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

📰 NEW MARKET THEMES: • U.S. Trade Deficit Widens in May on Record Goods Imports Imports of foreign goods hit a record high in the month, pushing the trade deficit to its highest level in over a year. — nytimes.com · 07/07 9:12a https://www.nytimes.com/2026/07/07/business/economy/us-trade-deficit-may.html • U.S. Trade Deficit Grew in May The trade deficit widened to $77.6 billion in May, up from $54.6 billion in April, according to Commerce Department data. — wsj.com · 07/07 9:05a https://www.wsj.com/economy/trade/u-s-trade-deficit-grew-in-may-0434dc3f • Evercore's Emanuel Doesn't See Fed Moving This Year Julian Emanuel, Evercore ISI chief equity and quantitative strategist, doesn't believe the Federal Reserve will move on interest rates this year. Emanuel is maintaining his S&P 500 year-end price target of 7,750 even though stocks have become more volatile. — youtube.com · 07/07 8:52a https://www.youtube.com/watch?v=JR4taeLvv6U • Obesity biotech Kalohexis confidentially files to go public in US Obesity-focused clinical-stage biotechnology company Kalohexis on Tuesday confidentially filed to go public in the ​U.S., adding to an activity rebound ‌in the initial public offering market. — reuters.com · 07/07 8:50a https://www.reuters.com/business/healthcare-pharmaceuticals/obesity-biotech-kalohexis-confidentially-files-go-public-us-2026-07-07/ • How Investors Maintained Order In The S&P 500 Through the close of trading on 2 July 2026, the S&P 500 is still above the long-term trend that has become established since 29 December 2023 but is otherwise behaving in a relatively orderly manner. However, we can't say it's behaving normally because that's not the right kind… — seekingalpha.com · 07/07 8:44a https://seekingalpha.com/article/4920286-how-investors-maintained-order-sp500

🐘 NEW BIG-CAP MOVERS:

1. NFLX +2% $77.63 (327B cap) Netflix invented binge-watching. Now it may have outgrown it. A buzzy Bloomberg report citing Netflix data suggests viewers are increasingly abandoning popular shows before the second season. The likely reasons aren't hard to guess: Netflix frequently cancels shows, there's too long a wait in between seasons, and much of Netflix's content… — techcrunch.com · 07/06 8:47p https://techcrunch.com/2026/07/06/netflix-invented-binge-watching-now-it-may-have-outgrown-it/

2. T +2% $21.00 (146B cap) Ericsson, AT&T and MediaTek complete North America's first in-field trial of enhanced mobility features A new 5G Advanced Mobility feature, Layer 1/Layer 2 Triggered Mobility (LTM), can reduce the handover interruption time by up to 40 percent. This can significantly increase reliability and resiliency for wireless links and improve user experience especially for latency sensitive… — prnewswire.com · 07/07 9:00a https://www.prnewswire.com/news-releases/ericsson-att-and-mediatek-complete-north-americas-first-in-field-trial-of-enhanced-mobility-features-302819212.html

📈 NEW GAINERS:

1. ZKH +24% $2.69 (436M cap) (no fresh news today — likely technical / low-coverage move)

2. CRTO +21% $23.17 (1.2B cap) Vista Equity, Quinti Capital offer to buy French adtech firm Criteo, sources say Vista Equity Partners and investment firm Quinti Capital have offered ​to acquire French advertising-technology company ‌Criteo , two sources familiar with the matter said Monday. — reuters.com · 07/06 5:11p https://www.reuters.com/legal/transactional/vista-equity-quinti-capital-offer-buy-french-adtech-firm-criteo-sources-say-2026-07-06/

3. OFIX +16% $11.57 (474M cap) (no fresh news today — likely technical / low-coverage move)

4. KORU +15% $624.65 (492M cap) (no fresh news today — likely technical / low-coverage move)

5. ENOV +15% $25.90 (1.5B cap) (no fresh news today — likely technical / low-coverage move)

6. ANL +15% $10.92 (584M cap) (no fresh news today — likely technical / low-coverage move)

7. BBCQU +14% $12.57 (314M cap) (no fresh news today — likely technical / low-coverage move)

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