🆕 Newsmakers — 12:30p ET, 2026-07-06 — new since last alert

📰 NEW MARKET THEMES: • U.S. Stock Futures Mostly Flat to Start a New Week U.S. Stock Futures Mostly Flat to Start a New Week. — zacks.com · 07/06 11:55a https://www.zacks.com/stock/news/2948581/u-s-stock-futures-mostly-flat-to-start-a-new-week?cid=CS-STOCKNEWSAPI-FT-economic_highlights-2948581 • Garbage Stock GFL Rises on Potential Takeout. Here's the Math. The stock has been weak lately, along with shares of other waste haulers, because investors want more AI in their portfolios and less garbage. — barrons.com · 07/06 11:55a https://www.barrons.com/articles/gfl-stock-private-equity-takeout-apollo-management-2b66cd63 • Jay Woods: Brace for Market Turbulence, Key Eye Out for Hidden Stock Gems Jay Woods believes Wall Street's on the right path but sees turbulence in the coming weeks. He sets the stage for earnings season with big banks set to report next week, highlighting the good, bad, and ugly market moves he expects to see. — youtube.com · 07/06 11:20a https://www.youtube.com/watch?v=kSSReF54-WE • Trump says Sikorsky to fund White House helicopter landing pad President Donald Trump said ​on Monday that aircraft manufacturer Sikorsky would pay ‌for the new helicopter landing pad under construction at the White House, adding that the project aimed ​to accommodate the next-generation Marine One helicopters. — reuters.com · 07/06 11:20a https://www.reuters.com/business/aerospace-defense/trump-says-sikorsky-fund-white-house-helicopter-landing-pad-2026-07-06/

🐘 NEW BIG-CAP MOVERS:

1. IREN +15% $44.53 (16B cap) It's not just Terawulf, IREN shares are soaring because of Anthropic too All eyes are on Terawulf (WULF) shares this morning after the digital infrastructure firm revealed a monumental $19 billion contracted revenue deal with Anthropic. But it's not all about WULF only; neocloud provider IREN Ltd (IREN) is soaring this morning as well, and it also ha… — invezz.com · 07/06 12:05p https://invezz.com/news/2026/07/06/its-not-just-terawulf-iren-shares-are-soaring-because-of-anthropic-too/

2. WULF +12% $23.62 (12B cap) TeraWulf shares surge on $19B Anthropic AI infrastructure lease deal TeraWulf (NASDAQ:WULF) shares rose 13% on Monday after the company announced a long-term artificial intelligence infrastructure lease with Anthropic alongside the sale of a majority stake in a joint venture, moves that significantly expand contracted revenue while recycling capi… — proactiveinvestors.com · 07/06 12:16p https://www.proactiveinvestors.com/companies/news/1094992

3. INTC +4% $124.78 (627B cap) Intel, AMD stocks outperformed Nvidia in H1: what's next? While mainstream retail investors spent the first half of 2026 hyper-focused on Nvidia, chip legacy giants AMD and Intel (INTC) stock quietly engineered a stunning regime change. Leaving NVDA's relatively muted H1 performance in the dust, both processing underdogs capitalized on… — invezz.com · 07/06 11:54a https://invezz.com/news/2026/07/06/intel-amd-stocks-outperformed-nvidia-in-h1-whats-next/

📈 NEW GAINERS:

1. ALIT +20% $17.09 (450M cap) (no fresh news today — likely technical / low-coverage move)

2. RXT +17% $6.70 (1.7B cap) (no fresh news today — likely technical / low-coverage move)

3. IMOS +15% $73.49 (2.6B cap) (no fresh news today — likely technical / low-coverage move)

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