🆕 Newsmakers — 10:30a ET, 2026-07-02 — new since last alert

📰 NEW MARKET THEMES: • Data Centers Face Growing Public Backlash. What It Means for the AI Boom More than six dozen data-center projects were blocked or delayed in the first quarter, mostly due to locals' opposition. Public pushback is becoming a risk factor for AI companies and their shares. — barrons.com · 07/02 10:15a https://www.barrons.com/articles/ai-data-centers-public-backlash-companies-stocks-8d564b5f • Stock market gains minted nearly 1 million new millionaires in 2025, new UBS report says Stock market gains propelled the world's millionaire population to 58 million individuals in 2025, according to a new report by UBS. The United States accounted for most of the increase, adding more than 440,000 millionaires last year, translating to an average of more than 1,20… — cnbc.com · 07/02 10:00a https://www.cnbc.com/2026/07/02/stock-market-gains-new-millionaires-ubs.html • Labor Market Not a Source of Inflationary Pressure, Latest Report Shows The unemployment rate ticked down to 4.2 percent, but average hourly earnings were steady, giving Kevin Warsh, the Federal Reserve chairman, room to focus on fighting inflation. — nytimes.com · 07/02 9:54a https://www.nytimes.com/2026/07/02/business/economy/jobs-report-june-fed-interest-rates-warsh.html • A Cable Scion's Hardest Deal Yet: Breaking Up His Family's Company Comcast co-CEO Brian Roberts spent his career building an integrated cable giant. To grow, he now plans to split it apart — wsj.com · 07/02 9:53a https://www.wsj.com/business/media/a-cable-scions-hardest-deal-yet-breaking-up-his-familys-company-472b18ae • Meb Faber Says He's an Optimist—but He Thinks a Big Drop in Stocks Would Be ‘Totally Normal' Meb Faber wants to teach new investors how to invest—and how not to. The former, he says, is pretty simple. — investopedia.com · 07/02 9:46a https://www.investopedia.com/meb-faber-says-he-s-an-optimist-but-he-thinks-a-big-drop-in-stocks-would-be-totally-normal-12011022

🐘 NEW BIG-CAP MOVERS:

1. RIVN +15% $19.68 (25B cap) Rivian Stock Rises as EV Demand Rebounds on Higher Gas Prices Rivian reports second-quarter deliveries of 12,194 vehicles. Wall Street was looking for about 11,000 vehicles. — barrons.com · 07/02 9:51a https://www.barrons.com/articles/rivian-stock-ev-demand-gas-prices-15f4564b

2. MSTR +9% $101.38 (30B cap) Michael Saylor Just Changed the Rules for MSTR — And Investors May Not Like It Strategy ( NASDAQ:MSTR | MSTR Price Prediction ) has never been a simple way to own Bitcoin ( CRYPTO:BTC ). — 247wallst.com · 07/02 8:43a https://247wallst.com/investing/2026/07/02/michael-saylor-just-changed-the-rules-for-mstr-and-investors-may-not-like-it/

3. HOOD +7% $116.04 (104B cap) Eightco Holdings (NASDAQ: ORBS) informa que sus activos totales ascienden a unos 386 millones de dólares

   • Eightco Holdings (NASDAQ: ORBS) informa que sus activos totales ascienden a aproximadamente 386 millones de dólares, incluyendo OpenAI, Beast Industries, más — prnewswire.com · 07/02 9:07a https://www.prnewswire.com/news-releases/eightco-holdings-nasdaq-orbs-informa-que-sus-activos-totales-ascienden-a-unos-386-millones-de-dolares-302816906.html

4. AAPL +4% $305.21 (4481B cap) A Strategist Says Big Tech Is ‘Completely Underappreciated' With a PEG Under 1 as Everyone Bails Venu Krishna went on CNBC's Closing Bell Overtime on June 30 and argued that the money fleeing Big Tech is running the wrong direction. — 247wallst.com · 07/02 9:54a https://247wallst.com/investing/2026/07/02/a-strategist-says-big-tech-is-completely-underappreciated-with-a-peg-under-1-as-everyone-bails/

