🆕 Newsmakers — 4:30p ET, 2026-06-29 — new since last alert

📰 NEW MARKET THEMES: • Momentum is driving all memory stocks, says S3 Partners' Bob Sloan Bob Sloan, S3 Partners founder, joins 'Power Lunch' to discuss how investors should position in the memory trade. — youtube.com · 06/29 4:04p https://www.youtube.com/watch?v=Ts2zIwUJEeU • French parliament passes fast-fashion law to curb Shein and Temu France's Senate passed a revised version of a bill on Monday aimed at curbing online fast-fashion retailers such as ​Shein, Temu, which is owned by PDD Holdings , and ‌AliExpress , after more than two years of debate and discussion between the upper and lower houses of parliamen… — reuters.com · 06/29 3:59p https://www.reuters.com/business/retail-consumer/french-parliament-passes-fast-fashion-law-curb-shein-temu-2026-06-29/ • Supreme Court lets presidents fire independent regulators, rules for Trump in FTC case The Supreme Court ruled Monday that President Donald Trump did have the authority to fire Federal Trade Commission Commissioner Rebecca Slaughter. The 6-3 ruling gives Trump and future presidents the power to remove members of supposedly independent federal agencies that carry o… — cnbc.com · 06/29 3:44p https://www.cnbc.com/2026/06/29/supreme-court-trump-slaughter-ftc.html • Going Nowhere The S&P 500 is kicking off the week with a gain of over 1% as of midday Monday. In multiple ways, it has been a sharp turnaround from last week. — seekingalpha.com · 06/29 3:44p https://seekingalpha.com/article/4918608-going-nowhere • Pimco Sees Fed on Hold for Rest of Year Pimco Head of Short-Term Portfolio Management Jerome Schneider expects the Federal Reserve to not move on interest rates for the rest of this year. He talks about how clients and investors can find growth amid hidden risks on "Bloomberg The Close. — youtube.com · 06/29 3:43p https://www.youtube.com/watch?v=6nOVv-zqsCo

🐘 NEW BIG-CAP MOVERS:

1. GOOGL +5% $353.65 (4277B cap) Dan Ives Says the $3 Trillion Tech Wipeout Is a Buying Opportunity. Here's His Case Dan Ives went on CNBC with a message for anyone watching Big Tech bleed out in June. — 247wallst.com · 06/29 3:15p https://247wallst.com/investing/2026/06/29/dan-ives-says-the-3-trillion-tech-wipeout-is-a-buying-opportunity-heres-his-case/

📈 NEW GAINERS:

1. AGMB +29% $17.82 (878M cap) (no fresh news today — likely technical / low-coverage move)

2. IRDM +25% $54.59 (5.8B cap) Rocket Lab Is Set to Acquire Satellite Telecom Giant Iridium for $8 BIllion Rocket Lab will pay $8 billion in a cash-and-stock deal to acquire Iridium and its low-Earth orbit satellite network. Management says the deal will give Rocket Lab a foothold in space-based applications. — fool.com · 06/29 4:01p https://www.fool.com/investing/2026/06/29/rocket-lab-is-set-to-acquire-satellite-telecom-giant-iridium-for-8-billion/

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