🆕 Newsmakers — 2:30p ET, 2026-07-10 — new since last alert

📰 NEW MARKET THEMES: • Forget Korea, Japan Could End The Bull Market Japan's 10-year yields have reached 2.88%, the highest since 1996, signaling a major shift in global risk dynamics. The yen is at a 40-year low, and aggressive Japanese fiscal expansion is intensifying pressure on the carry trade. — seekingalpha.com · 07/10 2:22p https://seekingalpha.com/article/4921235-forget-korea-japan-could-end-the-bull-market • Canadian Earnings Outlook: Potential Strength Despite Economic Weakness Canadian earnings may be strong despite economic weakness. Higher commodity prices providing tailwind for energy and mining stocks. Stocks may not be rewarded for strong earnings though. — seekingalpha.com · 07/10 2:10p https://seekingalpha.com/article/4921229-canadian-earnings-outlook-potential-strength-despite-economic-weakness • The Stock Market Can't Afford Another Magnificent 7 Meltdown A weak stock market wouldn't be the only painful outcome of a Mag Seven collapse. It could also risk tipping the economy into recession. — barrons.com · 07/10 1:44p https://www.barrons.com/articles/stock-market-magnificent-seven-9a8da693 • Bank Earnings to Get Wall Street Boost. Can Main Street Keep Up? Big market swings and robust deal activity have been good for traders and bankers. Will investors sell the news? — barrons.com · 07/10 1:36p https://www.barrons.com/articles/bank-stocks-earnings-preview-dd59e673 • S&P 500's AI Run Has Momentum - But Not Much Margin For Error Lofty stock market valuations leave little room for error if AI earnings don't keep delivering. The S&P 500's AI tailwind is strong, but the headwinds may be getting stronger. — seekingalpha.com · 07/10 1:35p https://seekingalpha.com/article/4921233-sp500-ai-run-has-momentum-not-much-margin-for-error

🐘 NEW BIG-CAP MOVERS:

1. META +6% $668.79 (1696B cap) Bill Ackman's Big Bet On Meta Stock Is Finally Paying Off: Here's The 2026 Gain So Far In recent years, Bill Ackman has invested Pershing Square Capital Management (NYSE:PS) heavily in Magnificent Seven stocks. This included taking a new position in Meta Platforms (NASDAQ:META) in the fourth quarter of 2025. — benzinga.com · 07/10 2:00p https://www.benzinga.com/markets/tech/26/07/60396393/bill-ackmans-big-bet-on-meta-stock-is-finally-paying-off-heres-the-2026-gain-so-far

2. NVDA +4% $210.33 (5094B cap) Billionaire Tech CEO: Our $25 Billion Backlog Shows “The Demand Is Booked” as “We've Never Seen a Buildout Like This Since the Great Wall of China” Cerebras CEO and co-founder Andrew Feldman made an appearance on the All-In Podcast to describe an AI infrastructure buildout so lopsided that compute suppliers are still racing to catch up with orders placed months ago. — 247wallst.com · 07/10 1:56p https://247wallst.com/investing/2026/07/10/billionaire-tech-ceo-our-25-billion-backlog-shows-the-demand-is-booked-as-weve-never-seen-a-buildout-like-this-since-the-great-wall-of-china/

3. F +3% $14.04 (55B cap) China's Pain Spreads To European Automakers. Why Ford and GM Are OK. Volkswagen announced a restructuring plan that could cost up to 100,000 jobs. — barrons.com · 07/10 1:57p https://www.barrons.com/articles/china-auto-europe-gm-ford-stock-7a584f8d

📈 NEW GAINERS:

1. SGP +11% $22.19 (742M cap) (no fresh news today — likely technical / low-coverage move)

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