🆕 Newsmakers — 9:30a ET, 2026-07-24 — new since last alert

📰 NEW MARKET THEMES: • A panicking Fed is just what the bond market needs, says Bank of America's chief strategist New Fed Chairman Kevin Warsh probably needs to hike soon to reassure the long end of the Treasury curve, says Bank of America strategist Michael Hartnett. — marketwatch.com · 07/24 8:53a https://www.marketwatch.com/story/a-panicking-fed-is-just-what-the-bond-market-needs-says-bank-of-americas-chief-strategist-c780884c • Dow Jones set for tentative rebound but Nasdaq futures flat after Mag-7 rout Wall Street is set for a tentative recovery on Friday after the previous session's technology selloff wiped roughly $800 billion from the market value of the so-called Magnificent Seven tech giants, with the world also waking to a new US tariff regime.  Dow Jones futures were up… — proactiveinvestors.com · 07/24 8:14a https://www.proactiveinvestors.com/companies/news/1095999 • The Stock Market Faces a Summer Storm of Risk Stocks are facing a multipronged attack this month, and investors are looking for a reason to buy the dip. — barrons.com · 07/24 8:09a https://www.barrons.com/articles/stock-market-risk-2ccc03ab • Moody's Corporation: Strong Q2, I Reiterate My Buy Rating As Fundamentals Are Still Sound Moody's Corporation delivered strong Q2 2026 results, with 15% revenue growth and broad-based strength across MIS and MA segments. MCO's MIS segment saw 25% revenue growth, driven by robust rated issuance, private credit, and infrastructure financing demand. MA's AI-driven data… — seekingalpha.com · 07/24 8:06a https://seekingalpha.com/article/4925241-moodys-corporation-strong-q2-i-reiterate-my-buy-rating-as-fundamentals-are-still-sound • Crypto exchange HTX included in EU's Russia sanctions Cryptocurrency exchange HTX was sanctioned by the European Union on Thursday as part of the bloc's latest effort to tighten ​pressure on Russia's financial system. — reuters.com · 07/24 8:01a https://www.reuters.com/business/finance/crypto-exchange-htx-included-eus-russia-sanctions-2026-07-24/

📈 NEW GAINERS:

1. TSLQ +29% $25.86 (1.6B cap) (no fresh news today — likely technical / low-coverage move)

2. RELL +21% $21.82 (317M cap) Richardson Electronics, Ltd. (RELL) Q4 2026 Earnings Call Transcript Richardson Electronics, Ltd. (RELL) Q4 2026 Earnings Call Transcript — seekingalpha.com · 07/23 4:40p https://seekingalpha.com/article/4924864-richardson-electronics-ltd-rell-q4-2026-earnings-call-transcript

3. OTLY +17% $12.56 (392M cap) Oatly Group Q2 Earnings Call Highlights Oatly Group (NASDAQ: OTLY) raised its full-year revenue outlook after reporting stronger second-quarter sales growth, citing gains from product innovation, expanded distribution and rising demand across key markets. Management said the company remains on track to deliver adjuste… — defenseworld.net · 07/24 1:02a https://www.defenseworld.net/2026/07/24/oatly-group-q2-earnings-call-highlights.html

4. MEDP +15% $605.82 (17B cap) Medpace Soars After Q2 Beat, Strong Backlog Fuels Higher 2026 Outlook Medpace Holdings Inc. (NASDAQ:MEDP) stock is trading higher on Thursday on better-than-expected second-quarter financial results and raised its fiscal 2026 guidance. — benzinga.com · 07/23 2:15p https://www.benzinga.com/markets/earnings/26/07/60650999/medpace-q2-beat-2026-outlook

5. EQPT +12% $19.40 (4.9B cap) EQPT LAWSUIT: EquipmentShare.com Inc. Sued for Securities Law Violations; Investors Should Contact Block & Leviton To Learn How They Might Recover Their Losses BOSTON, July 24, 2026 (GLOBE NEWSWIRE) -- Block & Leviton announces that a securities fraud lawsuit has been filed against EquipmentShare.com Inc. (Nasdaq: EQPT) and certain of its executives. Investors who have lost money in their EquipmentShare.com investment should contact th… — globenewswire.com · 07/24 7:45a https://www.globenewswire.com/news-release/2026/07/24/3332797/23044/en/eqpt-lawsuit-equipmentshare-com-inc-sued-for-securities-law-violations-investors-should-contact-block-leviton-to-learn-how-they-might-recover-their-losses.html

6. AGMB +12% $12.97 (634M cap) (no fresh news today — likely technical / low-coverage move)

7. MGRT +11% $100.00 (1.4B cap) (no fresh news today — likely technical / low-coverage move)

8. LMT +11% $568.59 (131B cap) Lockheed Martin Corporation $LMT Stock Position Raised by Bank of Nova Scotia Bank of Nova Scotia increased its position in Lockheed Martin Corporation (NYSE: LMT) by 84.9% in the first quarter, according to its most recent 13F filing with the SEC. The firm owned 176,707 shares of the aerospace company's stock after purchasing an additional 81,115 shares… — defenseworld.net · 07/24 4:03a https://www.defenseworld.net/2026/07/24/lockheed-martin-corporation-lmt-stock-position-raised-by-bank-of-nova-scotia.html

9. AADX +10% $19.10 (3.3B cap) (no fresh news today — likely technical / low-coverage move)

10. ALLE +10% $154.57 (13B cap) ABN Amro Investment Solutions Makes New Investment in Allegion PLC $ALLE ABN Amro Investment Solutions purchased a new position in shares of Allegion PLC (NYSE: ALLE) during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund purchased 16,156 shares of the scientific and tech… — defenseworld.net · 07/24 3:51a https://www.defenseworld.net/2026/07/24/abn-amro-investment-solutions-makes-new-investment-in-allegion-plc-alle.html

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