🆕 Newsmakers — 10:30a ET, 2026-06-29 — new since last alert

📰 NEW MARKET THEMES: • What To Watch In Private Credit And Bonds This Holiday Week Markets in the United States close on Friday, July 3, for Independence Day, so the week runs four trading sessions instead of five. The data does not thin out to match. — forbes.com · 06/29 10:10a https://www.forbes.com/sites/daraabasiita/2026/06/29/what-to-watch-in-private-credit-and-bonds-this-holiday-week/ • South Korea Unveils Plan to Sustain Lead in AI South Korea unveiled an ambitious plan aimed at cementing its status as a technological powerhouse, with companies led by Samsung Electronics Co. and SK Hynix Inc. initiating large-scale investments in memory chips, data centers and robotics. Samsung and SK Hynix leaders sat nex… — youtube.com · 06/29 10:01a https://www.youtube.com/watch?v=RTkd-r6ZlGU • Hormuz Traffic Declines as Ship Attacks Spark New Concerns Commercial traffic through the Strait of Hormuz this weekend persisted at a reduced level as a handful of vessels made open transits. Traffic was still higher than for most of the US-Iran war, but attacks on two ships raised fresh concerns about the ability and willingness of sh… — youtube.com · 06/29 10:01a https://www.youtube.com/watch?v=Y2bUEnTWIoo • Sixth Street Specialty Lending: 10% Yield And Low Nonaccruals Make It A Buy Sixth Street Specialty Lending is upgraded to 'Strong Buy' due to attractive valuation and resilient fundamentals despite a recent dividend cut. TSLX trades near its 52-week low at a 10.5% yield and a P/Book at the low end of its 10-year range, offering significant upside potent… — seekingalpha.com · 06/29 10:00a https://seekingalpha.com/article/4918367-sixth-street-specialty-lending-10-percent-yield-and-low-nonaccruals-make-it-a-buy • The Fed Will Stay Patient, Says Michael Darda Michael Darda, Roth Capital chief economist and macro strategist, joins to talk about Federal Reserve monetary policy and says the agency will remain "patient." He also talks about a potential ruling from the Supreme Court about Lisa Cook. — youtube.com · 06/29 9:59a https://www.youtube.com/watch?v=YxbDZVyh0yY

🐘 NEW BIG-CAP MOVERS:

1. RKLB +9% $92.21 (53B cap) Rocket Lab to take on SpaceX's Starlink with $8 billion acquisition Rocket Lab said it is buying Iridium as a “shortcut” to expanding its growing capabilities. — marketwatch.com · 06/29 10:07a https://www.marketwatch.com/story/rocket-lab-to-take-on-spacexs-starlink-with-8-billion-acquisition-bf7ef649

2. CMCSA +8% $25.08 (90B cap) Comcast Shares Surge on Plan to Spin Off NBCUniversal Comcast said it plans to spin off NBCUniversal and Sky into a new publicly traded company as it looks to separate its media businesses from its cable-TV and internet operations. Kelcee Griffis reports on Bloomberg Television. — youtube.com · 06/29 9:58a https://www.youtube.com/watch?v=4EolHzF5YLQ

3. MSTR +5% $86.71 (26B cap) Strategy (MSTR) stock rises amid new digital credit capital framework Strategy Inc. MSTR shares (previously known as MicroStrategy) rose 2.7% in trading on Monday after the company announced a broad capital management overhaul. The plan aims to strengthen liquidity, support its preferred securities, and maintain long-term exposure to Bitcoin.The a… — invezz.com · 06/29 9:57a https://invezz.com/news/2026/06/29/strategy-mstr-stock-rises-amid-new-digital-credit-capital-framework/

4. AMZN +5% $244.03 (2624B cap) Bears Scream That a Falling $47.66 Average Prime Day Order Proves the Consumer Is Dead: This Is Why I Keep Buying The Stock I keep buying Amazon every time the bears hand me a headline like the falling $47.66 average Prime Day order, and I am not stopping now. — 247wallst.com · 06/29 10:13a https://247wallst.com/investing/2026/06/29/bears-scream-that-a-falling-47-66-average-prime-day-order-proves-the-consumer-is-dead-this-is-why-i-keep-buying-the-stock/

📈 NEW GAINERS:

