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

📰 NEW MARKET THEMES: • Velan Inc. (VLN:CA) Q1 2027 Earnings Call Transcript Velan Inc. (VLN:CA) Q1 2027 Earnings Call Transcript — seekingalpha.com · 07/10 10:03a https://seekingalpha.com/article/4921163-velan-inc-vln-ca-q1-2027-earnings-call-transcript • 30-Year Real Yield Near Financial Crisis Level Subadra Rajappa, head of US rates strategy at Société Générale, and Vineer Bhansali, founder of LongTail Alpha, joins Katie Greifeld on "Bloomberg Real Yield." Long-end Treasury real yields climbed to the highest in nearly two decades, signaling investors will increasingly need… — youtube.com · 07/10 9:51a https://www.youtube.com/watch?v=YEyJuNVjbEw • Dow rises as Wall Street awaits SK Hynix debut, tracks Iran tensions Wall Street opened in green on Friday as investors awaited the Nasdaq debut of South Korean memory chipmaker SK Hynix while continuing to monitor renewed tensions in the Middle East and their potential impact on inflation and interest rates. The Dow Jones Industrial Average rose… — invezz.com · 07/10 9:42a https://invezz.com/news/2026/07/10/dow-rises-as-wall-street-awaits-sk-hynix-debut-tracks-iran-tensions/ • Amoroso On Private Markets, AI And What To Watch Next In this episode, Anastasia Amoroso shares her perspective on today's rapidly shifting investment landscape - and the major trends creating opportunities for investors in private and public markets. The conversation explores the forces driving markets right now, from the AI boom… — seekingalpha.com · 07/10 9:40a https://seekingalpha.com/article/4921172-amoroso-on-private-markets-ai-what-to-watch-next • ‘Can't buy bonds, can't sell stocks.' Bank of America tells investors what they can do. Real thirty-year interest rates are at a high since November 2008, financial conditions are tight and Michael Hartnett tells investors to prepare for a chilly summer. — marketwatch.com · 07/10 9:34a https://www.marketwatch.com/story/cant-buy-bonds-cant-sell-stocks-bank-of-america-tells-investors-what-they-can-do-12ea7a84

🐘 NEW BIG-CAP MOVERS:

1. CRCL +8% $67.83 (18B cap) Circle Stock Rallies After Getting Crypto Bank Approval Circle Internet Group Inc (NYSE:CRCL) is brushing off tech sector weakness this morning, last seen up 14.2% to trade at $71.99. — schaeffersresearch.com · 07/10 10:12a https://www.schaeffersresearch.com/content/news/2026/07/10/circle-stock-rallies-after-getting-crypto-bank-approval

2. META +6% $666.85 (1695B cap) Meta to build C$13 billion AI data centre in Alberta, its first in Canada Meta Platforms Inc (NASDAQ:META, XETRA:FB2A, SIX:FB) has announced plans to build a 1-gigawatt data centre in Sturgeon County, Alberta, marking the technology company's first such facility in Canada as it expands its computing infrastructure to support artificial intelligence de… — proactiveinvestors.com · 07/10 10:27a https://www.proactiveinvestors.com/companies/news/1095271

3. RIVN +3% $18.70 (23B cap) Rivian Is Getting a Boost From California. Could Other States Follow Suit? Rivian Automotive's stock is down more than 80% from its all-time high. The company's new R2 fleet is priced more affordably to appeal to a mass market. — fool.com · 07/10 9:45a https://www.fool.com/investing/2026/07/10/rivian-is-getting-a-boost-from-california-could/

4. NVDA +2% $207.14 (5018B cap) NVIDIA Corporation (NVDA) is Attracting Investor Attention: Here is What You Should Know Nvidia (NVDA) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock. — zacks.com · 07/10 10:01a https://www.zacks.com/stock/news/2951465/nvidia-corporation-nvda-is-attracting-investor-attention-here-is-what-you-should-know?cid=CS-STOCKNEWSAPI-FT-tale_of_the_tape|most_searched_stocks-2951465

5. NU +2% $13.95 (68B cap) (no fresh news today — likely technical / low-coverage move)

📈 NEW GAINERS:

1. EQPT +19% $19.10 (4.8B cap) EquipmentShare, Vodafone, Circle Internet Group And Other Big Stocks Moving Higher On Friday U.S. stocks were higher, with the Dow Jones index gaining around 50 points on Friday. — benzinga.com · 07/10 9:58a https://www.benzinga.com/trading-ideas/movers/26/07/60384230/equipmentshare-vodafone-circle-internet-group-and-other-big-stocks-moving-higher-on-friday

2. WDFC +17% $280.48 (3.8B cap) 5 Things to Know Before the Stock Market Opens on Friday Stocks are pointing to a mixed open ahead of the week's final session as investors await the U.S. trading debut of one of the world's biggest memory chip makers; South Korea's SK Hynix raised $26.5 billion in its offering, the largest-ever foreign stock listing on a U.S. exchang… — investopedia.com · 07/10 8:45a https://www.investopedia.com/5-things-to-know-before-the-stock-market-opens-on-friday-july-10-2026-12015914

3. BVC +15% $11.09 (1.9B cap) (no fresh news today — likely technical / low-coverage move)

4. VOD +13% $14.80 (34B cap) EquipmentShare, Vodafone, Circle Internet Group And Other Big Stocks Moving Higher On Friday U.S. stocks were higher, with the Dow Jones index gaining around 50 points on Friday. — benzinga.com · 07/10 9:58a https://www.benzinga.com/trading-ideas/movers/26/07/60384230/equipmentshare-vodafone-circle-internet-group-and-other-big-stocks-moving-higher-on-friday

5. FBRX +12% $41.27 (573M cap) Forte Biosciences' FB102 Hits Key Goal in Vitiligo Study, Shows Durable Improvement Forte Biosciences NASDAQ: FBRX said FB102 showed statistically significant improvement in a small placebo-controlled vitiligo study, with Chief Executive Officer Paul Wagner highlighting continued improvement after patients stopped treatment as a key feature of the results. — marketbeat.com · 07/10 10:03a https://www.marketbeat.com/instant-alerts/forte-biosciences-fb102-hits-key-goal-in-vitiligo-study-shows-durable-improvement-2026-07-10/

6. NEWTO +10% $28.80 (831M cap) (no fresh news today — likely technical / low-coverage move)

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