🆕 Newsmakers — 10:30a ET, 2026-07-03 — new since last alert

📰 NEW MARKET THEMES: • Fed Resumes Quantitative Tightening In Warsh's First Move Federal Reserve Chairman Kevin Warsh has resumed Quantitative Tightening, reflecting his preference for a smaller Fed balance sheet. The June FOMC Implementation Note subtly shifted language, effectively halting Reserve Management Purchases unless deemed necessary. — seekingalpha.com · 07/03 10:09a https://seekingalpha.com/article/4919707-fed-resumes-quantitative-tightening-in-warshs-first-move • Gulf oil exports jump in June on record UAE flows Gulf oil exports in June jumped more than 3 million barrels from May ‌to exceed 10 million barrels per day as the U.S. military helped to keep oil flowing through the Strait of Hormuz, data showed, though exports remained 40% below pre-war levels. — reuters.com · 07/03 9:22a https://www.reuters.com/business/energy/gulf-oil-exports-jump-june-record-uae-flows-2026-07-03/ • June Jobs Report: Focus On The Trend, Not The Noise The latest labor market report looks good on the surface but adds to confused macroeconomic trends. The unemployment rate is buoyed, but by a reduced labor force, as was seen in April. — seekingalpha.com · 07/03 9:12a https://seekingalpha.com/article/4919697-june-jobs-report-focus-on-the-trend-not-the-noise • A Tale Of Two Cities The S&P 500 has climbed +9.6% this year and recently reached another all-time high - the "best of times." There are plenty of reasons why this multi-year bull market continues to march higher. — seekingalpha.com · 07/03 8:35a https://seekingalpha.com/article/4919698-tale-of-two-cities

🐘 NEW BIG-CAP MOVERS:

1. RIVN +8% $18.63 (23B cap) The Make Or Break Moment For Rivian Stock This article was written by Doug Nathman, with research by his team at Trefis. — forbes.com · 07/03 9:45a https://www.forbes.com/sites/greatspeculations/2026/07/03/the-make-or-break-moment-for-rivian-stock/

2. AAPL +5% $308.63 (4533B cap) Investors Heavily Search Apple Inc. (AAPL): Here is What You Need to Know Recently, Zacks.com users have been paying close attention to Apple (AAPL). This makes it worthwhile to examine what the stock has in store. — zacks.com · 07/03 10:01a https://www.zacks.com/stock/news/2947622/investors-heavily-search-apple-inc-aapl-here-is-what-you-need-to-know?cid=CS-STOCKNEWSAPI-FT-tale_of_the_tape|most_searched_stocks-2947622

3. SPCX +3% $162.00 (2118B cap) Where Will SpaceX Be in 100 Years? SpaceX has set out ambitious plans for itself in the years ahead. One key step is the commercialization of its Starship megarocket. — fool.com · 07/03 9:45a https://www.fool.com/investing/2026/07/03/where-will-hot-ticker-be-in-100-years/

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