🆕 Newsmakers — 4:30p ET, 2026-07-01 — new since last alert

📰 NEW MARKET THEMES: • Behind Nasdaq Performance: How AI & Market Dynamics Shake Up Tech @nasdaq 's Sal Bruno talks about the three pillars affecting market performance in the index. He says fundamentals have the largest impact because they drive earnings, followed by the U.S.-Iran war and macroeconomic conflict. — youtube.com · 07/01 4:00p https://www.youtube.com/watch?v=1FbotHBLQxg • Kevin Warsh is very much focused on AI's impact to labor markets, says Fed's Randy Kroszner Randy Kroszner, former Fed governor, joins 'Squawk on the Street' to discuss the latest comments from Kevin Warsh, the family fight Warsh has mentioned and much more. — youtube.com · 07/01 3:57p https://www.youtube.com/watch?v=T3Y8bDawa9s

🐘 NEW BIG-CAP MOVERS:

1. META +9% $612.91 (1556B cap) Meta shares surge on report of new AI cloud business Shares of Meta Platforms jumped more than 6% on Wall Street on Wednesday after a report said the social media giant is preparing to launch a cloud computing business that would sell AI computing power to outside customers. — techxplore.com · 07/01 4:00p https://techxplore.com/news/2026-07-meta-surge-ai-cloud-business.html

2. PLTR +8% $125.73 (289B cap) Palantir: As Its Growth And Profitability Have Accelerated, Its Valuation Has Compressed Palantir shares have become attractively valued after a sharp decline, despite continued hyper-growth and exceptional profitability. PLTR's AI-driven AIP platform, deep government/military ties, and high net retention (150%) underpin its dominant position and expanding moat. Rev… — seekingalpha.com · 07/01 4:04p https://seekingalpha.com/article/4919286-palantir-growth-and-profitability-have-accelerated-valuation-has-compressed

3. SOFI +3% $18.44 (24B cap) I think Mag 7 comes back in second half of 2026, says SoFi's Liz Thomas CNBC's “Closing Bell” team discusses recent market action, the AI trade and what investors should be watching going into the second half of 2026 with Richard Saperstein of Treasury Partners and Liz Thomas of SoFi. — youtube.com · 07/01 3:59p https://www.youtube.com/watch?v=Yot-9GaN1kU

4. XLF +2% $54.78 (52B cap) Building Resilient Portfolios: ETF Approaches to Potential Rate Hikes While the Federal Reserve left interest rates unchanged at the latest meeting, investors increasingly speculate that rate hikes are on the table in 2026. — etftrends.com · 07/01 2:13p https://www.etftrends.com/equity-etf-content-hub/building-resilient-portfolios-etf-approaches-potential-rate-hikes/

📈 NEW GAINERS:

1. SOC +43% $4.40 (438M cap) Why Sable Offshore Shares Are Powering Higher Following Financing Update Sable Offshore Corp (NYSE:SOC) shares are trading higher by over 40% on Wednesday as traders digest the company's common stock and financing update. — benzinga.com · 07/01 4:04p https://www.benzinga.com/trading-ideas/movers/26/07/60232076/why-sable-offshore-shares-are-powering-higher-following-financing-update

2. MAAS +20% $15.62 (5.0B cap) (no fresh news today — likely technical / low-coverage move)

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