🆕 Newsmakers — 9:30a ET, 2026-07-27 — new since last alert

📰 NEW MARKET THEMES: • U.S. Durable-Goods Orders Rose Less Than Expected in June Total orders for durable goods, which comprise goods meant to last three years or more, increased in June by 0.3% to $334.8 billion, compared with a 4% decrease in May. — wsj.com · 07/27 8:57a https://www.wsj.com/economy/u-s-durable-goods-orders-rose-less-than-expected-in-june-d226a9f6 • Dow Jones and Nasdaq tipped for strong start, oil tumbles as Iran tensions ease Wall Street stocks are predicted to open sharply higher on Monday as a pause in US and Iranian attacks sent oil prices tumbling ahead of a massive week for markets, including a Federal Reserve meeting and earnings from several tech megacaps. Dow Jones futures were up 568 points,… — proactiveinvestors.com · 07/27 8:40a https://www.proactiveinvestors.com/companies/news/1096070 • GreensKeeper Value Fund Q2 2026 Portfolio Update Our top performer in the second quarter was ICON plc, which gained 57%. Our largest detractor during the quarter was Intercontinental Exchange, which declined 21.7%. We made no major changes to the portfolio during the quarter. — seekingalpha.com · 07/27 8:26a https://seekingalpha.com/article/4925839-greenskeeper-value-fund-q2-2026-portfolio-update • China accuses US of 'AI hegemonism', threatens countermeasures over potential probes China's commerce ministry on Monday accused the United States of "AI hegemonism" and threatened countermeasures after senior U.S. ​officials said Chinese AI companies could face investigations, sanctions and trade restrictions over the alleged theft of U.S. ‌technology. — reuters.com · 07/27 8:18a https://www.reuters.com/world/china/china-accuses-us-ai-hegemonism-threatens-countermeasures-over-potential-probes-2026-07-27/ • S&P 500 Declines As Higher Oil Prices, AI Capex Spending, And Risk Of Rate Hikes Scare Wall Street Bulls The S&P 500 fell a little under 0.7% during the trading week ending on Friday, 24 July 2026. The past week didn't see a single catalyst to weigh on stock prices, but rather three of them. — seekingalpha.com · 07/27 8:17a https://seekingalpha.com/article/4925836-sp500-declines-higher-oil-prices-ai-capex-spending-risk-rate-hikes-scare-wall-street-bulls

🐘 NEW BIG-CAP MOVERS:

1. SOFI +4% $17.05 (22B cap) (no fresh news today — likely technical / low-coverage move)

2. F +4% $14.86 (58B cap) Ford's Recalls Are a Headache for Shareholders. Here's Who Actually Cashes In. Vehicle recalls carry a material cost for automakers. Warranty accruals, remediation labor, and reputational drag all show up on the income statement. — 247wallst.com · 07/27 9:15a https://247wallst.com/investing/2026/07/27/fords-recalls-are-a-headache-for-shareholders-heres-who-actually-cashes-in/

3. TQQQ +3% $66.06 (37B cap) (no fresh news today — likely technical / low-coverage move)

4. NOK +3% $9.34 (50B cap) (no fresh news today — likely technical / low-coverage move)

5. SOXL +3% $140.78 (41B cap) (no fresh news today — likely technical / low-coverage move)

6. GRAB +2% $3.38 (13B cap) (no fresh news today — likely technical / low-coverage move)

📈 NEW GAINERS:

1. VYNE +2656% $25.45 (424M cap) Yarrow Bioscience Announces Closing of Merger with VYNE Therapeutics and Initiation of Dosing in Phase 2a/2b Trial of YB-101, a Potential First-in-Class Treatment for Graves' Disease and Thyroid Eye Disease NEW HAVEN, Conn.--(BUSINESS WIRE)--Yarrow Bioscience, Inc. (“Yarrow” or the “Company”) (Nasdaq: YARW), a clinical-stage biotechnology company focused on developing transformative therapies for autoimmune thyroid diseases, today announced the completion of its merger with VYNE Th… — businesswire.com · 07/27 7:00a https://www.businesswire.com/news/home/20260727317637/en/Yarrow-Bioscience-Announces-Closing-of-Merger-with-VYNE-Therapeutics-and-Initiation-of-Dosing-in-Phase-2a2b-Trial-of-YB-101-a-Potential-First-in-Class-Treatment-for-Graves%E2%80%99-Disease-and-Thyroid-Eye-Disease/

2. SLB +11% $52.42 (78B cap) SLB: Delivers The Goods In Q2 Schlumberger (SLB) delivered strong quarterly results, beating expectations and rallying 10% on bullish guidance and robust Data Center and Digital segment growth. SLB targets a $10B revenue exit rate for Q4 2026 with 24% EBITDA margin, underpinned by expansion in Data Centers,… — seekingalpha.com · 07/27 8:00a https://seekingalpha.com/article/4925832-schlumberger-delivers-the-goods-in-q-2

3. DLR +11% $199.08 (74B cap) (no fresh news today — likely technical / low-coverage move)

4. UVE +10% $41.61 (1.2B cap) (no fresh news today — likely technical / low-coverage move)

5. AMTB +10% $28.50 (1.1B cap) (no fresh news today — likely technical / low-coverage move)

6. BAH +10% $72.53 (8.7B cap) Booz Allen Expands Mission-Grade Cyber Defense Product Suite MCLEAN, Va.--(BUSINESS WIRE)--Booz Allen Hamilton (NYSE: BAH) today announced an expansion of its powerful suite of AI-powered cyber defense products. Now generally available, Vellox Ranger™ provides automated, environment-specific threat detections—developed on Booz Allen's pro… — businesswire.com · 07/27 8:00a https://www.businesswire.com/news/home/20260727021135/en/Booz-Allen-Expands-Mission-Grade-Cyber-Defense-Product-Suite/

7. OII +10% $52.73 (5.2B cap) Fifth Third Bancorp Increases Holdings in Oceaneering International, Inc. $OII Fifth Third Bancorp grew its stake in Oceaneering International, Inc. (NYSE: OII) by 6,782.5% during the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 29,526 shares of the oil and gas comp… — defenseworld.net · 07/26 4:01a https://www.defenseworld.net/2026/07/26/fifth-third-bancorp-increases-holdings-in-oceaneering-international-inc-oii.html

8. BRAI +10% $6.18 (660M cap) (no fresh news today — likely technical / low-coverage move)

9. SAP +9% $160.00 (198B cap) 5 Takeover Targets for the AI Revolution Tom Yeung here with your Sunday Digest . In the 2010s, getting acquired was the ultimate startup status symbol. — investorplace.com · 07/26 12:00p https://investorplace.com/2026/07/5-takeover-targets-ai-revolution/

10. TMP +9% $101.12 (1.5B cap) (no fresh news today — likely technical / low-coverage move)

11. GSHD +9% $58.75 (2.2B cap) (no fresh news today — likely technical / low-coverage move)

12. XSPIX +9% $69.21 (2.7B cap) (no fresh news today — likely technical / low-coverage move)

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