🆕 Newsmakers — 9:30a ET, 2026-06-29 — new since last alert

📰 NEW MARKET THEMES: • European stocks are poised to outdo their American peers. These catalysts explain why. JPMorgan raises its year-end target for European stocks again. Panmure warns that high valuations imply negative returns for the U.S. in the next decade. — marketwatch.com · 06/29 9:19a https://www.marketwatch.com/story/european-stocks-are-poised-to-outdo-their-american-peers-these-catalysts-explain-why-4e23b027 • I See A Memory Bubble, DRAM Is The Only Way I'd Play It Roundhill Memory ETF offers concentrated exposure to the memory chip oligopoly, primarily Micron, Samsung, and SK Hynix. Despite a 158% surge since inception and bubble concerns, I believe the memory trade remains intact and far from over. NAND prices are ~6x last year's and pro… — seekingalpha.com · 06/29 9:07a https://seekingalpha.com/article/4918482-i-see-a-memory-bubble-dram-is-the-only-way-id-play-it • S&P 500 Declines As Overinflated AI Stocks Lose Some Air The S&P 500 lost money every day of the trading week ending on Friday, 26 June 2026. By week's end, the index dropped 1.95% from the previous week's close, ending up at 7,354.02. — seekingalpha.com · 06/29 8:59a https://seekingalpha.com/article/4918479-sp500-declines-overinflated-ai-stocks-lose-some-air • Bears Are Missing The Forest For The Tech Trees Market rotation is underway as investors shift from technology to cyclical, defensive, and value sectors, with small caps and healthcare leading gains. Small caps, as reflected by the Russell 2000, have outperformed with over 22% YTD gains, while the Magnificent Seven tech stock… — seekingalpha.com · 06/29 8:48a https://seekingalpha.com/article/4918477-bears-are-missing-forest-for-tech-trees • Tufton: Ships still avoiding Hormuz despite Iran peace talks hype Nikos Petrakakos, Managing Director of Investments at maritime investment manager Tufton, tells CNBC that most ships currently crossing the Strait of Hormuz are those that have been stranded since the outbreak of the Iran war. He says other ships and tankers remain reluctant to… — youtube.com · 06/29 8:42a https://www.youtube.com/watch?v=nBlCVSt8clk

🐘 NEW BIG-CAP MOVERS:

1. TQQQ +3% $74.15 (41B cap) (no fresh news today — likely technical / low-coverage move)

2. WULF +3% $26.66 (13B cap) (no fresh news today — likely technical / low-coverage move)

3. PLTR +3% $116.16 (267B cap) Palantir Stock Is Rising Again and This Nvidia Partnership Could Help the Recovery Palantir advances Monday after snapping a seven-day losing streak on Friday. A new partnership with Nvidia might be the catalyst the stock needs. — barrons.com · 06/29 8:49a https://www.barrons.com/articles/palantir-stock-nvidia-partnership-b2091c5f

4. SPCX +2% $156.40 (2045B cap) SpaceX Stock Pulls Back After IPO Gains - What's Behind the Dip? SpaceX surges after its record IPO before tumbling as valuation worries, AI bubble fears and market volatility tests investor confidence. — zacks.com · 06/29 9:11a https://www.zacks.com/stock/news/2944372/spacex-stock-pulls-back-after-ipo-gains-what-s-behind-the-dip?cid=CS-STOCKNEWSAPI-FT-analyst_blog|quick_take-2944372

📈 NEW GAINERS:

1. GIBO +2400% $31.25 (17B cap) (no fresh news today — likely technical / low-coverage move)

2. LVWR +37% $1.38 (260M cap) (no fresh news today — likely technical / low-coverage move)

3. CABO +30% $52.87 (300M cap) (no fresh news today — likely technical / low-coverage move)

4. FUBO +22% $9.91 (1.1B cap) (no fresh news today — likely technical / low-coverage move)

5. FCEL +22% $24.00 (1.4B cap) FuelCell Energy Shares Surge On $49M Financing For South Korean Export Project Shares of FuelCell Energy Inc (NASDAQ:FCEL) are trading higher Monday morning after the company announced it secured a new financing package. — benzinga.com · 06/29 8:56a https://www.benzinga.com/trading-ideas/movers/26/06/60154369/fuelcell-energy-shares-surge-on-49m-financing-for-south-korean-export-project

6. RPAY +19% $4.27 (380M cap) (no fresh news today — likely technical / low-coverage move)

7. GALT +18% $4.99 (331M cap) (no fresh news today — likely technical / low-coverage move)

8. UP +17% $8.33 (301M cap) Wheels Up Added to Russell 3000® and Russell 2000® Indexes ATLANTA, June 29, 2026 /PRNewswire/ -- Wheels Up Experience Inc. (NYSE: UP), a leading provider of on-demand private aviation, has been added as a member of the broad-market Russell 3000® and Russell 2000® Indexes, to become effective when the U.S. market opens on June 29. FTSE… — prnewswire.com · 06/29 6:55a https://www.prnewswire.com/news-releases/wheels-up-added-to-russell-3000-and-russell-2000-indexes-302811020.html

9. KMTS +17% $26.43 (1.5B cap) (no fresh news today — likely technical / low-coverage move)

10. ENRD +17% $7.62 (1.2B cap) (no fresh news today — likely technical / low-coverage move)

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