🆕 Newsmakers — 11:30a ET, 2026-07-02 — new since last alert

📰 NEW MARKET THEMES: • FactSet Still Offers More Than 30% Upside FactSet Research Systems Inc. remains undervalued, trading at 13.6x earnings and 15.8x FCF, well below long-term averages. FDS delivered Q3 organic revenue growth of 7.0% and adjusted EPS growth of 6.1%, despite margin pressure from growth initiatives. Management reaffirmed FY26… — seekingalpha.com · 07/02 10:59a https://seekingalpha.com/article/4919503-factset-still-offers-more-than-30-percent-upside • Bonds Catch a Break From the Noisy Jobs Report—and Maybe the Fed The bond market has a lot to watch: employment, inflation, a new Fed chair—and, of course, interest rates. — barrons.com · 07/02 10:59a https://www.barrons.com/articles/bonds-jobs-fed-rate-hike-a93aed62 • Hassett Says Jobs Data Strong, Criticizes Fed's Powell White House National Economic Council Director Kevin Hassett reacts to the June US employment report, saying the US jobs market is on an "upward trajectory." Speaking on "Bloomberg Open Interest," Hassett also criticizes former Federal Reserve Chairman Jerome Powell for staying… — youtube.com · 07/02 10:34a https://www.youtube.com/watch?v=YGsPcsKyJ1E • Jobs report SHOCKS expectations but markets SURGE A 'Mornings with Maria' panel analyzes the June jobs report and its immediate impact on the markets.  00:00 June Jobs Report Breaking Analysis 03:40 Nonfarm Payrolls vs. — youtube.com · 07/02 10:15a https://www.youtube.com/watch?v=tBXy_0G70-0

🐘 NEW BIG-CAP MOVERS:

1. HOOD +5% $113.88 (103B cap) Robinhood Jumps 6% on Bullish Analyst Initiations as Coinbase, Strategy Ride a Crypto-Stock Bounce Robinhood‘s (NASDAQ:HOOD | HOOD Price Prediction) shares are up 6% to $115 and change in early trading Thursday, leading a broad bounce across cryptocurrency-linked equities. — 247wallst.com · 07/02 10:29a https://247wallst.com/investing/2026/07/02/robinhood-jumps-6-on-bullish-analyst-initiations-as-coinbase-strategy-ride-a-crypto-stock-bounce/

2. AAPL +4% $305.57 (4489B cap) One Tech Stock to Buy and Hold For The Next Decade I keep hitting the buy button on Apple (NASDAQ:AAPL | AAPL Price Prediction), and I stopped apologizing for it a long time ago. — 247wallst.com · 07/02 11:15a https://247wallst.com/investing/2026/07/02/one-tech-stock-to-buy-and-hold-for-the-next-decade/

3. PLTR +3% $128.99 (296B cap) Palantir's stock bounces back as analyst cheers company's unique AI advantage The software company's shares have gotten off to a strong start this month following a weak run in June. — marketwatch.com · 07/02 11:15a https://www.marketwatch.com/story/palantirs-stock-bounces-back-as-analyst-cheers-companys-unique-ai-advantage-2f28698d

📈 NEW GAINERS:

1. ENRD +15% $8.88 (1.3B cap) (no fresh news today — likely technical / low-coverage move)

2. TSLQ +13% $18.37 (1.1B cap) (no fresh news today — likely technical / low-coverage move)

3. AVAV +12% $192.31 (9.7B cap) AVAV Investors Have Opportunity to Lead AeroVironment, Inc. Securities Fraud Lawsuit with the Schall Law Firm LOS ANGELES, July 02, 2026 (GLOBE NEWSWIRE) -- The Schall Law Firm , a national shareholder rights litigation firm, reminds investors of a class action lawsuit against AeroVironment, Inc. (“AeroVironment” or “the Company”) (NASDAQ: AVAV) for violations of §§10(b) and 20(a) of th… — globenewswire.com · 07/02 11:02a https://www.globenewswire.com/news-release/2026/07/02/3321432/0/en/AVAV-Investors-Have-Opportunity-to-Lead-AeroVironment-Inc-Securities-Fraud-Lawsuit-with-the-Schall-Law-Firm.html

4. OTLY +11% $10.60 (331M cap) (no fresh news today — likely technical / low-coverage move)

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