Jul. 1 at 2:13 PM
Pre-Market Brief — Wed, Jul 1
Futures: S&P -0.2% | Nasdaq -0.5% | VIX 16.73
Market is cooling slightly after a strong quarterly run, with early rotation into selective high beta and thematic names rather than broad participation.
Top Pre-Market Movers (
$4+)
$JEM JEM +95.3% — board-level leadership change driving sharp speculative repricing
$BE Bloom Energy +7.45% — AI infrastructure partnership expanded to
$25B from
$5B
$LUNR Intuitive Machines +7.15% — continued strength in space theme momentum
$STZ Constellation Brands +3.2% — earnings beat and raised FY27 guidance
Theme flow remains concentrated in AI power infrastructure and space-related names, while indices consolidate recent gains.
Key focus today is macro commentary from Fed Chair Warsh at Sintra, which may influence rate expectations and short-term risk appetite.
