🆕 Newsmakers — 12:30p ET, 2026-06-29 — new since last alert

📰 NEW MARKET THEMES: • Brace for More Trade Limbo. These Sectors Could Feel It Most. The U.S., Mexico, and Canada face a July 1 deadline to renew, terminate, or extend negotiations for their $2 trillion-in-goods USMCA trade pact. — barrons.com · 06/29 12:19p https://www.barrons.com/articles/trade-us-mexico-canada-auto-usmca-energy-agriculture-ba8e4c86 • AI Will Drive Earnings Growth—Again, Goldman Predicts The bank's top equity strategist thinks artificial-intelligence spending will be the big story again for this coming second-quarter earnings season. — barrons.com · 06/29 12:16p https://www.barrons.com/articles/ai-spending-earnings-growth-7185809e • Peacock launches Premium Plus streaming tier on YouTube Comcast's NBCUniversal said on Monday that its streaming service Peacock's ​Premium Plus tier is ‌now available for subscription through YouTube Primetime Channels, expanding access to ​its content library. — reuters.com · 06/29 12:02p https://www.reuters.com/business/media-telecom/peacock-launches-premium-plus-streaming-tier-youtube-2026-06-29/ • Expectations on Kevin Warsh Speech This Week & June Jobs Report @CharlesSchwab's Collin Martin says he's not expecting any changes to the Fed's balance sheet anytime soon as Kevin Warsh and the other FOMC members tackle sticky inflation. As for Warsh's upcoming speech, Collin urges investors to pay attention not to "what he says, but how he… — youtube.com · 06/29 12:00p https://www.youtube.com/watch?v=-wQ5aaAuFfw • Wall Street is bracing for a wave of Fed rate hikes that may never come. These sectors stand to gain. U.S. inflation may not be as high as you think. That may sound ridiculous to anyone who's grappled with rising prices for groceries, rent, healthcare and other essentials. — marketwatch.com · 06/29 11:34a https://www.marketwatch.com/story/wall-street-is-bracing-for-a-wave-of-fed-rate-hikes-that-may-never-come-these-sectors-stand-to-gain-63229922

🐘 NEW BIG-CAP MOVERS:

1. CMCSA +8% $24.93 (89B cap) Telecom Turmoil: Comcast Rises 7% on Media Spinoff, AT&T Falls 5% on CFO Exit and Starlink Threat, Verizon Sinks 7% on Dow Exit U.S. telecom and media giants are moving in opposite directions in midday trading. — 247wallst.com · 06/29 12:04p https://247wallst.com/investing/2026/06/29/telecom-turmoil-comcast-rises-7-on-media-spinoff-att-falls-5-on-cfo-exit-and-starlink-threat-verizon-sinks-7-on-dow-exit/

2. TSLA +6% $403.89 (1517B cap) Why Tesla stock is climbing over 4% on Monday Tesla stock (TSLA) jumped on Monday as investors looked ahead to the company's second-quarter delivery report later this week, while fresh comments from Chief Executive Elon Musk provided an additional boost to sentiment. The stock rose about 4% in early trading to $396.64, reco… — invezz.com · 06/29 11:00a https://invezz.com/news/2026/06/29/why-tesla-stock-is-climbing-over-4-on-monday/

3. AMZN +3% $240.04 (2583B cap) Prime Day shows how AI is changing shopping, testing Amazon's bet against ChatGPT and others Adobe found that shoppers who reached retail sites through AI chatbots were 40% more likely to buy during Prime Day than those from search, email or social media — the first time AI-referred traffic converted best. — geekwire.com · 06/29 11:32a https://www.geekwire.com/2026/prime-day-shows-how-ai-is-changing-shopping-testing-amazons-bet-against-chatgpt-and-others/

4. SPCX +2% $156.51 (2047B cap) Telecom Turmoil: Comcast Rises 7% on Media Spinoff, AT&T Falls 5% on CFO Exit and Starlink Threat, Verizon Sinks 7% on Dow Exit U.S. telecom and media giants are moving in opposite directions in midday trading. — 247wallst.com · 06/29 12:04p https://247wallst.com/investing/2026/06/29/telecom-turmoil-comcast-rises-7-on-media-spinoff-att-falls-5-on-cfo-exit-and-starlink-threat-verizon-sinks-7-on-dow-exit/

📈 NEW GAINERS:

1. IRDM +23% $53.40 (5.6B cap) Rocket Lab to acquire Iridium in $8B cash-and-stock deal Rocket Lab USA Inc (NASDAQ:RKLB) announced that it has agreed to acquire Iridium Communications in a cash-and-stock transaction valued at approximately $8 billion in a deal that would combine a leading launch and spacecraft manufacturer with an established global satellite commu… — proactiveinvestors.com · 06/29 12:22p https://www.proactiveinvestors.com/companies/news/1094662

2. VSAT +22% $75.44 (10B cap) Why Viasat Stock Went to the Moon Today Rocket Lab is buying Iridium in an $8 billion merger deal. Viasat will now have to compete with a bigger Rocket Lab that owns its own spectrum. — fool.com · 06/29 11:04a https://www.fool.com/investing/2026/06/29/why-viasat-stock-went-to-the-moon-today/

3. SATL +21% $5.57 (664M cap) (no fresh news today — likely technical / low-coverage move)

4. CCXIU +19% $17.32 (726M cap) (no fresh news today — likely technical / low-coverage move)

5. ASTS +16% $83.12 (34B cap) Rocket Lab Soars 12% on $8 Billion Iridium Takeover, AST SpaceMobile and Planet Labs Rise 10% Space stocks are catching a bid Monday morning after Rocket Lab (NASDAQ:RKLB | RKLB Price Prediction) unveiled a definitive agreement to acquire Iridium Communications (NASDAQ:IRDM) in a cash-and-stock deal carrying an enterprise value of approximately $8 billion. — 247wallst.com · 06/29 9:46a https://247wallst.com/investing/2026/06/29/rocket-lab-soars-12-on-8-billion-iridium-takeover-ast-spacemobile-and-planet-labs-rise-10/

6. CCXI +16% $16.06 (673M cap) (no fresh news today — likely technical / low-coverage move)

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