🆕 Newsmakers — 9:30a ET, 2026-07-22 — new since last alert

📰 NEW MARKET THEMES: • Ariel Small Cap Value Concentrated Q2 2026 Portfolio Activity Ariel Small Cap Value Concentrated Composite increased +12.94% gross of fees (+12.78% net of fees) in the quarter, lagging the Russell 2000 Value Index's +17.19% return and the Russell 2000 Index's +21.49% gain. Generac Holdings' performance was fueled by strong demand in the Co… — seekingalpha.com · 07/22 8:48a https://seekingalpha.com/article/4924121-ariel-small-cap-value-concentrated-q2-2026-portfolio-activity • Range Resources: Benefiting From The Iranian Crisis Range Resources benefits from a liquids-focused production strategy, providing resilience during weak natural gas pricing. Recent Middle East infrastructure disruptions have accelerated the strengthening of commodity prices, favorably impacting RRC's near-term outlook. Natural g… — seekingalpha.com · 07/22 8:10a https://seekingalpha.com/article/4924106-range-resources-benefiting-from-iranian-crisis • U.S. Data-Center Operator TECfusions Plans to Go Public in $4 Billion SPAC Deal The Florida-based company, which hosts one of the largest AMD-based AI training clusters in North America, is set to combine with Apex Treasury listed in New York. — wsj.com · 07/22 7:45a https://www.wsj.com/finance/investing/u-s-data-center-operator-tecfusions-plans-to-go-public-in-4-billion-spac-deal-e3f54495 • Investors should look beyond the mainstream momentum, says DCLA's Sarat Sethi Sarat Sethi, DCLA managing partner and portfolio manager, joins 'Squawk Box' to discuss the latest market trends, where investors can find opportunity right now, the Fed's interest rate outlook, and more. — youtube.com · 07/22 7:33a https://www.youtube.com/watch?v=mpHIV7Sio5Q • Magnificent 7 Earnings Kick Off Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. — seekingalpha.com · 07/22 7:29a https://seekingalpha.com/article/4924080-magnificent-7-earnings-kick-off

🐘 NEW BIG-CAP MOVERS:

1. T +5% $23.35 (162B cap) AT&T (T) Beats Q2 Earnings Estimates AT&T (T) came out with quarterly earnings of $0.65 per share, beating the Zacks Consensus Estimate of $0.59 per share. This compares to earnings of $0.54 per share a year ago. — zacks.com · 07/22 8:51a https://www.zacks.com/stock/news/2957820/at-t-t-beats-q2-earnings-estimates?cid=CS-STOCKNEWSAPI-FT-tale_of_the_tape|yseop_template_4-2957820

2. HL +3% $15.67 (10B cap) Hecla Mining Co (HL) Stock Up 7.0% but GF Value Says Overvalued -- GF Score: 67/100 On July 21, 2026, Hecla Mining Co (HL) shares rose 7.0% to a current price of $15.29. Despite today's positive movement, the stock has experienced significant v — gurufocus.com · 07/21 7:25p https://www.gurufocus.com/news/8970383/hecla-mining-co-hl-stock-up-70-but-gf-value-says-overvalued-gf-score-67100

📈 NEW GAINERS:

1. UTZ +89% $14.06 (1.2B cap) Utz Brands (UTZ) Soars 88.7%: Is Further Upside Left in the Stock? Utz Brands (UTZ) 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 · 07/22 8:56a https://www.zacks.com/stock/news/2957826/utz-brands-utz-soars-88-7-is-further-upside-left-in-the-stock?cid=CS-STOCKNEWSAPI-FT-tale_of_the_tape|daily_price_change_5%-2957826

2. AEHR +28% $98.91 (3.1B cap) (no fresh news today — likely technical / low-coverage move)

3. MUU +24% $35.14 (1.9B cap) (no fresh news today — likely technical / low-coverage move)

4. FWRD +23% $16.21 (515M cap) Forward Air (FWRD) Surges 22.8%: Is This an Indication of Further Gains? Forward Air (FWRD) 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 · 07/22 5:16a https://www.zacks.com/stock/news/2957748/forward-air-fwrd-surges-22-8-is-this-an-indication-of-further-gains?cid=CS-STOCKNEWSAPI-FT-tale_of_the_tape|daily_price_change_5%-2957748

5. LPTH +22% $12.66 (597M cap) LightPath Technologies Receives $13 Million in Follow-On Optical Assembly Orders from Leading C-UAS & Defense Systems Supplier Order encompasses assembly work supporting counter-UAS systems, one of the fastest-growing areas of defense demand ORLANDO, Fla., July 22, 2026 /PRNewswire/ -- LightPath Technologies, Inc. (NASDAQ: LPTH) ("LightPath," the "Company," "we," or "our"), a leading provider of next-ge… — prnewswire.com · 07/22 8:31a https://www.prnewswire.com/news-releases/lightpath-technologies-receives-13-million-in-follow-on-optical-assembly-orders-from-leading-c-uas--defense-systems-supplier-302831225.html

6. RGC +19% $6.06 (3.0B cap) (no fresh news today — likely technical / low-coverage move)

7. KORU +18% $21.73 (362M cap) (no fresh news today — likely technical / low-coverage move)

8. OUST +17% $40.68 (2.5B cap) Ouster Vs. Hesai: Which Physical AI Stock is a Better Bet Now? HSAI gets the edge over OUST as profitability, automotive lidar leadership, global partnerships and a cheaper valuation outweigh Ouster's rally. — zacks.com · 07/21 11:10a https://www.zacks.com/stock/news/2957325/ouster-vs-hesai-which-physical-ai-stock-is-a-better-bet-now?cid=CS-STOCKNEWSAPI-FT-analyst_blog|most_popular_stocks-2957325

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