🆕 Newsmakers — 10:30a ET, 2026-06-25 — new since last alert

📰 NEW MARKET THEMES: • At This Private-Credit Fund, Exits Have Been Restricted for Four Years and Counting Wealth advisers fear it could be many more years before investors get all their money out of the fund, which invests in consumer and small-business debt. — wsj.com · 06/25 10:20a https://www.wsj.com/finance/investing/at-this-private-credit-fund-exits-have-been-restricted-for-four-years-and-counting-674e7736 • Edge Impulse Wins “MLOps Innovation Award” in 2026 Artificial Intelligence Breakthrough Awards Program SAN JOSE, Calif.--(BUSINESS WIRE)--Edge Impulse, the leading platform for building, deploying, and scaling edge AI and machine learning models, today announced that it has been selected as winner of the “MLOps Innovation Award” in the 9th annual AI Breakthrough Awards program co… — businesswire.com · 06/25 10:00a https://www.businesswire.com/news/home/20260625626043/en/Edge-Impulse-Wins-%E2%80%9CMLOps-Innovation-Award%E2%80%9D-in-2026-Artificial-Intelligence-Breakthrough-Awards-Program/ • U.S. Treasury Bond Market Insights and Global Implications Most of the U.S. Treasury market conversation right now is about supply. How many bonds/bills are being issued, what duration, whether the deficit trajectory is sustainable. — seeitmarket.com · 06/25 9:39a https://www.seeitmarket.com/u-s-treasury-bond-market-insights-and-global-implications/ • Core PCE, GDP, Durable Goods & Impact to Fed's Interest Rate Expectations Kevin Hincks takes investors through the slew of economic data this morning, which showed a 4.1% uptick year-over-year on the headline number. Also on his docket: GDP, durable goods orders, and jobless claims. — youtube.com · 06/25 9:30a https://www.youtube.com/watch?v=bVyDmoK1WS0 • Passive Investing May Have Broken The Market Tesla's 2020 S&P 500 entry showed forced index buying lift a stock about 70% with no fundamental change. Passive now holds about 55% of U.S. fund assets and buys by market cap, concentrating capital in the top 10 names that already make up 40% of the index. — seekingalpha.com · 06/25 9:30a https://seekingalpha.com/article/4916886-passive-investing-may-have-broken-the-market

🐘 NEW BIG-CAP MOVERS:

1. TECH +19% $70.31 (11B cap) Shareholder Alert: Ademi LLP investigates whether Bio-Techne Corporation is obtaining a Fair Price for Public Shareholders MILWAUKEE, June 25, 2026 /PRNewswire/ -- Ademi LLP is investigating Bio-Techne (NASDAQ: TECH) for possible breaches of fiduciary duty and other violations of law in its recently announced transaction with Merck. Click here to learn how to join our investigation and obtain additi… — prnewswire.com · 06/25 10:00a https://www.prnewswire.com/news-releases/shareholder-alert-ademi-llp-investigates-whether-bio-techne-corporation-is-obtaining-a-fair-price-for-public-shareholders-302810666.html

2. MU +10% $1151.47 (1299B cap) Li-S Energy ships first commercial lithium foil order after ISO certification milestone Li-S Energy Ltd (ASX:LIS, OTC:LISXF, FRA:9GQ) has shipped its first commercial order of Australian-produced lithium metal foil and secured ISO 9001:2015... — proactiveinvestors.com · 06/25 10:24a https://www.proactiveinvestors.com/companies/news/1094466/li-s-energy-ships-first-commercial-lithium-foil-order-after-iso-certification-milestone-1094466.html

3. QCOM +4% $205.28 (217B cap) Qualcomm Jumps 11%, Then Pulls Back Amid Meta Platforms Data Center Deal and Wave of Analyst Target Hikes Shares of Qualcomm (NASDAQ:QCOM | QCOM Price Prediction) surged as much as 11% to $219 in early Thursday trading before retreating to $207, up 5% on the session. — 247wallst.com · 06/25 10:13a https://247wallst.com/investing/2026/06/25/qualcomm-jumps-11-then-pulls-back-amid-meta-platforms-data-center-deal-and-wave-of-analyst-target-hikes/

📈 NEW GAINERS:

1. BB +23% $10.62 (6.2B cap) BlackBerry Stock Rises After Q1 Double Beat, First Cash-Positive Quarter In Nine Years BlackBerry Limited (NYSE:BB) shares are trading higher Thursday after the company reported first-quarter earnings today before the market open. — benzinga.com · 06/25 8:01a https://www.benzinga.com/trading-ideas/movers/26/06/60093586/blackberry-stock-rises-after-q1-double-beat-first-cash-positive-quarter-in-nine-years

2. MEI +22% $16.02 (568M cap) Methode (MEI) Reports Q4 Loss, Beats Revenue Estimates Methode (MEI) came out with a quarterly loss of $0.3 per share versus the Zacks Consensus Estimate of a loss of $0.11. This compares to a loss of $0.77 per share a year ago. — zacks.com · 06/24 6:11p https://www.zacks.com/stock/news/2942422/methode-mei-reports-q4-loss-beats-revenue-estimates?cid=CS-STOCKNEWSAPI-FT-tale_of_the_tape|yseop_template_4-2942422

