🆕 Newsmakers — 10:30a ET, 2026-06-11 — new since last alert

📰 NEW MARKET THEMES: • Column: Wall Street's AI-fueled surge is running into resistance The US tech sector has had a torrid time of late. Ever since Broadcom issued some disappointing forward guidance, along with a solid, consensus-beating first-quarter result, tech stocks have been on the back foot. — invezz.com · 06/11 9:58a https://invezz.com/news/2026/06/11/column-wall-streets-ai-fueled-surge-is-running-into-resistance/ • ‘RUNNING OUT OF TIME': Crypto THREATENED as Wall Street fights CLARITY CFTC Chairman Michael Selig discusses new rules for prediction markets, perpetual futures trading, the CLARITY Act and the state of crypto markets on ‘Mornings with Maria.' #foxbusiness #morningswithmaria 00:00 Introduction: CFTC Chairman Michael Selig joins Maria Bartiromo 00:1… — youtube.com · 06/11 9:30a https://www.youtube.com/watch?v=RI2Hmh8dvlY • Headline Risk Lingers Over Energy Trade as PPI Confirms Inflation Uptrend Wholesale prices continue to climb, seen in the latest PPI print after the previous day's CPI hit three-year highs. Kevin Hincks outlines the impacts he expects it to have on the inflation picture and the Fed's interest rate projections. — youtube.com · 06/11 9:30a https://www.youtube.com/watch?v=cvTtewMJ1Xk • Warsh May Tackle Inflation in New Way, Says Betsy Duke Former Federal Reserve Governor and former Wells Fargo chair Betsy Duke analyzed the recent inflation data, noting that headline and core inflation figures came in as expected but remain concerning for everyday consumers. She emphasized that while the Federal Reserve committee i… — youtube.com · 06/11 9:20a https://www.youtube.com/watch?v=4UQTI1rzemU

🐘 NEW BIG-CAP MOVERS:

1. SOXL +14% $205.50 (60B cap) Dow jumps 246 points as chip stocks rebound despite Iran tensions US stocks opened higher on Thursday as investors returned to beaten-down technology shares following a sharp selloff, though gains were tempered by rising geopolitical tensions in the Middle East and higher oil prices. The Dow Jones Industrial Average added 246 points. — invezz.com · 06/11 9:42a https://invezz.com/news/2026/06/11/dow-jumps-246-points-as-chip-stocks-rebound-despite-iran-tensions/

2. CPNG +10% $16.59 (30B cap) South Korea hits Coupang with $400M+ fine for data breach that affected millions South Korean authorities have imposed a record-breaking fine of $624 billion won (over $400 million) on retail giant Coupang after a data breach last year compromised the personal data of more than 34 million customers. — techcrunch.com · 06/11 9:18a https://techcrunch.com/2026/06/11/south-korea-hits-coupang-with-400m-fine-for-data-breach-that-affected-millions/

3. INTC +8% $115.10 (578B cap) Intel Jumps 8%, AMD Rises 4% on Bank of America's $170 Billion Server-CPU Call Shares of Intel (NASDAQ:INTC | INTC Price Prediction) are up 8% to $115 and change in early Thursday trading, while Advanced Micro Devices (NASDAQ:AMD) stock is rising 4% to $470. — 247wallst.com · 06/11 10:18a https://247wallst.com/investing/2026/06/11/intel-jumps-8-amd-rises-4-on-bank-of-americas-170-billion-server-cpu-call/

4. MRVL +6% $267.02 (233B cap) Better Artificial Intelligence (AI) Stock: Marvell Technology vs. Broadcom Marvell Technology has outperformed Broadcom on the stock market so far this year. Broadcom, however, hasn't been duly rewarded for its phenomenal growth. — fool.com · 06/11 9:23a https://www.fool.com/investing/2026/06/11/better-artificial-intelligence-ai-stock-marvell-te/

