🆕 Newsmakers — 9:30a ET, 2026-07-08 — new since last alert

📰 NEW MARKET THEMES: • Sixth Street Specialty Lending: All-Weather BDC That Has A Tough Bar To Clear Sixth Street Specialty Lending, Inc. trades at a 1.0x P/NAV, down from 1.4x last year, yet remains the highest among externally managed BDCs. TSLX's Q1 2026 NAV per share fell 4.5%, mainly due to conservative marks and sector-wide unrealized losses, not realized credit issues. N… — seekingalpha.com · 07/08 9:15a https://seekingalpha.com/article/4920446-sixth-street-specialty-lending-all-weather-bdc-that-has-a-tough-bar-to-clear • The Trade Deficit Just Blew Out to $77.6 Billion. Are the Tariffs Even Working? The May U.S. trade deficit came in at negative $77.6 billion, a jarring jump from April's negative $54 billion and the widest monthly gap since March 2025. — 247wallst.com · 07/08 9:10a https://247wallst.com/investing/2026/07/08/the-trade-deficit-just-blew-out-to-77-6-billion-are-the-tariffs-even-working/ • Jeff Bezos' Blue Origin valued at $130 billion in first public fundraising round CNBC's Andrew Ross Sorkin discusses Jeff Bezos' Blue Origin, which is raising about $10 billion in its first outside funding round, valuing the rocket company at $130 billion. — youtube.com · 07/08 9:03a https://www.youtube.com/watch?v=aC-nm_uR0xo • Iran war will leave an inflation scar on the U.S. through 2027, IMF says The conflict with Iran hasn't hurt the U.S. and global economies as much as expected, but it will leave a lasting legacy: Another bout of high inflation that won't disappear quickly. — marketwatch.com · 07/08 9:03a https://www.marketwatch.com/story/iran-war-will-leave-an-inflation-scar-on-the-u-s-through-2027-imf-says-909818b8 • Why Wall Street is Separating AI Winners from Losers Shay Boloor explains why the market is becoming more selective within the Mag 7, with investors rewarding winners over laggards as AI matures. He also discusses why the debate around AI CapEx is now increasingly company specific and names the top stock of the Mag 7. — youtube.com · 07/08 9:00a https://www.youtube.com/watch?v=rc-aKUe9yGg

🐘 NEW BIG-CAP MOVERS:

1. WULF +4% $21.05 (10B cap) TeraWulf's Rough Week: Meta's Cloud Push, DeepSeek Chips and Crypto's Drop Overshadow Anthropic Deal TeraWulf Inc. (NASDAQ:WULF) shares continue to fall Wednesday, extending a roughly 14% decline over the past week, as a wave of sector headwinds weigh on AI infrastructure names — even as a landmark $19 billion Anthropic lease helped the stock regain some ground earlier this wee… — benzinga.com · 07/08 7:52a https://www.benzinga.com/trading-ideas/movers/26/07/60327833/terawulfs-rough-week-metas-cloud-push-deepseek-chips-and-cryptos-drop-overshadow-anthropic-deal

2. SPCX +2% $152.61 (1996B cap) SpaceX Mania Just Made This the Busiest Month for the Nasdaq's Biggest ETF in 6 Years Something strange has happened to the biggest ETF on the NASDAQ. Retail investors who a year ago could not have told you what a float-adjusted market cap was are suddenly emailing Invesco's product team about index-inclusion methodology, because of SpaceX. — 247wallst.com · 07/08 8:50a https://247wallst.com/investing/2026/07/08/spacex-mania-just-made-this-the-busiest-month-for-the-nasdaqs-biggest-etf-in-6-years/

📈 NEW GAINERS:

1. VRXA +38% $3.03 (428M cap) (no fresh news today — likely technical / low-coverage move)

2. PHOE +26% $24.56 (530M cap) (no fresh news today — likely technical / low-coverage move)

3. FHTX +19% $6.00 (346M cap) (no fresh news today — likely technical / low-coverage move)

4. ALIT +14% $19.04 (485M cap) Alight and BNY Launch Integrated Retirement Plan Solution Delivering Deeper Support for Plan Administration and Investing CHICAGO--(BUSINESS WIRE)--Collaboration combines Alight's recordkeeping with BNY's expertise in custody, payments, bundled investment options and investment management. — businesswire.com · 07/08 9:00a https://www.businesswire.com/news/home/20260708897042/en/Alight-and-BNY-Launch-Integrated-Retirement-Plan-Solution-Delivering-Deeper-Support-for-Plan-Administration-and-Investing/

5. LYEL +13% $15.91 (363M cap) (no fresh news today — likely technical / low-coverage move)

6. NGNE +13% $36.80 (581M cap) (no fresh news today — likely technical / low-coverage move)

7. NIQ +12% $11.00 (3.2B cap) NIQ Product Intelligence and Lula Commerce Collaborate to Accelerate Digital Commerce for Convenience Retailers CHICAGO--(BUSINESS WIRE)--NielsenIQ (NYSE: NIQ), a global leader in consumer intelligence, today announced a strategic collaboration with Lula Commerce, an AI-powered ecommerce platform built to help retailers launch and scale digital commerce quickly and easily. The collaborati… — businesswire.com · 07/07 7:00a https://www.businesswire.com/news/home/20260707912207/en/NIQ-Product-Intelligence-and-Lula-Commerce-Collaborate-to-Accelerate-Digital-Commerce-for-Convenience-Retailers/

8. BAND +11% $67.56 (2.1B cap) Increased Bandwidth and Low Latency Internet Enabled by Aurora Networks Solutions RICHARDSON, Texas--(BUSINESS WIRE)-- #CCAP--Aurora Networks, a Vistance Networks (NASDAQ: VISN) business, today announced its CCAPs solutions continue to drive value for service providers. — businesswire.com · 07/08 8:00a https://www.businesswire.com/news/home/20260708724635/en/Increased-Bandwidth-and-Low-Latency-Internet-Enabled-by-Aurora-Networks-Solutions/

9. ALTI +10% $4.01 (592M cap) (no fresh news today — likely technical / low-coverage move)

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