🆕 Newsmakers — 4:30p ET, 2026-07-06 — new since last alert

📰 NEW MARKET THEMES: • Tech Stocks Go From Red to Green Plus, another SpaceX landing and Strategy's math problem. — wsj.com · 07/06 4:10p https://www.wsj.com/finance/stocks/tech-stocks-go-from-red-to-green-0386c09d • Saudis Slash Main Oil Price to Rare Discount Ellen Wald, president of Transversal Consulting and Author of 'Saudi, Inc.,' said that Saudi state oil producer Saudi Aramco is lowering the price of oil to make it worthwhile for Asian buyers to charter a tanker to go into the Strait of Hormuz and to buy up stores of oil that h… — youtube.com · 07/06 4:07p https://www.youtube.com/watch?v=1OGnd2EYHKE • Trump admin maps out sweeping rollback of regulations in push to save $1.5T The 2026 regulatory plan targets 702 federal rules with a projected $1.5 trillion in cost savings, dwarfing last year's record $211.8 billion. — foxbusiness.com · 07/06 3:56p https://www.foxbusiness.com/economy/trump-admin-maps-out-sweeping-rollback-regulations-push-save-1-5t • DRAM Prices Likely To Drop 80%-90% In 3 Years Semiconductor stocks have surged on AI and data center hype, but current valuations and demand are unsustainable. Massive DRAM supply expansions and inventory overbuilds will likely trigger a sharp reversal in chip prices and sector performance. — seekingalpha.com · 07/06 3:41p https://seekingalpha.com/article/4920140-dram-prices-likely-to-drop-80-90-percent-in-3-years

🐘 NEW BIG-CAP MOVERS:

1. NU +3% $14.06 (68B cap) Nu vs. OneMain: Should You Pick the Digital Disruptor or the Domestic Dividend Payer in 2026? Nu continues its rapid expansion across Latin America, reaching 135 million customers by early 2026. OneMain maintains a steady presence in the U.S. nonprime lending market through its hybrid digital and branch network. — fool.com · 07/06 9:30a https://www.fool.com/coverage/better-buy/2026/07/06/nu-vs-onemain-should-you-pick-the-international-disruptor-or-the-domestic-dividend-payer-in-2026/

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