🆕 Newsmakers — 3:30p ET, 2026-07-02 — new since last alert

📰 NEW MARKET THEMES: • New database for subsurface energy storage could be boon for natural gas industry Researchers at the University of Texas at Austin have produced a new analysis of underground natural gas storage sites around the country. The analysis can help guide future expansion of natural gas storage capacity, optimize existing storage facilities and aid in developing the… — techxplore.com · 07/02 3:20p https://techxplore.com/news/2026-07-database-subsurface-energy-storage-boon.html • Why the jobs and inflation data are bullish for bonds The June jobs report is worse than many people realize. — marketwatch.com · 07/02 3:01p https://www.marketwatch.com/story/why-the-jobs-and-inflation-data-are-bullish-for-bonds-fcedffd2 • JPMorgan cannot stop paying Charlie Javice's legal bills, Delaware judge rules A Delaware judge on Thursday said JPMorgan Chase must continue paying the legal bills of ​Charlie Javice, the former finance executive convicted ‌of defrauding the bank, after JPMorgan racked up what it called an "astronomical" amount of expenses. — reuters.com · 07/02 2:56p https://www.reuters.com/legal/government/jpmorgan-cannot-stop-paying-charlie-javices-legal-bills-delaware-judge-rules-2026-07-02/ • Avoid Tech Stock Volatility. The Case for Materials. The State Street Materials ETF is an option to hedge tech volatility. It also has history on its side. — barrons.com · 07/02 2:51p https://www.barrons.com/articles/tech-stock-volatility-materials-54f8fde9 • 'Trump accounts' for newborns will accept stock donations, US officials say Individuals and corporations ‌will be able to donate shares of stock to “Trump accounts,” the government-backed newborn investment accounts created as part of U.S. President Donald Trump's landmark tax and immigration law, officials said Thursday. — reuters.com · 07/02 2:47p https://www.reuters.com/legal/government/trump-accounts-newborns-will-accept-stock-donations-us-officials-say-2026-07-02/

🐘 NEW BIG-CAP MOVERS:

1. RIVN +8% $18.62 (23B cap) Rivian Raises Full-Year Outlook After Q2 Deliveries Top Estimates Rivian Automotive (RIVN) rose 13.39% intraday after the electric vehicle maker reported Q2 2026 deliveries of 12,194 vehicles, topping its own guidance range of — gurufocus.com · 07/02 2:25p https://www.gurufocus.com/news/8943194/rivian-raises-fullyear-outlook-after-q2-deliveries-top-estimates

2. NFLX +5% $78.11 (329B cap) Netflix Is A Low-Risk Buying Opportunity With Upside Potential Netflix presents a low-risk, high-upside buying opportunity after a pullback to key technical support. Strong 2025 fundamentals: 16% revenue growth to $45B, 26% net profit growth to $11B, and a 24.5% margin. Ad-tier expansion and proprietary ad tech are central to closing ARPU g… — seekingalpha.com · 07/02 10:44a https://seekingalpha.com/article/4919499-netflix-is-a-low-risk-buying-opportunity-with-upside-potential

3. AAPL +4% $307.42 (4515B cap) EXCLUSIVE: Market Expert Jay Woods Says Micron Stock is New Market ‘Tell,' Following Footsteps of Nvidia, Apple, Microsoft Freedom Capital Markets Chief Market Strategist Jay Woods predicted the S&P 500 would end 2026 at around 7,200 in estimates made back in late 2025. Here's what the market expert is saying now and why Micron Technology (NASDAQ:MU) has become the most important stock for investors… — benzinga.com · 07/02 2:39p https://www.benzinga.com/markets/tech/26/07/60256473/exclusive-market-expert-jay-woods-says-micron-stock-is-new-market-tell-following-footsteps-of-nvidia-apple-microsoft

4. IBIT +3% $34.90 (60B cap) Apple's Foldable iPhone Saves the S&P 500 From a Chip-Fueled Rout A weak jobs report met a strong Apple rally on Thursday. Here's why the major indexes couldn't agree on a direction. — fool.com · 07/02 1:01p https://www.fool.com/investing/2026/07/02/apples-foldable-iphone-saves-the-sp-500-from-a-chi/

📈 NEW GAINERS:

1. GPC +13% $133.00 (19B cap) The Safest Dividend Plays of 2026: 5 High-Yield, Low-PE Dividend Aristocrats The S&P 500 is up about 10% this year, yet 80% of that gain comes from technology stocks, many of which are tied to artificial intelligence. — 247wallst.com · 07/01 7:45a https://247wallst.com/investing/2026/07/01/why-5-high-yielding-lowest-pe-dividend-aristocrats-may-be-your-safest-2026-ideas-now/

2. TECX +12% $36.83 (695M cap) (no fresh news today — likely technical / low-coverage move)

3. SLS +12% $14.87 (2.8B cap) (no fresh news today — likely technical / low-coverage move)

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