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

📰 NEW MARKET THEMES: • These Two Software Stocks Are Defying the Sector Selloff JFrog and Qualys are outperforming the broader software sector as bullish technical patterns suggest both stocks could continue leading into the second half of 2026. — barrons.com · 06/30 3:17p https://www.barrons.com/articles/jfrog-qualys-stock-software-sector-relative-strength-c594c368 • Tecsys Inc. (TCS:CA) Q4 2026 Earnings Call Transcript Tecsys Inc. (TCS:CA) Q4 2026 Earnings Call Transcript — seekingalpha.com · 06/30 3:02p https://seekingalpha.com/article/4918870-tecsys-inc-tcs-ca-q4-2026-earnings-call-transcript • The chip rally has a dark side — and a rare market risk is at its highest level since 2015 A cavernous spread between stock and index volatility leaves semiconductor leaders, including AMD and Micron, vulnerable. — marketwatch.com · 06/30 2:49p https://www.marketwatch.com/story/the-chip-rally-has-a-dark-side-and-a-rare-market-risk-is-at-its-highest-level-since-2015-5114fba0 • Why These Stock-Market Bears See This Year's Bullish Tailwinds 'Reversing' Most on Wall Street expect more gains for stocks in the second half of 2026. Not everyone, however, is convinced. — investopedia.com · 06/30 2:47p https://www.investopedia.com/why-these-stock-market-bears-see-this-year-s-bullish-tailwinds-reversing-12009838 • Rubenstein Doesn't See the AI Stock Bubble Bursting David Rubenstein, the founder and co-chairman of the Carlyle Group and host of "Bloomberg Wealth," says he doesn't expect the AI bubble to pop anytime soon. He speaks on "Bloomberg Surveillance. — youtube.com · 06/30 2:34p https://www.youtube.com/watch?v=ShruJtygkfw

🐘 NEW BIG-CAP MOVERS:

1. SPCX +4% $171.26 (2240B cap) Here Is How Much Upside SpaceX Stock Has Left After Its Post-IPO Sell-off SpaceX's upcoming inclusion in the Nasdaq-100 could set a floor under its stock. But its high valuation and upcoming lockup expirations will limit its near-term gains. — fool.com · 06/30 2:30p https://www.fool.com/investing/2026/06/30/here-is-how-much-upside-spacex-stock-has-left-afte/

📈 NEW GAINERS:

1. OPTX +19% $12.64 (508M cap) Syntec Optics (NASDAQ: OPTX) Wins Order to Expand AI-Driven AR Display Optics for U.S. Military ROCHESTER, NEW YORK, June 29, 2026 (GLOBE NEWSWIRE) -- Syntec Optics Holdings, Inc. (NASDAQ: OPTX) (“Syntec Optics”), a premier provider of technology solutions for defense tech, space tech, and other vibrant end-markets, today announced a new order to modularize and expand its… — globenewswire.com · 06/29 8:15a https://www.globenewswire.com/news-release/2026/06/29/3318924/0/en/Syntec-Optics-NASDAQ-OPTX-Wins-Order-to-Expand-AI-Driven-AR-Display-Optics-for-U-S-Military.html

2. TRAX +17% $19.82 (691M cap) (no fresh news today — likely technical / low-coverage move)

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