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

📰 NEW MARKET THEMES: • Our July Perspective June delivered two of the most widely anticipated market events of 2026: the IPO of SpaceX and Kevin Warsh's first FOMC meeting as chair of the Federal Reserve. The largest technology companies and other key players in AI are investing at a pace that is becoming difficult to fun… — seekingalpha.com · 07/07 11:03a https://seekingalpha.com/article/4920339-our-july-perspective • ASE Technology Surges 169% YTD: Should You Still Buy the Stock? ASX surges 169% YTD as strong AI packaging demand, expanding LEAP capacity and improving margins support its long-term growth outlook. — zacks.com · 07/07 10:56a https://www.zacks.com/stock/news/2949384/ase-technology-surges-169-ytd-should-you-still-buy-the-stock?cid=CS-STOCKNEWSAPI-FT-analyst_blog|most_popular_stocks-2949384 • Companies Brace for Fresh Political Uncertainty at U.S. Agencies A Supreme Court ruling that presidents can fire independent regulators without cause has added volatility for industries that prefer stable enforcement. — nytimes.com · 07/07 10:53a https://www.nytimes.com/2026/07/07/technology/scotus-agencies-companies-regulation.html • Why LATAM (LTM) is a Top Value Stock for the Long-Term The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage. — zacks.com · 07/07 10:41a https://www.zacks.com/stock/news/2949341/why-latam-ltm-is-a-top-value-stock-for-the-long-term?cid=CS-STOCKNEWSAPI-FT-tale_of_the_tape|zacks_education_value_score-2949341 • AI startup CEO pleaded guilty in US to trading on insider tips from lawyers The founder ​and chief executive of an AI startup secretly pleaded guilty last year to participating in ‌a vast scheme in which attorneys at major law firms tipped traders about mergers their employers were advising on. — reuters.com · 07/07 10:35a https://www.reuters.com/legal/government/ai-startup-ceo-pleaded-guilty-us-trading-insider-tips-lawyers-2026-07-07/

🐘 NEW BIG-CAP MOVERS:

1. PLTR +2% $135.45 (311B cap) Palantir CEO: “Something Has Gone Completely Wrong” With OpenAI and Anthropic Palantir (NASDAQ:PLTR | PLTR Price Prediction) is one of the most-watched tech stocks in the market, and for good reason. — 247wallst.com · 07/07 11:15a https://247wallst.com/investing/2026/07/07/palantir-ceo-something-has-gone-completely-wrong-with-openai-and-anthropic/

📈 NEW GAINERS:

1. VRXA +23% $2.70 (380M cap) VERAXA Biotech Provides Business Update and Further Details on Partnering Strategy and Development Timelines ZURICH, SWITZERLAND – July 6, 2026 -- VERAXA Biotech AG (NASDAQ: VRXA; “VERAXA”), an emerging leader in designing novel cancer therapies, today provided a company and pipeline update. “In the first six months of 2026, we have made substantial progress in honing our pipeline and… — globenewswire.com · 07/06 7:00a https://www.globenewswire.com/news-release/2026/07/06/3322298/0/en/VERAXA-Biotech-Provides-Business-Update-and-Further-Details-on-Partnering-Strategy-and-Development-Timelines.html

2. ENHA +14% $2.88 (389M cap) ESPN's E60 Airs Landmark Documentary on the Enhanced Games (NYSE: ENHA) --(BUSINESS WIRE)---- $ENHA #E60--Enhanced Games, Inc. (NYSE: ENHA): WHAT: ESPN's award winning and acclaimed long-form documentary program E60 aired its feature documentary on the Enhanced Games, tracing the company's journey from its public announcement of the event in May 202… — businesswire.com · 07/06 7:30a https://www.businesswire.com/news/home/20260706020303/en/ESPN%E2%80%99s-E60-Airs-Landmark-Documentary-on-the-Enhanced-Games-NYSE-ENHA/

3. LYEL +14% $15.99 (372M cap) (no fresh news today — likely technical / low-coverage move)

4. HBNB +11% $6.08 (1.4B cap) (no fresh news today — likely technical / low-coverage move)

5. GDXD +10% $48.24 (269M cap) (no fresh news today — likely technical / low-coverage move)

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