🆕 Newsmakers — 3:30p ET, 2026-07-10 — new since last alert

📰 NEW MARKET THEMES: • A hedge-fund trade blamed for a massive market blowup in 2024 has made a big comeback, Goldman Sachs says The currency-market carry trade is back — and bigger than it's been in many years. — marketwatch.com · 07/10 3:04p https://www.marketwatch.com/story/a-hedge-fund-trade-blamed-for-a-massive-market-blowup-in-2024-has-made-a-big-comeback-goldman-sachs-says-f2308a78 • Prepare for the Fed to undo rate cuts that stabilized the economy, expert cautions The Federal Reserve likely will take back all the 2025 ‘insurance cuts' or not raise interest rates at all, according to RBC Wealth Management. — marketwatch.com · 07/10 3:02p https://www.marketwatch.com/story/prepare-for-the-fed-to-undo-rate-cuts-that-stabilized-the-economy-expert-cautions-bc36ea76 • Trump Says Ceasefire With Iran Is Over President Donald Trump said the US would continue talks with Iran but considers the ceasefire between the countries to be over. James Jeffrey, former US ambassador to Iraq and Turkey, talks about Trump's objectives in Iran and why the US is targeting infrastructure. — youtube.com · 07/10 2:35p https://www.youtube.com/watch?v=Ok4C4aOmudU • So Far, So Good The June jobs report took the pressure off an immediate July rate hike. Payrolls came in soft at +57,000, while the unemployment rate ticked down to 4.2% on a lower participation rate, which fell to 61.5%. — etftrends.com · 07/10 2:24p https://www.etftrends.com/etf-strategist-content-hub/so-far-so-good/

🐘 NEW BIG-CAP MOVERS:

1. META +5% $665.45 (1688B cap) Bull v. Bear: META AI Spending, Compute Plans Leave Question Marks Characteristics and Risks of Standardized Options: https://bit.ly/2v9tH6D. The positives outweigh the negatives when it comes to Meta Platforms (META), argues Kevin Hincks. — youtube.com · 07/10 3:00p https://www.youtube.com/watch?v=RNy_7sV6oFU

📈 NEW GAINERS:

1. RXT +21% $5.30 (1.3B cap) Rackspace Technology (RXT) Rebounds 22% After Brutal Week Shares of Rackspace Technology (NASDAQ:RXT) are rebounding sharply on Friday, trading up 22% intraday to $5.35 from a prior close of $4.37, as of 3:20pm ET. — 247wallst.com · 07/10 3:22p https://247wallst.com/investing/2026/07/10/rackspace-technology-rxt-market-movers/

2. NEXA +11% $14.95 (2.0B cap) NEXA or NGLOY: Which Is the Better Value Stock Right Now? Investors interested in stocks from the Mining - Miscellaneous sector have probably already heard of Nexa Resources S.A. (NEXA) and Anglo American (NGLOY). — zacks.com · 07/10 12:41p https://www.zacks.com/stock/news/2951789/nexa-or-ngloy-which-is-the-better-value-stock-right-now?cid=CS-STOCKNEWSAPI-FT-tale_of_the_tape|yseop_template_3-2951789

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