🆕 Newsmakers — 2:30p ET, 2026-07-09 — new since last alert

📰 NEW MARKET THEMES: • Kalshi traders see roughly 50% odds of a rate hike in 2026 as Fed is split on policy The Federal Reserve's June meeting minutes issued Wednesday indicated that central bank officials were divided on where rates will be at the end of this year. In turn, Kalshi traders now see a 54% likelihood that the central bank will raise rates this year. — cnbc.com · 07/09 2:21p https://www.cnbc.com/2026/07/09/kalshi-traders-see-roughly-50percent-odds-of-a-rate-hike-in-2026-as-fed-is-split-on-policy.html • Kalshi traders think gas prices will stay higher for longer as U.S.-Iran tensions heat back up The latest developments in the conflict between the U.S. and Iran have Kalshi traders thinking that gas prices will remain elevated for a longer period of time. They now place a 75% chance gas prices on Nov. 3 will be above $3.50 per gallon, and 39% odds that prices will be high… — cnbc.com · 07/09 2:11p https://www.cnbc.com/2026/07/09/kalshi-traders-see-higher-gas-prices-lasting-through-election-day.html • Credo Enters The Next AI Battleground Credo surpassed $1.3 billion in revenue in FY2026, growing 206% year over year with $662 million in net income. DustPhotonics acquisition expands Credo into silicon photonics, 800G, 1.6T, and future CPO/NPO architectures. Optical products are expected to exceed $600 million in r… — seekingalpha.com · 07/09 2:08p https://seekingalpha.com/article/4920979-credo-enters-the-next-ai-battleground • Action-starved traders look to small-cap stocks for the next big move One of the biggest options trades in the entire market Thursday seems to suggest small caps might lead the next move up or down. — cnbc.com · 07/09 1:58p https://www.cnbc.com/2026/07/09/action-starved-traders-look-to-small-cap-stocks-for-the-next-big-move.html • AI sector now checks all the classic bubble signs, says Rockefeller International's Ruchir Sharma Ruchir Sharma, Rockefeller International chairman, joins 'Squawk on the Street' to discuss how geopolitics have impacted equity markets, threats to equities and much more. — youtube.com · 07/09 1:47p https://www.youtube.com/watch?v=B_ody1Lpntk

🐘 NEW BIG-CAP MOVERS:

1. SOFI +4% $18.35 (24B cap) Tesla, Nvidia, Amazon Power SoFi's New Monthly Income ETF SoFi Technologies, Inc. (NASDAQ:SOFI) expanded its ETF lineup with the launch of the SoFi Social 50 Income ETF (NYSE:SFYI) , a new fund designed to combine exposure to the 50 most widely held U.S.-listed stocks in SoFi Invest self-directed brokerage accounts with an actively man… — benzinga.com · 07/09 1:31p https://www.benzinga.com/etfs/new-etfs/26/07/60367951/tesla-nvidia-amazon-power-sofis-new-monthly-income-etf

📈 NEW GAINERS:

1. FBRX +58% $32.47 (451M cap) Forte Biosciences shares surge after positive phase 1b vitiligo results Forte Biosciences (NASDAQ:FBRX) shares jumped about 55% after the company reported positive phase 1b clinical trial results for FB102, an investigational therapy for vitiligo, showing statistically significant improvements in disease severity compared with placebo. Vitiligo is a… — proactiveinvestors.com · 07/09 1:30p https://www.proactiveinvestors.com/companies/news/1095219

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