🆕 Newsmakers — 10:30a ET, 2026-07-01 — new since last alert

📰 NEW MARKET THEMES: • Stock markets in Europe and U.S. wrap best quarter since 2020 European and U.S. equity markets wrapped up their strongest quarter since 2020, with technology and AI stocks leading the rally while energy shares came under pressure amid uncertainty in the Middle East. Steve, Karen and Ben break down the biggest market moves of the quarter an… — youtube.com · 07/01 10:02a https://www.youtube.com/watch?v=TOmwpOii01g • What's at Stake in USMCA Negotiations? The US-Mexico-Canada Agreement entered into force six years ago and is the outline for almost $2 trillion in annual trade among the three countries. A countdown to the expiry of the agreement is set to begin as officials launch a review of the trade deal that President Donald Tr… — youtube.com · 07/01 9:45a https://www.youtube.com/watch?v=gi6aFT6DyE8 • Micron Is Up 900% - Here's Why The AI Memory Trade May Still Have Room To Run In less than a year's time, memory stocks have gone from just another way to play the AI trade to arguably its biggest beneficiaries from a return perspective. Micron, Samsung, and SK hynix now rank among the world's top 20 most valuable stocks, each with market capitalizations… — seekingalpha.com · 07/01 9:33a https://seekingalpha.com/article/4919168-micron-is-up-900-percent-heres-why-the-ai-memory-trade-may-still-have-room-to-run • Almost 100% of the Nasdaq-100's gains in the first half of 2026 came from just 10 stocks Micron led the way, contributing 26% of the Nasdaq-100's first-half returns and 17% of the S&P 500's gains, according to Jefferies. — marketwatch.com · 07/01 9:33a https://www.marketwatch.com/story/almost-100-of-the-nasdaq-100s-gains-in-the-first-half-of-2026-came-from-just-10-stocks-44056a47 • Kevin Warsh declined to say how the Fed will approach an upcoming debate over whether to raise rates, calling the coming meeting a “good family fight” Kevin Warsh declined to say how the Fed will approach an upcoming debate over whether to raise rates, calling the coming meeting a “good family fight.” — wsj.com · 07/01 9:32a https://www.wsj.com/economy/central-banking/are-higher-rates-warranted-the-fed-chairman-declines-to-say-de137876

🐘 NEW BIG-CAP MOVERS:

1. META +9% $613.11 (1557B cap) Meta pops 8% as company makes cloud push to sell excess AI compute power capacity Meta shares popped on news that the company is building out a new cloud business. The company will sell its excess computing power to outside customers, CNBC confirmed. — cnbc.com · 07/01 10:15a https://www.cnbc.com/2026/07/01/meta-stock-cloud-ai-compute.html

2. PLTR +7% $124.63 (286B cap) Read Palantir's 9-point manifesto that decries tokenmaxxing and trumpets 'AI sovereignty' Palantir posted a 9-point manifesto about "AI sovereignty" on X. The post advised institutions to keep their data in-house and avoid tokenmaxxing. — businessinsider.com · 07/01 10:09a https://www.businessinsider.com/palantir-ai-data-sovereignty-tokenmaxxing-politics-europe-2026-7

3. SOFI +3% $18.44 (24B cap) SoFi Schedules Conference Call to Discuss Q2 2026 Results SAN FRANCISCO--(BUSINESS WIRE)--SoFi Technologies, Inc. (NASDAQ: SOFI), the everything app for digital financial services, today announced plans to host a conference call to discuss financial and operating results for the second quarter of 2026 on Wednesday, July 29, 2026, at 8… — businesswire.com · 07/01 8:00a https://www.businesswire.com/news/home/20260701613616/en/SoFi-Schedules-Conference-Call-to-Discuss-Q2-2026-Results/

4. NKE +3% $42.09 (62B cap) Nike Succession in Focus With New CFO Ready To Take Helm Jeff Christian, Founder and CEO of Executive Search firm Christian & Timbers, discusses Nike's strategic shift following the completion of its CEO transition. He highlights that the company is now in 'proof mode,' emphasizing execution and delivering improved financial results. — youtube.com · 07/01 9:37a https://www.youtube.com/watch?v=n_0B_iIX9hM

📈 NEW GAINERS:

1. SOC +34% $4.12 (409M cap) Sable Offshore Corp. Prices Offerings of Common Stock and Convertible Senior Notes HOUSTON--(BUSINESS WIRE)--Sable Offshore Corp. Prices Offerings of Common Stock and Convertible Senior Notes. — businesswire.com · 07/01 6:34a https://www.businesswire.com/news/home/20260630659735/en/Sable-Offshore-Corp.-Prices-Offerings-of-Common-Stock-and-Convertible-Senior-Notes/

2. ALIT +22% $13.65 (359M cap) (no fresh news today — likely technical / low-coverage move)

3. UXIN +21% $1.88 (413M cap) Uxin Announces Adoption of Rule 10b5-1 Purchase Plan by Entity Controlled by Chairman and CEO Uxin Announces Adoption of Rule 10b5-1 Purchase Plan by Entity Controlled by Chairman and CEO PR Newswire BEIJIN — gurufocus.com · 07/01 6:00a https://www.gurufocus.com/news/8940401/uxin-announces-adoption-of-rule-10b51-purchase-plan-by-entity-controlled-by-chairman-and-ceo

4. PRGS +17% $39.23 (1.7B cap) Progress Software Posts Upbeat Q2 Earnings, Joins PowerFleet, Meta Platforms And Other Big Stocks Moving Higher On Wednesday U.S. stocks were lower, with the Nasdaq Composite falling around 200 points on Wednesday. — benzinga.com · 07/01 9:58a https://www.benzinga.com/trading-ideas/movers/26/07/60217301/progress-software-posts-upbeat-q2-earnings-joins-powerfleet-meta-platforms-and-other-big-stocks-moving-higher-on-wednesday

5. AIOT +16% $4.42 (594M cap) Progress Software Posts Upbeat Q2 Earnings, Joins PowerFleet, Meta Platforms And Other Big Stocks Moving Higher On Wednesday U.S. stocks were lower, with the Nasdaq Composite falling around 200 points on Wednesday. — benzinga.com · 07/01 9:58a https://www.benzinga.com/trading-ideas/movers/26/07/60217301/progress-software-posts-upbeat-q2-earnings-joins-powerfleet-meta-platforms-and-other-big-stocks-moving-higher-on-wednesday

6. RGC +14% $6.97 (3.5B cap) (no fresh news today — likely technical / low-coverage move)

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