🆕 Newsmakers — 2:30p ET, 2026-06-29 — new since last alert

📰 NEW MARKET THEMES: • Limiting access to top AI models in the U.S. could hand China an opening as capability gap narrows CNBC's Deirdre Bosa reports on China's AI availability. — youtube.com · 06/29 2:10p https://www.youtube.com/watch?v=Jgmiy1tUjxI • BridgeBio: 3 New Drug Approvals In Sight Outweigh Attruby Issues, Still Bullish BridgeBio Pharma, Inc. remains a Buy, driven by Attruby's commercial launch and a robust late-stage pipeline targeting rare genetic diseases. BBIO's $14bn+ valuation is underpinned by four potential blockbuster drugs by 2030, with key NDA catalysts in 2026–2027. Attruby faces fu… — seekingalpha.com · 06/29 2:04p https://seekingalpha.com/article/4918566-bridgebio-3-new-drug-approvals-in-sight-outweigh-attruby-issues-still-bullish • The house edge has moved to Singapore for this casino operator. Why the stock is a buy now Don't let the name fool you: Despite being headquartered in Nevada, Las Vegas Sands doesn't operate a U.S. casino. Instead, it's focused on fast-growing markets. — cnbc.com · 06/29 1:24p https://www.cnbc.com/2026/06/29/the-house-edge-has-moved-to-singapore-for-this-casino-operator-why-the-stock-is-a-buy-now.html

🐘 NEW BIG-CAP MOVERS:

1. CMCSA +6% $24.57 (88B cap) Comcast spinning off media divisions is clearly the right move, says Oppenheimer's Timothy Horan CNBC's Alex Sherman and Oppenheimer's Timothy Horan join 'The Exchange' to discuss Comcast's decision to spinoff its media properties, the ripples the deal is making and much more. — youtube.com · 06/29 2:05p https://www.youtube.com/watch?v=IzfGOKkyOao

2. SPCX +4% $160.03 (2093B cap) Charter may be making ‘frenemies' with SpaceX, and its stock is soaring Through Starlink, SpaceX is set to be either friend or foe to much of the telecommunications industry. Most but not all companies can expect it to be an enemy, according to analysts. — marketwatch.com · 06/29 2:10p https://www.marketwatch.com/story/charter-may-be-making-frenemies-with-spacex-and-its-stock-is-soaring-e300eb21

3. AMZN +3% $240.39 (2586B cap) Amazon's Stock Is On the Rise. It's Hiking Cloud Prices, and Prime Day Sales Likely Topped Estimates. Tech stocks are back on the rise after a slump last week, and Amazon is leading the way. — investopedia.com · 06/29 2:21p https://www.investopedia.com/amazon-stock-is-on-the-rise-it-is-hiking-cloud-prices-and-prime-day-sales-likely-topped-estimates-12008398

📈 NEW GAINERS:

1. FCEL +26% $30.30 (1.6B cap) FuelCell Energy Stock Breaks Out Bullishly On Government Financing. Bloom Energy Rebounds. FuelCell Energy stock spiked Monday on government financing and a hefty PT hike after AI data-center deal. Bloom Energy jumped amid index transition. — investors.com · 06/29 12:58p https://www.investors.com/news/fuelcell-energy-stock-soars-government-financing-bloom-energy-stock-rebounds/

2. IRDM +25% $54.32 (5.7B cap) $HAREHOLDER ALERT: The M&A Class Action Firm Announces An Investigation of Iridium Communications Inc. (NASDAQ: IRDM) NEW YORK, June 29, 2026 /PRNewswire/ -- Class Action Attorney  Juan Monteverde with Monteverde & Associates PC (the "M&A Class Action Firm"), has recovered millions of dollars for shareholders and is recognized as a Top 50 Firm in the 2025 ISS Securities Class Action Services Re… — prnewswire.com · 06/29 1:36p https://www.prnewswire.com/news-releases/hareholder-alert-the-ma-class-action-firm-announces-an-investigation-of-iridium-communications-inc-nasdaq-irdm-302813381.html

3. JACK +20% $16.62 (318M cap) (no fresh news today — likely technical / low-coverage move)

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