5. PLTR +3% $130.07 (299B cap) Options Bulls Circle Palantir Stock After Upgrade Shares of Palantir Technologies Inc (NASDAQ:PLTR) are 4.3% higher to trade at $131.17 this morning, after D.A. — schaeffersresearch.com · 07/02 10:26a https://www.schaeffersresearch.com/content/news/2026/07/02/options-bulls-circle-palantir-stock-after-upgrade

📈 NEW GAINERS:

1. VRXA +20% $2.08 (294M cap) VERAXA Biotech Initiates Cell Line Development with ATUM to Advance its Lead BiTAC®-TCE Program ZURICH, SWITZERLAND – July 02, 2026 -- VERAXA Biotech AG (NASDAQ: VRXA; “VERAXA”), an emerging leader in designing novel cancer therapies, today announced the initiation of cell line development for its lead BiTAC® T-cell engager (BiTAC-TCE) program. VERAXA has engaged ATUM, a g… — globenewswire.com · 07/02 7:00a https://www.globenewswire.com/news-release/2026/07/02/3321216/0/en/VERAXA-Biotech-Initiates-Cell-Line-Development-with-ATUM-to-Advance-its-Lead-BiTAC-TCE-Program.html

2. CLLS +14% $3.35 (336M cap) (no fresh news today — likely technical / low-coverage move)

3. RIVN +14% $19.55 (25B cap) Rivian Stock Rises as EV Demand Rebounds on Higher Gas Prices Rivian reports second-quarter deliveries of 12,194 vehicles. Wall Street was looking for about 11,000 vehicles. — barrons.com · 07/02 9:51a https://www.barrons.com/articles/rivian-stock-ev-demand-gas-prices-15f4564b

4. NEXA +13% $13.63 (1.8B cap) (no fresh news today — likely technical / low-coverage move)

5. FIZZ +13% $35.07 (3.3B cap) National Beverage Corp. Celebrates America With Special Cash Dividend and Reports FY 2026 Results FORT LAUDERDALE, Fla.--(BUSINESS WIRE)--National Beverage Corp. (NASDAQ: FIZZ) today announced its Board of Directors has declared a special cash dividend of $3.25 per share to shareholders of record on July 13, 2026 to be paid on or before July 30, 2026. “This special dividend… — businesswire.com · 07/01 5:00p https://www.businesswire.com/news/home/20260701978616/en/National-Beverage-Corp.-Celebrates-America-With-Special-Cash-Dividend-and-Reports-FY-2026-Results/

6. PLBL +13% $9.80 (3.6B cap) (no fresh news today — likely technical / low-coverage move)

7. NBP +13% $2.24 (258M cap) (no fresh news today — likely technical / low-coverage move)

8. TENX +12% $14.89 (256M cap) Tenax Therapeutics Announces Late-Breaking Presentation of LEVEL Clinical Trial Data at ESC Congress 2026 Abstract recently submitted in anticipation of initial data analysis ahead of ESC Company expects to report topline LEVEL results in August CHAPEL HILL, N.C., July 02, 2026 (GLOBE NEWSWIRE) -- Tenax Therapeutics, Inc. (Nasdaq: TENX) (“Tenax” or “Tenax Therapeutics” or the “Compa… — globenewswire.com · 07/02 7:00a https://www.globenewswire.com/news-release/2026/07/02/3321224/12401/en/Tenax-Therapeutics-Announces-Late-Breaking-Presentation-of-LEVEL-Clinical-Trial-Data-at-ESC-Congress-2026.html

9. AVAV +12% $193.07 (9.8B cap) Pomerantz Law Firm Announces the Filing of a Class Action Against AeroVironment, Inc. and Certain Officers - AVAV NEW YORK, July 2, 2026 /PRNewswire/ -- Pomerantz LLP announces that a class action lawsuit has been filed against AeroVironment, Inc. ("AeroVironment" or the "Company") (NASDAQ: AVAV) and certain officers.   The class action, filed in the United States District Court for the Eas… — prnewswire.com · 07/02 10:00a https://www.prnewswire.com/news-releases/pomerantz-law-firm-announces-the-filing-of-a-class-action-against-aerovironment-inc-and-certain-officers--avav-302815498.html

10. GDXU +11% $94.43 (470M cap) (no fresh news today — likely technical / low-coverage move)

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