🆕 Newsmakers — 9:30a ET, 2026-07-21 — new since last alert

📰 NEW MARKET THEMES: • Crypto Stocks Forecasts – Senate Hearings and Technical Levels Drive Pre-Market Moves Crypto stocks are on the move in premarket trading on Tuesday. — fxempire.com · 07/21 9:11a https://www.fxempire.com/forecasts/article/crypto-stocks-forecasts-senate-hearings-and-technical-levels-drive-pre-market-moves-1611740 • Greer hints new Trump tariffs coming on dozens of countries: 'Expect action soon' Greer hints new Trump tariffs coming on dozens of countries: 'Expect action soon' — cnbc.com · 07/21 9:10a https://www.cnbc.com/2026/07/21/trump-trade-tariffs-greer-section-301.html • The Bears Are Wrong About IREN, Again IREN Limited was up over 19% after signing a $2.8B contract and raising its ARR target to over $4B, and with that, providing significant revenue visibility. Approximately 85% of IREN's revised ARR target is now under contract, and customer prepayments cover 45% of GPU capex, dir… — seekingalpha.com · 07/21 8:58a https://seekingalpha.com/article/4923717-the-bears-are-wrong-about-iren-again • Are Record Short Sales And An Upturn In Insider Selling Warning Signs? Despite rising oil prices and geopolitical tensions, I see investor focus shifting to corporate earnings, particularly in tech. Short interest and insider selling are at record highs, especially in large-cap tech and AI names, signaling a sector-specific valuation reset. — seekingalpha.com · 07/21 8:55a https://seekingalpha.com/article/4923715-are-record-short-sales-and-an-upturn-in-insider-selling-warning-signs • Attestor to take full control of Condor by Sept. 30, source says Investment firm Attestor plans to acquire the remaining 49% of German leisure airline Condor from the German government by September 30, exercising an option it has held since 2021 ​after the carrier repaid a state-backed loan ahead of schedule, a ​person familiar with the matte… — reuters.com · 07/21 8:47a https://www.reuters.com/business/attestor-take-full-control-condor-by-sept-30-source-says-2026-07-21/

🐘 NEW BIG-CAP MOVERS:

1. SOXL +15% $156.97 (46B cap) China considers tighter export controls on AI models and chips, FT reports Chinese regulators are considering ​tightening export controls ‌on AI and semiconductor technologies, the ​Financial Times ​reported on Tuesday. — reuters.com · 07/21 12:11a https://www.reuters.com/world/asia-pacific/china-considers-tighter-export-controls-ai-models-chips-ft-reports-2026-07-21/

2. MU +7% $928.94 (1051B cap) 5 Things to Know Before the Stock Market Opens on Tuesday Stock futures are rising after three straight days of declines for major indexes; chip stocks are leading the rebound as volatility in the AI trade persists; several big-name companies reported earnings this morning ahead of Big Tech results tomorrow; Nebius shares are surging o… — investopedia.com · 07/21 8:50a https://www.investopedia.com/5-things-to-know-before-the-stock-market-opens-on-tuesday-july-21-2026-12023432

3. INTC +6% $103.28 (520B cap) Intel Jumps 6% on RBC's Q2 Beat Call, AMD Rises 4%, Broadcom Climbs 3% as the Chip Rally Resumes Intel (NASDAQ:INTC | INTC Price Prediction) shares are up 6% to $102.53 in early Tuesday trading, leading a broad chip rebound after a preview note from RBC Capital Markets flagged a likely Q2 revenue beat. — 247wallst.com · 07/21 9:21a https://247wallst.com/investing/2026/07/21/intel-jumps-6-on-rbcs-q2-beat-call-amd-rises-4-broadcom-climbs-3-as-the-chip-rally-resumes/

4. TQQQ +5% $70.80 (41B cap) (no fresh news today — likely technical / low-coverage move)

5. NOK +4% $10.51 (57B cap) Is Nokia Stock a Smart Buy Ahead of Q2 Earnings Release? Nokia heads into Q2 earnings with AI networking advances, customer wins, and a broad 5G portfolio, but competition and telecom spending remain key watchpoints. — zacks.com · 07/20 1:36p https://www.zacks.com/stock/news/2956647/is-nokia-stock-a-smart-buy-ahead-of-q2-earnings-release?cid=CS-STOCKNEWSAPI-FT-analyst_blog|most_popular_stocks-2956647

6. NVDA +3% $208.56 (5049B cap) 5 Things to Know Before the Stock Market Opens on Tuesday Stock futures are rising after three straight days of declines for major indexes; chip stocks are leading the rebound as volatility in the AI trade persists; several big-name companies reported earnings this morning ahead of Big Tech results tomorrow; Nebius shares are surging o… — investopedia.com · 07/21 8:50a https://www.investopedia.com/5-things-to-know-before-the-stock-market-opens-on-tuesday-july-21-2026-12023432

📈 NEW GAINERS:

1. NUAI +26% $5.15 (300M cap) (no fresh news today — likely technical / low-coverage move)

2. ACHR +20% $5.31 (4.0B cap) Amova Asset Management Americas Inc. Has $39.56 Million Holdings in Archer Aviation Inc. $ACHR Amova Asset Management Americas Inc. decreased its stake in Archer Aviation Inc. (NYSE: ACHR) by 3.3% during the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 7,651,742 sh… — defenseworld.net · 07/21 3:16a https://www.defenseworld.net/2026/07/21/amova-asset-management-americas-inc-has-39-56-million-holdings-in-archer-aviation-inc-achr.html

3. PRE +14% $20.83 (354M cap) (no fresh news today — likely technical / low-coverage move)

4. CCOI +13% $12.40 (629M cap) (no fresh news today — likely technical / low-coverage move)

5. NKLR +12% $5.14 (576M cap) CORRECTION - Terra Innovatum Global N.V. In a release issued earlier today by Terra Innovatum Global N.V. (NASDAQ: NKLR), please note that certain information contained in the original release required revision. — globenewswire.com · 07/20 9:29a https://www.globenewswire.com/news-release/2026/07/20/3329802/0/en/CORRECTION-Terra-Innovatum-Global-N-V.html

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