🆕 Newsmakers — 2:30p ET, 2026-07-02 — new since last alert

📰 NEW MARKET THEMES: • Rheinmetall AG (RHM:CA) Q2 2026 Earnings Call Prepared Remarks Transcript Rheinmetall AG (RHM:CA) Q2 2026 Earnings Call Prepared Remarks Transcript — seekingalpha.com · 07/02 1:56p https://seekingalpha.com/article/4919547-rheinmetall-ag-rhm-ca-q2-2026-earnings-call-prepared-remarks-transcript • Tech Buybacks Could Fuel the Next Leg of the Rally Analysts say technology companies are generating record cash flows. More aggressive buybacks from companies such as Nvidia and Apple could provide another tailwind for investors. — barrons.com · 07/02 1:46p https://www.barrons.com/articles/tech-buybacks-nvidia-apple-stock-rally-c30c1432 • Sandwich chain Jersey Mike's files for US IPO Sandwich chain Jersey Mike's has filed for a U.S. initial public offering, pushing ahead ​with its plans to go public at a time ‌of renewed enthusiasm for new listings. — reuters.com · 07/02 1:18p https://www.reuters.com/business/sandwich-chain-jersey-mikes-files-us-ipo-2026-07-02/ • Market Midday: Stocks Mixed, Job Creation Cooled In June, Americans Pay Up For Beef 7/2/26 CNBC Business News Update with Jessica Ettinger - Markets & Business News With Expert Analysis From Top Business Names. Visit CNBC.com For More. — youtube.com · 07/02 1:15p https://www.youtube.com/watch?v=l3pcJax_F70

🐘 NEW BIG-CAP MOVERS:

1. PLTR +4% $130.99 (301B cap) 1 Wall Street Analyst Believes Palantir Will More Than Double in a Year. Is She Right? Palantir's revenues have grown tremendously over the past few years. The stock still has a lot of hoped-for growth priced into it. — fool.com · 07/02 1:39p https://www.fool.com/investing/2026/07/02/1-wall-street-analyst-believes-palantir-will-more/

2. NU +2% $13.68 (66B cap) Investors Heavily Search Nu Holdings Ltd. (NU): Here is What You Need to Know Nu (NU) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock. — zacks.com · 07/02 10:00a https://www.zacks.com/stock/news/2946788/investors-heavily-search-nu-holdings-ltd-nu-here-is-what-you-need-to-know?cid=CS-STOCKNEWSAPI-FT-tale_of_the_tape|most_searched_stocks-2946788

📈 NEW GAINERS:

1. AURA +14% $7.69 (494M cap) (no fresh news today — likely technical / low-coverage move)

2. FIG +12% $21.75 (11B cap) Figma: The Workflow That Adobe Couldn't Buy Figma is a Buy at $19, driven by strong workflow integration, 46% revenue growth, and 139% Net Dollar Retention. FIG's enterprise traction is robust, with 48% growth in $100K+ ARR customers and a shift toward hybrid seat-plus-usage pricing. Gross margin compression (82% vs. 92%… — seekingalpha.com · 07/01 2:45a https://seekingalpha.com/article/4919040-figma-the-workflow-that-adobe-couldnt-buy

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