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

📰 NEW MARKET THEMES: • Bitcoin ETFs on Track for Worst Month of Withdrawls Bloomberg Intelligence's James Seyffart joins Isabelle Lee on "Bloomberg Crypto." Bitcoin's biggest institutional sources of demand are faltering at the same time, leaving the cryptocurrency increasingly exposed as ETF investors pull money at a record pace and questions persist… — youtube.com · 06/30 4:19p https://www.youtube.com/watch?v=U0QVH-8Dnvg • Inside The S&P 500's June Swoon And AI Boom, July Fireworks Possible U.S. large caps cooled in June, with the S&P 500 ETF dipping 1% as Mag 7 megacaps faced selling pressure. SMID caps outperformed, led by a 3% rise in the Russell 2000 ETF, while the Health Care and Industrials sectors led gains. — seekingalpha.com · 06/30 4:00p https://seekingalpha.com/article/4918913-inside-the-s-and-p-500s-june-swoon-and-ai-boom-july-fireworks-possible • Is COO Stock Attractive as MyDay Gains Meet Asia-Pacific Pressure COO's MyDay, MiSight and fertility strengths support the long-term case, but Asia-Pacific softness, recall costs and leverage keep the stock in wait-and-see mode. — zacks.com · 06/30 3:46p https://www.zacks.com/stock/news/2945711/is-coo-stock-attractive-as-myday-gains-meet-asia-pacific-pressure?cid=CS-STOCKNEWSAPI-FT-analyst_blog_plus|zer_report_insights-2945711 • Westport Fuel Systems Inc. (WPRT:CA) Shareholder/Analyst Call Prepared Remarks Transcript Westport Fuel Systems Inc. (WPRT:CA) Shareholder/Analyst Call Prepared Remarks Transcript — seekingalpha.com · 06/30 3:22p https://seekingalpha.com/article/4918947-westport-fuel-systems-inc-wprt-ca-shareholder-analyst-call-prepared-remarks-transcript

🐘 NEW BIG-CAP MOVERS:

1. SPCX +4% $170.86 (2234B cap) SpaceX's AI boom comes with a perk for Memphis residents: half-price for Starlink SpaceX is offering Memphis residents 50% off Starlink. SpaceX's vice president of Starlink engineering framed the discount as a community give-back. — businessinsider.com · 06/30 4:14p https://www.businessinsider.com/spacex-half-price-starlink-memphis-residents-2026-6

2. AAPL +3% $289.36 (4250B cap) Why you need to buy Apple stock in July Apple (NASDAQ: AAPL) stock could be entering one of its strongest seasonal periods of the year, according to historical trading data. — finbold.com · 06/30 2:21p https://finbold.com/why-you-need-to-buy-apple-stock-in-july/

3. NVDA +3% $200.09 (4846B cap) TSMC vs. NVIDIA: Which AI Semiconductor Stock Should You Buy in July? TSMC's AI-driven growth outlook, manufacturing expansion and steady estimate revisions make it the preferred AI semiconductor pick for July despite risks. — zacks.com · 06/30 4:01p https://www.zacks.com/stock/news/2945714/tsmc-vs-nvidia-which-ai-semiconductor-stock-should-you-buy-in-july?cid=CS-STOCKNEWSAPI-FT-analyst_blog|most_popular_stocks-2945714

📈 NEW GAINERS:

1. AMBA +28% $85.80 (3.8B cap) Ambarella stock gains 28% as Rosenblatt sees it as one of the best physical AI plays Shares of Ambarella Inc. (AMBA) surged about 28% on Tuesday. The rally came after Rosenblatt Securities identified the edge artificial intelligence chipmaker as one of its top technology stock picks for the second half of 2026, citing its strong positioning in the fast-growing p… — invezz.com · 06/30 3:43p https://invezz.com/news/2026/06/30/ambarella-stock-gains-as-rosenblatt-sees-it-as-one-of-the-best-physical-ai-plays/

2. ENRD +26% $8.65 (1.2B cap) (no fresh news today — likely technical / low-coverage move)

3. HQ +21% $28.37 (1.5B cap) (no fresh news today — likely technical / low-coverage move)

4. AVAV +19% $165.07 (8.2B cap) Pomerantz Law Firm Announces the Filing of a Class Action Against AeroVironment, Inc. and Certain Officers – AVAV NEW YORK, June 30, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP announces that a class action lawsuit has been filed against AeroVironment, Inc. (“AeroVironment” or the “Company”) (NASDAQ: AVAV) and certain officers.   The class action, filed in the United States District Court for th… — globenewswire.com · 06/30 4:15p https://www.globenewswire.com/news-release/2026/06/30/3320124/1087/en/Pomerantz-Law-Firm-Announces-the-Filing-of-a-Class-Action-Against-AeroVironment-Inc-and-Certain-Officers-AVAV.html

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