🆕 Newsmakers — 11:30a ET, 2026-07-06 — new since last alert

📰 NEW MARKET THEMES: • The BIS Warning: AI Bubble Burst, Credit Event, Inflation, Fiscal Problems The global central bank BIS issued a stark warning in its 2026 annual report about the AI bubble burst and private credit, with limited policy response capability. AI capex is increasingly financed with debt, credit spreads are widening, and circular investing increases the risk… — seekingalpha.com · 07/06 10:37a https://seekingalpha.com/article/4920057-bis-warning-ai-bubble-burst-credit-event-inflation-fiscal-problems • U.S. Services-Sector Activity Continued to Expand in June The Institute for Supply Management's purchasing managers index for services providers was 54 in June compared with 54.5 in May. Economists polled by The Wall Street Journal expected a reading of 54.3. — wsj.com · 07/06 10:33a https://www.wsj.com/economy/central-banking/u-s-services-sector-activity-continued-to-expand-in-june-ac9e724e • Hightower's Stephanie Link: We're in the early stages of the AI boom Stephanie Link, chief investment strategist at Hightower, joins 'Squawk Box' to discuss her market outlook for the second half of the year, what investors are watching, and more. — youtube.com · 07/06 9:32a https://www.youtube.com/watch?v=5M_il-xgNlU

🐘 NEW BIG-CAP MOVERS:

1. WULF +11% $23.58 (12B cap) TeraWulf's stock surges after a $19 billion deal with Anthropic The deal “validates” the crypto-mining company's pivot to supporting the AI buildout, its CEO said. — marketwatch.com · 07/06 10:28a https://www.marketwatch.com/story/terawulfs-stock-surges-after-a-19-billion-deal-with-anthropic-6899d3bc

2. INTC +4% $125.11 (629B cap) Wait! Michael Burry Is Right About the Memory Boom Ending? This Analyst Says Yes The AI infrastructure boom has rewritten the rules of the semiconductor industry. Over the past 18 months, memory chips transformed from commodity products into one of the world's most valuable bottlenecks. High-bandwidth memory (HBM), DRAM, and enterprise NAND became indispensa… — 247wallst.com · 07/06 11:18a https://247wallst.com/investing/2026/07/06/wait-michael-burry-is-right-about-the-memory-boom-ending-this-analyst-says-yes/

3. SOFI +4% $18.92 (24B cap) Fintech Stocks in Focus as AI and Digital Payments Reshape Finance Robinhood, SoFi and Upstart highlight how fintech is redefining payments, lending and investing with AI, blockchain and digital wallets. — zacks.com · 07/06 10:06a https://www.zacks.com/stock/news/2948352/fintech-stocks-in-focus-as-ai-and-digital-payments-reshape-finance?cid=CS-STOCKNEWSAPI-FT-fintech-2948352

📈 NEW GAINERS:

1. IQMX +14% $14.86 (3.1B cap) IQM Quantum Computers Plc – Managers' Transactions – Juha Hassel IQM Quantum Computers Plc, managers' transactions, July 6, 2026 at 16:30 (EEST) IQM Quantum Computers Oyj – Managers' Transactions ________ Person subject to the notification requirement Name: Juha Hassel Position: Other senior manager Issuer:… — globenewswire.com · 07/06 9:30a https://www.globenewswire.com/news-release/2026/07/06/3322470/0/en/IQM-Quantum-Computers-Plc-Managers-Transactions-Juha-Hassel.html

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