🆕 Newsmakers — 10:30a ET, 2026-06-17 — new since last alert

📰 NEW MARKET THEMES: • Brazil to scrap fuel subsidies if oil stabilizes near $80, official says Brazil will end subsidies for diesel and gasoline if the price of crude oil stabilizes ​around $80 per barrel due to progress toward a U.S.-Iran deal to end their conflict, the executive secretary of the Finance Ministry, Rogerio ‌Ceron, told Reuters. — reuters.com · 06/17 10:04a https://www.reuters.com/business/energy/brazil-scrap-fuel-subsidies-if-oil-stabilizes-near-80-official-says-2026-06-17/ • Nvidia, CoreWeave, And Nebius: Inside The Circular Financing Of The GPU Boom Neoclouds are seeing massive hyperscaler demand as companies race to scale AI infrastructure, resulting in rapid revenue and backlog growth. Leaders like CoreWeave and Nebius enable this through access to the latest Nvidia GPU's while also optimizing compute utilization. — seekingalpha.com · 06/17 9:59a https://seekingalpha.com/article/4915653-nvidia-coreweave-and-nebius-inside-the-circular-financing-of-the-gpu-boom • The Iran Shock Reinvented Tech As The New Safe Haven The US–Iran conflict may be over, but the damage to the global economy will linger. For tech investors, however, the war has hardly registered. — seekingalpha.com · 06/17 9:53a https://seekingalpha.com/article/4915650-iran-shock-reinvented-tech-ew-safe-haven • Dow opens 50 points higher as investors await Fed decision, chip stocks rise US stocks opened slightly higher on Wednesday as investors awaited the Federal Reserve's latest monetary policy decision and monitored developments in the Middle East that continued to influence oil prices and broader market sentiment. The Dow Jones Industrial Average was up by… — invezz.com · 06/17 9:43a https://invezz.com/news/2026/06/17/dow-opens-50-points-higher-as-investors-await-fed-decision-chip-stocks-rise/ • Hincks: U.S. Economy "Michael Jordon with Sprained Ankle," All Eyes on Fed May's retail sales print showed continuing strength in U.S. consumers even as they faced higher prices at the gas pump, says Kevin Hincks. With gas prices trickling lower, he believes that strength will accelerate. — youtube.com · 06/17 9:30a https://www.youtube.com/watch?v=F6PoQECe6MU

🐘 NEW BIG-CAP MOVERS:

1. NU +5% $13.30 (64B cap) (no fresh news today — likely technical / low-coverage move)

2. SOFI +4% $18.40 (24B cap) SoFi stock shows bottoming signs after suffering a $17 billion wipeout SoFi stock is going through a rough patch that has seen its valuation drop from nearly $40 billion in November last year to $22.7 billion today. It has slipped by 32% this year, while popular US indices like the Nasdaq 100 and S&P 500 have jumped by double digits. — invezz.com · 06/17 9:13a https://invezz.com/news/2026/06/17/sofi-stock-shows-bottoming-signs-after-suffering-a-17-billion-wipeout/

3. INTC +4% $121.47 (610B cap) T. ROWE PRICE EXPLORES WHAT INTEL'S REINVENTION COULD SIGNAL FOR THE FUTURE OF AI INFRASTRUCTURE Newest episode of "The Angle" from T. Rowe Price features a conversation with Intel CEO Lip-Bu Tan on the competitive forces reshaping semiconductors, AI infrastructure, and global technology leadership BALTIMORE, June 17, 2026 /PRNewswire/ -- What can investors learn from Intel… — prnewswire.com · 06/17 9:30a https://www.prnewswire.com/news-releases/t-rowe-price-explores-what-intels-reinvention-could-signal-for-the-future-of-ai-infrastructure-302802758.html

📈 NEW GAINERS:

1. BRAI +37% $10.25 (1.1B cap) Braiin Accelerates $20B+ Agentic AI Customer Experience as a Service (CXaaS) Market Expansion, Securing Landmark Australian Contract MELBOURNE, Australia, June 17, 2026 (GLOBE NEWSWIRE) -- Braiin Limited (NASDAQ: BRAI) today announces a landmark partnership with leading Australian enterprise BillCentral Pty Ltd, a leading Australian enterprise, to deploy Braiin's pioneering full-stack Agentic AI-powered custo… — globenewswire.com · 06/17 8:30a https://www.globenewswire.com/news-release/2026/06/17/3313429/0/en/braiin-accelerates-20b-agentic-ai-customer-experience-as-a-service-cxaas-market-expansion-securing-landmark-australian-contract.html

2. CLPT +34% $17.92 (538M cap) (no fresh news today — likely technical / low-coverage move)

3. HQ +26% $23.52 (1.2B cap) (no fresh news today — likely technical / low-coverage move)

4. WNC +21% $11.19 (455M cap) (no fresh news today — likely technical / low-coverage move)

5. RXT +19% $7.38 (1.8B cap) Why Rackspace Rallied Today Rackspace announced a deployment of AMD AI chips up to 30 MW through 2028. The company also announced a 15% workforce reduction. — fool.com · 06/16 4:14p https://www.fool.com/investing/2026/06/16/why-rackspace-rallied-today/

6. PLBL +18% $8.93 (3.3B cap) (no fresh news today — likely technical / low-coverage move)

7. LZB +17% $40.92 (1.7B cap) La-Z-Boy Stock Jumps 17%. How It Weathered Earnings Headwinds. The furniture maker is “playing offense,” CEO Melinda D. Whittington says. — barrons.com · 06/17 6:37a https://www.barrons.com/articles/la-z-boy-earnings-stock-price-cb6929d2

8. SHAZ +17% $89.34 (869M cap) Sharon AI Announces Oversubscribed US$1.6 Billion Strategic Financing to Accelerate Expansion of AI Factories Across Australia and the Asia-Pacific NEW YORK--(BUSINESS WIRE)--SharonAI Holdings Inc. (NASDAQ: SHAZ) (“Sharon AI” or “the Company”), a leading Australian Neocloud, today announced a US$1.6 billion private placement financing, comprising: i) a private placement of approximately US$900 million, split between 6,719,8… — businesswire.com · 06/17 9:26a https://www.businesswire.com/news/home/20260617057283/en/Sharon-AI-Announces-Oversubscribed-US1.6-Billion-Strategic-Financing-to-Accelerate-Expansion-of-AI-Factories-Across-Australia-and-the-Asia-Pacific/

9. ARQQ +16% $23.09 (359M cap) (no fresh news today — likely technical / low-coverage move)

10. BTQ +15% $6.13 (864M cap) (no fresh news today — likely technical / low-coverage move)

11. RGNX +13% $7.84 (405M cap) (no fresh news today — likely technical / low-coverage move)

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