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

📰 NEW MARKET THEMES: • Zyn can be marketed as safe alternative to cigarettes, FDA says Federal regulator gives Philip Morris International a win for nicotine pouches. — wsj.com · 06/30 1:15p https://www.wsj.com/health/healthcare/zyn-can-be-marketed-as-safe-alternative-to-cigarettes-fda-says-f22dfb34 • Mountain Province Diamonds Inc. (MPVD:CA) Shareholder/Analyst Call Prepared Remarks Transcript Mountain Province Diamonds Inc. (MPVD:CA) Shareholder/Analyst Call Prepared Remarks Transcript — seekingalpha.com · 06/30 1:02p https://seekingalpha.com/article/4918896-mountain-province-diamonds-inc-mpvd-ca-shareholder-analyst-call-prepared-remarks-transcript • Volatility Traders Position For Long Convexity On Global Tech Consolidation With the exception of equities and credit, implied volatilities amongst the major asset classes remained steady w/w following last week's global AI/Tech consolidation. The VIX Index had a controlled response to last week's 2% SPX Index pullback with the volatility gauge rising 2… — seekingalpha.com · 06/30 12:52p https://seekingalpha.com/article/4918890-volatility-traders-position-long-convexity-global-tech-consolidation • Insiders Made $100 Million on China Brokerage Crackdown, Trading Firm Alleges Susquehanna has filed a lawsuit seeking to unmask the traders who bet on drop in Futu and Tiger Brokers stock. — wsj.com · 06/30 12:37p https://www.wsj.com/finance/stocks/insiders-made-100-million-on-china-brokerage-crackdown-trading-firm-alleges-b3f5b957 • Bank Stocks Are Doing Great, but It's Time to ‘Take the Money and Run' JPMorgan, Goldman, and Bank of American hit fresh highs this month, And that might be a signal to exit, Oppenheimer says. — barrons.com · 06/30 12:28p https://www.barrons.com/articles/bank-stock-price-sell-858eeb3c

🐘 NEW BIG-CAP MOVERS:

1. SPCX +4% $169.94 (2222B cap) The Big 3: CAT, SPCX, JPM Aquiles Larrea, Jr. walks us through today's Big 3. He names Caterpillar (CAT) as a high-quality company with a decent dividend, sees SpaceX (SPCX) as a highly favorable name with quick growth, and JPMorgan Chase's (JPM) recent “bounce” as opportunities. — youtube.com · 06/30 1:00p https://www.youtube.com/watch?v=NyqV0JPUTGs

2. RKT +3% $15.97 (45B cap) Luxury Home Prices Are Rising Three Times Faster Than Non-Luxury Prices SEATTLE--(BUSINESS WIRE)-- #housingmarket--The median U.S. luxury home sale price rose 4.7% year over year to $1.37 million during the three months ending May 31—more than triple the 1.5% gain in non-luxury sale prices. That's according to a new report from Redfin, the real esta… — businesswire.com · 06/30 8:00a https://www.businesswire.com/news/home/20260630854654/en/Luxury-Home-Prices-Are-Rising-Three-Times-Faster-Than-Non-Luxury-Prices/

📈 NEW GAINERS:

1. ABVX +41% $135.44 (8.9B cap) Abivax shares jump as updated trial data eases safety concerns Abivax SA (NASDAQ:ABVX, EPA:ABVX, FRA:2X10, FRA:2X1) shares surged more than 40% on Tuesday after the French biotech released updated safety data from its late-stage ulcerative colitis program for its investigational drug obefazimod, easing earlier market concerns around reporte… — proactiveinvestors.com · 06/30 1:16p https://www.proactiveinvestors.com/companies/news/1094736

2. AVAV +19% $164.91 (8.2B cap) AeroVironment's Q4 Blowout Triggers Drone Stock Melt-Up AeroVironment Inc. (NASDAQ:AVAV) has triggered a sector‑wide melt‑up in drone tech stocks on Tuesday after a fourth‑quarter earnings beat that dramatically reset expectations for unmanned systems as a high‑growth defense theme. — benzinga.com · 06/30 1:10p https://www.benzinga.com/trading-ideas/movers/26/06/60196369/aerovironments-q4-blowout-triggers-drone-stock-melt-up

3. UMAC +15% $22.18 (748M cap) AeroVironment's Q4 Blowout Triggers Drone Stock Melt-Up AeroVironment Inc. (NASDAQ:AVAV) has triggered a sector‑wide melt‑up in drone tech stocks on Tuesday after a fourth‑quarter earnings beat that dramatically reset expectations for unmanned systems as a high‑growth defense theme. — benzinga.com · 06/30 1:10p https://www.benzinga.com/trading-ideas/movers/26/06/60196369/aerovironments-q4-blowout-triggers-drone-stock-melt-up

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