🆕 Newsmakers — 1:30p ET, 2026-07-03 — new since last alert

📰 NEW MARKET THEMES: • Mega-IPOs Creating A New Playbook For ETFs Mega-IPOs like SpaceX are causing changes in the ETF market. Providers are creating different types of ETFs tied to the IPOs, often before the IPO even happens. — seekingalpha.com · 07/03 12:30p https://seekingalpha.com/article/4919745-mega-ipos-creating-new-playbook-for-etfs

🐘 NEW BIG-CAP MOVERS:

1. AAPL +5% $308.63 (4533B cap) Is One of These Broad Market ETFs Better Than the Other? Both funds charge 0.03% expense ratios and delivered similar 1-year returns, but differ in holdings count and five-year performance. — fool.com · 07/03 12:07p https://www.fool.com/coverage/etfs/2026/07/03/is-one-of-these-broad-market-etfs-better-than-the-other/

2. NFLX +5% $77.65 (327B cap) SIRI or NFLX: Which Is the Better Value Stock Right Now? Investors with an interest in Broadcast Radio and Television stocks have likely encountered both Sirius XM (SIRI) and Netflix (NFLX). But which of these two stocks is more attractive to value investors? — zacks.com · 07/03 12:40p https://www.zacks.com/stock/news/2947901/siri-or-nflx-which-is-the-better-value-stock-right-now?cid=CS-STOCKNEWSAPI-FT-tale_of_the_tape|yseop_template_3-2947901

3. PLTR +3% $129.30 (297B cap) Meet the Major Artificial Intelligence (AI) CPU Player That Just Joined Nvidia, Tesla, and Palantir as One of the Most Popular Stocks on Robinhood Robinhood is the go-to brokerage for retail investors, so it's a good place to gauge broader retail sentiment. Often, the most popular stocks on Robinhood are artificial intelligence-related stocks like Nvidia and Tesla. — fool.com · 07/03 12:15p https://www.fool.com/investing/2026/07/03/major-artificial-intelligence-ai-cpu-play-amd/

4. SPCX +3% $162.00 (2118B cap) Tesla Vs. SpaceX: Here's Which Will Outperform the Other by the End of July Tesla (NASDAQ: TSLA | TSLA Price Prediction) and SpaceX (NASDAQ: SPCX) sit on opposite ends of Elon Musk's empire this July. — 247wallst.com · 07/03 12:34p https://247wallst.com/investing/2026/07/03/tesla-vs-spacex-heres-which-will-outperform-the-other-by-the-end-of-july/

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