🆕 Newsmakers — 12:30p ET, 2026-07-09 — new since last alert

📰 NEW MARKET THEMES: • Federal Regulator Warns Robotaxis Are a ‘Danger' to the Public The National Highway Traffic Safety Administration told autonomous-vehicle developers that their cars must interact better with first responders. — wsj.com · 07/09 12:12p https://www.wsj.com/business/autos/federal-regulator-warns-robotaxis-are-a-danger-to-the-public-02ed28af • TriplePoint Venture Growth: PIK To Hit 45% Of Net Investment Income For 19% Yielder We had previously downgraded TriplePoint Venture Growth to a sell as it faced multiple headwinds. The stock has underperformed as expected. We analyze Q1-2026 and tell you why Q2-2026 might get the company to cut distribution to 10 cents a quarter. — seekingalpha.com · 07/09 12:08p https://seekingalpha.com/article/4920943-triplepoint-venture-growth-pik-45-percent-net-investment-income-19-percent-yielder • India clears Dixon-Vivo JV for domestic smartphone manufacturing Dixon Technologies DIXO.NS said on Thursday the Indian government had approved ​its joint venture with Chinese ‌smartphone maker Vivo Mobile, clearing the way for the companies to ​set up a smartphone ​manufacturing company in India. — reuters.com · 07/09 12:01p https://www.reuters.com/world/china/india-clears-dixon-vivo-jv-domestic-smartphone-manufacturing-2026-07-09/ • June Jobs Report Signals Fed's Inflation Tilt, "MUSES versus AAMMO" AI Dynamics Despite the June jobs report coming in weaker than expected, @CharlesSchwab's Kevin Gordon considers the inflation story the main focus of the Fed's forward momentum. He urges investors pay attention to the impact it will have on American wallets, as a significant shift in wages… — youtube.com · 07/09 12:00p https://www.youtube.com/watch?v=0qnUhGSPIz8 • Fed's Williams Says Inflation Still Too High, Expects Retreat in Energy Prices New York Federal Reserve President John Williams noted that policy would have to respond if inflation ends up being more persistent and meaningfully higher than his baseline forecast. — wsj.com · 07/09 12:00p https://www.wsj.com/economy/central-banking/feds-williams-says-inflation-still-too-high-expects-retreat-in-energy-prices-5b7a84ed

📈 NEW GAINERS:

1. LASR +27% $74.64 (4.2B cap) nLIGHT Awarded $627 Million Joint Laser Weapon System (JLWS) Contract nLIGHT, Inc. (NASDAQ: LASR), a leading provider of high-energy lasers for mission‑critical directed energy applications, today announced it has been selected — gurufocus.com · 07/09 11:00a https://www.gurufocus.com/news/8951742/nlight-awarded-627-million-joint-laser-weapon-system-jlws-contract

2. AEHR +14% $77.08 (2.4B cap) Aehr Receives Follow-On Production Order from Lead Silicon Photonics Customer for Fully Automated FOX-XP Wafer-Level Burn-In System FREMONT, CA / ACCESS Newswire / July 9, 2026 / Aehr Test Systems (NASDAQ:AEHR), a leading provider of test and burn-in solutions for semiconductor devices used in artificial intelligence (AI), silicon photonics, data center, automotive, and industrial applications, today announc… — accessnewswire.com · 07/09 7:30a https://www.accessnewswire.com/newsroom/en/industrial-and-manufacturing/aehr-receives-follow-on-production-order-from-lead-silicon-photonics-c-1188757

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