🆕 Newsmakers — 9:30a ET, 2026-07-06 — new since last alert

📰 NEW MARKET THEMES: • U.S. Equities: What's Hiding Beneath The Market's Headline Returns? The S&P 500's recent advance is masking a more dynamic story for US equity investors. Market winners remain confined to a tight clique of AI-related technology stocks, yet more companies are showing attractive fundamentals. — seekingalpha.com · 07/06 9:12a https://seekingalpha.com/article/4920034-us-equities-what-hiding-beneath-market-headline-returns • 5 Things to Know Before the Stock Market Opens on Monday Stock futures are pointing to a higher open for major indexes as tech shares rise following the long holiday weekend; chip and memory stocks are gaining after turning in a volatile performance last week; Delta Air Lines and PepsiCo are among the companies scheduled to release qu… — investopedia.com · 07/06 9:08a https://www.investopedia.com/5-things-to-know-before-the-stock-market-opens-monday-july-6-2026-12012247 • Global stocks may be headed for a summer swoon. Why AI won't be the only story that matters, JPMorgan says Strategists at the investment bank outlined five key drivers for global equities in the months ahead — marketwatch.com · 07/06 9:04a https://www.marketwatch.com/story/global-stocks-may-be-headed-for-a-summer-swoon-why-ai-wont-be-the-only-story-that-matters-jpmorgan-says-d2ad9b1c • Dow Jones index hits record high as these stocks lead the rally The Dow Jones Index jumped to a record high last week, helped by strong performance of some traditional companies. It jumped to a high of 52,905, up by 17% from it lowest level this year. — invezz.com · 07/06 8:57a https://invezz.com/news/2026/07/06/dow-jones-index-hits-record-high-as-these-stocks-lead-the-rally/ • Your investing expectations are more than double the reality. Here is the tough truth. Long-term real returns above 10% annualized are exceedingly rare. — marketwatch.com · 07/06 8:55a https://www.marketwatch.com/story/your-investing-expectations-are-more-than-double-the-reality-here-is-the-tough-truth-dea61820

🐘 NEW BIG-CAP MOVERS:

1. IREN +8% $42.07 (15B cap) (no fresh news today — likely technical / low-coverage move)

2. SOXL +8% $195.58 (58B cap) Hedge funds dumped chip stocks for a fourth week as AI shares sold off U.S. hedge funds sold tech hardware stocks for a fourth week in a row, according ​to a client note from Goldman Sachs on ‌Friday, in line with a recent decline in global chip shares and just before many of these companies will report earnings. — reuters.com · 07/06 7:15a https://www.reuters.com/business/finance/hedge-funds-dumped-chip-stocks-fourth-week-ai-shares-sold-off-2026-07-06/

3. NOK +3% $12.42 (67B cap) Nvidia CEO Jensen Huang Highlighted a New AI Bottleneck. 3 AI Stocks That Could Benefit. One of the new congestion points in AI is the speed at which data can be transferred. Nvidia has been aggressively investing in companies that could offer a solution. — fool.com · 07/05 8:25p https://www.fool.com/investing/2026/07/05/nvidia-ceo-jensen-huang-highlighted-a-new-ai-bottl/

4. MU +3% $1004.15 (1134B cap) Micron stock has lost momentum on AI bubble fears: buy, sell, or hold? Micron stock price has plunged and entered a local bear market after falling by over 22% from its all-time high. It slipped to $975 on Thursday, its lowest level since June 11, after a series of negative news. — invezz.com · 07/06 9:26a https://invezz.com/news/2026/07/06/micron-stock-has-lost-momentum-on-ai-bubble-fears-buy-sell-or-hold/

5. SPCX +3% $166.59 (2180B cap) The Only 2 External BDCs I Own - And Plan To Hold For Decades Externally managed BDCs have to meet a high bar to qualify for a durable income portfolio. Their fees and sub-optimal incentives provide a structural headwind for long-term compounding. In my portfolio, I hold 2 externally managed BDCs that have passed the test. — seekingalpha.com · 07/06 9:15a https://seekingalpha.com/article/4919982-only-2-external-bdcs-i-own-and-plan-to-hold-for-decades

6. TQQQ +3% $75.33 (41B cap) The $82 Annual Fee Is Just the Start: TQQQ's Hidden Cost Structure Explained If you bought ProShares UltraPro QQQ (NASDAQ:TQQQ) expecting a clean 3x version of the Nasdaq-100, look at the last five years. — 247wallst.com · 07/05 4:33p https://247wallst.com/investing/2026/07/05/the-82-annual-fee-is-just-the-start-tqqqs-hidden-cost-structure-explained/

📈 NEW GAINERS:

1. ABTC +1250% $8.43 (9.3B cap) (no fresh news today — likely technical / low-coverage move)

2. VRXA +18% $2.04 (301M cap) VERAXA Biotech Provides Business Update and Further Details on Partnering Strategy and Development Timelines ZURICH, SWITZERLAND – July 6, 2026 -- VERAXA Biotech AG (NASDAQ: VRXA; “VERAXA”), an emerging leader in designing novel cancer therapies, today provided a company and pipeline update. “In the first six months of 2026, we have made substantial progress in honing our pipeline and… — globenewswire.com · 07/06 7:00a https://www.globenewswire.com/news-release/2026/07/06/3322298/0/en/VERAXA-Biotech-Provides-Business-Update-and-Further-Details-on-Partnering-Strategy-and-Development-Timelines.html

3. PLBL +18% $10.26 (3.7B cap) (no fresh news today — likely technical / low-coverage move)

4. CLVT +17% $2.59 (1.6B cap) Clarivate Announces Sale of Life Sciences & Healthcare Segment for $600 Million Transaction sharpens company's focus on AI-driven transformative intelligence for its leading Academia & Government and Intellectual Property segments Enhances financial profile by improving revenue mix, expanding Adjusted EBITDA margin and lowering capital intensity; proceeds t… — prnewswire.com · 07/06 6:00a https://www.prnewswire.com/news-releases/clarivate-announces-sale-of-life-sciences--healthcare-segment-for-600-million-302818080.html

5. TENX +16% $15.46 (266M cap) (no fresh news today — likely technical / low-coverage move)

6. BRCC +13% $1.21 (398M cap) (no fresh news today — likely technical / low-coverage move)

7. GDXU +13% $95.79 (506M cap) (no fresh news today — likely technical / low-coverage move)

8. CCXIU +13% $19.83 (831M cap) (no fresh news today — likely technical / low-coverage move)

9. GPC +13% $132.57 (18B cap) (no fresh news today — likely technical / low-coverage move)

10. SLS +13% $14.98 (2.7B cap) (no fresh news today — likely technical / low-coverage move)

11. SANA +13% $4.01 (1.1B cap) (no fresh news today — likely technical / low-coverage move)

12. GYRE +13% $7.34 (673M cap) (no fresh news today — likely technical / low-coverage move)

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