🆕 Newsmakers — 4:30p ET, 2026-07-10 — new since last alert

📰 NEW MARKET THEMES: • Trump admin eases export controls for UAE; Warren blasts 'corrupt' provision The Commerce Department is easing export controls on the United Arab Emirates and says it will “favorably review” semiconductor and server applications involving state-backed investment firm MGX. MGX used USD1, the stablecoin issued by the Trump family-affiliated World Liberty F… — cnbc.com · 07/10 3:40p https://www.cnbc.com/2026/07/10/trump-uae-mgx-crypto-export-commerce-warren.html • Flagstar Bank: The Risk Isn't Over, But The Upside Might Not Be Either Flagstar Bank remains a speculative "Buy" as management executes a turnaround focused on reducing high-cost deposits and asset repositioning. FLG's net interest margin improved to 2.15%, with net interest income rising from $331 million to $443 million year-over-year, despite we… — seekingalpha.com · 07/10 3:31p https://seekingalpha.com/article/4921251-flagstar-bank-the-risk-isnt-over-but-the-upside-might-not-be-either • Iran oil stuck at sea surges as China's teapots turn to rival Middle East supplies, traders say Iranian oil supplies at sea are rising after Tehran ramped up exports during the interim peace deal with the United States, but sales have been slow as China's independent refiners have turned to cheaper crude from Iraq, the UAE ​and Qatar. — reuters.com · 07/10 3:31p https://www.reuters.com/business/energy/iran-oil-stuck-sea-surges-chinas-teapots-turn-rival-middle-east-supplies-traders-2026-07-10/

🐘 NEW BIG-CAP MOVERS:

1. META +6% $669.21 (1699B cap) Zuckerberg's Net Worth Swells $12 Billion As Meta Ends Best Week Since 2024 Meta has faced backlash for its Muse Image tool from Hollywood unions, talent agencies and cybersecurity firms over privacy concerns. Instagram's implementation of the tool allowed users to create AI content based on images posted by public accounts, which are not notified when… — forbes.com · 07/10 4:10p https://www.forbes.com/sites/tylerroush/2026/07/10/zuckerbergs-net-worth-swells-12-billion-as-meta-ends-best-week-since-2024/

2. NVDA +4% $210.96 (5110B cap) A $28 Billion AI IPO Trading at Just 7x Earnings: Too Cheap or Too Cyclical to Trust? John Coogan spent Wednesday's TBPN segment arguing that the largest AI hardware IPO no US retail investor can buy yet might also be the cheapest name in the entire complex. — 247wallst.com · 07/10 4:01p https://247wallst.com/investing/2026/07/10/a-28-billion-ai-ipo-trading-at-just-7x-earnings-too-cheap-or-too-cyclical-to-trust/

📈 NEW GAINERS:

1. RXT +22% $5.33 (1.3B cap) Securities Fraud Investigation Into Rackspace Technology, Inc. (RXT) Announced – Shareholders Who Lost Money Urged To Contact The Law Offices of Frank R. Cruz LOS ANGELES--(BUSINESS WIRE)--The Law Offices of Frank R. Cruz announces an investigation of Rackspace Technology, Inc. (“Rackspace” or the “Company”) (NASDAQ: RXT) on behalf of investors concerning the Company's possible violations of federal securities laws. IF YOU ARE AN INVE… — businesswire.com · 07/10 4:00p https://www.businesswire.com/news/home/20260710282352/en/Securities-Fraud-Investigation-Into-Rackspace-Technology-Inc.-RXT-Announced-%E2%80%93-Shareholders-Who-Lost-Money-Urged-To-Contact-The-Law-Offices-of-Frank-R.-Cruz/

2. VOD +13% $14.72 (34B cap) Vodafone Group Spikes 13%: Here's the Story Shares of Vodafone Group (NASDAQ:VOD | VOD Price Prediction) are up 12.7% in Friday midday trading, changing hands near $14.74 after opening from a prior close of $13.08. — 247wallst.com · 07/10 4:03p https://247wallst.com/investing/2026/07/10/vodafone-group-spikes-13-heres-the-story/

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