🆕 Newsmakers — 3:30p ET, 2026-07-06 — new since last alert

📰 NEW MARKET THEMES: • CDT Insider Sentiment June 2026 - The AI Bubble Reckoning Before now, no single “Bubble” of the past two decades since 2008 has posed a threat to the health of the broader financial system and stock market. Artificial Intelligence has changed that. — seekingalpha.com · 07/06 3:05p https://seekingalpha.com/article/4920141-cdt-insider-sentiment-june-2026-ai-bubble-reckoning • Natural Gas, WTI Oil, Brent Oil Forecasts – Oil Pulls Back As Saudi Arabia Offers Discounts To Asian Buyers Oil prices remain under pressure amid signs of supply glut. — fxempire.com · 07/06 2:39p https://www.fxempire.com/forecasts/article/natural-gas-wti-oil-brent-oil-forecasts-oil-pulls-back-as-saudi-arabia-offers-discounts-to-asian-buyers-1608607 • Drone Maker Ondas Says the 'Arms Race' Has Started Ondas, which develops drones and secures wireless communications, has agreed to buy autonomous aircraft maker DZYNE Technologies in a cash-and-stock deal worth over $875 million, which will turn Ondas into a full-service autonomous defense technology platform. Ondas Chairman and… — youtube.com · 07/06 2:31p https://www.youtube.com/watch?v=vy751-8DAGs

🐘 NEW BIG-CAP MOVERS:

1. WULF +5% $22.20 (11B cap) TeraWulf Stock Is Up 95% This Year: Here's Why Shares of TeraWulf (NASDAQ:WULF) extended a powerful rally on Monday afternoon, separating the stock from its — 247wallst.com · 07/06 3:11p https://247wallst.com/investing/2026/07/06/terawulf-stock-is-up-95-this-year-heres-why/

2. F +3% $13.81 (54B cap) Ford Finally Runs Out of EVs Ford's (NYSE: F | F Price Prediction) sales of its two flagship EVs dropped to nearly zero in May. — 247wallst.com · 07/06 1:49p https://247wallst.com/investing/2026/07/06/ford-finally-runs-out-of-evs/

3. INTC +3% $123.50 (621B cap) The AI Trade Is Off to a Hot Start This Week as Chip, Memory Stocks Surge The AI trade is off to a strong start this week, with several chip and memory stocks among the biggest gainers in the S&P 500 and Nasdaq on Monday. — investopedia.com · 07/06 2:36p https://www.investopedia.com/ai-trade-is-off-to-hot-start-this-week-as-chip-memory-stocks-surge-intc-amd-nvda-mu-12012383

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