🆕 Newsmakers — 11:00a ET, 2026-06-08 — new since last alert

📰 NEW MARKET THEMES: • The AI Trade Has A Liquidity Problem AI and tech megacaps face mounting liquidity pressures as capital needs outpace cash flows, raising concerns about the sustainability of current valuations. Major players like AMZN, MSFT, GOOGL, and META are set to spend $725 billion in 2026 capex, forcing significant debt and e… — seekingalpha.com · 06/08 10:49a https://seekingalpha.com/article/4912889-the-ai-trade-has-a-liquidity-problem • U.S. Employment Trends Index Ticked Down in May The Employment Trends Index, or ETI, fell to 107.01 in May, from an upwardly revised 107.88 in April. — wsj.com · 06/08 10:34a https://www.wsj.com/economy/central-banking/u-s-employment-trends-index-ticked-down-in-may-6eaa5095 • Nasdaq 100, Dow Jones 30 and S&P 500 Forecasts – US Indices Rally Early on Monday US indices ripped higher in pre-market trading as interest rates drifted a bit lower. That being said, these indices are all in a longer-term uptrend. — fxempire.com · 06/08 9:58a https://www.fxempire.com/forecasts/article/nasdaq-100-dow-jones-30-and-sp-500-forecasts-us-indices-rally-early-on-monday-1603122

🐘 NEW BIG-CAP MOVERS:

1. MRVL +13% $298.78 (261B cap) Forget Marvell: 1 Unstoppable Semiconductor Stock to Buy Hand Over Fist After the Market Pullback Marvell Technology (NASDAQ:MRVL | MRVL Price Prediction) is the name on every chip trader's lips after a 305.44% one-year rip that turned custom AI silicon into the most crowded trade in semiconductors. — 247wallst.com · 06/08 10:56a https://247wallst.com/investing/2026/06/08/forget-marvell-1-unstoppable-semiconductor-stock-to-buy-hand-over-fist-after-the-market-pullback/

2. INTC +12% $110.87 (557B cap) Intel Surges 12% as Hitachi Pact, Google-NVIDIA Foundry Buzz Fuel an AI Comeback Shares of Intel (NASDAQ:INTC | INTC Price Prediction) are up 12% in early Monday trading, climbing to $111. — 247wallst.com · 06/08 10:59a https://247wallst.com/investing/2026/06/08/intel-surges-12-as-hitachi-pact-google-nvidia-foundry-buzz-fuel-an-ai-comeback/

📈 NEW GAINERS:

1. TNGX +31% $26.59 (3.1B cap) Tango Therapeutics, American Battery Technology, Intel And Other Big Stocks Moving Higher On Monday U.S. stocks were higher, with the Nasdaq Composite gaining around 1% on Monday. — benzinga.com · 06/08 10:30a https://www.benzinga.com/trading-ideas/movers/26/06/53060442/tango-therapeutics-american-battery-technology-intel-and-other-big-stocks-moving-higher-on-monday

2. DUOG +18% $42.30 (919M cap) (no fresh news today — likely technical / low-coverage move)

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