🆕 Newsmakers — 1:30p ET, 2026-07-02 — new since last alert

📰 NEW MARKET THEMES: • Job seekers giving up: Labor force participation rate falls to lowest in 50 years, outside of Covid era June's drop in the unemployment rate was because of an exodus of workers from the labor force. The labor force participation rate, which measures the working-age population of those either employed or looking for a job, fell to 61.5%, the lowest since March 2021, according to th… — cnbc.com · 07/02 1:04p https://www.cnbc.com/2026/07/02/job-seekers-giving-up-labor-force-participation-rate-falls-to-lowest-in-50-years-outside-of-covid-era.html • Sandwich chain Jersey Mike's files for IPO, reports 50% same-store sales growth in recent years Jersey Mike's filed to go public through an initial public offering. The chain reported same-store sales growth of 3% in 2025, according to the regulatory filing. — cnbc.com · 07/02 12:58p https://www.cnbc.com/2026/07/02/jersey-mikes-files-for-ipo.html • S&P 500: What You Need To Know Entering 2H Geopolitical tensions in the Strait of Hormuz persist, but oil flows have resumed, pushing prices back to pre-war levels and easing immediate market concerns. Despite the U.S.-Iran MOU, the conflict remains unresolved, with Iran asserting de facto control and potential for new t… — seekingalpha.com · 07/02 12:53p https://seekingalpha.com/article/4919535-s-and-p-500-what-you-need-to-know-entering-2h • Trump Just Went All-In On AI: Should You? OpenAI's proposal to give the U.S. government a 5% stake marks a pivotal shift, embedding Washington deeper into the AI sector's core. AI now drives 74% of U.S. GDP growth, with both government and households heavily exposed to tech and AI investments. — seekingalpha.com · 07/02 12:46p https://seekingalpha.com/article/4919533-trump-just-went-all-in-on-ai-should-you

🐘 NEW BIG-CAP MOVERS:

1. RIVN +8% $18.55 (23B cap) Rivian raises 2026 delivery forecast after stronger-than-expected quarterly results Rivian Automotive Inc (NASDAQ:RIVN) shares rose about 8% following the company's second-quarter production and delivery update and an upward revision to its full-year outlook. The electric vehicle maker said it produced 12,613 vehicles at its Normal, Illinois manufacturing facil… — proactiveinvestors.com · 07/02 1:15p https://www.proactiveinvestors.com/companies/news/1094881

2. PLTR +5% $131.53 (302B cap) Cramer Says Palantir Is the Cheapest He's Ever Seen It, and Names 2 More AI Winners Jim Cramer opened his Mad Dash Thursday morning with a striking call. Palantir Technologies (NASDAQ:PLTR | PLTR Price Prediction) is now the cheapest he has ever seen it. — 247wallst.com · 07/02 1:20p https://247wallst.com/investing/2026/07/02/cramer-says-palantir-is-the-cheapest-hes-ever-seen-it-and-names-2-more-ai-winners/

3. AAPL +5% $307.80 (4521B cap) Will a Foldable iPhone Be the Catalyst to Drive Apple Shares to $400? Our 24/7 Wall St. Price Target for Apple (NASDAQ:AAPL | AAPL Price Prediction) is $336.98 over the next 12 months, pointing to 9.4% upside from the current $308.30. — 247wallst.com · 07/02 1:15p https://247wallst.com/investing/2026/07/02/will-a-foldable-iphone-be-the-catalyst-to-drive-apple-shares-to-400/

4. HOOD +3% $111.99 (101B cap) Robinhood stock to soar as it becomes 'the first hyperscaler of online brokerages' Robinhood Markets (HOOD) shares are extending gains on July 2nd after a senior Mizuho analyst signalled transformative potential in the company's online trading platform. Dan Dolev maintained an Outperform rating on HOOD and raised his price objective to $130 this morning, indic… — invezz.com · 07/02 12:56p https://invezz.com/news/2026/07/02/robinhood-stock-to-soar-as-it-becomes-the-first-hyperscaler-of-online-brokerages/

📈 NEW GAINERS:

1. MNKD +12% $4.53 (1.4B cap) (no fresh news today — likely technical / low-coverage move)

2. THM +12% $2.31 (479M cap) (no fresh news today — likely technical / low-coverage move)

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