🆕 Newsmakers — 3:30p ET, 2026-06-29 — new since last alert

📰 NEW MARKET THEMES: • This AI Power IPO May Already Be Pricing In the Good News Wall Street sees strong demand for Innio's gas-powered data center business, but many analysts say the AI power IPO already reflects much of that optimism. — barrons.com · 06/29 3:05p https://www.barrons.com/articles/innio-stock-ai-power-ipo-valuation-c3a182e7 • Natural Gas, WTI Oil, Brent Oil Forecasts – Oil Attempts To Rebound As Traders Wait For The New Round Of U.S. – Iran Talks Oil traders have mostly ignored recent escalation between U.S. and Iran. — fxempire.com · 06/29 3:04p https://www.fxempire.com/forecasts/article/natural-gas-wti-oil-brent-oil-forecasts-oil-attempts-to-rebound-as-traders-wait-for-the-new-round-of-u-s-iran-talks-1607331 • Equity Market Outlook Q3 2026 Finding alpha today requires digging deeper into the dominant AI theme to uncover unexpected interconnections ― and opportunities. As capex reduces free cash flow in market hot spots, we identify other areas where the free cash may be flowing. — seekingalpha.com · 06/29 2:20p https://seekingalpha.com/article/4918570-equity-market-outlook-q3-2026 • Case For A Healthy Market Rotation Vs. A Tech Bubble This isn't 1999. Today's market looks far healthier and more balanced than the one that preceded the dotcom bust. — seekingalpha.com · 06/29 2:15p https://seekingalpha.com/article/4918590-case-for-healthy-market-rotation-vs-tech-bubble

🐘 NEW BIG-CAP MOVERS:

1. SPCK +648% $164.45 (1231B cap) (no fresh news today — likely technical / low-coverage move)

2. ASTS +20% $85.93 (35B cap) Why AST SpaceMobile Keeps Gaining AST SpaceMobile confirmed its three newest BlueBird satellites are operational in orbit following their June 17 SpaceX launch, with production already underway on BlueBird 37. The company recently announced a joint venture with Rakuten to bring direct-to-phone satellite service… — fool.com · 06/29 2:56p https://www.fool.com/investing/2026/06/29/why-asts-spacemobile-keeps-gaining/

3. RIVN +8% $16.81 (21B cap) Tesla Jumps 8%, Rivian and Lucid Rise 7% as EV Stocks Ride a Tech Rebound Electric vehicle stocks are surging in midday trading on Monday as a broad tech rebound lifts high-beta names across the market. — 247wallst.com · 06/29 2:30p https://247wallst.com/investing/2026/06/29/tesla-jumps-8-rivian-and-lucid-rise-7-as-ev-stocks-ride-a-tech-rebound/

4. GRAB +4% $3.71 (15B cap) Grab Holdings: Southeast Asia's Super-App Is Getting Stronger (Rating Upgrade) Grab Holdings is upgraded to Strong Buy despite a 37% stock decline, as fundamentals have strengthened and profitability has been achieved. GRAB benefits from exposure to high-growth markets: mobility, food delivery, and financial services, each with double-digit CAGRs projected… — seekingalpha.com · 06/29 7:10a https://seekingalpha.com/article/4918456-grab-holdings-stock-southeast-asias-super-app-is-getting-stronger-rating-upgrade

📈 NEW GAINERS:

1. SPCK +648% $164.45 (1231B cap) (no fresh news today — likely technical / low-coverage move)

2. IRDM +25% $54.52 (5.8B cap) Rocket Lab buys satellite pioneer Iridium for $8B – setting up showdown with SpaceX Rocket Lab is buying Iridium Communications in an $8 billion cash-and-stock deal – equipping the rocket maker with a global satellite network and wireless spectrum that could help it compete with Elon Musk's SpaceX. — nypost.com · 06/29 3:10p https://nypost.com/2026/06/29/business/rocket-lab-buys-satellite-pioneer-iridium-for-8b-setting-up-showdown-with-spacex/

3. QH +23% $6.79 (619M cap) (no fresh news today — likely technical / low-coverage move)

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