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

📰 NEW MARKET THEMES: • Fed's Preferred Inflation Index Cooled but Remained Elevated in June The price index of personal-consumption expenditures cooled in June but remains well above the Fed's 2% target. — wsj.com · 07/30 9:05a https://www.wsj.com/economy/feds-preferred-inflation-index-cooled-but-remained-elevated-in-june-1329a745 • Reformation CEO says retailer is 'ready' for the public markets Ahead of Reformation's IPO, CEO Hali Borenstein speaks with CNBC's Morgan Brennan about the sustainable fashion retailer's IPO, growth strategy, international expansion plans, and why she believes their consumer remains resilient. — youtube.com · 07/30 9:00a https://www.youtube.com/watch?v=jYa0C1F5Fvs • O-I Glass: Market Issues Echo In Europe O-I Glass, Inc. reported weak Q2 results. Weak alcohol demand continues to weigh on OI. This time, weakness was seen especially in Europe as energy costs increased and pricing power is limited. OI had to lower its 2026 guidance again and cut its 2027 financial target. — seekingalpha.com · 07/30 8:53a https://seekingalpha.com/article/4927626-o-i-glass-market-issues-echo-in-europe • Pickup truck profits highlight growing divide among global automakers From Fiat to Ferrari, results on Thursday highlighted a growing gap between the carmakers raking in cash ​by selling gas-guzzling pickups to Americans and those struggling to compete with Chinese rivals in a world ‌that is slowly embracing electric. — reuters.com · 07/30 8:51a https://www.reuters.com/business/autos-transportation/pickup-truck-profits-highlight-growing-divide-among-global-automakers-2026-07-30/ • U.S. Jobless Claims Rebound After Streak of Declines The number of people who filed for unemployment benefits was 197,000 in the week through July 25, 9,000 higher than the upwardly revised 188,000 reported a week earlier, the Labor Department said. — wsj.com · 07/30 8:49a https://www.wsj.com/economy/jobs/u-s-jobless-claims-rebound-after-streak-of-declines-681f14f7

🐘 NEW BIG-CAP MOVERS:

1. SOXL +18% $108.49 (32B cap) New Direxion ETF Suite Blends Income & Risk Management On Wednesday, July 29, 2026, Direxion expanded its fund library with the launch of a new suite of ETF offerings. These new funds offer a new take on single-stock exposure, looking to provide income, total return, and risk management, all within a single ticker. — etftrends.com · 07/29 12:01p https://www.etftrends.com/leveraged-inverse-content-hub/new-direxion-etf-suite-blends-income-risk-management/

2. IREN +11% $32.43 (12B cap) IREN's 5-Gigawatt Roadmap Could Be a Massive Growth Catalyst IREN (IREN -7.81%) is building a power and real estate moat for the AI economy. Its phased strategy could create a revenue ladder where completed capacity helps finance future expansion, potentially reducing dilution. — fool.com · 07/29 2:37p https://www.fool.com/investing/2026/07/29/irens-5-gigawatt-roadmap-could-be-a-massive-growth/

3. NOK +8% $9.09 (49B cap) 1 Nvidia-Backed AI Stock Insiders Are Quietly Loading Up On Nokia is no longer just a telecom turnaround story. Insiders are backing up the story with their own money. — fool.com · 07/30 6:30a https://www.fool.com/investing/2026/07/30/1-nvidia-backed-ai-stock-insiders-are-quietly-load/

4. MU +7% $793.00 (894B cap) This Memory Chip Stock Just Surged 531%. It's Not SK Hynix or Micron There's a new red-hot memory chip stock in town, ChangXin Memory Technologies (CXMT), a lesser-known Chinese company that most investors probably never heard of before its blockbuster IPO and 531% single-day surge, as well as reports swirling around business with Apple (NASDAQ:A… — 247wallst.com · 07/30 8:40a https://247wallst.com/investing/2026/07/30/this-memory-chip-stock-just-surged-531-its-not-sk-hynix-or-micron/

5. INTC +6% $86.69 (436B cap) Jim Cramer Just Dumped Tech Stocks. He’s Loading Up on Intel Instead of Cerebras. Jim Cramer just told a caller with a compelling Cerebras bull case that he liked their logic, then put his money somewhere else entirely. The stock he chose surprises almost everyone betting on pure-play AI inference winners right now. — 247wallst.com · 07/30 8:30a https://247wallst.com/investing/2026/07/30/jim-cramer-just-dumped-tech-stocks-hes-loading-up-on-intel-instead-of-cerebras/

6. TQQQ +6% $61.13 (37B cap) (no fresh news today — likely technical / low-coverage move)

📈 NEW GAINERS:

1. MANH +21% $204.02 (12B cap) Manhattan Associates (NASDAQ:MANH) Shares Gap Up After Strong Earnings Shares of Manhattan Associates, Inc. (NASDAQ: MANH - Get Free Report) gapped up prior to trading on Wednesday following a stronger than expected earnings report. The stock had previously closed at $168.17, but opened at $195.00. Manhattan Associates shares last traded at $211.24… — defenseworld.net · 07/30 2:01a https://www.defenseworld.net/2026/07/30/manhattan-associates-nasdaqmanh-shares-gap-up-after-strong-earnings.html

2. LAD +19% $427.48 (9.7B cap) Lithia Motors (NYSE:LAD) Stock Price Up 14.5% Following Strong Earnings Lithia Motors, Inc. (NYSE: LAD - Get Free Report) traded up 14.5% during trading on Wednesday after the company announced better than expected quarterly earnings. The company traded as high as $407.00 and last traded at $410.2550. Approximately 140,350 shares were traded during… — defenseworld.net · 07/30 2:01a https://www.defenseworld.net/2026/07/30/lithia-motors-nyselad-stock-price-up-14-5-following-strong-earnings.html

