🆕 Newsmakers — 11:30a ET, 2026-07-01 — new since last alert

📰 NEW MARKET THEMES: • This is the best time ‘in a generation' to buy space and defense stocks, analysts say Wedbush analysts are taking a bullish view of the space sector, initiating coverage of SpaceX and other stocks. — marketwatch.com · 07/01 11:21a https://www.marketwatch.com/story/this-is-the-best-time-in-a-generation-to-buy-space-and-defense-stocks-analysts-say-df4a85a4 • TransMedics: The Margins Must Recover TransMedics is rated Buy as the market overreacts to Q1 margin pressure, while the core growth thesis remains intact. Q1 revenue grew 21% to $173.9M, but gross margin fell to 58.2% and adjusted EPS dropped to $0.30, driving the sell-off. TMDX's moat is its integrated transplanta… — seekingalpha.com · 07/01 11:05a https://seekingalpha.com/article/4919192-transmedics-the-margins-must-recover • Warnings galore as largest US power grid braces for record demand PJM, the largest U.S. electric grid operator, on Wednesday detailed price spikes and warnings of massive transmission line congestion as it braced for record-breaking demand ​driven by a heatwave ahead of July 4 celebrations. — reuters.com · 07/01 11:00a https://www.reuters.com/business/energy/warnings-galore-largest-us-power-grid-braces-record-demand-2026-07-01/ • Nasdaq: Analysis as Warsh Says Prices Are Too High, Chips Retreat Fed Chair Kevin Warsh says prices remain too high as tech stocks slide, the Dow nears records, and investors await key U.S. payrolls data. — fxempire.com · 07/01 10:53a https://www.fxempire.com/forecasts/article/nasdaq-analysis-as-warsh-says-prices-are-too-high-chips-retreat-1607791 • Michael Burry Is Shorting the Dow's Hottest AI Stock The Big Short investor is betting against Caterpillar after a huge AI-driven rally. The stock has become one of the Dow's biggest winners. — barrons.com · 07/01 10:50a https://www.barrons.com/articles/michael-burry-caterpillar-stock-ai-short-5799f124

🐘 NEW BIG-CAP MOVERS:

1. PLTR +9% $127.34 (293B cap) Palantir's Karp bashes OpenAI, Anthropic token model: 'Something has gone completely wrong' CEO Alex Karp blasted the token structure used by Anthropic and OpenAI Karp told CNBC that Palantir and Nvidia's open model is the solution for enterprises and governments seeking to own their data. — cnbc.com · 07/01 10:29a https://www.cnbc.com/2026/07/01/palantir-karp-open-ai-anthropic-tokens.html

2. SOFI +4% $18.58 (24B cap) Why SoFi Looks Mispriced Again SoFi generated 41% revenue growth in Q1 FY26, supported by 15 million members, 22 million products, and 85% non-lending product mix. Cross-selling is reducing customer acquisition costs toward zero, while $4.6 billion in cash NII since Q1 FY24 funds ecosystem expansion. Capital-… — seekingalpha.com · 07/01 10:30a https://seekingalpha.com/article/4919172-why-sofi-looks-mispriced-again

3. IBIT +3% $34.12 (59B cap) Bitcoin ETFs record the largest monthly outflow ever The United States spot Bitcoin (BTC) ETFs (exchange-traded funds) recorded the largest monthly cash outflows since their inception in June 2026. — finbold.com · 07/01 8:41a https://finbold.com/bitcoin-etfs-record-the-largest-monthly-outflow-ever/

📈 NEW GAINERS:

1. PTIR +19% $11.14 (305M cap) (no fresh news today — likely technical / low-coverage move)

2. PLTU +19% $29.90 (324M cap) (no fresh news today — likely technical / low-coverage move)

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