🆕 Newsmakers — 2:30p ET, 2026-07-01 — new since last alert

📰 NEW MARKET THEMES: • Most Of The S&P 500's 2026 Earnings Growth Is An Illusion The S&P 500's projected 27% earnings growth is largely illusory, driven by internal money transfers and accounting effects, not genuine profit expansion. Much of the AI-driven earnings surge reflects intra-index spending, inflation, and debt-financed investments, rather than rea… — seekingalpha.com · 07/01 2:14p https://seekingalpha.com/article/4919258-most-of-sp500-2026-earnings-growth-is-illusion • California man with bipolar disorder says ChatGPT fueled delusions, led to self-harm in new lawsuit A California man sued OpenAI and its ​CEO Sam Altman on Wednesday, claiming the company's ChatGPT platform exacerbated his bipolar disorder due to a lack of ‌safeguards for users with mental illness. — reuters.com · 07/01 1:28p https://www.reuters.com/legal/government/california-man-with-bipolar-disorder-says-chatgpt-fueled-delusions-led-self-harm-2026-07-01/ • Stock-market bulls need Kevin Warsh on their side to keep winning, says Wall Street veteran Bob Doll The “high-risk” bull market in stocks needs Federal Reserve Chair Kevin Warsh on its side, according to Bob Doll, CEO at Crossmark Global Investments. — marketwatch.com · 07/01 1:25p https://www.marketwatch.com/story/stock-market-bulls-need-kevin-warsh-on-their-side-to-keep-winning-says-wall-street-veteran-bob-doll-28fa3172 • India asks WhatsApp to hold 'usernames' rollout pending consultations, letter shows India on Wednesday directed Meta's WhatsApp to explain within three days why regulatory action should not be initiated ​over its planned "usernames" feature and asked the company not to ‌roll out the feature in the country until consultations are complete, according to a governm… — reuters.com · 07/01 1:22p https://www.reuters.com/world/india/india-asks-whatsapp-hold-usernames-rollout-pending-consultations-letter-shows-2026-07-01/

🐘 NEW BIG-CAP MOVERS:

1. META +10% $620.69 (1575B cap) Meta Plans Cloud Business to Take on Big Tech Rivals Meta is planning a cloud infrastructure business that will sell AI computing power/model access. That's according to a report Wednesday (July 1) by Bloomberg News, which says this move would put Meta in greater competition with cloud leaders such as Amazon Web Services, Google C… — pymnts.com · 07/01 2:23p https://www.pymnts.com/technology/2026/meta-plans-cloud-business-to-take-on-big-tech-rivals/

2. PLTR +10% $127.96 (294B cap) PLTR Stock Declines 14% in a Year: Is This a Buying Opportunity? Palantir's recent pullback contrasts with accelerating AI adoption, rising profitability and growing commercial momentum, supporting its long-term outlook. — zacks.com · 07/01 2:01p https://www.zacks.com/stock/news/2946462/pltr-stock-declines-14-in-a-year-is-this-a-buying-opportunity?cid=CS-STOCKNEWSAPI-FT-analyst_blog|most_popular_stocks-2946462

📈 NEW GAINERS:

1. RAAQ +22% $13.19 (302M cap) (no fresh news today — likely technical / low-coverage move)

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