semiconductor companies test their products. Business is booming. — fool.com · 07/15 6:44p https://www.fool.com/investing/2026/07/15/why-aehr-test-systems-stock-is-up-today/

3. ANNX +17% $6.50 (777M cap) (no fresh news today — likely technical / low-coverage move)

4. FBYD +17% $12.53 (491M cap) (no fresh news today — likely technical / low-coverage move)

5. ANL +16% $10.63 (564M cap) Adlai Nortye Announces First Patient Dosed in Intermittent Weekly Dosing Arm of Global Phase 1 Trial of Pan-RAS(ON) Inhibitor AN9025 First patient dosed in intermittent QW dosing arm with AN9025 Intermittent dosing offers a differentiated approach in the pan-RAS(ON) inhibitor space and may widen the therapeutic window based on preclinical data Both QD and QW arms are now enrolling SINGAPORE and NORTH BRUNSWIC… — globenewswire.com · 07/16 7:00a https://www.globenewswire.com/news-release/2026/07/16/3328326/0/en/Adlai-Nortye-Announces-First-Patient-Dosed-in-Intermittent-Weekly-Dosing-Arm-of-Global-Phase-1-Trial-of-Pan-RAS-ON-Inhibitor-AN9025.html

6. MANE +12% $123.70 (5.1B cap) Veradermics' Oral Hair Loss Drug for Women Shows Results In Just 2 Months Veradermics Incorporated (NYSE:MANE) on Wednesday released topline results from an open-label Phase 2 trial evaluating its experimental VDPHL01 in women with mild-to-moderate pattern hair loss. — benzinga.com · 07/15 1:47p https://www.benzinga.com/news/health-care/26/07/60480147/veradermics-oral-hair-loss-drug-for-women-shows-results-in-just-2-months

7. OI +11% $9.39 (1.5B cap) (no fresh news today — likely technical / low-coverage move)

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