1. QDEL +37% $18.84 (1.3B cap) (no fresh news today — likely technical / low-coverage move)

2. IRDM +22% $53.18 (5.6B cap) Shareholder Alert: Ademi LLP investigates whether Iridium Communications Inc. is obtaining a Fair Price for Public Shareholders MILWAUKEE, June 29, 2026 /PRNewswire/ -- Ademi LLP is investigating Iridium (NASDAQ: IRDM) for possible breaches of fiduciary duty and other violations of law in its recently announced transaction with Rocket Lab. Click here to learn how to join our investigation and obtain addi… — prnewswire.com · 06/29 10:17a https://www.prnewswire.com/news-releases/shareholder-alert-ademi-llp-investigates-whether-iridium-communications-inc-is-obtaining-a-fair-price-for-public-shareholders-302813159.html

3. FCEL +19% $28.57 (1.5B cap) FuelCell Energy Is Up 17% Today: Is It Outperforming Other Fuel-Cell Stocks Like Plug Power and Bloom Energy? FuelCell Energy (NASDAQ:FCEL) stock is up 17% in morning trading on Monday, leading a sharp rally across hydrogen and fuel cell names. — 247wallst.com · 06/29 10:26a https://247wallst.com/investing/2026/06/29/fuelcell-energy-is-up-17-today-is-it-outperforming-other-fuel-cell-stocks-like-plug-power-and-bloom-energy/

4. ZNTL +18% $4.75 (338M cap) (no fresh news today — likely technical / low-coverage move)

5. VSAT +17% $72.57 (9.9B cap) (no fresh news today — likely technical / low-coverage move)

6. OUST +17% $49.16 (3.1B cap) Ouster Stock Is Surging Monday: What's Driving The Action? Ouster Inc (NASDAQ:OUST) shares are trading higher by more than 15% Monday morning, despite a lack of company-specific news for the session. Investors are potentially still reacting to a recent, major deal expanding Ouster's lidar supply agreement with AIM Intelligent Machines. — benzinga.com · 06/29 10:05a https://www.benzinga.com/trading-ideas/movers/26/06/60157971/ouster-stock-is-surging-monday-whats-driving-the-action

7. SLS +15% $14.29 (2.6B cap) (no fresh news today — likely technical / low-coverage move)

8. SWMR +15% $47.29 (513M cap) Swarmer Adds Additional $1M in Revenue From SkyKnight Contract Update That Expands Swarming Software To Czech Republic TALLINN, Estonia, June 29, 2026 (GLOBE NEWSWIRE) -- Swarmer, Inc. (“Swarmer” or the “Company”) (NASDAQ: SWMR), a drone autonomy software company which has supported more than 100,000 real-world combat missions in Ukraine since April 2024, today announced that  Meta Bureau LLC up… — globenewswire.com · 06/29 8:00a https://www.globenewswire.com/news-release/2026/06/29/3318902/0/en/swarmer-adds-additional-1m-in-revenue-from-skyknight-contract-update-that-expands-swarming-software-to-czech-republic.html

9. RBLX +14% $54.13 (39B cap) Roblox Corporation (RBLX) Investors with Substantial Losses Have Opportunity to Lead Class Action Lawsuit, Robbins Geller Rudman & Dowd LLP Announces SAN DIEGO, June 29, 2026 (GLOBE NEWSWIRE) -- Robbins Geller Rudman & Dowd LLP announces that purchasers or acquirers of Roblox Corporation (NYSE: RBLX) common stock between October 30, 2025 and April 30, 2026, inclusive (the “Class Period”), have until Friday, August 7, 2026 to… — globenewswire.com · 06/29 9:00a https://www.globenewswire.com/news-release/2026/06/29/3318976/0/en/Roblox-Corporation-RBLX-Investors-with-Substantial-Losses-Have-Opportunity-to-Lead-Class-Action-Lawsuit-Robbins-Geller-Rudman-Dowd-LLP-Announces.html

10. CHTR +13% $151.21 (21B cap) Charter Communications stock jumps over 24%: what's the SpaceX link? Charter Communications shares CHTR surged over 24% in premarket trading on Monday after a Bloomberg report said the cable and broadband giant was in discussions with SpaceX over a potential partnership to offer consumer mobile services. According to the report, executives from S… — invezz.com · 06/29 8:49a https://invezz.com/news/2026/06/29/charter-communications-stock-jumps-over-22-whats-the-spacex-link/

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