🆕 Newsmakers — 11:30a ET, 2026-07-03 — new since last alert

📰 NEW MARKET THEMES: • Is there an earnings bubble? AI boom fuels debate over US stock valuations As US stocks continue to trade near record highs, investors are once again debating whether markets have entered bubble territory. Elevated valuations and persistent geopolitical tensions have fueled concerns that equities may have become disconnected from fundamentals. — invezz.com · 07/03 10:59a https://invezz.com/news/2026/07/03/is-there-an-earnings-bubble-ai-boom-fuels-debate-over-us-stock-valuations/ • U.K.-Italian-Japanese Fighter Jet Venture Wins $6.14 Billion Contract U.K.'s BAE Systems, Italy's Leonardo and Japan Aircraft Industrial Enhancement Co. secured a contract valued to develop a new stealth fighter jet. — wsj.com · 07/03 10:58a https://www.wsj.com/business/u-k-italian-japanese-fighter-jet-venture-wins-6-14-billion-contract-e63655a3 • July Market Digest The AI investment cycle continued to drive the economy forward in June, with first quarter GDP growth recently revised upward and corporate profits growing at an exceptional pace. U.S. large-cap equities ended June only slightly in the red, as a strong final week pared back a sh… — seekingalpha.com · 07/03 10:53a https://seekingalpha.com/article/4919719-july-market-digest • Fed bets decline after June jobs report misses forecasts US interest rate expectations shifted lower after a weaker-than-expected US jobs report for June prompted investors to reassess the Federal Reserve's policy outlook. The US economy added 57,000 nonfarm payrolls in June, below expectations, with prior months also revised lower. — proactiveinvestors.com · 07/03 10:23a https://www.proactiveinvestors.com/companies/news/1094925 • A looming AI disappointment and rising yields. Why one research firm is hitting the brakes on U.S. stocks. Technology stocks are currently calling the shots for U.S. equities, but investors are likely facing a big test in the next 6 to 12 months, according to investment strategy firm MacroResearchBoard. — marketwatch.com · 07/03 10:17a https://www.marketwatch.com/story/a-looming-ai-disappointment-and-rising-yields-why-one-research-firm-is-hitting-the-brakes-on-u-s-stocks-4bfaa67b

🐘 NEW BIG-CAP MOVERS:

1. RIVN +8% $18.63 (23B cap) The Truth Behind Rivian's Insider Selling The Form 4 flow at Rivian Automotive (NASDAQ:RIVN | RIVN Price Prediction) looks ugly at a glance. — 247wallst.com · 07/03 11:20a https://247wallst.com/investing/2026/07/03/the-truth-behind-rivians-insider-selling/

2. NFLX +5% $77.65 (327B cap) ‘I Will Find You' Dethroned In Netflix's Top 10 List By A New Show One of the larger success stories of the past few months on Netflix has been I Will Find You, the service's latest Harlan Coben novel adaptation. It has performed better than some we've seen in the past, though it's not quite setting any records. — forbes.com · 07/03 11:15a https://www.forbes.com/sites/paultassi/2026/07/03/i-will-find-you-dethroned-in-netflixs-top-10-list-by-a-new-show/

3. PLTR +3% $129.30 (297B cap) Palantir's NVIDIA AI Collab Could Be a Game-Changer That Marks a Turn in the Stock Shares of Palantir (NASDAQ:PLTR | PLTR Price Prediction) have been bouncing back, now up close to 18% in a week, and it might be a good idea to step out of the way if you're short or are hanging onto bearish put options. — 247wallst.com · 07/03 10:53a https://247wallst.com/investing/2026/07/03/palantirs-nvidia-ai-collab-could-be-a-game-changer-that-marks-a-turn-in-the-stock/

4. SPCX +3% $162.00 (2118B cap) SpaceX vs. S&P 500 ETF: Here's Which One History Says Is More Likely to Outperform After going public with a bang, SpaceX's performance has been shaky over the past couple of weeks. The S&P 500 ETF isn't the most exciting investment, but it has a robust track record. — fool.com · 07/03 10:30a https://www.fool.com/investing/2026/07/03/spacex-vs-sp-500-etf-heres-which-one-history-says/

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