🆕 Newsmakers — 9:30a ET, 2026-07-20 — new since last alert

📰 NEW MARKET THEMES: • Sandvik: Tungsten Distorts The Earnings Picture (Rating Downgrade) Sandvik is downgraded from buy to hold after Q2 2026, as margin and valuation assumptions proved too aggressive. Mining aftermarket remains a robust, recurring earnings driver for SDVKY, but Q2 profits were inflated by temporary tungsten pricing and customer pre-buying effects.… — seekingalpha.com · 07/20 9:00a https://seekingalpha.com/article/4923432-sandvik-stock-tungsten-distorts-earnings-picture-rating-downgrade • S&P 500 Retreats As AI Speculation Deflates With Arrival Of Lower Cost Competition The S&P 500 retreated 1.5% from its previous week's close to end the week at 7,457.69. The CME Group's FedWatch Tool now only sees one rate hike in its forecast range as having a greater than 50% probability of happening: a quarter-point rate hike coming when the Fed meets on 16… — seekingalpha.com · 07/20 8:50a https://seekingalpha.com/article/4923428-sp500-retreats-ai-speculation-deflates-arrival-lower-cost-competition • 5 Things to Know Before the Stock Market Opens on Monday Stock futures are rising as investors prepare for a big week of earnings reports; oil prices bounced between gains and losses as investors track developments in the Middle East; Alphabet, Tesla and Intel are the among the headliners set to report earnings this week; SpaceX share… — investopedia.com · 07/20 8:30a https://www.investopedia.com/5-things-to-know-before-the-stock-market-opens-on-monday-july-20-2026-12022296 • Moonshot's Kimi K3 Model Surprises Wall Street and Silicon Valley George Chen, Partner and Digital Practice Chair at The Asia Group, discusses his outlook for China's strategy for AI development, as players like Moonshot AI release models that are more advanced open-weight, that can outperform all rivals except for Anthropic's Claude Fable and… — youtube.com · 07/20 8:30a https://www.youtube.com/watch?v=20K_m_DRaDg • Improving Rates Of Change Support The Bull Market Despite Middle East tensions and tech sector volatility, S&P 500 earnings growth is broadening beyond the Magnificent Seven, supporting sector rotation into value and cyclicals. Current S&P 500 forward P/E of 20.3x is in line with 5- and 10-year averages, with stock gains driven… — seekingalpha.com · 07/20 8:30a https://seekingalpha.com/article/4923407-improving-rates-of-change-support-the-bull-market

🐘 NEW BIG-CAP MOVERS:

1. IREN +8% $36.43 (13B cap) IREN, Hut 8 Stocks Surge as AI Deals Restore Neocloud Cheer IREN stock was gaining alongside Hut 8 as both companies announced big cloud-computing deals. — barrons.com · 07/20 8:28a https://www.barrons.com/articles/iren-stock-price-hut-8-neoclouds-1968f33f

2. SKHY +6% $163.43 (1184B cap) SK Hynix Jumps 5%, AMD Rises 4% as Korea Becomes the New Catalyst for Global Chip Stocks Shares of SK Hynix (NASDAQ:SKHY) are up 5% to $161.42 in Monday's early trading, leading a broad rebound across global chip stocks. — 247wallst.com · 07/20 8:59a https://247wallst.com/investing/2026/07/20/sk-hynix-jumps-5-amd-rises-4-as-korea-becomes-the-new-catalyst-for-global-chip-stocks/

3. SOXL +6% $143.43 (42B cap) (no fresh news today — likely technical / low-coverage move)

4. MU +4% $885.92 (998B cap) Bank Earnings Are Roaring, But Wall Street Isn't Ready to Celebrate That matters because high expectations raise the bar for what counts as "good enough"—a company can beat last year's numbers and still disappoint the market if it doesn't beat this year's inflated bar. — marketbeat.com · 07/20 8:30a https://www.marketbeat.com/articles/bank-earnings-are-roaring-but-wall-street-isnt-ready-to-celebrate/

5. TQQQ +3% $69.53 (38B cap) (no fresh news today — likely technical / low-coverage move)

6. INTC +3% $97.56 (490B cap) Investigate Intel Earnings With This Exciting ETF The week of July 20 brings an avalanche of marquee earnings reports and with the artificial intelligence (AI) trade experiencing significant retrenchment, semiconductor stocks are under duress. That could put added focus on Intel (INTC), which reports quarterly results on Thursd… — etftrends.com · 07/20 8:14a https://www.etftrends.com/leveraged-inverse-content-hub/investigate-intel-earnings-with-this-exciting-etf/

📈 NEW GAINERS:

1. PRPL +2236% $7.24 (788M cap) (no fresh news today — likely technical / low-coverage move)

2. PHOE +27% $31.32 (718M cap) (no fresh news today — likely technical / low-coverage move)

3. FEIM +17% $65.90 (649M cap) (no fresh news today — likely technical / low-coverage move)

4. ITG +15% $12.14 (1.5B cap) (no fresh news today — likely technical / low-coverage move)

5. QH +14% $6.95 (631M cap) (no fresh news today — likely technical / low-coverage move)

6. DRTS +14% $13.55 (1.2B cap) Alpha Tau Medical (NASDAQ:DRTS) Trading 7.1% Higher – Here’s Why Alpha Tau Medical Ltd. (NASDAQ: DRTS - Get Free Report) shares rose 7.1% on Friday. The company traded as high as $12.53 and last traded at $12.7280. 196,591 shares were traded during trading, a decline of 67% from the average daily volume of 591,564 shares. The stock had previo… — defenseworld.net · 07/19 4:01a https://www.defenseworld.net/2026/07/19/alpha-tau-medical-nasdaqdrts-trading-7-1-higher-heres-why.html

7. ALTO +13% $5.84 (451M cap) (no fresh news today — likely technical / low-coverage move)

8. GPRE +12% $19.23 (1.3B cap) Green Plains (GPRE) Surges 11.7%: Is This an Indication of Further Gains? Green Plains (GPRE) 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 · 07/20 5:11a https://www.zacks.com/stock/news/2956027/green-plains-gpre-surges-11-7-is-this-an-indication-of-further-gains?cid=CS-STOCKNEWSAPI-FT-tale_of_the_tape|daily_price_change_5%-2956027

9. ORKA +12% $92.70 (3.5B cap) (no fresh news today — likely technical / low-coverage move)

10. DNTH +11% $105.60 (4.4B cap) (no fresh news today — likely technical / low-coverage move)

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