🆕 Newsmakers — 9:30a ET, 2026-07-17 — new since last alert

📰 NEW MARKET THEMES: • We're In Third Inning of AI Revolution, Ives Says Dan Ives, partner and senior managing director at Yorkville Ives & Co., talks about the recent rout in AI and semiconductor stocks, the new AI models coming out of China and his new role. He speaks on "Bloomberg Surveillance. — youtube.com · 07/17 9:17a https://www.youtube.com/watch?v=n3fuEDaEhwo • U.S. Import Prices Unexpectedly Rise in June Overall import prices rose 0.3% in June, less than the downwardly revised increase of 1.7% in May, the data showed. — wsj.com · 07/17 9:15a https://www.wsj.com/economy/trade/u-s-import-prices-unexpectedly-rise-in-june-d41a0908 • Import prices post surprise gain as costs of goods from China hit highest since 2008 Import prices were up 0.3% for the month, as a drop in energy was more than offset by increases elsewhere. On an annual basis, prices jumped 7.7%, the biggest move higher since August 2022. — cnbc.com · 07/17 9:14a https://www.cnbc.com/2026/07/17/import-prices-post-surprise-gain-as-costs-of-goods-from-china-hit-highest-since-2008.html • How Sky-high Deficits Threaten the Bond Market The Treasury is issuing record debt into a market that is increasingly unfriendly to profligate governments. — wsj.com · 07/17 9:00a https://www.wsj.com/finance/investing/how-sky-high-deficits-threaten-the-bond-market-eeddd168 • U.S. Natural Gas Futures Hold Their Ground U.S. natural gas futures were steady after recent declines on a milder weather outlook and soft LNG feedgas flows. — wsj.com · 07/17 8:53a https://www.wsj.com/articles/u-s-natural-gas-futures-hold-their-ground-57cee10b

🐘 NEW BIG-CAP MOVERS:

1. T +2% $22.47 (156B cap) Lumen Technologies vs. Viasat: Which Data Network Stock Is a Better Buy in 2026? One trades at a steep discount but carries crushing debt; the other is pricier but generates stronger cash flow and a healthier balance sheet. — fool.com · 07/16 10:13a https://www.fool.com/coverage/better-buy/2026/07/16/lumen-technologies-vs-viasat-which-data-network-stock-is-a-better-buy-in-2026/

📈 NEW GAINERS:

1. CDNA +36% $40.34 (2.0B cap) CareDx (CDNA) Moves 35.6% Higher: Will This Strength Last? CareDx (CDNA) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road. — zacks.com · 07/17 6:20a https://www.zacks.com/stock/news/2955298/caredx-cdna-moves-35-6-higher-will-this-strength-last?cid=CS-STOCKNEWSAPI-FT-tale_of_the_tape|daily_price_change_5%-2955298

2. MAN +32% $51.65 (2.5B cap) ManpowerGroup Analysts Boost Their Forecasts After Strong Q2 Results ManpowerGroup Inc. (NYSE:MAN) on Thursday reported upbeat second-quarter results and issued third-quarter earnings guidance above expectations. — benzinga.com · 07/17 8:10a https://www.benzinga.com/analyst-stock-ratings/price-target/26/07/60520262/manpowergroup-analysts-boost-their-forecasts-after-strong-q2-results

3. MAAS +26% $20.95 (6.7B cap) MAAS to Sell 49% Stake in Laixi Intelligent, Further Sharpening Its Focus on AI Strategy QINGDAO, China, July 17, 2026 (GLOBE NEWSWIRE) -- Maase Inc. (NASDAQ: MAAS) (“MAAS” or the “Company”), an AI-centric full-scene digital systems provider and operator, today announced that it has entered into an equity interest sale and purchase agreement with an independent thir… — globenewswire.com · 07/17 9:00a https://www.globenewswire.com/news-release/2026/07/17/3329094/0/en/MAAS-to-Sell-49-Stake-in-Laixi-Intelligent-Further-Sharpening-Its-Focus-on-AI-Strategy.html

4. GDXD +11% $57.12 (320M cap) (no fresh news today — likely technical / low-coverage move)

5. GSRVU +10% $11.12 (263M cap) (no fresh news today — likely technical / low-coverage move)

6. ARX +10% $13.96 (3.1B cap) (no fresh news today — likely technical / low-coverage move)

7. GRPN +10% $28.58 (1.1B cap) (no fresh news today — likely technical / low-coverage move)

8. ENOV +10% $28.07 (1.6B cap) Enovis to Host Second Quarter 2026 Results Conference Call on August 6th Dallas, TX, July 17, 2026 (GLOBE NEWSWIRE) -- Enovis™ Corporation (NYSE: ENOV), an innovation-driven, medical technology growth company, announced that it will host an investor conference call and live webcast to discuss its second quarter 2026 financial results on Thursday, Aug… — globenewswire.com · 07/17 8:00a https://www.globenewswire.com/news-release/2026/07/17/3329042/0/en/Enovis-to-Host-Second-Quarter-2026-Results-Conference-Call-on-August-6th.html

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