🆕 Newsmakers — 12:30p ET, 2026-07-10 — new since last alert

📰 NEW MARKET THEMES: • Week Ahead for FX, Bonds: U.S. Inflation Figures in Focus, China Data Due U.S. inflation figures will mark the key economic data release in the week ahead as investors assess when and whether the Federal Reserve could raise interest rates. — wsj.com · 07/10 12:20p https://www.wsj.com/economy/week-ahead-for-fx-bonds-u-s-inflation-figures-in-focus-china-data-due-fc4a1c71 • 3 Questions Prudent Investors Should Be Asking Market trades near all-time highs with extreme valuations, driven by passive investing and questionable underlying metrics. AI hyperscalers like Oracle (ORCL) and Amazon (AMZN) show negative free cash flow despite positive non-GAAP earnings, raising sustainability concerns. — seekingalpha.com · 07/10 12:08p https://seekingalpha.com/article/4921196-3-questions-prudent-investors-should-be-asking • Russian refineries, oil terminal, tankers hit, Ukraine says Ukraine's general staff said on Friday it had ​struck refineries, an oil terminal and a ‌depot across Russia, as well as tankers in the Sea of Azov, as Kyiv shows no sign of easing ​its campaign targeting the Russian energy sector. — reuters.com · 07/10 11:48a https://www.reuters.com/business/energy/russian-refineries-oil-terminal-tankers-hit-ukraine-says-2026-07-10/ • Freight rates for Russia's Urals shipments to India fall on higher tanker availability, sources say Freight rates for tanker shipments of Russia's Urals crude from western ports to India have fallen in July from ​the previous month as summer season and increased vessel ‌availability eased pressure on the market, according to three trading sources. — reuters.com · 07/10 11:26a https://www.reuters.com/business/energy/freight-rates-russias-urals-shipments-india-fall-higher-tanker-availability-2026-07-10/

🐘 NEW BIG-CAP MOVERS:

1. META +6% $668.90 (1698B cap) Meta Vs. Coreweave: How Meta is Looking to Bury Coreweave With ‘Meta Compute' Sovereign Scale Meta (NASDAQ: META | META Price Prediction) and CoreWeave (NASDAQ: CRWV) just delivered Q1 2026 results that expose a brewing conflict. — 247wallst.com · 07/10 12:27p https://247wallst.com/investing/2026/07/10/meta-vs-coreweave-how-meta-is-looking-to-bury-coreweave-with-meta-compute-sovereign-scale/

2. CRCL +6% $66.51 (18B cap) Broker spies golden Pan African opportunity Shore Capital has told clients it is time to buy back into Pan African Resources PLC (LSE:PAF, OTCQX:PAFRY, JSE:PAN), arguing that a brutal sell-off in the... — proactiveinvestors.com · 07/10 12:02p https://www.proactiveinvestors.com/companies/news/1095258/broker-spies-golden-pan-african-opportunity-1095258.html

3. BBD +5% $3.65 (39B cap) (no fresh news today — likely technical / low-coverage move)

4. NVDA +3% $209.83 (5082B cap) AI's $15 Trillion Opportunity Is Just Getting Started NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) told investors to expect $91.0 billion in revenue for the second quarter of fiscal 2027, plus or minus 2%. — 247wallst.com · 07/10 12:16p https://247wallst.com/investing/2026/07/10/ais-15-trillion-opportunity-is-just-getting-started/

📈 NEW GAINERS:

1. JLHL +37% $17.50 (357M cap) (no fresh news today — likely technical / low-coverage move)

2. MGRT +16% $92.39 (1.3B cap) (no fresh news today — likely technical / low-coverage move)

3. ALM +11% $16.27 (4.6B cap) (no fresh news today — likely technical / low-coverage move)

4. AIBZ +10% $7.89 (426M cap) (no fresh news today — likely technical / low-coverage move)

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