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

📰 NEW MARKET THEMES: • Wall Street Lunch: We Are In A Bubble Analyst Clem Chambers explains why current markets are in the early stages of a bubble, offering significant upside but inevitable volatility and eventual correction. Recent extreme rebalancing was driven by institutional portfolio constraints amid outsized gains, especially in… — seekingalpha.com · 07/07 4:23p https://seekingalpha.com/article/4920454-wall-street-lunch-we-are-in-a-bubble • Oil prices rise as the U.S. cancels Iran's license to sell oil Oil futures climbed late Tuesday after the Treasury Department canceled a license granted on June 21 to allow for the sale of Iranian oil. — marketwatch.com · 07/07 4:09p https://www.marketwatch.com/story/oil-prices-rise-as-the-u-s-cancels-irans-license-to-sell-oil-030635fc • U.S. Revokes Waiver Allowing Sale of Iranian Oil Oil prices jumped after the U.S. Treasury's announcement, which followed attacks on commercial vessels near the Strait of Hormuz. — wsj.com · 07/07 3:51p https://www.wsj.com/world/middle-east/u-s-revokes-waiver-allowing-sale-of-iranian-oil-b6eb5620 • Why Is Michael Saylor Dumping $216 Million in Bitcoin? Lyn Alden, founder strategist at Lyn Alden Investment Strategy, joins Katie Greifeld and Isabelle Lee on "Bloomberg Crypto." They discuss Michael Saylor's Strategy, which sold $216 million of Bitcoin last week, marking the first major step in the financing overhaul the company u… — youtube.com · 07/07 3:50p https://www.youtube.com/watch?v=D1ue5djNiew • Nuveen Churchill Direct Lending Disappointed, But I'm Holding (Rating Downgrade) Nuveen Churchill Direct Lending Corp. is downgraded to Hold after disappointing performance and a 20% dividend cut, though I am not selling my position. NCDL's net investment income remains under pressure from lower interest rates, with debt yield dropping to 9.3% from 10.1% in… — seekingalpha.com · 07/07 3:39p https://seekingalpha.com/article/4920437-nuveen-churchill-direct-lending-disappointed-but-im-holding-rating-downgrade

📈 NEW GAINERS:

1. CRNX +99% $83.53 (8.8B cap) VRTX to Strengthen Rare Disease Portfolio With $10B Crinetics Buyout Vertex to acquire CRNX for $10B, adding approved rare disease drug Palsonify and late-stage pipeline assets to expand its endocrinology portfolio. — zacks.com · 07/07 10:31a https://www.zacks.com/stock/news/2949238/vrtx-to-strengthen-rare-disease-portfolio-with-10b-crinetics-buyout?cid=CS-STOCKNEWSAPI-FT-analyst_blog|company_news_medical_sector-2949238

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