🆕 Newsmakers — 9:30a ET, 2026-07-29 — new since last alert

📰 NEW MARKET THEMES: • Lemonade: Favorable Reinsurance Shift And Pushing Toward Profits Lemonade, Inc. remains a compelling rotation play as the AI rally fades and laggard sectors gain traction. Despite stellar Q2 results, LMND dropped ~10% post-earnings due to unchanged full-year guidance, reflecting management conservatism rather than operational weakness. I reit… — seekingalpha.com · 07/29 9:17a https://seekingalpha.com/article/4926861-lemonade-favorable-reinsurance-shift-and-pushing-toward-profits • First Financial: Strong Q2 But Limited Upside Given Valuation (Rating Downgrade) First Financial has rallied 40%+ over the past year, driven by strong credit underwriting and fixed asset reinvestment tailwinds. Q2 earnings were robust, with EPS rising to $1.91 and net interest margin expanding to 4.33%, supported by a favorable deposit mix and loan growth. T… — seekingalpha.com · 07/29 9:11a https://seekingalpha.com/article/4926854-first-financial-strong-q2-but-limited-upside-given-valuation-downgrade • Trump's Crypto Bonanza Is Biggest Clarity Act Hurdle Bloomberg's Steven Dennis joins Scarlet Fu and Tim Stenovec on "Bloomberg Crypto." President Trump's $1.4 billion crypto windfall has become the biggest obstacle to passing his sweeping digital-asset legislation as Democrats demand tougher language to prevent the president from… — youtube.com · 07/29 9:01a https://www.youtube.com/watch?v=XCFeCrYeKWw • More Than a Rate Decision: Consumers "Distrust" Fed as Inflation Rises Tsvetta Kaleynska says consumers have been stressed for the last year and a half despite what economic data suggests. She outlines her firm's data that points to the Fed and current political set-up as what consumer blame for inflation. — youtube.com · 07/29 9:00a https://www.youtube.com/watch?v=nPrwp-S2sWY • Barnes and Noble CEO: 'The Odyssey' is Our Best-Selling Book Barnes and Noble CEO James Daunt is seeing a tremendous resurgence in the business as consumers return to a love of physical book stores, with more to offer like vinyl records and in-store cafes. He also attributes blockbuster Hollywood successes such as 'The Odyssey' being a dr… — youtube.com · 07/29 8:59a https://www.youtube.com/watch?v=FjUwJKeAhaI

🐘 NEW BIG-CAP MOVERS:

1. F +4% $15.55 (62B cap) Ford Jumps 6%, Outstrips GM and Tesla on Q2 Earnings Beat, Raised 2026 Guidance, Citi Upgrade Shares of Ford (NYSE:F | F Price Prediction) are up 6% Wednesday morning to $15.90 after the automaker delivered a Q2 2026 earnings beat, lifted its full-year outlook, and picked up a Buy upgrade from Citi. — 247wallst.com · 07/29 9:19a https://247wallst.com/investing/2026/07/29/ford-jumps-6-outstrips-gm-and-tesla-on-q2-earnings-beat-raised-2026-guidance-citi-upgrade/

📈 NEW GAINERS:

1. KNSA +25% $79.44 (6.1B cap) Kiniksa Pharmaceuticals International, plc (KNSA) Q2 2026 Earnings Call Transcript Kiniksa Pharmaceuticals International, plc (KNSA) Q2 2026 Earnings Call Transcript — seekingalpha.com · 07/28 10:23a https://seekingalpha.com/article/4926330-kiniksa-pharmaceuticals-international-plc-knsa-q2-2026-earnings-call-transcript

2. GFUZ +14% $8.58 (693M cap) (no fresh news today — likely technical / low-coverage move)

3. DUOG +12% $55.76 (1.2B cap) (no fresh news today — likely technical / low-coverage move)

4. OSCR +11% $31.40 (8.1B cap) Is Oscar Health Inc (OSCR) Overvalued After 10.8% Rally? GF Value Says Overvalued On July 28, 2026, Oscar Health Inc (OSCR) shares rose by 10.8% to a current price of $31.40. This move comes amidst a 52-week trading range of $10.69 to $33.10, — gurufocus.com · 07/28 7:51p https://www.gurufocus.com/news/8984743/is-oscar-health-inc-oscr-overvalued-after-108-rally-gf-value-says-overvalued

5. JBLU +10% $6.00 (2.1B cap) The Best of New York, Now Boarding: JetBlue Debuts New Mint® Menus from Crown Shy and Birdee NEW YORK--(BUSINESS WIRE)--JetBlue (NASDAQ: JBLU) today unveiled the first menus from its newest Mint® culinary partners – Crown Shy and Birdee – available online now and across select domestic and transatlantic Mint routes starting July 31, 2026. Developed in collaboration with… — businesswire.com · 07/29 9:00a https://www.businesswire.com/news/home/20260729341252/en/The-Best-of-New-York-Now-Boarding-JetBlue-Debuts-New-Mint%C2%AE-Menus-from-Crown-Shy-and-Birdee/

6. ETON +10% $46.66 (1.3B cap) Eton Pharmaceuticals Announces Submission of Prior Approval Supplement to Expand Indication of KHINDIVI® (hydrocortisone) Oral Solution DEER PARK, Ill., July 29, 2026 (GLOBE NEWSWIRE) -- Eton Pharmaceuticals, Inc (“Eton” or “the Company”) (Nasdaq: ETON), an innovative pharmaceutical company focused on developing and commercializing treatments for rare diseases, today announced that the Company's new formulation… — globenewswire.com · 07/29 6:50a https://www.globenewswire.com/news-release/2026/07/29/3335064/0/en/Eton-Pharmaceuticals-Announces-Submission-of-Prior-Approval-Supplement-to-Expand-Indication-of-KHINDIVI-hydrocortisone-Oral-Solution.html

7. 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.