🆕 Newsmakers — 1:30p ET, 2026-07-01 — new since last alert

📰 NEW MARKET THEMES: • Oaktree-backed ITG jumps in Nasdaq debut, signaling strong AI infrastructure demand ITG's shares rose 12.5% in their Nasdaq debut on Wednesday, giving the Oaktree-backed digital infrastructure company a market ​value of $2.18 billion as investors continued to back firms tied ‌to the AI boom. — reuters.com · 07/01 1:17p https://www.reuters.com/business/media-telecom/oaktree-backed-itg-jumps-nasdaq-debut-signaling-strong-ai-infrastructure-demand-2026-07-01/ • Elizabeth Warren asked the Fed's inspector general to review whether Michelle Bowman violated the central bank's rules by speaking at a private Bank of America dinner for the firm's clients The Senate Banking Committee's top Democrat wants the Fed's inspector general to examine whether a top Fed regulator broke protocol by participating in the closed-door client event. — wsj.com · 07/01 1:12p https://www.wsj.com/economy/central-banking/warren-asks-fed-watchdog-to-review-bowman-appearance-at-bank-event-9962dc2d • 5 charts showing how ‘dumb money' is transforming the stock market, as retail traders smash Wall Street records Retail trading activity set records in May and June — and the propensity of that cohort to buy the dip has looked pretty smart. — marketwatch.com · 07/01 1:10p https://www.marketwatch.com/story/5-charts-showing-how-dumb-money-is-transforming-the-stock-market-as-retail-traders-smash-wall-street-records-c651b4e5 • Fed's Warsh plans to harness better economic data within a year Federal Reserve Chairman Kevin Warsh ​set an ambitious timeline on Wednesday for the U.S. central bank to "discover" and start relying on real-time economic data that's superior ‌to what he described as problematic government reports. — reuters.com · 07/01 1:08p https://www.reuters.com/business/feds-warsh-plans-harness-better-economic-data-within-year-2026-07-01/ • About That 'Robust' Earnings Growth Equity markets posted strong H1 2026 gains, but S&P 500 earnings growth is narrowly concentrated in a few sectors and megacap tech names. Record S&P 500 profit margins and non-GAAP earnings are driven by Information Technology, Energy, and Materials, with most sectors showing mo… — seekingalpha.com · 07/01 1:08p https://seekingalpha.com/article/4919235-about-that-robust-earnings-growth

🐘 NEW BIG-CAP MOVERS:

1. PLTR +9% $126.86 (291B cap) The Big 3: CVS, SLV, PLTR @Theotrade 's Don Kaufman takes us through today's Big 3 and offers example trades for his picks. He first highlights CVS Health (CVS), saying the company's upside-driving potential is worth hoping on the train. — youtube.com · 07/01 1:00p https://www.youtube.com/watch?v=ODFK87SW0v0

2. SOFI +4% $18.73 (24B cap) 14 value stocks of companies primed for rapid growth through 2028 Let us begin with a midyear summary of index results that might surprise you in light of the triple-digit gains for so many growth stocks in the S&P 500. — marketwatch.com · 07/01 12:10p https://www.marketwatch.com/story/14-value-stocks-of-companies-primed-for-rapid-growth-through-2028-ea754ffa

3. NKE +3% $42.17 (62B cap) Nike Q4 Beat Masks Core Weakness as Analysts Cut Price Targets The news triggered a stock price increase the day after the release. However, the strength of the report was underpinned by one-offs that overshadowed core weakness. — marketbeat.com · 07/01 1:25p https://www.marketbeat.com/articles/nike-q4-beat-masks-core-weakness-as-analysts-cut-price-targets/

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