🆕 Newsmakers — 12:30p ET, 2026-07-02 — new since last alert

📰 NEW MARKET THEMES: • Don't Let The Perma-Bears Fool You About The AI Bubble Implosion Again Meta Platforms is reportedly entering the cloud computing market, aiming to monetize its AI infrastructure and diversify revenue streams beyond digital advertising. META's move is seen as positive, alleviating fears of overbuilding compute capacity and demonstrating robust deman… — seekingalpha.com · 07/02 12:16p https://seekingalpha.com/article/4919524-dont-let-the-perma-bears-fool-you-about-the-ai-bubble-implosion-again • Heat dome poses woes for largest US power grid beyond data center boom Largest U.S. ​power grid PJM on Thursday braced for record-setting consumption spurred by a heat dome and the boom in data centers ‌by re-routing massive traffic jams on power lines and dispatching costly fossil fuel plants to avert outages. — reuters.com · 07/02 12:11p https://www.reuters.com/business/energy/heat-dome-poses-woes-largest-us-power-grid-beyond-data-center-boom-2026-07-02/ • Stocks Inch Higher Ahead Of Holiday Weekend Volume is thin as investors head out for the holiday. Crude oil is falling again. — seekingalpha.com · 07/02 12:04p https://seekingalpha.com/article/4919518-stocks-inch-higher-ahead-of-holiday-weekend • Analyzing Weakness in June Jobs Report & Outflows in Tech @CharlesSchwab's Cooper Howard and Joe Mazzola say June's job report was not impressive, with an added 57,000 nonfarm payrolls coming in much weaker than expected. Joe says unemployment rates seem to have improved for the wrong reasons. — youtube.com · 07/02 12:00p https://www.youtube.com/watch?v=2gg7FEKEVPc • Goldman Sachs' Hatzius on June jobs report's implications for Fed decision Jan Hatzius, chief economist at Goldman Sachs, joins 'Squawk on the Street' to discuss June nonfarm payrolls, interest rates and more. — youtube.com · 07/02 11:59a https://www.youtube.com/watch?v=COURFPDj-Cc

🐘 NEW BIG-CAP MOVERS:

1. RIVN +9% $18.78 (24B cap) Rivian stock: does the raised 2026 deliveries outlook warrant buying? Rivian Automotive (RIVN) shares are ripping higher on Thursday morning following a bullish Q2 deliveries update that shattered both internal and Wall Street expectations. Investors are cheering the EV stock after management revealed it produced 12,513 vehicles in total and deliv… — invezz.com · 07/02 11:30a https://invezz.com/news/2026/07/02/rivian-stock-does-the-raised-2026-deliveries-outlook-warrant-buying/

2. PLTR +3% $129.77 (298B cap) The Nasdaq Was Up 26% in the First Half of 2026 — These 3 AI Stocks Are Just Getting Started The first half of 2026 handed investors a split-screen market. The Dow rose roughly 8% in the first half of 2026, while the Nasdaq-100 gained about 26% in Q2, powered almost entirely by the AI infrastructure trade. — 247wallst.com · 07/02 11:52a https://247wallst.com/investing/2026/07/02/the-nasdaq-was-up-26-in-the-first-half-of-2026-these-3-ai-stocks-are-just-getting-started/

3. HOOD +3% $111.66 (101B cap) Robinhood CEO Pushes UK to Adopt US-Style Retail Stock Tactics Robinhood's CEO says the U.K. should look to the U.S. to increase retail stock ownership. “Think of it as similar to where the US was 30 to 40 years ago,” Vlad Tenev said in a Bloomberg Television interview in London published Thursday (July 2). — pymnts.com · 07/02 11:26a https://www.pymnts.com/economy/markets/2026/robinhood-ceo-pushes-uk-to-adopt-us-style-retail-stock-tactics/

📈 NEW GAINERS:

1. BUUU +25% $26.90 (315M cap) (no fresh news today — likely technical / low-coverage move)

2. FIZZ +14% $35.20 (3.3B cap) National Beverage Stock Jumps After LaCroix Owner Declares Special Dividend National Beverage, the maker of LaCroix sparkling water, announced its 13th special dividend in 22 years, sending shares sharply higher despite mixed annual results. — barrons.com · 07/02 11:29a https://www.barrons.com/articles/national-beverage-stock-special-dividend-lacroix-e1278ede

3. PTN +12% $11.61 (302M cap) (no fresh news today — likely technical / low-coverage move)

4. CLVT +12% $2.48 (1.6B cap) (no fresh news today — likely technical / low-coverage move)

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