🆕 Newsmakers — 11:30a ET, 2026-07-08 — new since last alert

📰 NEW MARKET THEMES: • Used EVs keep getting more expensive amid Iran war, high gas prices All-electric vehicles are in strong demand amid the Iran war and high U.S. gas prices, which is causing used EVs to see a jump in prices, according to Cox Automotive. The Manheim Used Vehicle Value Index for EVs — which tracks prices of used vehicles sold at its U.S. wholesale a… — cnbc.com · 07/08 11:14a https://www.cnbc.com/2026/07/08/used-ev-prices-gas-war.html • Insurance giant says it's turning to AI to replace as many as 1,800 jobs Allianz is cutting between 1,500 and 1,800 jobs in Europe, as the German insurance giant seeks to ramp up its use of artificial intelligence. — marketwatch.com · 07/08 10:54a https://www.marketwatch.com/story/insurance-giant-says-its-turning-to-ai-to-replace-as-many-as-1-800-jobs-13e60de2 • Financials Have Been 'Less Loved,' Hermann Says Julia Hermann, Global Market Strategist at New York Life Investment Management, says financials have been "less loved" by the market, but she says the sector is not strapped for cash and is a high quality area of the market. She speaks on "Bloomberg Open Interest. — youtube.com · 07/08 10:46a https://www.youtube.com/watch?v=3fuMFFqcX2I • Market Open: Stocks Fall, Trump Says Iran Ceasefire Over; Oil Jumps • 7/8/26 The CNBC Business News Update with Jessica Ettinger features market numbers & news with CNBC expert analysis and sound from top business names. Updated throughout the business day. — youtube.com · 07/08 10:34a https://www.youtube.com/watch?v=m7a0AYJlVUQ • Bezos' Space Venture Blue Origin Seeks $10 Billion in Funding Round The round would be the first raised from external investors and value the company at $130 billion. — wsj.com · 07/08 10:21a https://www.wsj.com/business/bezos-space-venture-blue-origin-seeks-10-billion-in-funding-round-537b3796

🐘 NEW BIG-CAP MOVERS:

1. BABA +10% $108.36 (260B cap) Alibaba Stock in Rally Mode Amid Semiconductor Rotation Alibaba Group Holding Ltd (NYSE:BABA) stock is bucking the broad-market selloff today, up 9% to trade at $106.98 at last look. — schaeffersresearch.com · 07/08 10:38a https://www.schaeffersresearch.com/content/news/2026/07/08/alibaba-stock-in-rally-mode-amid-semiconductor-rotation

2. WULF +8% $21.95 (11B cap) TeraWulf Rises 12%, IREN Climbs 7% as AI-Infrastructure Stocks Bounce Back Shares of TeraWulf (NASDAQ:WULF) are up 12% to $22.67 in mid-morning trading, leading a broad rebound across AI-infrastructure names that were hammered on Tuesday. — 247wallst.com · 07/08 10:27a https://247wallst.com/investing/2026/07/08/terawulf-rises-12-iren-climbs-7-as-ai-infrastructure-stocks-bounce-back/

📈 NEW GAINERS:

1. PENG +19% $74.74 (3.9B cap) Why Penguin Solutions May Be the Smartest AI Infrastructure Stock While not technically a pure-play GPU-as-a-Service or neocloud operator, Penguin Solutions NASDAQ: PENG is essentially in the same business as Nebius NASDAQ: NBIS, Iren NASDAQ: IREN, and Applied Digital NASDAQ: APLD, but with far less risk. — marketbeat.com · 07/08 11:26a https://www.marketbeat.com/articles/why-penguin-solutions-may-be-the-smartest-ai-infrastructure-stock/

2. GDXD +15% $56.30 (315M cap) (no fresh news today — likely technical / low-coverage move)

3. RGC +14% $6.79 (3.4B cap) (no fresh news today — likely technical / low-coverage move)

4. AIBZ +14% $7.46 (402M cap) (no fresh news today — likely technical / low-coverage move)

5. WTI +11% $3.67 (547M cap) Natural Gas and Oil Forecast: WTI Defends $72.72 While Brent Holds $76.56 – NatGas Eyes Higher? Global crude markets showed resilience with elevated refinery runs supporting transportation and petrochemical demand. WTI defended support at $72.72 with higher lows, Brent held channel support at $76.56, and Natural Gas maintained bullish structure at $3.290. — fxempire.com · 07/08 2:52a https://www.fxempire.com/forecasts/article/natural-gas-and-oil-forecast-wti-defends-72-72-while-brent-holds-76-56-natgas-eyes-higher-1608922

6. BABA +11% $108.44 (260B cap) Alibaba Stock in Rally Mode Amid Semiconductor Rotation Alibaba Group Holding Ltd (NYSE:BABA) stock is bucking the broad-market selloff today, up 9% to trade at $106.98 at last look. — schaeffersresearch.com · 07/08 10:38a https://www.schaeffersresearch.com/content/news/2026/07/08/alibaba-stock-in-rally-mode-amid-semiconductor-rotation

7. PARR +10% $67.57 (3.4B cap) New Strong Buy Stocks for July 7th DEC, FTRE, HG, PARR and KE have been added to the Zacks Rank #1 (Strong Buy) List on July 7, 2026. — zacks.com · 07/07 6:45a https://www.zacks.com/commentary/2946840/new-strong-buy-stocks-for-july-7th?cid=CS-STOCKNEWSAPI-FT-zacks_1_rank_additions-2946840

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