🆕 Newsmakers — 3:30p ET, 2026-07-01 — new since last alert

📰 NEW MARKET THEMES: • Prolific tech analyst Dan Ives is exiting Wedbush for a new venture Ives, who has spent the past eight years at Wedbush and more than 25 years covering technology stocks, said the new firm will seek to build what he described as a "modern merchant bank" focused on helping companies capitalize on opportunities created by AI. "In looking at the ne… — cnbc.com · 07/01 3:12p https://www.cnbc.com/2026/07/01/tech-analyst-dan-ives-is-exiting-wedbush-for-a-new-venture.html • Yen Carry Trade Is Back; Where Will The Money Go? The official story on the weak yen has been Japan and the United States "coordinating closely" on the currency. Japan's Finance Minister Satsuki Katayama and U.S. Treasury Secretary Bessent agree on "bold" and "decisive" action against disorderly currency moves. — seekingalpha.com · 07/01 3:05p https://seekingalpha.com/article/4919285-yen-carry-trade-back-where-will-money-go • Tank maker KNDS puts IPO plans on hold Franco-German defence group KNDS said on ​Wednesday it has put its plans ‌to list on hold until markets return to more favourable conditions. — reuters.com · 07/01 3:04p https://www.reuters.com/business/aerospace-defense/tank-maker-knds-puts-ipo-plans-hold-2026-07-01/ • Is the U.S. jobs market getting better? June employment report to give us a heat check. Is it getting easier to find a job? Are businesses really hiring more workers? — marketwatch.com · 07/01 2:43p https://www.marketwatch.com/story/is-the-u-s-jobs-market-getting-better-june-employment-report-to-give-us-a-heat-check-529a3d2e • Natural Gas, WTI Oil, Brent Oil Forecasts – Oil Tests New Lows As Trump Hails Progress In Iran Talks The flows of oil through the Strait of Hormuz have already surpassed the 10 million bpd level, putting additional pressure on oil markets. — fxempire.com · 07/01 2:36p https://www.fxempire.com/forecasts/article/natural-gas-wti-oil-brent-oil-forecasts-oil-tests-new-lows-as-trump-hails-progress-in-iran-talks-1607838

🐘 NEW BIG-CAP MOVERS:

1. META +9% $614.99 (1560B cap) Meta Is Looking to Launch a Cloud Computing Business. Its Stock Is Popping Meta's stock is soaring on signs it could be on the verge of launching a new business. — investopedia.com · 07/01 3:16p https://www.investopedia.com/meta-is-looking-to-launch-a-cloud-computing-business-its-stock-is-popping-12010512

2. PLTR +9% $126.60 (291B cap) Ca$htag$: PLTR Path Ahead Through AI Software & Commercial Growth Landon Swan from @LikeFolio discusses whether Palantir's (PLTR) business could become commoditized as AI continues to grow its commercial customer base. He examines the difference between consumer sentiment and investor sentiment surrounding Palantir as the company's software be… — youtube.com · 07/01 2:30p https://www.youtube.com/watch?v=LmFaF5kz6MQ

3. SOFI +4% $18.60 (24B cap) SOFI Expands Lending: Can Small Business Loans Boost Growth? SOFI broadens its lending business with small business loans up to $250,000, aiming to deepen member relationships as record loan growth fuels expansion. — zacks.com · 07/01 2:36p https://www.zacks.com/stock/news/2946506/sofi-expands-lending-can-small-business-loans-boost-growth?cid=CS-STOCKNEWSAPI-FT-analyst_blog|quick_take-2946506

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