🆕 Newsmakers — 11:30a ET, 2026-06-29 — new since last alert

📰 NEW MARKET THEMES: • Supreme Court Rules Lisa Cook Can Remain at Fed for Now The US Supreme Court refused to let President Donald Trump immediately fire Federal Reserve Governor Lisa Cook. In a 5-4 vote, the high court said Cook can stay in her job while she fights Trump's bid to oust her over unproven mortgage fraud allegations. — youtube.com · 06/29 11:09a https://www.youtube.com/watch?v=mFpFqVAipmk • Strategy can now sell bitcoin to buy back stock — the opposite of what it's been doing Strategy disclosed a program to sell bitcoin “from time to time” to fund its U.S. dollar reserve and share repurchases. — marketwatch.com · 06/29 11:07a https://www.marketwatch.com/story/strategy-can-now-sell-bitcoin-to-buy-back-stock-the-opposite-of-what-its-been-doing-db506fdb • Record Retail Inflows: Where Is All The Money Coming From? Money market funds hold a record $7.92 trillion as of June 17.3 Retail investors alone account for $3.09 trillion of that, also a record, and the climb has been relentless since the Fed started hiking. The record retail inflows are running on liquidity, not fundamentals, and whe… — seekingalpha.com · 06/29 11:03a https://seekingalpha.com/article/4918521-record-retail-inflows-where-all-money-coming-from • Markets, Economy Ignoring Policy Shocks, Says Morgan Stanley's Skelly Dan Skelly, managing director and head of the equity model portfolio team at Morgan Stanley Wealth Management, joins Lisa Mateo and Tom Keene on "Bloomberg Money." — youtube.com · 06/29 10:58a https://www.youtube.com/watch?v=6f-aRHTAYv4 • Strategy's Turnaround Plan Includes Stock Buyback, Bitcoin Sales and More Reserves The moves are aimed at stemming the loss of confidence in Michael Saylor's crypto-hoarding company. — wsj.com · 06/29 10:53a https://www.wsj.com/finance/currencies/strategys-turnaround-plan-includes-stock-buyback-bitcoin-sales-and-more-reserves-4c61c8b6

🐘 NEW BIG-CAP MOVERS:

1. CMCSA +7% $24.70 (88B cap) Comcast spinoff latest in wave of US media shakeups Comcast's decision to spin off its NBCUniversal and Sky businesses marks the latest effort by a major U.S. entertainment company to separate ​or reshape legacy television assets as cord-cutting accelerates and streaming ‌upends the industry. — reuters.com · 06/29 11:15a https://www.reuters.com/legal/transactional/comcast-spinoff-latest-wave-us-media-shakeups-2026-06-29/

2. SOXL +3% $222.61 (65B cap) (no fresh news today — likely technical / low-coverage move)

3. SPCX +2% $156.85 (2051B cap) SpaceX Set for Rapid Entry into Nasdaq-100: ETFs in Focus SpaceX SPCX is poised to become one of the fastest additions ever to the Nasdaq-100 index, triggering a new wave of demand from passive investors less than a month after its blockbuster public market debut. Nasdaq announced after the close on June 26, 2026 that SpaceX qualifies… — zacks.com · 06/29 11:00a https://www.zacks.com/stock/news/2944561/spacex-set-for-rapid-entry-into-nasdaq-100-etfs-in-focus?cid=CS-STOCKNEWSAPI-FT-etf_news_and_commentary-2944561

📈 NEW GAINERS:

1. IRDM +22% $53.04 (5.6B cap) Iridium, Rocket Lab Shares Soar on Plans to Combine Into 'Space Powerhouse' Rocket Lab and Iridium Communications plan to combine—and both companies' shareholders like the deal. — investopedia.com · 06/29 11:20a https://www.investopedia.com/iridium-rocket-lab-shares-soar-on-plans-to-combine-into-space-powerhouse-stock-12008386

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