🆕 Newsmakers — 1:30p ET, 2026-06-29 — new since last alert

📰 NEW MARKET THEMES: • Algonquin Power & Utilities Corp. (AQN:CA) Shareholder/Analyst Call Prepared Remarks Transcript Algonquin Power & Utilities Corp. (AQN:CA) Shareholder/Analyst Call Prepared Remarks Transcript — seekingalpha.com · 06/29 1:12p https://seekingalpha.com/article/4918555-algonquin-power-and-utilities-corp-aqn-ca-shareholder-analyst-call-prepared-remarks • Construction-Products Supplier Carlisle Made Unsolicited Offers for Rival Carlisle is contemplating its next move after Owens Corning appears unreceptive so far. — wsj.com · 06/29 1:02p https://www.wsj.com/business/deals/construction-products-supplier-carlisle-made-unsolicited-offers-for-rival-de34de31 • Stocks On Comeback Trail; Oil Rises Again Markets start shortened week to the upside. Comcast spins off media arm from technology. — seekingalpha.com · 06/29 12:57p https://seekingalpha.com/article/4918552-stocks-comeback-trail-oil-rises-again • Michael Saylor just changed the playbook For years, Strategy had one play: buy more Bitcoin. That just changed. — youtube.com · 06/29 12:47p https://www.youtube.com/watch?v=luSkKIPu8VU • AI Data Centers Have Been Great for the Steel Industry. Now, a Power Crisis Looms. Steelmakers warn of competition for electricity from their newest big customer. — wsj.com · 06/29 12:34p https://www.wsj.com/business/energy-oil/ai-data-centers-power-competition-steel-48a17dbd

🐘 NEW BIG-CAP MOVERS:

1. TSLA +8% $408.86 (1536B cap) Alphabet Adds $168 Billion on Dow Debut as Indexes Shake Off Volatility The Nasdaq briefly went flat mid-morning after a Supreme Court ruling, then recovered to a 1.3% gain by late morning. Brand-new Dow member Alphabet lifted every major index. — fool.com · 06/29 12:56p https://www.fool.com/investing/2026/06/29/alphabet-adds-168-billion-on-dow-debut-as-indexes/

2. CMCSA +6% $24.57 (88B cap) Alphabet Adds $168 Billion on Dow Debut as Indexes Shake Off Volatility The Nasdaq briefly went flat mid-morning after a Supreme Court ruling, then recovered to a 1.3% gain by late morning. Brand-new Dow member Alphabet lifted every major index. — fool.com · 06/29 12:56p https://www.fool.com/investing/2026/06/29/alphabet-adds-168-billion-on-dow-debut-as-indexes/

3. SPCX +4% $158.93 (2078B cap) SpaceX Might Bring Mobile Phone to Market, and Verizon, AT&T, and T-Mobile Are Down Verizon, AT&T, and T-Mobile all fall. Elon Musk's SpaceX may be looking to enter the mobile phone market, which could put pressure on the cellular service providers. — barrons.com · 06/29 1:16p https://www.barrons.com/articles/spacex-mobile-phone-stock-telecom-e603272b

4. AMZN +4% $240.97 (2591B cap) Amazon climbs as Adobe data points to stronger-than-expected Prime Day demand Amazon.com Inc (NASDAQ:AMZN) shares rose nearly 4% in trading on Monday following reports indicating stronger-than-expected consumer demand during its extended Prime Day event, which took place from June 23 to June 26. According to data from Adobe Analytics shared with Retail Di… — proactiveinvestors.com · 06/29 1:13p https://www.proactiveinvestors.com/companies/news/1094663

📈 NEW GAINERS:

1. AEVA +21% $25.27 (1.6B cap) (no fresh news today — likely technical / low-coverage move)

2. CBRS +19% $216.18 (48B cap) Where Will Cerebras Stock be in 3 Years? Cerebras Systems' expensive valuation and the possibility of a slowdown in growth have weighed on its shares in recent weeks. However, the company's margin pressure could ease, and its revenue growth could accelerate as it builds more data centers using its proprietary chip. — fool.com · 06/29 11:23a https://www.fool.com/investing/2026/06/29/where-will-cerebras-stock-be-in-3-years/

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