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

📰 NEW MARKET THEMES: • Market Midday: Stocks Lower, Dow Slips From Record; Chips Weaken • 7/7/26 The CNBC Business News Update with Jessica Ettinger features market numbers & news with CNBC expert analysis and sound from top business names. Updated throughout the business day. — youtube.com · 07/07 1:05p https://www.youtube.com/watch?v=MZ_f3x1Lls0 • Strategy: It's Always Darkest Before Dawn Strategy remains a strong buy, with potential for a 10x return as BTC cycles higher over the next few years. MSTR's shift to a USD reserve policy, buyback authorizations, and controlled BTC sales enhances liquidity and capital structure resilience. STRC preferred stabilization a… — seekingalpha.com · 07/07 12:57p https://seekingalpha.com/article/4920378-strategy-its-always-darkest-before-dawn • The AI Data Center Blues The hyperscaler AI data center buildout is facing mounting ROI concerns, with capex exceeding $700B in FY2026 and surging debt and equity issuance. Escalating costs for GPUs, NAND, DRAM, and electricity are pressuring hyperscaler margins and delaying or canceling data center pro… — seekingalpha.com · 07/07 12:52p https://seekingalpha.com/article/4920375-the-ai-data-center-blues • Energy sec REVEALS why Iran tensions FAILED to shake oil markets U.S. Energy Secretary Chris Wright joins 'Varney & Co.' to discuss President Donald Trump's energy agenda, rebuilding the Strategic Petroleum Reserve and the growing threat to America's power grid. — youtube.com · 07/07 12:45p https://www.youtube.com/watch?v=9iMuICEDiHs • Judge approves $46.75 million payout for 23andMe data breach victims A U.S. bankruptcy judge ​on Tuesday ‌approved a $46.75 million settlement for ​victims ​of a 2023 data ⁠breach at ​23andMe, the ​genetic testing company. — reuters.com · 07/07 12:41p https://www.reuters.com/world/judge-approves-4675-million-payout-23andme-data-breach-victims-2026-07-07/

🐘 NEW BIG-CAP MOVERS:

1. PLTR +4% $137.69 (316B cap) Palantir's CEO Just Called Out OpenAI and Anthropic Palantir Technologies NASDAQ: PLTR is not known to shy away from controversial topics. However, as it relates to the frontier large language models (e.g. — marketbeat.com · 07/07 1:00p https://www.marketbeat.com/articles/palantirs-ceo-just-called-out-openai-and-anthropic/

📈 NEW GAINERS:

1. AGIO +16% $43.44 (2.6B cap) Here's Why Agios Pharmaceuticals Stock Soared Today (Hint: It's FDA-Related) The company took a major step toward an accelerated approval of mitapivat in sickle cell disease today. Agios needs to complete a confirmatory trial before a full traditional approval can be granted. — fool.com · 07/07 12:32p https://www.fool.com/investing/2026/07/07/heres-why-agios-pharmaceuticals-stock-soared-today/

2. TTRX +14% $8.73 (260M cap) Turn Therapeutics Announces Final Stage 2 Design and Data-Driven Expansion of GX-03 Phase 2 Program in Atopic Dermatitis WESTLAKE VILLAGE, Calif.--(BUSINESS WIRE)--Turn Therapeutics, Inc. (NASDAQ: TTRX), a clinical-stage biotechnology company developing targeted, non-systemic therapies for inflammatory skin diseases, today announced the completion of a comprehensive interim analysis of its ongoing… — businesswire.com · 07/07 8:05a https://www.businesswire.com/news/home/20260707654155/en/Turn-Therapeutics-Announces-Final-Stage-2-Design-and-Data-Driven-Expansion-of-GX-03-Phase-2-Program-in-Atopic-Dermatitis/

3. BAND +12% $68.13 (2.2B cap) (no fresh news today — likely technical / low-coverage move)

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