3. AYI +21% $368.75 (11B cap) Acuity (AYI) Beats Q3 Earnings and Revenue Estimates Acuity (AYI) came out with quarterly earnings of $5.31 per share, beating the Zacks Consensus Estimate of $5.2 per share. This compares to earnings of $5.12 per share a year ago. — zacks.com · 06/25 8:10a https://www.zacks.com/stock/news/2942597/acuity-ayi-beats-q3-earnings-and-revenue-estimates?cid=CS-STOCKNEWSAPI-FT-tale_of_the_tape|yseop_template_4-2942597

4. KYMR +20% $120.22 (9.9B cap) Kymera Therapeutics Completes Enrollment in the Phase 2b BROADEN2 Trial of KT-621 in Atopic Dermatitis with Topline Data by Year-end 2026 BROADEN2 enrollment completed nearly six months ahead of anticipated timelines KT-621 Phase 3 trials in AD planned to initiate by mid-2027 KT-621 BREADTH Phase 2b asthma trial ongoing, with data expected to be reported in late 2027 WATERTOWN, Mass., June 25, 2026 (GLOBE NEWSWIRE… — globenewswire.com · 06/25 7:00a https://www.globenewswire.com/news-release/2026/06/25/3317396/0/en/Kymera-Therapeutics-Completes-Enrollment-in-the-Phase-2b-BROADEN2-Trial-of-KT-621-in-Atopic-Dermatitis-with-Topline-Data-by-Year-end-2026.html

5. MLKN +20% $20.75 (1.4B cap) MillerKnoll Q4 Review: Needs A Radical Change (Downgrade) MillerKnoll, Inc. delivered mixed Q4 and FY26 results, with modest revenue growth but declining adjusted EPS and operating margins. NA contracts and Global Retail drove sales growth, while International contracts lagged; operational efficiency improved, but top-line growth remai… — seekingalpha.com · 06/25 9:28a https://seekingalpha.com/article/4917687-millerknoll-q4-review-needs-a-radical-change-downgrade

6. TECH +19% $70.29 (11B cap) Shareholder Alert: Ademi LLP investigates whether Bio-Techne Corporation is obtaining a Fair Price for Public Shareholders MILWAUKEE, June 25, 2026 /PRNewswire/ -- Ademi LLP is investigating Bio-Techne (NASDAQ: TECH) for possible breaches of fiduciary duty and other violations of law in its recently announced transaction with Merck. Click here to learn how to join our investigation and obtain additi… — prnewswire.com · 06/25 10:00a https://www.prnewswire.com/news-releases/shareholder-alert-ademi-llp-investigates-whether-bio-techne-corporation-is-obtaining-a-fair-price-for-public-shareholders-302810666.html

7. MUU +19% $1073.84 (2.9B cap) (no fresh news today — likely technical / low-coverage move)

8. HELP +17% $5.95 (298M cap) Helus Pharma™ Announces Closing of US$50 Million Underwritten Offering NEW YORK and TORONTO, June 25, 2026 (GLOBE NEWSWIRE) -- Helus Pharma (Nasdaq: HELP) (Cboe CA: HELP) (the "Company" or "Helus Pharma"), a clinical stage pharmaceutical company committed to helping minds heal by developing novel serotonergic agonists ("NSAs"), is pleased to announ… — globenewswire.com · 06/25 9:27a https://www.globenewswire.com/news-release/2026/06/25/3317639/0/en/helus-pharma-announces-closing-of-us-50-million-underwritten-offering.html

9. BNED +16% $13.00 (446M cap) NYSE Content Update: Doncasters Raises $919 Million Ahead of NYSE Trading Debut NYSE issues a pre-market daily advisory direct from the trading floor. NEW YORK, June 25, 2026 /PRNewswire/ -- The New York Stock Exchange (NYSE) provides a daily pre-market update directly from the NYSE Trading Floor. — prnewswire.com · 06/25 8:55a https://www.prnewswire.com/news-releases/nyse-content-update-doncasters-raises-919-million-ahead-of-nyse-trading-debut-302810725.html

10. NRIX +16% $22.40 (1.9B cap) (no fresh news today — likely technical / low-coverage move)

11. ZIP +15% $3.81 (330M cap) ZipRecruiter Announces Partial Repurchase of Senior Notes SANTA MONICA, Calif.--(BUSINESS WIRE)--ZipRecruiter® (NYSE: ZIP), a leading online employment marketplace, today announced it has entered into separate, privately negotiated repurchase agreements with certain holders of its 5% senior unsecured notes due 2030 (the “Notes”) to rep… — businesswire.com · 06/25 9:00a https://www.businesswire.com/news/home/20260624679298/en/ZipRecruiter-Announces-Partial-Repurchase-of-Senior-Notes/

12. GRPN +15% $21.14 (804M cap) (no fresh news today — likely technical / low-coverage move)

13. WGO +14% $31.02 (878M cap) Winnebago Industries (WGO) Q3 Earnings and Revenues Lag Estimates Winnebago Industries (WGO) came out with quarterly earnings of $0.66 per share, missing the Zacks Consensus Estimate of $0.82 per share. This compares to earnings of $0.81 per share a year ago. — zacks.com · 06/25 9:16a https://www.zacks.com/stock/news/2942633/winnebago-industries-wgo-q3-earnings-and-revenues-lag-estimates?cid=CS-STOCKNEWSAPI-FT-tale_of_the_tape|yseop_template_4-2942633

14. AKTS +14% $32.59 (1.7B cap) (no fresh news today — likely technical / low-coverage move)

15. BBNX +13% $16.59 (740M cap) (no fresh news today — likely technical / low-coverage move)

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