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

📰 NEW MARKET THEMES: • Grantham Warns Of Biggest Bubble In History, Again The S&P 500 is set for its strongest quarterly performance in six years despite sector corrections and macro headwinds. Recent rallies in the Magnificent Seven and broadening earnings growth among average stocks signal market strength beyond tech heavyweights. — seekingalpha.com · 06/30 9:01a https://seekingalpha.com/article/4918827-grantham-warns-of-biggest-bubble-in-history-again • Dan Ives Expects Mag 7 to ‘Significantly' Outperform in Second Half Dan Ives, global head of tech research and senior equity analyst at Wedbush Securities, sees the upcoming earnings season as a “huge validation moment” for big tech stocks, which he says were “way oversold in June.” -------- More on Bloomberg Television and Markets Like this vid… — youtube.com · 06/30 9:01a https://www.youtube.com/watch?v=MJCT8SC3QAg • America's BIGGEST China problem may have just hit a TURNING point REalloys CEO Lipi Sternheim joins 'Mornings with Maria' to discuss the company's partnership with the U.S. Army to strengthen America's rare earth supply chain and reduce reliance on China for critical defense minerals. — youtube.com · 06/30 8:30a https://www.youtube.com/watch?v=qd3Zga86Q3E • Why the Dow's Tech Revolution Is a Blessing and a Curse Alphabet's inclusion means five of the Magnificent Seven stocks are now in the Dow. — barrons.com · 06/30 8:24a https://www.barrons.com/articles/alphabet-google-stock-dow-apple-nvidia-db865af5 • Equity Chartbooks, June 2026 - How To Escape The AI Singularity? I have augmented my US equity sector chartbook with two more similar chartbooks: a simple one with the four major factors - value (IWVL), momentum (IWMO) and minimum volatility (MVOL) - and one with global country equity indices ex-US (VEU). To the extent that relative rotation… — seekingalpha.com · 06/30 8:05a https://seekingalpha.com/article/4918809-equity-chartbooks-june-2026-how-to-escape-ai-singularity

🐘 NEW BIG-CAP MOVERS:

1. SOXL +3% $242.88 (71B cap) (no fresh news today — likely technical / low-coverage move)

2. NOK +2% $13.32 (72B cap) (no fresh news today — likely technical / low-coverage move)

📈 NEW GAINERS:

1. QDEL +32% $18.23 (1.2B cap) QuidelOrtho (QDEL) Moves 32.2% Higher: Will This Strength Last? QuidelOrtho (QDEL) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road. — zacks.com · 06/30 9:01a https://www.zacks.com/stock/news/2945145/quidelortho-qdel-moves-32-2-higher-will-this-strength-last?cid=CS-STOCKNEWSAPI-FT-tale_of_the_tape|daily_price_change_5%-2945145

2. AGMB +29% $17.82 (867M cap) (no fresh news today — likely technical / low-coverage move)

3. SLS +25% $15.45 (2.8B cap) (no fresh news today — likely technical / low-coverage move)

4. VSAT +24% $76.69 (10B cap) Why Viasat Stock Went to the Moon Today Rocket Lab is buying Iridium in an $8 billion merger deal. Viasat will now have to compete with a bigger Rocket Lab that owns its own spectrum. — fool.com · 06/29 11:04a https://www.fool.com/investing/2026/06/29/why-viasat-stock-went-to-the-moon-today/

5. SATL +22% $5.64 (675M cap) Satellogic and SpaceKnow Partner to Extend Persistent Global Intelligence Across Commercial and Government Markets Expanding the Persistent Global Intelligence Ecosystem by Combining Satellogic's High-Frequency Collection Infrastructure with SpaceKnow's AI-Powered Analytics NEW YORK and HOUSTON, June 30, 2026 (GLOBE NEWSWIRE) -- Satellogic Inc. (NASDAQ: SATL), the infrastructure company for… — globenewswire.com · 06/30 8:45a https://www.globenewswire.com/news-release/2026/06/30/3319702/0/en/Satellogic-and-SpaceKnow-Partner-to-Extend-Persistent-Global-Intelligence-Across-Commercial-and-Government-Markets.html

6. JACK +20% $16.60 (328M cap) (no fresh news today — likely technical / low-coverage move)

7. QH +20% $6.62 (542M cap) (no fresh news today — likely technical / low-coverage move)

8. RPAY +19% $4.26 (373M cap) REPAY Confirms Receipt of Revised Unsolicited, Non-Binding Proposal from Forager Capital Management Repay Holdings Corporation (NASDAQ: RPAY) (“REPAY” or the “Company”), a leading provider of integrated payment processing solutions, today confirmed re — gurufocus.com · 06/29 2:00p https://www.gurufocus.com/news/8936735/repay-confirms-receipt-of-revised-unsolicited-nonbinding-proposal-from-forager-capital-management

9. CCXI +18% $16.40 (687M cap) (no fresh news today — likely technical / low-coverage move)

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