🆕 Newsmakers — 9:30a ET, 2026-07-01 — new since last alert

📰 NEW MARKET THEMES: • Warsh warns investors not to expect hints at future Fed rate moves New Federal Reserve chief Kevin Warsh gave no hint of whether the central bank would raise interest rates in July and repeated his dislike of so-called forward guidance to alert investors to future Fed actions. — marketwatch.com · 07/01 9:17a https://www.marketwatch.com/story/warsh-warns-investors-not-to-expect-hints-at-future-fed-rate-moves-bc945c02 • S&P 500 Risks Bull Trap As Stronger U.S. Dollar Threatens Q2 Rally The S&P 500 ended Q2 2026 on a strong note, but technical momentum is showing signs of fatigue. A two-day rally lifted the index to its best quarterly performance since Q2 2020, although prices are now approaching a key technical resistance zone. — seekingalpha.com · 07/01 9:10a https://seekingalpha.com/article/4919176-sp500-risks-bull-trap-as-stronger-us-dollar-threatens-q2-rally • Private Sector Hiring Grew Slightly Below Expectations Last Month — ADP Report Private companies added a net 98,000 jobs in June after adding 122,000 jobs in May, human-resources company ADP said. — wsj.com · 07/01 8:58a https://www.wsj.com/economy/jobs/private-sector-hiring-grew-slightly-below-expectations-last-month-adp-report-8b8f5708 • Nasdaq 100, Dow Jones 30 and S&P 500 Forecasts – Early NFP Release Sparks Profit-Taking The US stock markets are closed on Friday and feature the jobs report on Thursday. This is on the front of the trader's mind. — fxempire.com · 07/01 8:50a https://www.fxempire.com/forecasts/article/nasdaq-100-dow-jones-30-and-sp-500-forecasts-early-nfp-release-sparks-profit-taking-1607756 • Goldman Sees Hyperscaler Spending as Continued Boost for Europe Stocks Peter Oppenheimer, chief global equity strategist at Goldman Sachs, says the ramp up in spending by hyperscalers will continue to drive earnings growth in other sectors and regions, including Europe. He speaks on Bloomberg Television. — youtube.com · 07/01 8:37a https://www.youtube.com/watch?v=Pup1-M6qbeI

📈 NEW GAINERS:

1. ABVX +39% $133.26 (8.7B cap) Correction: Abivax Announces Pricing of Highly Oversubscribed and Upsized $800M (€702M) Public Offering of American Depositary Shares Abivax Announces Pricing of Highly Oversubscribed and Upsized $800M (€702M) Public Offering of American Depositary Shares — globenewswire.com · 07/01 9:06a https://www.globenewswire.com/news-release/2026/07/01/3320666/0/en/Correction-Abivax-Announces-Pricing-of-Highly-Oversubscribed-and-Upsized-800M-702M-Public-Offering-of-American-Depositary-Shares.html

2. ENRD +26% $8.65 (1.2B cap) (no fresh news today — likely technical / low-coverage move)

3. TRAX +18% $20.12 (701M cap) (no fresh news today — likely technical / low-coverage move)

4. ONTX +17% $35.44 (718M cap) (no fresh news today — likely technical / low-coverage move)

5. MBLY +17% $9.68 (7.8B cap) (no fresh news today — likely technical / low-coverage move)

6. SILC +14% $47.94 (270M cap) SILICOM'S SECOND QUARTER 2026 RESULTS RELEASE SCHEDULED FOR JULY 29, 2026

   • Conference Call Scheduled for Wednesday, July 29, 2026 at 9:00am ET - KFAR SAVA, Israel, July 1, 2026 /PRNewswire/ -- Silicom Ltd. (NASDAQ: SILC), an industry-leading provider of high-performance server/appliances networking solutions, announced today that it will be releasing… — prnewswire.com · 07/01 8:15a https://www.prnewswire.com/news-releases/silicoms-second-quarter-2026-results-release-scheduled-for-july-29-2026-302815481.html

7. BRUN +14% $38.81 (2.9B cap) (no fresh news today — likely technical / low-coverage move)

8. FIGR +13% $30.71 (5.6B cap) (no fresh news today — likely technical / low-coverage move)

9. VBNK +13% $23.21 (747M cap) (no fresh news today — likely technical / low-coverage move)

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