3. CBZ +18% $54.90 (3.0B cap) CBIZ (NYSE:CBZ) Shares Gap Up on Better-Than-Expected Earnings CBIZ, Inc. (NYSE: CBZ - Get Free Report)'s stock price gapped up before the market opened on Wednesday after the company announced better than expected quarterly earnings. The stock had previously closed at $46.70, but opened at $54.55. CBIZ shares last traded at $54.5010, with… — defenseworld.net · 07/30 2:01a https://www.defenseworld.net/2026/07/30/cbiz-nysecbz-shares-gap-up-on-better-than-expected-earnings.html

4. EDU +15% $58.58 (9.5B cap) New Oriental Education: Favorable Financial And Capital Return Prospects Oriental Education & Technology Group (EDU) delivered a Q4 FY26 beat, with revenue up 23% YoY and EPS 19% above consensus. EDU's FY27 revenue guidance implies a 14-18% growth which exceeded market estimates. This is supported by a substantial increase in deferred revenue balance… — seekingalpha.com · 07/30 8:14a https://seekingalpha.com/article/4927601-new-oriental-education-favorable-financial-and-capital-return-prospects

5. NNNN +14% $11.59 (509M cap) (no fresh news today — likely technical / low-coverage move)

6. SCL +14% $66.14 (1.5B cap) Stepan Q2 Earnings Call Highlights Stepan NYSE: SCL reported higher second-quarter earnings as broad-based volume growth, margin recovery and early savings from its Project Catalyst program lifted results, while management cautioned that some demand may have been pulled forward amid geopolitical and raw-material… — marketbeat.com · 07/30 5:05a https://www.marketbeat.com/instant-alerts/stepan-q2-earnings-call-highlights-2026-07-30/

7. CAKE +14% $101.14 (5.0B cap) The Cheesecake Factory: Core Traffic Improved, And I Am Upgrading To Buy (Rating Upgrade) I upgrade The Cheesecake Factory to buy as core traffic turns positive and restaurant margins reach decade highs. Q2 saw 7.7% revenue growth, 5.8% comparable sales, and Flower Child comp sales up 13%, supporting a raised FY2026 sales guide to ~$4B. CAKE's valuation at ~22x NTM P… — seekingalpha.com · 07/30 2:38a https://seekingalpha.com/article/4927445-the-cheesecake-factory-core-traffic-improved-and-i-am-upgrading-to-buy-rating-upgrade

8. TRDA +12% $6.55 (254M cap) (no fresh news today — likely technical / low-coverage move)

9. GEHC +12% $71.90 (32B cap) GE HealthCare: Strong Demand, Weak Execution - Why The Backlog Matters More (Rating Upgrade) GE HealthCare Technologies is upgraded to Buy, driven by robust 11% YoY orders growth, a record $23.9B backlog, and strong forward visibility. GEHC's demand strength is structural, with AI-enabled imaging and theranostics innovation expected to accelerate revenue and margin expa… — seekingalpha.com · 07/30 8:51a https://seekingalpha.com/article/4927621-ge-healthcare-strong-demand-weak-execution-why-the-backlog-matters-more-rating-upgrade

10. LBRX +12% $39.00 (1.1B cap) LB Pharmaceuticals Announces $150 Million Private Placement NEW YORK, July 29, 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 · 07/29 8:00a https://www.globenewswire.com/news-release/2026/07/29/3335173/0/en/lb-pharmaceuticals-announces-150-million-private-placement.html

11. MBIN +11% $54.28 (2.5B cap) Merchants Bancorp (NASDAQ:MBIN) Hits New 52-Week High on Earnings Beat Shares of Merchants Bancorp (NASDAQ: MBIN - Get Free Report) reached a new 52-week high during trading on Wednesday following a better than expected earnings announcement. The stock traded as high as $56.39 and last traded at $55.63, with a volume of 38070 shares trading hands.… — defenseworld.net · 07/30 1:41a https://www.defenseworld.net/2026/07/30/merchants-bancorp-nasdaqmbin-hits-new-52-week-high-on-earnings-beat.html

12. SMTI +11% $33.47 (307M cap) Shareholder Alert: Ademi LLP investigates whether Sanara MedTech Inc. is obtaining a Fair Price for Public Shareholders Shareholder Alert: Ademi LLP investigates whether Sanara MedTech Inc. is obtaining a Fair Price for Public Shareholders PR Newswi — gurufocus.com · 07/30 4:00a https://www.gurufocus.com/news/8989966/shareholder-alert-ademi-llp-investigates-whether-sanara-medtech-inc-is-obtaining-a-fair-price-for-public-shareholders

13. QUAD +10% $9.29 (504M cap) Quad Graphics Q2 Earnings Call Highlights Quad Graphics NYSE: QUAD reported second-quarter results that were in line with its expectations, with net sales rising 1% year over year to $578 million and adjusted EBITDA declining modestly to $42 million from $43 million a year earlier. — marketbeat.com · 07/30 4:05a https://www.marketbeat.com/instant-alerts/quad-graphics-q2-earnings-call-highlights-2026-07-30/

14. TEVA +10% $34.71 (40B cap) Teva Pharmaceutical Industries Q2 Earnings Call Highlights Teva Pharmaceutical Industries NYSE: TEVA reported second-quarter 2026 revenue of approximately $4.1 billion, down 1% from a year earlier in U.S. dollars, as lower sales from generic Revlimid were largely offset by growth in its innovative medicines portfolio. — marketbeat.com · 07/30 8:04a https://www.marketbeat.com/instant-alerts/teva-pharmaceutical-industries-q2-earnings-call-highlights-2026-07-30/

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