🆕 Newsmakers — 1:30p ET, 2026-07-06 — new since last alert

📰 NEW MARKET THEMES: • Xbox's CEO says the business is ‘not healthy' as it prepares for 3,200 layoffs With shares down 20% this year, Microsoft joins peers like Meta and Oracle in using layoffs to offset rising costs of the AI race — marketwatch.com · 07/06 1:19p https://www.marketwatch.com/story/xboxs-ceo-says-the-business-is-not-healthy-as-it-prepares-for-3-200-layoffs-b7cbeda5 • Soft Landing Myth: How This Week's Data Exposed The Hidden Recession The U.S. economy is executing a soft landing, with ISM Services PMI at 54.0 and Prices Paid falling to 67.7, signaling moderating inflation. Labor market data is weakening, with NFP at 57,000 and falling participation, but services remain resilient, supporting a defensive portfo… — seekingalpha.com · 07/06 1:13p https://seekingalpha.com/article/4920094-soft-landing-myth-how-this-weeks-data-exposed-the-hidden-recession • Chip Stocks Rally in AI Trade Revival After Plunge A rebound in chipmakers lifted stocks as dip buyers emerged amid speculation that the artificial-intelligence trade that has powered the bull market has more room to run. Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, discusses AI influence on the broader mar… — youtube.com · 07/06 12:55p https://www.youtube.com/watch?v=f8iwO4_HpT4 • The Most Dangerous Stock Market In The World South Korea's KOSPI index has surged on AI-driven memory chip demand, with Samsung and SK hynix accounting for most gains. Record leverage, extreme concentration, and new retail products have created a highly unstable setup, evidenced by frequent trading halts and sharp sell-off… — seekingalpha.com · 07/06 12:32p https://seekingalpha.com/article/4920084-the-most-dangerous-stock-market-in-the-world • Markets Are Mixed After Long Holiday Weekend Nasdaq again leads the pack. Fed Minutes coming out this week. — seekingalpha.com · 07/06 12:30p https://seekingalpha.com/article/4920082-markets-are-mixed-after-long-holiday-weekend

🐘 NEW BIG-CAP MOVERS:

1. IREN +13% $43.95 (16B cap) Does IREN Have the Inside Track on This $22 Billion Opportunity? Leaked Anthropic documents reportedly point to a 1.4 gigawatt Australian capacity push worth roughly $22 billion, and IREN (NASDAQ:IREN) sits among a short list of operators with announced gigawatt-scale Australian ambitions to bid for it. — 247wallst.com · 07/06 1:18p https://247wallst.com/investing/2026/07/06/does-iren-have-the-inside-track-on-this-22-billion-opportunity/

📈 NEW GAINERS:

1. MGRT +18% $96.50 (1.3B cap) (no fresh news today — likely technical / low-coverage move)

2. ZKH +16% $2.52 (408M cap) (no fresh news today — likely technical / low-coverage move)

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