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

📰 NEW MARKET THEMES: • U.S. Natural Gas Futures Pick Up Along With Heat U.S. natural gas futures picked up from losses the previous two sessions as this week will see the hottest weather so far of the summer. — wsj.com · 06/30 10:00a https://www.wsj.com/finance/commodities-futures/u-s-natural-gas-futures-pick-up-along-with-heat-ed2bb892 • July stock market outlook: Analysts see strong rally after AI-driven June volatility Investors ended June on an uneasy note as concerns over the sustainability of the artificial intelligence boom, elevated interest rates and fears of rising inflation sparked sharp swings across US equities. But while the recent pullback dented sentiment, several strategists beli… — invezz.com · 06/30 9:51a https://invezz.com/news/2026/06/30/july-stock-market-outlook-analysts-see-strong-rally-after-ai-driven-june-volatility/ • Dow slips 100 points as Wall Street looks to wrap up a standout quarter Wall Street opened little changed on Tuesday as investors entered the final trading session of the quarter. Markets remained on track to wrap up one of their strongest quarterly performances in years despite lingering geopolitical tensions and concerns over artificial intelligen… — invezz.com · 06/30 9:43a https://invezz.com/news/2026/06/30/dow-slips-100-points-as-wall-street-wraps-up-a-standout-quarter/ • Will Micro Caps Steal The Momentum Factor's Performance Crown? Momentum continues to stand out as the dominant equity risk factor since the war with Iran began on Feb. 28. The iShares MSCI USA Momentum Factor ETF has soared more than 32% since the initial attacks on Iran—an extraordinary gain compared with the rest of the field. — seekingalpha.com · 06/30 9:32a https://seekingalpha.com/article/4918837-will-micro-caps-steal-momentum-factors-performance-crown • Trump's defense budget, depleted war machine, spark state battle for business and jobs The Trump administration is requesting an unprecedented $1.5 trillion defense budget while also reforming defense procurement to emphasize speed and efficiency. The moves come at a time when U.S. munitions stocks have been depleted by multiple wars. — cnbc.com · 06/30 9:23a https://www.cnbc.com/2026/06/30/trump-trillion-dollar-defense-budget-missile-contracts.html

🐘 NEW BIG-CAP MOVERS:

1. SMCI +5% $29.52 (19B cap) AMD Price Target Hike, SMCI Office Raid & Big Bank Downgrades Close Out 2Q There's a lot to digest for investors on a shortened holiday week. Tom White talks about how current yield levels and the end of earnings season offer a chance for markets to cool down. — youtube.com · 06/30 8:30a https://www.youtube.com/watch?v=UQJpKmcpltA

2. INTC +5% $137.95 (693B cap) What's Going On With Intel Stock Tuesday? Intel Corp. (NASDAQ:INTC) stock edged higher in Tuesday's premarket session as semiconductor stocks traded modestly higher alongside a firmer broader market. Nasdaq futures gained 0.15%, while S&P 500 futures rose 0.06%. — benzinga.com · 06/30 8:39a https://www.benzinga.com/analyst-stock-ratings/reiteration/26/06/60183420/whats-going-on-with-intel-stock-tuesday-8

3. TQQQ +4% $80.25 (44B cap) (no fresh news today — likely technical / low-coverage move)

📈 NEW GAINERS:

1. ABVX +37% $131.39 (8.6B cap) French biotech stock soars 25% after new data on experimental medicine The late-stage clinical trial data of the medicine, released late on Monday, showed that malignancies were in line with expected background rates. In this article ABVX — cnbc.com · 06/30 3:14a https://www.cnbc.com/2026/06/30/abivax-stock-trial-data-biotech-obefazimod.html

2. FCEL +25% $37.20 (2.0B cap) FuelCell Energy Soars 23% on Russell Index Inclusion, Bloom Energy Climbs 7%, Plug Power Gains 5% FuelCell Energy (NASDAQ:FCEL) stock is up 23% to $36.64 in early Tuesday trading, extending a powerful June rally. — 247wallst.com · 06/30 10:25a https://247wallst.com/investing/2026/06/30/fuelcell-energy-soars-23-on-russell-index-inclusion-bloom-energy-climbs-7-plug-power-gains-5/

