🆕 Newsmakers — 3:30p ET, 2026-07-08 — new since last alert

📰 NEW MARKET THEMES: • Natural Gas, WTI Oil, Brent Oil Forecasts – Oil Rallies As Trump Threatens To Strike Iran Again U.S. has revoked a sanctions waiver for Iranian oil, providing significant support to oil markets. — fxempire.com · 07/08 3:17p https://www.fxempire.com/forecasts/article/natural-gas-wti-oil-brent-oil-forecasts-oil-rallies-as-trump-threatens-to-strike-iran-again-1609106 • More than two-thirds of tech stocks are at least 20% off recent highs. What's happening to the AI trade? Major semiconductor names have been falling hard as investors take profits following a blockbuster second quarter. — marketwatch.com · 07/08 3:13p https://www.marketwatch.com/story/more-than-two-thirds-of-tech-stocks-are-at-least-20-off-recent-highs-whats-happening-to-the-ai-trade-4ba6aa28 • Watch CNBC's Fed roundtable discuss the latest FOMC minutes Jefferies' David Zervos, CNBC's Steve Liesman and Rick Santelli discuss the latest FOMC minutes. — youtube.com · 07/08 3:03p https://www.youtube.com/watch?v=VunOw-c1tlE • Oregon data centers face sharp electricity rate hike under new law Oregon's PUC approved a 29% rate hike on data centers under the POWER Act, while residential customers will see bills drop by an average of 1.3%. — foxbusiness.com · 07/08 2:51p https://www.foxbusiness.com/economy/oregon-data-centers-face-sharp-electricity-rate-hike-under-new-law • FOMC minutes show a Fed united on rates and communications, but concerned about impacts of Iran, tariffs and AI on inflation The minutes from the June 16-17 Federal Open Market Committee (FOMC) meeting showed members united on monetary policy and changes to the Fed's post-meeting communications but concerned about the economic impacts of the Iran war, tariffs, and the AI buildout, with the majority st… — kitco.com · 07/08 2:47p https://www.kitco.com/news/article/2026-07-08/fomc-minutes-show-fed-united-rates-and-communications-concerned-about

🐘 NEW BIG-CAP MOVERS:

1. NVDA +4% $204.43 (4951B cap) Hedge Funds Are Selling Tech Stock Hand Over Fist. Is the 2026 Melt-Up On Its Last Legs? Hedge funds have net-sold U.S. technology stocks for four straight weeks, with semiconductor and hardware names at the center of the unwind, according to Goldman Sachs prime brokerage data cited by Reuters. The AI signal is cautious, not abandonment: sophisticated traders appear… — 247wallst.com · 07/08 2:25p https://247wallst.com/investing/2026/07/08/hedge-funds-are-selling-tech-stock-hand-over-fist-is-the-2026-melt-up-on-its-last-legs/

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