🆕 Newsmakers — 9:30a ET, 2026-07-23 — new since last alert

📰 NEW MARKET THEMES: • Mexico-U.S. Honeymoon Is Over. Stocks Are Still Warm to the Relationship. Mexico's stock gains are holding despite the country's dependency on exports to the U.S., and the two leaders' discourse turning from warm to prickly. — barrons.com · 07/23 9:19a https://www.barrons.com/articles/mexico-us-trade-stocks-trump-sheinbaum-f011d8a6 • U.S. Jobless Claims Unexpectedly Drop Again for the Week The number of people who filed for unemployment benefits was 187,000 in the week through July 18, 22,000 fewer than the upwardly revised 209,000 reported a week earlier, the Labor Department said. — wsj.com · 07/23 9:03a https://www.wsj.com/economy/jobs/u-s-jobless-claims-unexpectedly-drop-again-for-the-week-18a9cb52 • Corporate Profits Should Override All Other Concerns, For Now Alphabet delivered strong earnings, with 25% revenue growth and an 82% cloud revenue increase, but guided below estimates and raised 2026 capex. GOOG's negative free cash flow and heavy AI infrastructure spending reinforce concerns about tech sector valuations and sustainability. — seekingalpha.com · 07/23 8:56a https://seekingalpha.com/article/4924654-corporate-profits-should-override-all-other-concerns-for-now • Layoffs Hit ESPN After $3B NFL Network Deal Bloomberg's Scarlet Fu joins Dani Burger on "Bloomberg Deals." This week Disney's ESPN began a round of layoffs tied to its takeover of the NFL Network. — youtube.com · 07/23 8:41a https://www.youtube.com/watch?v=OVw4tZPMhz0 • 10-year Treasury yield tops 4.7%, highest since January 2025 U.S. Treasury yields advanced on Wednesday, following oil prices higher, as traders await jobless claims data due later in the session. — cnbc.com · 07/23 8:39a https://www.cnbc.com/2026/07/23/treasury-yields-oil-prices-jobless-claims.html

🐘 NEW BIG-CAP MOVERS:

1. CMCSA +2% $24.01 (86B cap) Comcast (CMCSA) Q2 Earnings and Revenues Surpass Estimates Comcast (CMCSA) came out with quarterly earnings of $1.04 per share, beating the Zacks Consensus Estimate of $0.97 per share. This compares to earnings of $1.25 per share a year ago. — zacks.com · 07/23 8:16a https://www.zacks.com/stock/news/2958841/comcast-cmcsa-q2-earnings-and-revenues-surpass-estimates?cid=CS-STOCKNEWSAPI-FT-tale_of_the_tape|yseop_template_4-2958841

📈 NEW GAINERS:

1. ARWR +19% $88.70 (12B cap) Arrowhead Drug Shows Strong Efficacy In Cutting Blood Fat Arrowhead Pharmaceuticals Inc. (NASDAQ:ARWR) stock is trading higher on Wednesday as the company revealed successful topline outcomes from its late-stage SHASTA-3 and SHASTA-4 trials evaluating plozasiran in individuals suffering from severe hypertriglyceridemia. — benzinga.com · 07/22 2:25p https://www.benzinga.com/news/health-care/26/07/60619285/arrowhead-drug-shows-strong-efficacy-in-cutting-blood-fat

2. RELL +18% $21.18 (307M cap) Richardson Electronics (RELL) Beats Q4 Earnings and Revenue Estimates Richardson Electronics (RELL) came out with quarterly earnings of $0.21 per share, beating the Zacks Consensus Estimate of $0.07 per share. This compares to earnings of $0.12 per share a year ago. — zacks.com · 07/22 6:56p https://www.zacks.com/stock/news/2958650/richardson-electronics-rell-beats-q4-earnings-and-revenue-estimates?cid=CS-STOCKNEWSAPI-FT-tale_of_the_tape|yseop_template_4-2958650

3. NEGG +15% $15.67 (337M cap) (no fresh news today — likely technical / low-coverage move)

4. EFOR +11% $20.38 (859M cap) Here Are Wednesday’s Top Wall Street Analyst Research Calls: Altria, Circle Internet, Coreweave, Digital Ocean, IBM, Keel Infrastructure, Nebius Group, Trimble, Vornado Realty, and More Wall Street lit up Tuesday with massive earnings beats and a crypto surge, but Wednesday morning futures are already flashing red. Find out which stocks analysts are rushing to upgrade, cut, or cover for the first time before the opening bell. — 247wallst.com · 07/22 8:04a https://247wallst.com/investing/2026/07/22/here-are-wednesdays-top-wall-street-analyst-research-calls-altria-circle-internet-coreweave-digital-ocean-ibm-keel-infrastructure-nebius-group-trimble-vornado-realty-and-more/

5. LBRX +11% $35.84 (1.0B cap) LB Pharmaceuticals Announces Accelerated Timing of Topline Results from the Phase 3 NOVA-2 Trial of LB-102 in Schizophrenia NEW YORK, July 22, 2026 (GLOBE NEWSWIRE) -- LB Pharmaceuticals Inc (“LB Pharmaceuticals” or the “Company”) (Nasdaq: LBRX), a neuromedicines company dedicated to developing and commercializing high-impact therapies that address the multiple dimensions of underserved brain disease… — globenewswire.com · 07/22 8:00a https://www.globenewswire.com/news-release/2026/07/22/3331267/0/en/LB-Pharmaceuticals-Announces-Accelerated-Timing-of-Topline-Results-from-the-Phase-3-NOVA-2-Trial-of-LB-102-in-Schizophrenia.html

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