🆕 Newsmakers — 10:30a ET, 2026-06-23 — new since last alert

📰 NEW MARKET THEMES: • The Signal That Preceded Weak S&P 500 Returns In The Early 2000s Is Back! I reiterate my hold rating on assets tracking the main American indices, citing limited upside and rising equity supply. Net US Equity Issuance is poised to surge due to a historic IPO window and reduced buybacks from hyperscalers. — seekingalpha.com · 06/23 9:45a https://seekingalpha.com/article/4916952-signal-that-preceded-weak-s-and-p-500-returns-in-early-2000s-is-back • This Bull Market Deserves the Benefit of the Doubt — What to Do Now Keith Lerner, Chief Investment Officer, Truist explains why this bull market still deserves the benefit of the doubt and how to position for the next move. — youtube.com · 06/23 9:40a https://www.youtube.com/watch?v=HvhMlxmaoLw • Dow falls 320 points as Nasdaq slides 2.2% in AI tech selloff US stocks opened lower on Tuesday as a technology-led selloff accelerated, with semiconductor and artificial intelligence-related stocks coming under renewed pressure. The Dow Jones Industrial Average fell 326 points. — invezz.com · 06/23 9:39a https://invezz.com/news/2026/06/23/dow-falls-320-points-as-nasdaq-slides-2-2-in-ai-tech-selloff/ • Tech Selling Overshadows U.S.-Iran Developments, Crude Oil Plunge If you're wondering why U.S. stocks are selling off Tuesday morning, Kevin Hincks says look no further than South Korea and its 10% fall in the KOSPI. Samsung and SK Hynix led that downside action overseas. — youtube.com · 06/23 9:30a https://www.youtube.com/watch?v=YElljOQ2rig

🐘 NEW BIG-CAP MOVERS:

1. SOFI +3% $17.58 (23B cap) SoFi Ventures Into AI Investing With Composer Acquisition Digital financial services app SoFi has introduced an AI-powered investing platform. Composer by SoFi, announced Tuesday (June 23), is designed to allow investors to employ artificial intelligence to develop, test and automate investment strategies using natural language. — pymnts.com · 06/23 8:31a https://www.pymnts.com/news/artificial-intelligence/2026/sofi-ventures-into-ai-investing-with-composer-acquisition/

📈 NEW GAINERS:

1. ARQQ +30% $27.75 (483M cap) (no fresh news today — likely technical / low-coverage move)

2. BLZE +29% $10.45 (627M cap) Backblaze, Infleqtion, Zeta Global And Other Big Stocks Moving Higher On Tuesday U.S. stocks were lower, with the Dow Jones index falling more than 200 points on Monday. — benzinga.com · 06/23 10:06a https://www.benzinga.com/trading-ideas/movers/26/06/60043534/backblaze-infleqtion-zeta-global-and-other-big-stocks-moving-higher-on-tuesday

3. EPC +15% $26.06 (1.2B cap) (no fresh news today — likely technical / low-coverage move)

4. MAAS +14% $20.41 (7.1B cap) (no fresh news today — likely technical / low-coverage move)

5. QNT +14% $77.78 (2.4B cap) (no fresh news today — likely technical / low-coverage move)

6. INFQ +14% $16.16 (2.8B cap) Infleqtion, IBM, and Other Quantum Stocks Defy the Tech Selloff The quantum computing sector is broadly getting a boost from two new executive orders fast-tracking the technology. — barrons.com · 06/23 8:47a https://www.barrons.com/articles/ibm-stock-infleqtion-quantum-edd70949

7. GDXD +12% $46.17 (258M cap) (no fresh news today — likely technical / low-coverage move)

8. IONR +11% $4.29 (269M cap) (no fresh news today — likely technical / low-coverage move)

9. GRRR +11% $18.26 (452M cap) Gorilla Technology Secures Transformational US$2.5 Billion Five-Year AI GPUaaS Compute Contract, Converting AI Data Centre Capacity into Long-Term Contracted Revenue

   • First phase expected to generate approximately US$1.3 billion of revenue over five years, with target deployment commencing in September 2026 - - Project materially de-risked through GPU-backed financing support covering approximately 70% of expected GPU, networking and relate… — newsfilecorp.com · 06/23 9:00a https://www.newsfilecorp.com/release/302522/Gorilla-Technology-Secures-Transformational-US2.5-Billion-FiveYear-AI-GPUaaS-Compute-Contract-Converting-AI-Data-Centre-Capacity-into-LongTerm-Contracted-Revenue

10. BBBY +10% $6.43 (476M cap) Bed Bath & Beyond Launches Legendary Coupon Hunt NASHVILLE, Tenn.--(BUSINESS WIRE)--Bed Bath & Beyond, Inc. (NYSE: BBBY) (“Bed Bath & Beyond” or the “Company”) is bringing back the coupon that became a cultural phenomenon and inviting America to join the hunt. Today, the Company announced the launch of its Legendary Coupon Hun… — businesswire.com · 06/22 8:00a https://www.businesswire.com/news/home/20260622915015/en/Bed-Bath-Beyond-Launches-Legendary-Coupon-Hunt/

11. JLHL +10% $29.18 (595M cap) (no fresh news today — likely technical / low-coverage move)

12. BTQ +10% $4.88 (690M cap) BTQ Technologies Appoints Brandt Pasco as U.S. Strategic Advisor for Post-Quantum Cryptography and Security Appointment strengthens BTQ's engagement strategy as quantum computing, post-quantum cryptography, and secure national infrastructure become strategic policy priorities VANCOUVER, BC , June 23, 2026 /PRNewswire/ - BTQ Technologies Corp.  ("BTQ" or the "Company") (Nasdaq: BTQ) (C… — prnewswire.com · 06/23 7:30a https://www.prnewswire.com/news-releases/btq-technologies-appoints-brandt-pasco-as-us-strategic-advisor-for-post-quantum-cryptography-and-security-302807518.html

13. MNPR +10% $75.48 (506M cap) (no fresh news today — likely technical / low-coverage move)

14. VKTX +10% $35.58 (4.1B cap) 3 Biotech Takeover Targets Wall Street Is Watching After the Apogee Deal Big pharma's appetite for clinical-stage biotech is back. The pending acquisition of Apogee Therapeutics by AbbVie (NYSE: ABBV | ABBV Price Prediction), targeting an atopic dermatitis and immunology developer, has reignited a question every healthcare portfolio manager is asking… — 247wallst.com · 06/23 7:55a https://247wallst.com/investing/2026/06/23/3-biotech-takeover-targets-wall-street-is-watching-after-the-apogee-deal/

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