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

📰 NEW MARKET THEMES: • Small Caps Deliver Big Gains Can the outperformance continue? The small-cap stock rally we highlighted back in April has continued over the past few months, driven by factors such as robust U.S. economic growth disproportionately benefiting smaller, domestically focused businesses and the AI capital spendin… — etftrends.com · 07/07 2:02p https://www.etftrends.com/etf-strategist-content-hub/small-caps-deliver-big-gains/ • Nasdaq Dominates Again, Falling After Samsung's Blockbuster Estimates Samsung says it expects strong 2Q growth. Tech investors worry about AI spending spree. — seekingalpha.com · 07/07 1:57p https://seekingalpha.com/article/4920399-nasdaq-dominates-again-falling-after-samsung-blockbuster-estimates • Bond traders are watching this tracker to figure out the real odds of Fed rate hikes A Fed gauge of wage growth is due to be updated on Friday, followed by a June reading on consumer inflation next Tuesday. — marketwatch.com · 07/07 1:53p https://www.marketwatch.com/story/bond-traders-are-watching-this-tracker-to-figure-out-the-real-odds-of-fed-rate-hikes-42fa2742 • ET Underperforms Its Industry in 6 Months: How to Play the Stock? ET's discounted valuation, rising earnings estimates and fee-based cash flows support its appeal, but lower ROE and higher debt suggest patience. — zacks.com · 07/07 1:41p https://www.zacks.com/stock/news/2949645/et-underperforms-its-industry-in-6-months-how-to-play-the-stock?cid=CS-STOCKNEWSAPI-FT-analyst_blog|most_popular_stocks-2949645 • As Tech Rally Cools, Wall Street Awaits Key Earnings Season The tech rally has gone cold. Whether it freezes or thaws is the market's next question. — barrons.com · 07/07 1:38p https://www.barrons.com/articles/tech-rally-wall-street-stocks-earnings-season-4ea31777

🐘 NEW BIG-CAP MOVERS:

1. PLTR +5% $138.53 (318B cap) Palantir Vs. Google: Why Palantir is Surging in July and Should Investors Buy it Over Google Palantir (NASDAQ:PLTR | PLTR Price Prediction) and Google (NASDAQ:GOOGL) both just delivered blowout Q1 2026 reports, yet their businesses look nothing alike. — 247wallst.com · 07/07 1:43p https://247wallst.com/investing/2026/07/07/palantir-vs-google-why-palantir-is-surging-in-july-and-should-investors-buy-it-over-google/

📈 NEW GAINERS:

1. IMMX +14% $11.91 (648M cap) (no fresh news today — likely technical / low-coverage move)

2. FBRX +13% $23.11 (320M cap) (no fresh news today — likely technical / low-coverage move)

3. NGNE +13% $36.69 (580M cap) Neurogene Announces Inducement Grants Under Nasdaq Listing Rule 5635(c)(4) NEW YORK--(BUSINESS WIRE)--Neurogene Inc. (Nasdaq: NGNE), a clinical-stage company founded to bring life-changing genetic medicines to patients and families affected by rare neurological diseases, today announced that the Compensation Committee of the Company's Board of Director… — businesswire.com · 07/06 4:01p https://www.businesswire.com/news/home/20260706037952/en/Neurogene-Announces-Inducement-Grants-Under-Nasdaq-Listing-Rule-5635-c-4/

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