5. NOK +2% $13.68 (74B cap) Nokia introduces agentic AI framework in Network Services Platform to enable trust-based AI operations for IP networks Nokia introduces agentic AI framework in Network Services Platform to enable trust-based AI operations for IP networks Nokia NSP adds an agentic AI framework that lets operators deploy AI agents grounded in a real-time, accurate network view — enabling them to reason based on tr… — globenewswire.com · 06/11 3:00a https://www.globenewswire.com/news-release/2026/06/11/3310210/0/en/Nokia-introduces-agentic-AI-framework-in-Network-Services-Platform-to-enable-trust-based-AI-operations-for-IP-networks.html

📈 NEW GAINERS:

1. BVC +22% $13.75 (2.3B cap) (no fresh news today — likely technical / low-coverage move)

2. SPCE +20% $5.66 (354M cap) (no fresh news today — likely technical / low-coverage move)

3. SFIX +16% $4.18 (571M cap) Stitch Fix, Intel, KLA And Other Big Stocks Moving Higher On Thursday U.S. stocks were higher, with the Dow Jones index gaining over 350 points on Thursday. — benzinga.com · 06/11 10:10a https://www.benzinga.com/trading-ideas/movers/26/06/53142423/stitch-fix-intel-kla-and-other-big-stocks-moving-higher-on-thursday

4. NAVN +14% $23.87 (5.6B cap) Navan's Q1 Growth Impresses, But Valuation Is Very Expensive Navan delivered strong Q1 results with 40% revenue growth and a surprise profit, driving a 20% post-earnings rally. Despite momentum, NAVN trades at a lofty ~100x forward P/E, with substantial growth already priced in and heavy reliance on usage fees. Gross bookings surged 50% a… — seekingalpha.com · 06/11 8:30a https://seekingalpha.com/article/4914170-navan-q1-earnings-growth-impresses-but-valuation-is-very-expensive

5. AADX +14% $20.95 (3.6B cap) (no fresh news today — likely technical / low-coverage move)

6. SOXL +13% $204.53 (60B cap) Dow jumps 246 points as chip stocks rebound despite Iran tensions US stocks opened higher on Thursday as investors returned to beaten-down technology shares following a sharp selloff, though gains were tempered by rising geopolitical tensions in the Middle East and higher oil prices. The Dow Jones Industrial Average added 246 points. — invezz.com · 06/11 9:42a https://invezz.com/news/2026/06/11/dow-jumps-246-points-as-chip-stocks-rebound-despite-iran-tensions/

7. KORU +13% $711.12 (649M cap) Direxion to Split Nine ETFs New York, New York, June 10, 2026 (GLOBE NEWSWIRE) -- Forward Splits of Two ETFs, Reverse Splits of Seven ETFs Direxion has announced it will execute forward share splits for two of its exchange-traded funds (“ETFs”), as well as reverse share splits for an additional seven ETFs.… — globenewswire.com · 06/10 5:30p https://www.globenewswire.com/news-release/2026/06/10/3310146/0/en/Direxion-to-Split-Nine-ETFs.html

8. ELVN +12% $41.60 (2.5B cap) Enliven Therapeutics Announces Updated Positive Phase 1 Clinical Data and Alignment with FDA on Key Phase 3 Trial Design Components 61% overall MMR and 48% MMR achievement by 24 weeks in the 80 mg QD Phase 1b cohort 67% overall MMR and 55% MMR achievement by 24 weeks in all Phase 1b patients who had previously received 1 or 2 prior unique TKIs Favorable safety and tolerability profile with 161 patients enrol… — prnewswire.com · 06/11 8:00a https://www.prnewswire.com/news-releases/enliven-therapeutics-announces-updated-positive-phase-1-clinical-data-and-alignment-with-fda-on-key-phase-3-trial-design-components-302797424.html

9. FLY +12% $37.55 (6.2B cap) (no fresh news today — likely technical / low-coverage move)

10. LUNR +12% $29.66 (4.7B cap) Is Intuitive Machines Building a More Diversified Revenue Model? LUNR is expanding beyond lunar missions into satellite production, NASA programs, and national security projects, creating multiple growth paths. — zacks.com · 06/10 3:15p https://www.zacks.com/stock/news/2935456/is-intuitive-machines-building-a-more-diversified-revenue-model?cid=CS-STOCKNEWSAPI-FT-analyst_blog|quick_take-2935456

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