🆕 Newsmakers — 9:30a ET, 2026-07-28 — new since last alert

📰 NEW MARKET THEMES: • What Past Sector Concentrations Tell Us About Today's Tech-Heavy S&P 500 The S&P 500's 12-month rolling correlation with the Nasdaq-100 reached an all-time high of 0.98 in March 2026, as Information Technology now accounts for nearly 40% of the index. Since 2020, the S&P 500's correlation with its equal-weighted counterpart has trended lower to aroun… — seekingalpha.com · 07/28 9:00a https://seekingalpha.com/article/4926248-what-past-sector-concentrations-tell-us-about-todays-tech-heavy-sp500 • The Fed Is Not Going To Raise Interest Rates Recent deescalation in Iran led to a sharp 10% drop in oil prices and a modest decline in interest rates, boosting equities. Investors remain cautious on big tech, scrutinizing AI infrastructure spending at Alphabet, Microsoft, Meta, and Amazon amid uncertain monetization. — seekingalpha.com · 07/28 8:49a https://seekingalpha.com/article/4926222-fed-is-not-going-to-raise-interest-rates • Mercedes-Benz Group AG (BENZ:CA) Q2 2026 Earnings Call Transcript Mercedes-Benz Group AG (BENZ:CA) Q2 2026 Earnings Call Transcript — seekingalpha.com · 07/28 8:08a https://seekingalpha.com/article/4926146-mercedes-benz-group-ag-benz-ca-q2-2026-earnings-call-transcript • Oil prices decline further after Trump claims ‘deep talks' are underway with Iran Brent crude and West Texas Intermediate's front-month contracts fell again as the U.S. and Iran continue to pause fighting. — marketwatch.com · 07/28 8:01a https://www.marketwatch.com/story/oil-prices-decline-further-after-trump-claims-deep-talks-are-underway-with-iran-167a5393 • A Unique Opportunity In BPRE Bluerock Private Real Estate Fund trades at a -44.9% discount to NAV, reflecting market skepticism about private real estate marks and portfolio quality. Management is executing a strategic shift from legacy fund-of-funds holdings to direct real estate investments, aiming to red… — seekingalpha.com · 07/28 8:00a https://seekingalpha.com/article/4926102-a-unique-opportunity-in-bpre

📈 NEW GAINERS:

1. IMMR +19% $7.74 (256M cap) Immersion Corporation Reports Fourth Quarter and Fiscal 2026 Results AVENTURA, Fla.--(BUSINESS WIRE)--Immersion Corporation (“Immersion”, the “Company”, “we”, “us” or “our”) (Nasdaq: IMMR), a premier licensing company of technologies for haptics, reported financial results for the three months and fiscal year ended April 30, 2026 (“fiscal 2026”).… — businesswire.com · 07/27 8:30a https://www.businesswire.com/news/home/20260727429189/en/Immersion-Corporation-Reports-Fourth-Quarter-and-Fiscal-2026-Results/

2. DUOG +17% $49.74 (1.1B cap) (no fresh news today — likely technical / low-coverage move)

3. BUUU +15% $22.99 (269M cap) (no fresh news today — likely technical / low-coverage move)

4. BMNR +13% $17.92 (9.7B cap) Bitmine Immersion Technologies (BMNR) kondigt aan dat zijn ETH-holdings 5,79 miljoen tokens hebben bereikt en dat de totale holdings in cryptovaluta en liquide middelen 11,8 miljard dollar bedragen. Bitmine bezit 4,8% van het totale ETH-aanbod van 120,7 miljoen Bitmine heeft in slechts 13 maanden 96% van het doel van de 'Alchemy of 5%' bereikt Bitmine — prnewswire.com · 07/28 6:50a https://www.prnewswire.com/news-releases/bitmine-immersion-technologies-bmnr-kondigt-aan-dat-zijn-eth-holdings-5-79-miljoen-tokens-hebben-bereikt-en-dat-de-totale-holdings-in-cryptovaluta-en-liquide-middelen-11-8-miljard-dollar-bedragen-302836393.html

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