🆕 Newsmakers — 10:30a ET, 2026-07-06 — new since last alert

📰 NEW MARKET THEMES: • Strategy Logs $8.3 Billion Loss as It Sells Off Bitcoin The loss comes after the company, formerly known as MicroStrategy, sold 3,588 Bitcoin for less than it paid. — wsj.com · 07/06 9:48a https://www.wsj.com/finance/currencies/strategy-logs-8-3-billion-loss-as-it-sells-off-bitcoin-5772788d • Dow rises 80 points as chip stocks rebound ahead of Fed minutes, earnings season US stocks opened higher on Monday, with the S&P 500 and Nasdaq looking to extend last week's rally. Investors welcomed a rebound in semiconductor shares while preparing for the release of Federal Reserve meeting minutes and the start of the second-quarter earnings season later t… — invezz.com · 07/06 9:41a https://invezz.com/news/2026/07/06/dow-rises-80-points-as-chip-stocks-rebound-ahead-of-fed-minutes-earnings-season/

🐘 NEW BIG-CAP MOVERS:

1. WULF +15% $24.45 (12B cap) Terawulf, Ceva, Western Digital And Other Big Stocks Moving Higher On Monday U.S. stocks were mixed, with the Dow Jones index falling around 100 points on Monday. — benzinga.com · 07/06 10:07a https://www.benzinga.com/news/26/07/60279920/terawulf-ceva-western-digital-and-other-big-stocks-moving-higher-on-monday

2. SOXL +14% $207.22 (61B cap) Buy the Chip Dip but Beware These 'AI Cannibalization' Trades, JPMorgan Says The chip sector has had a rough start to the second half of the year but it's time to buy the dip, according to JPMorgan analysts. — barrons.com · 07/06 9:45a https://www.barrons.com/articles/chip-stocks-buy-dip-ai-trade-35f78016

3. INTC +5% $126.58 (636B cap) Broadcom Rallies 6% on a Broadened Apple Partnership as AMD Gains 8%, Intel Rises 4% Shares of Broadcom (NASDAQ:AVGO | AVGO Price Prediction) are up 6% to $381 in early Monday trading after the company said it agreed to expand its custom-chip partnership with Apple (NASDAQ:AAPL) through 2031. — 247wallst.com · 07/06 10:05a https://247wallst.com/investing/2026/07/06/broadcom-rallies-6-on-a-broadened-apple-partnership-as-amd-gains-8-intel-rises-4/

📈 NEW GAINERS:

1. SRXH +5302% $4.90 (2.9B cap) (no fresh news today — likely technical / low-coverage move)

2. TXXS +888% $23.32 (608M cap) (no fresh news today — likely technical / low-coverage move)

3. SHAZ +21% $82.00 (803M cap) What's Driving SharonAI Stock as Traders Monitor Meta Compute Initiative? SharonAI Holdings Inc (NASDAQ:SHAZ) shares are surging Monday morning as traders continue to weigh fresh competitive headlines around AI compute supply. — benzinga.com · 07/06 9:59a https://www.benzinga.com/trading-ideas/movers/26/07/60279378/whats-driving-sharonai-stock-as-traders-monitor-meta-compute-initiative

4. AMDL +19% $77.40 (3.4B cap) (no fresh news today — likely technical / low-coverage move)

5. AXTI +18% $66.96 (3.1B cap) (no fresh news today — likely technical / low-coverage move)

6. KORU +18% $636.94 (581M cap) (no fresh news today — likely technical / low-coverage move)

7. OFIX +16% $11.55 (467M cap) (no fresh news today — likely technical / low-coverage move)

8. WULF +16% $24.48 (12B cap) Terawulf, Ceva, Western Digital And Other Big Stocks Moving Higher On Monday U.S. stocks were mixed, with the Dow Jones index falling around 100 points on Monday. — benzinga.com · 07/06 10:07a https://www.benzinga.com/news/26/07/60279920/terawulf-ceva-western-digital-and-other-big-stocks-moving-higher-on-monday

9. BFLY +15% $8.87 (2.3B cap) Butterfly Network Insider Sheds 399K Shares — This Stock May Be Ready to Take Flight Steve Cashman sold 399,461 shares. This trade represented 19.68% of Cashman's direct holdings prior to the transactions. — fool.com · 07/05 8:24a https://www.fool.com/coverage/filings/2026/07/05/butterfly-network-insider-sheds-399k-shares-this-stock-may-be-ready-to-take-flight/

10. CRDO +15% $278.17 (52B cap) Forget NVIDIA: Buy These 4 AI Hardware Stocks for Bigger Gains AI hardware opportunities expand beyond NVIDIA as Micron, Credo, Amkor and Texas Instruments tap into the rising demand across the chip supply chain. — zacks.com · 07/06 9:46a https://www.zacks.com/stock/news/2948264/forget-nvidia-buy-these-4-ai-hardware-stocks-for-bigger-gains?cid=CS-STOCKNEWSAPI-FT-analyst_blog|investment_ideas-2948264

11. SOXL +14% $207.60 (61B cap) Buy the Chip Dip but Beware These 'AI Cannibalization' Trades, JPMorgan Says The chip sector has had a rough start to the second half of the year but it's time to buy the dip, according to JPMorgan analysts. — barrons.com · 07/06 9:45a https://www.barrons.com/articles/chip-stocks-buy-dip-ai-trade-35f78016

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