3. AVAV +22% $169.37 (8.5B cap) AeroVironment stock: Here's why AVAV is pumping after earnings AeroVironment stock price surged in the extended hours, paring back some of the recent losses, after the company announced strong financial results amid the ongoing demand for drones. AVAV shares jumped by over 20%, its best daily performance this year. — invezz.com · 06/30 9:58a https://invezz.com/news/2026/06/30/aerovironment-stock-heres-why-avav-is-pumping-after-earnings/

4. UMAC +21% $23.35 (786M cap) Unusual Machines Stock Rises In Sympathy With AeroVironment's Q4 Double Beat Unusual Machines Inc. (AMEX:UMAC) shares are trading higher Tuesday in sympathy with AeroVironment Inc. (NASDAQ:AVAV) after the drone and defense technology company reported a fiscal fourth-quarter double beat. — benzinga.com · 06/30 9:12a https://www.benzinga.com/trading-ideas/movers/26/06/60184882/unusual-machines-stock-rises-in-sympathy-with-aerovironments-q4-double-beat

5. AIRJ +21% $5.58 (403M cap) AirJoule Technologies Unveils Prime System for Industrial-Scale Atmospheric Water Generation Caption: From left to right in front of the AirJoule Prime system in Newark, DE on June 26, 2026: Yvonne Deadwyler, President and CEO of New Castle County Chamber of Commerce; Monique Williams-Johns, New Castle County Council President; Valerie George, New Castle County Council… — globenewswire.com · 06/30 8:04a https://www.globenewswire.com/news-release/2026/06/30/3319641/0/en/airjoule-technologies-unveils-prime-system-for-industrial-scale-atmospheric-water-generation.html

6. CAST +19% $6.69 (267M cap) FreeCast Signs WIRE3 to Deliver Branded Streaming Platform Across Expanding 100% Fiber Network FreeCast, Inc. (Nasdaq: CAST), a provider of next-generation streaming media Platform-as-a-Service (PaaS) solutions, today announced that it has signed an agre — gurufocus.com · 06/29 11:00p https://www.gurufocus.com/news/8937381/freecast-signs-wire3-to-deliver-branded-streaming-platform-across-expanding-100-fiber-network

7. NBIL +19% $61.20 (305M cap) (no fresh news today — likely technical / low-coverage move)

8. ONTX +17% $35.53 (746M cap) (no fresh news today — likely technical / low-coverage move)

9. OUST +17% $63.27 (4.0B cap) Ouster Announces Build America, Buy America Compliance for REV8 OS Digital Lidar Sensors SAN FRANCISCO--(BUSINESS WIRE)--Ouster, Inc. (Nasdaq: OUST) (“Ouster” or the “Company”), a leader in sensing and perception for Physical AI, announced today that Rev8, its new family of OS digital lidar sensors, complies with Build America, Buy America (BABA) Act requirements.Th… — businesswire.com · 06/30 6:00a https://www.businesswire.com/news/home/20260630299896/en/Ouster-Announces-Build-America-Buy-America-Compliance-for-REV8-OS-Digital-Lidar-Sensors/

10. HSAI +16% $18.27 (2.4B cap) (no fresh news today — likely technical / low-coverage move)

11. AMBA +15% $77.15 (3.4B cap) (no fresh news today — likely technical / low-coverage move)

12. SILC +14% $48.00 (277M cap) Significant Milestone for Silicom - First AI Inference-Related Production Order – Total expected 2026 AI inference revenues is now in the multi-million-dollar range – KFAR SAVA, Israel, June 30, 2026 /PRNewswire/ -- Silicom Ltd. (NASDAQ: SILC), a leading provider of networking and data infrastructure solutions, today announced a significant milestone in its… — prnewswire.com · 06/30 9:15a https://www.prnewswire.com/news-releases/significant-milestone-for-silicom---first-ai-inference-related-production-order-302814303.html

13. PROK +14% $2.15 (726M cap) (no fresh news today — likely technical / low-coverage move)

14. AEVA +14% $29.25 (1.8B cap) (no fresh news today — likely technical / low-coverage move)

15. AVEX +12% $20.17 (1.0B cap) AEVEX, Abivax, Watts Water Technologies And Other Big Stocks Moving Higher On Tuesday U.S. stocks were higher, with the Dow Jones index gaining around 100 points on Tuesday. — benzinga.com · 06/30 10:01a https://www.benzinga.com/trading-ideas/movers/26/06/60187346/aevex-abivax-watts-water-technologies-and-other-big-stocks-moving-higher-on-tuesday

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