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

📰 NEW MARKET THEMES: • Warsh Wants the Fed to Talk Less. That Only Gets Wall Street to Listen Harder. Investors are trying to get a read on the new chairman even as he seeks to limit communication so markets can respond independently to economic data. — wsj.com · 06/30 2:02p https://www.wsj.com/finance/investing/kevin-warsh-federal-reserve-markets-90b83b23 • Chip Stocks on Track for Best Quarter Ever | Bloomberg Tech 6/30/2026 Bloomberg's Ed Ludlow breaks down what's behind the chip stock rally, with the sector heading toward its best quarter ever. Plus, Taiwan raids the offices of Super Micro as part of an investigation into the alleged smuggling of Nvidia chips into China. — youtube.com · 06/30 1:48p https://www.youtube.com/watch?v=Hk4nN3lzHDY • How stocks put up their best quarter in 6 years The Investment Committee react to the market having its best quarter in 6 years. They debate what it means for the second half of the year. — youtube.com · 06/30 1:44p https://www.youtube.com/watch?v=L1ovfnLAV8w • Grilling Burgers on the 4th? Get Ready to Pay Up Record-high beef prices will continue to wallop U.S. consumers this summer as drought conditions and the resurgence of an invasive pest are the latest obstacles to increasing cattle herds. — wsj.com · 06/30 1:22p https://www.wsj.com/economy/consumers/grilling-burgers-on-the-4th-get-ready-to-pay-up-8d78dded

🐘 NEW BIG-CAP MOVERS:

1. INTC +7% $140.46 (706B cap) Intel stock surges 7% on Tuesday: Here's why Intel INTC stock rallied 7% in trading on Tuesday as investors reacted to renewed optimism around artificial intelligence infrastructure spending and continued strength across the semiconductor sector. Other chip stocks also moved higher on Tuesday as chip stocks closed out a hi… — invezz.com · 06/30 1:30p https://invezz.com/news/2026/06/30/intel-stock-surges-7-on-tuesday-heres-why/

2. SPCX +3% $169.00 (2209B cap) Planet Labs Spikes 8%, Rocket Lab Gains 5%, SpaceX Climbs 4% as the Space Rally Rolls On The space rally that kicked off yesterday is rolling straight into Tuesday's session. — 247wallst.com · 06/30 1:56p https://247wallst.com/investing/2026/06/30/planet-labs-spikes-8-rocket-lab-gains-5-spacex-climbs-4-as-the-space-rally-rolls-on/

3. NVDA +2% $198.90 (4817B cap) NVIDIA Stock Is Seeing a Summer Swoon. 5 Catalysts Could Rocket It to $300 By the End of 2026. NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) was expected to lead semiconductors higher in 2026. — 247wallst.com · 06/30 2:17p https://247wallst.com/investing/2026/06/30/nvidia-stock-is-seeing-a-summer-swoon-5-catalysts-could-rocket-it-to-300-by-the-end-of-2026/

📈 NEW GAINERS:

1. AVAV +19% $165.26 (8.3B cap) AeroVironment Stock Soars As 80% Autonomous Systems Growth Outshines BlueHalo Weakness AeroVironment, Inc's (NASDAQ:AVAV) results continue to highlight "the outsized momentum of the Autonomous Systems (AxS) segment," with 80% year-on-year growth, while the BlueHalo portfolio continues to weigh on the company's revenue growth and profits, according to BTIG. — benzinga.com · 06/30 1:58p https://www.benzinga.com/analyst-stock-ratings/analyst-color/26/06/60198253/aerovironment-stock-soars-as-80-autonomous-systems-growth-outshines-bluehalo-weakness

2. BOT +16% $38.78 (785M cap) RoboStrategy, Inc. Raises Approximately $33.9 Million Through Private Share Issuances Fund completes private placements with institutional investors between June 26 and June 29, 2026 Fund completes private placements with institutional investors between June 26 and June 29, 2026 — globenewswire.com · 06/29 8:40a https://www.globenewswire.com/news-release/2026/06/29/3318964/0/en/RoboStrategy-Inc-Raises-Approximately-33-9-Million-Through-Private-Share-Issuances.html

3. MXL +16% $125.81 (11B cap) Micron's Record Stock Rally Looks Tame Next To This 520% AI Chip Winner Micron Technology Inc. (NASDAQ:MU) has been one of Wall Street's biggest artificial intelligence winners in 2026, with shares soaring roughly 301% year to date as demand for high-bandwidth memory exploded. — benzinga.com · 06/30 10:45a https://www.benzinga.com/trading-ideas/long-ideas/26/06/60189927/micron-mu-record-stock-rally-looks-tame-next-to-maxlinear

4. RZLV +16% $3.01 (804M cap) Rezolve Ai Shareholders Overwhelmingly Approve Up to $300 Million Share Repurchase Mandate Amid Surging Commercial Momentum Shareholder approval follows exceptional operating momentum with Q1 2026 unaudited revenue exceeding full-year 2025 revenue and FY26 guidance of approximately $360 million Shareholder approval follows exceptional operating momentum with Q1 2026 unaudited revenue exceeding full-y… — globenewswire.com · 06/30 9:30a https://www.globenewswire.com/news-release/2026/06/30/3319818/0/en/Rezolve-Ai-Shareholders-Overwhelmingly-Approve-Up-to-300-Million-Share-Repurchase-Mandate-Amid-Surging-Commercial-Momentum.html

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