🆕 Newsmakers — 12:30p ET, 2026-07-01 — new since last alert

📰 NEW MARKET THEMES: • Markets Taking A Break After Epic Quarter; Crude Falls Nasdaq falls in early going as investors take profits. Warsh and central bankers talking in Europe. — seekingalpha.com · 07/01 12:18p https://seekingalpha.com/article/4919218-markets-taking-break-after-epic-quarter-crude-falls • Fidus Investment: This 11% Yield Is Better Than You'd Think Fidus Investment stands out as a first lien-focused private credit BDC with robust balance sheet quality and improving dividend coverage. FDUS achieved 23% year-over-year net investment income growth and a 125% dividend coverage ratio in Q1. The portfolio value grew 19% year-ove… — seekingalpha.com · 07/01 12:03p https://seekingalpha.com/article/4919213-fidus-investment-this-11-percent-yield-is-better-than-youd-think • Kevin Warsh's ECB Forum Speech & 2H26 Inflation Expectations @CharlesSchwab's Liz Ann Sonders talks about Fed Chair Kevin Warsh's speech at ECB forum in Portugal and what consumers can expect from the FOMC moving forward. Investors have their eyes on end of the U.S.-Iran war and lower oil prices, but Liz Ann doesn't believe that will end… — youtube.com · 07/01 12:00p https://www.youtube.com/watch?v=lQr91t96uXc • Fed's Warsh says some task force staffing to be revealed next week Federal Reserve Chairman Kevin Warsh said on Wednesday that some of the key staffing of a ‌slate of “task forces” looking at central bank operations will be made public very soon and that non-Americans will be among these ranks. — reuters.com · 07/01 11:57a https://www.reuters.com/business/finance/feds-warsh-says-some-task-force-staffing-be-revealed-next-week-2026-07-01/ • Why Par Pacific Is Your Best Energy Play Right Now Par Pacific Holdings is a buy, offering a unique Hawaii refining monopoly with integrated retail, high margins, and a significant moat. PARR trades at a steep discount to peers (~6x EBITDA), with aggressive share buybacks and an $80 price target implying 33%-42% upside. Summer d… — seekingalpha.com · 07/01 11:57a https://seekingalpha.com/article/4919210-why-par-pacific-is-your-best-energy-play-right-now

🐘 NEW BIG-CAP MOVERS:

1. META +10% $618.70 (1571B cap) (no fresh news today — likely technical / low-coverage move)

2. PLTR +9% $126.74 (291B cap) Palantir Billionaire Alex Karp Calls AI Industry ‘Effing Insane' In Heated Interview Karp has a fortune valued at $12.3 billion as of Wednesday, according to Forbes' estimates. Karp cofounded Palantir with billionaire Facebook investor Peter Thiel ($27.4 billion), whom Karp met while at Stanford Law School, and Stephen Cohen ($4.6 billion), and the company went… — forbes.com · 07/01 12:15p https://www.forbes.com/sites/tylerroush/2026/07/01/palantir-billionaire-alex-karp-calls-ai-industry-effing-insane-in-heated-interview/

3. NKE +4% $42.63 (63B cap) Investors Waiting for NKE "Just Do It" Moment, Stock Near 12-Year Lows Shares of Nike (NKE) jumped a bit since the opening bell after the company beat on earnings but showed weakness in China sales. Marley walks investors through the company's commentary on the print as investors seek a "just do it" moment for the stock as it trades near 12-year lo… — youtube.com · 07/01 11:30a https://www.youtube.com/watch?v=nL2F1j9FSYw

4. NU +4% $13.85 (67B cap) Nu Holdings Ltd. (NU) Laps the Stock Market: Here's Why Nu Holdings Ltd. (NU) concluded the recent trading session at $13.36, signifying a +1.75% move from its prior day's close. — zacks.com · 06/30 6:51p https://www.zacks.com/stock/news/2945772/nu-holdings-ltd-nu-laps-the-stock-market-here-s-why?cid=CS-STOCKNEWSAPI-FT-tale_of_the_tape|yseop_template_6v1-2945772

5. SOFI +4% $18.59 (24B cap) Cathie Wood Goes Bargain Hunting: 3 Stocks She Just Bought Cathie Wood bought shares of Amazon, SoFi, and Snowflake on Monday. Amazon is trading just 3% higher this year. — fool.com · 07/01 11:07a https://www.fool.com/investing/2026/07/01/cathie-wood-goes-bargain-hunting-3-stocks-she-just/

6. IBIT +2% $34.03 (58B cap) Cryptocurrencies: Bitcoin Down 33% at Mid-Year 2026 This weekly update tracks some of the largest cryptocurrencies by market share: Bitcoin and Ether. While both are considered high-risk assets, they possess foundational differences that investors should understand. — etftrends.com · 07/01 12:12p https://www.etftrends.com/crypto-content-hub/cryptocurrencies-bitcoin-down-33-mid-year-2026/

📈 NEW GAINERS:

1. FRHC +19% $154.65 (9.5B cap) Freedom Holding Corp. Receives BRSA Approval to Acquire Turkish Bank Regulatory approval marks a key milestone toward building Freedom's full-service financial platform in Türkiye Regulatory approval marks a key milestone toward building Freedom's full-service financial platform in Türkiye — globenewswire.com · 07/01 11:54a https://www.globenewswire.com/news-release/2026/07/01/3320869/0/en/Freedom-Holding-Corp-Receives-BRSA-Approval-to-Acquire-Turkish-Bank.html

2. PRGS +18% $39.73 (1.7B cap) Why Progress Software Stock Is Skyrocketing Today Progress Software's fiscal Q2 sales and earnings beat Wall Street's targets. The company also raised its guidance for the full fiscal year. — fool.com · 07/01 11:02a https://www.fool.com/investing/2026/07/01/why-progress-software-stock-is-skyrocketing-today/

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