🆕 Newsmakers — 1:30p ET, 2026-07-08 — new since last alert

📰 NEW MARKET THEMES: • Par Pacific Holdings: Don't Bet On Crack Spreads Falling This Year Par Pacific Holdings remains a Strong Buy as robust crack spreads and tight supply drive record profitability and undervaluation. PARR is positioned for $700M+ in 2024 EBIT, with full-year EPS potentially exceeding $21.95 if current conditions persist. Despite a 60% YTD gain, PA… — seekingalpha.com · 07/08 1:04p https://seekingalpha.com/article/4920670-par-pacific-holdings-dont-bet-on-crack-spreads-falling-this-year • I Have Been Waiting Patiently For This Q3 Selloff Nvidia Corporation stock has dropped to its lowest forward multiple since 2019, despite robust earnings growth and highly dominant AI market positioning. AI sector concerns are overblown; demand for compute capacity remains vastly underfunded, indicating the growth cycle is far… — seekingalpha.com · 07/08 1:02p https://seekingalpha.com/article/4920668-i-have-been-waiting-patiently-for-this-q3-selloff • Delta's Basic Business Offers Cheaper Luxury Ticket With Fewer Perks The airline's strategy reflects a push toward a la carte pricing even for premium tickets. — wsj.com · 07/08 1:02p https://www.wsj.com/business/airlines/deltas-basic-business-offers-cheaper-luxury-ticket-with-fewer-perks-f2b80d77 • Data-Center Construction Boom Lifts Airfreight Demand Bulky server racks and wafer-thin semiconductors needed for the AI build-out are taking up space in cargo planes once occupied by packages of low-price apparel and knickknacks. — wsj.com · 07/08 12:50p https://www.wsj.com/logistics-report/data-center-construction-boom-lifts-airfreight-demand-e0d652ba • Markets Trade Lower And Crude Oil Spikes Unexpected shift in U.S./Iran peace talks sparks reaction. Micron's officially in bear territory. — seekingalpha.com · 07/08 12:35p https://seekingalpha.com/article/4920674-markets-trade-lower-and-crude-oil-spikes

🐘 NEW BIG-CAP MOVERS:

1. BABA +12% $109.53 (263B cap) Alibaba Jumps 10% Ahead of Earnings Alibaba Group (BABA, Financials), the Chinese technology company best known for its e-commerce platforms, cloud business and digital services, jumped more than — gurufocus.com · 07/08 12:39p https://www.gurufocus.com/news/8949911/alibaba-jumps-10-ahead-of-earnings

2. NVDA +3% $203.14 (4920B cap) Nvidia backed by Bank of America as analysts see AI leadership supporting further growth Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) remains well positioned to maintain its dominant share of artificial intelligence infrastructure spending, according to Bank of America, which reiterated its ‘Buy' rating on the chipmaker and said current valuation levels already reflect an o… — proactiveinvestors.com · 07/08 12:57p https://www.proactiveinvestors.com/companies/news/1095143

📈 NEW GAINERS:

1. AMC +12% $1.93 (1.2B cap) Stock Market Today, July 7: AMC Slides as Box Office Success Fails to Ease Dilution Concerns AMC extends losses as investors weigh summer viewing figures against equity sale, today, July 7, 2026. — fool.com · 07/07 5:31p https://www.fool.com/coverage/stock-market-today/2026/07/07/stock-market-today-july-7-amc-slides-as-box-office-success-fails-to-ease-dilution-concerns/

2. BABA +12% $109.65 (263B cap) Alibaba Jumps 10% Ahead of Earnings Alibaba Group (BABA, Financials), the Chinese technology company best known for its e-commerce platforms, cloud business and digital services, jumped more than — gurufocus.com · 07/08 12:39p https://www.gurufocus.com/news/8949911/alibaba-jumps-10-ahead-of-earnings

3. WYFI +11% $36.94 (1.4B cap) (no fresh news today — likely technical / low-coverage move)

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