🆕 Newsmakers — 10:30a ET, 2026-06-26 — new since last alert

📰 NEW MARKET THEMES: • Billionaire investor Jeremy Grantham says bitcoin will 'dwindle away with a whimper' "[Over] years and years, decades and decades, it will dwindle away, I suspect – not with a bang, but a whimper," Grantham said. "It's not a stable form of value. — cnbc.com · 06/26 10:13a https://www.cnbc.com/2026/06/26/billionaire-investor-jeremy-grantham-says-bitcoin-will-dwindle-away-with-a-whimper.html • Why breakthrough GLP-1 weight loss pills may be a bad thing for employer insurance coverage Novo Nordisk, the maker of Wegovy, introduced its GLP-1 pill for weight loss in early January, while Eli Lilly's pill, Foundayo, began shipping in April. In 2025, nearly half of all large employers covered GLP-1 medications, but costs are becoming prohibitive and more employers… — cnbc.com · 06/26 10:08a https://www.cnbc.com/2026/06/26/glp1-weight-loss-drug-pills-insurance-plan-coverage.html • Trump eases pressure on Fed Chairman Kevin Warsh as inflation tops 4% Some economic advisers to President Donald Trump are signaling more patience for new Federal Reserve Chairman Kevin Warsh's decision last week to hold interest rates steady, as the president continues to call for rate cuts. Those advisers — and the president — aren't reading the… — cnbc.com · 06/26 9:58a https://www.cnbc.com/2026/06/26/trump-warsh-fed-rate-cuts-inflation.html • Dow falls 200 points as tech selloff deepens and chip stocks extend retreat US stocks opened lower on Friday as investors continued to rotate out of technology stocks, with chipmakers facing renewed selling pressure despite strong recent earnings and upbeat demand forecasts. The Dow Jones Industrial Average was down 207 points points while the Nasdaq Co… — invezz.com · 06/26 9:42a https://invezz.com/news/2026/06/26/dow-falls-200-points-as-tech-selloff-deepens-and-chip-stocks-extend-retreat/ • Warsh reaches within the Fed for latest advisory appointments Federal Reserve Chairman Kevin Warsh has added two more key advisors as he seeks to remake how the central bank approaches its views on the economy and monetary policy. The appointments come a little more than a week after Warsh announced five task forces aimed at addressing bro… — cnbc.com · 06/26 9:35a https://www.cnbc.com/2026/06/26/warsh-reaches-within-the-fed-for-latest-advisory-appointments.html

🐘 NEW BIG-CAP MOVERS:

1. NFLX +5% $74.31 (313B cap) Netflix Canceled A Show That Just Hit #1 On Nielsen's Streaming Ratings While Netflix is well known for its often confusing cancellations of shows, usually it's a debate over quality versus viewership. But when a series has both? — forbes.com · 06/26 10:05a https://www.forbes.com/sites/paultassi/2026/06/26/netflix-canceled-a-show-that-just-hit-1-on-nielsens-streaming-ratings/

2. PLTR +4% $112.03 (257B cap) Is Trending Stock Palantir Technologies Inc. (PLTR) a Buy Now? Recently, Zacks.com users have been paying close attention to Palantir Technologies (PLTR). This makes it worthwhile to examine what the stock has in store. — zacks.com · 06/26 10:01a https://www.zacks.com/stock/news/2943511/is-trending-stock-palantir-technologies-inc-pltr-a-buy-now?cid=CS-STOCKNEWSAPI-FT-tale_of_the_tape|most_searched_stocks-2943511

3. MSFT +4% $366.89 (2725B cap) MSFT Investors Have Opportunity to Lead Microsoft Corporation Securities Fraud Lawsuit with the Schall Law Firm LOS ANGELES, June 26, 2026 (GLOBE NEWSWIRE) -- The Schall Law Firm , a national shareholder rights litigation firm, reminds investors of a class action lawsuit against Microsoft Corporation (“Microsoft” or “the Company”) (NASDAQ: MSFT) for violations of §§10(b) and 20(a) of the… — globenewswire.com · 06/26 10:22a https://www.globenewswire.com/news-release/2026/06/26/3318299/0/en/MSFT-Investors-Have-Opportunity-to-Lead-Microsoft-Corporation-Securities-Fraud-Lawsuit-with-the-Schall-Law-Firm.html

4. BBD +2% $3.42 (36B cap) (no fresh news today — likely technical / low-coverage move)

📈 NEW GAINERS:

1. FCEL +22% $23.89 (1.3B cap) FuelCell Energy Drops 10%, Bloom Energy Falls 7% in a Profit-Taking Reversal as Plug Power Edges Up Shares of FuelCell Energy (NASDAQ:FCEL) are down 10% in Thursday afternoon trading, leading a profit-taking reversal across some fuel cell names. — 247wallst.com · 06/25 2:24p https://247wallst.com/investing/2026/06/25/fuelcell-energy-drops-10-bloom-energy-falls-7-in-a-profit-taking-reversal-as-plug-power-edges-up/

2. APOG +13% $47.95 (1.0B cap) Apogee Enterprises (APOG) Beats Q1 Earnings and Revenue Estimates Apogee Enterprises (APOG) came out with quarterly earnings of $0.57 per share, beating the Zacks Consensus Estimate of $0.43 per share. This compares to earnings of $0.56 per share a year ago. — zacks.com · 06/26 8:41a https://www.zacks.com/stock/news/2943416/apogee-enterprises-apog-beats-q1-earnings-and-revenue-estimates?cid=CS-STOCKNEWSAPI-FT-tale_of_the_tape|yseop_template_4-2943416

3. ACAD +11% $26.42 (4.5B cap) DAYBU® (trofinetide) Recommended for Approval in the European Union by CHMP SAN DIEGO--(BUSINESS WIRE)--Acadia Pharmaceuticals Inc. (Nasdaq: ACAD) today announced that the Committee for Medicinal Products for Human Use (CHMP) of the European Medicines Agency (EMA) has adopted a positive opinion following a re-examination procedure, recommending the gran… — businesswire.com · 06/26 6:49a https://www.businesswire.com/news/home/20260625821736/en/DAYBU%C2%AE-trofinetide-Recommended-for-Approval-in-the-European-Union-by-CHMP/

4. MRNA +11% $66.47 (26B cap) From Vaccines to Therapeutics; How Biotech Is Addressing the Ebola Outbreak Vancouver, Kelowna, and Delta, British Columbia--(Newsfile Corp. - June 26, 2026) - Investorideas.com, a leading investment platform for retail investors — feeds.newsfilecorp.com · 06/26 7:00a https://www.newsfilecorp.com/release/302945/From-Vaccines-to-Therapeutics-How-Biotech-Is-Addressing-the-Ebola-Outbreak

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