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

📰 NEW MARKET THEMES: • Mohamed El-Erian: The worst of inflation is behind us, so the Fed should stay in wait-and-see mode Mohamed El-Erian, Allianz chief economic advisor, joins 'Squawk on the Street' to discuss what to expect from the Federal Reserve, what the markets misunderstand about Fed chairman Warsh and much more. — youtube.com · 07/07 12:08p https://www.youtube.com/watch?v=Sdxwb4QkO04 • Fiat launches Topolino mini EV in U.S. with $13,995 price tag Fiat launched sales in the United States of Topolino, its two-seat, fully electric compact car, with a price starting from $13,995 ​and a range of up to 46 miles (74 ​km), the Stellantis brand said on Tuesday. — reuters.com · 07/07 12:03p https://www.reuters.com/business/autos-transportation/fiat-launches-topolino-mini-ev-us-with-13995-price-tag-2026-07-07/ • Creative Destruction, Momentum, SpaceX AI may reshape the labor market in ways that are difficult to predict, and it won't be the first time this has happened. In the short term, the labor market appears to have stabilized and there are some early signs of acceleration. — etftrends.com · 07/07 12:02p https://www.etftrends.com/etf-strategist-content-hub/creative-destruction-momentum-spacex/ • Beyond Oil: Disruption In Hormuz Spells Trouble For Global Markets This past Saturday, July 4th, saw two major events on the world stage. In America, jubilant crowds celebrated 250 years of independence, replete with fireworks, air shows, sizzling heat, and congratulations from around the globe, including the EU, UK, Germany, Italy, Ukraine, Po… — forbes.com · 07/07 11:10a https://www.forbes.com/sites/arielcohen/2026/07/07/beyond-oil-disruption-in-hormuz-spells-trouble-for-global-markets/

🐘 NEW BIG-CAP MOVERS:

1. PLTR +3% $136.04 (312B cap) Palantir And Nvidia Deal Could Be Huge Palantir Technologies Inc. secures a transformative AI partnership with Nvidia for the U.S. government, creating an unparalleled competitive moat. PLTR's unique integration of government trust and Nvidia's compute stack positions it as a primary beneficiary of federal AI spendin… — seekingalpha.com · 07/07 12:12p https://seekingalpha.com/article/4920363-palantir-and-nvidia-deal-could-be-huge

📈 NEW GAINERS:

1. PHOE +33% $26.00 (562M cap) (no fresh news today — likely technical / low-coverage move)

2. AGIO +16% $43.28 (2.6B cap) Why This Novo Nordisk Rival Just Soared Near A Profit-Taking Zone Agios stock skyrocketed closer to a profit-taking zone Tuesday after the FDA assigned its sickle cell drug a speedy review. — investors.com · 07/07 11:30a https://www.investors.com/news/technology/agios-stock-fda-priority-review-mitapivat-sickle-cell-disease-treatment/

3. DOCN +12% $147.43 (15B cap) DigitalOcean (DOCN) Anticipates Record Q2 Results with Strong Growth Indicators DigitalOcean (DOCN) is experiencing a positive surge as it projects record results for Q2. The company expects remaining performance obligations (RPO) to exceed — gurufocus.com · 07/07 11:14a https://www.gurufocus.com/news/8947824/digitalocean-docn-anticipates-record-q2-results-with-strong-growth-indicators

4. FHTX +11% $5.60 (329M cap) (no fresh news today — likely technical / low-coverage move)

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