π Newsmakers 11:30a ET β new news β 2026-06-15
π Newsmakers β 11:30a ET, 2026-06-15 β new since last alert
π° NEW MARKET THEMES: β’ 20 growth stocks priced as value stocks A broad screen of U.S. stocks yields a list of companies trading at low valuations to expected earnings, with high projected revenue growth rates through 2028. The list of 20 stocks includes eight financial services companies, five healthcare names and four in the information teβ¦ β marketwatch.com Β· 06/15 10:53a https://www.marketwatch.com/story/20-growth-stocks-priced-as-value-stocks-c0f72ad4 β’ America Crossed The Rubicon: Banning Anthropic's Mythos Marks The Weaponization Of AI Anthropic's export ban on its advanced Mythos AI model signals a pivotal US move to weaponize AI and maintain technological dominance. America's AI leadership, built on semiconductor export controls, now extends to restricting access to frontier models, potentially cementing a lβ¦ β seekingalpha.com Β· 06/15 10:52a https://seekingalpha.com/article/4915029-america-crossed-rubicon-banning-anthropics-mythos-marks-weaponization-of-ai β’ We have yet to see demand destruction in the U.S. economy, says Mohamed El-Erian Mohamed El-Erian, The Wharton School Rene Kern professor and Allianz chief economic advisor, joins 'Squawk Box' to discuss the latest market trends, state of the economy, impact of U.S.-Iran peace framework, SpaceX IPO, the Fed's two-day policy meeting, and more. β youtube.com Β· 06/15 10:39a https://www.youtube.com/watch?v=sFeMjoIIkCg β’ Fed Decision Likely to Have No Dissenters, JPM's Berro Says Kelsey Berro, fixed income portfolio manager at JPMorgan Asset Management, examines the bond market reaction to the announcement of an agreement between the US and Iran and looks ahead to this week's Federal Reserve interest rate decision. -------- More on Bloomberg Television aβ¦ β youtube.com Β· 06/15 10:36a https://www.youtube.com/watch?v=L9ZDyz2IvYE β’ Week ahead: Wall Street braces for Warsh's Fed debut in holiday-shortened week Wall Street heads into a holiday-shortened week facing a pivotal test as investors weigh a new era at the Federal Reserve, fresh readings on consumer spending and inflation, and geopolitical developments that could shape energy markets and risk appetite. US markets will be closeβ¦ β proactiveinvestors.com Β· 06/15 10:33a https://www.proactiveinvestors.com/companies/news/1093911
π NEW BIG-CAP MOVERS:
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SPCX +8% $173.43 (2267B cap) SpaceX's Historic IPO Opens a New Chapter for Mega-Cap Growth Stocks The long-awaited public debut of SpaceX has become one of the most significant events in modern market history. β fxempire.com Β· 06/15 10:55a https://www.fxempire.com/forecasts/article/spacexs-historic-ipo-opens-a-new-chapter-for-mega-cap-growth-stocks-1604579
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NVDA +3% $211.16 (5113B cap) Even Nvidia is joining the AI borrowing spree, with a historic $20 billion bond deal Nvidia is launching a seven-tranche debt offering to refinance its existing debt, as investor appetite for AI credit surges. β marketwatch.com Β· 06/15 11:23a https://www.marketwatch.com/story/even-nvidia-is-joining-the-ai-borrowing-spree-with-a-historic-20-billion-bond-deal-a054cff4
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SMCI +3% $31.23 (19B cap) SMCIP: A 7.0% Mandatory Convertible Preferred From Super Micro Computer Super Micro Computer has issued the 7.0% Series A Mandatory Convertible Preferred Stock, offering a hybrid of fixed-income and equity exposure. SMCIP offers a 7.00% cumulative annual dividend, mandatory conversion in 2029, and is highly correlated with SMCI's volatile common stoβ¦ β seekingalpha.com Β· 06/15 10:35a https://seekingalpha.com/article/4915023-smcip-a-7-0-percent-mandatory-convertible-preferred-from-super-micro-computer
π NEW GAINERS:
- KORU +18% $974.99 (888M cap) (no fresh news today β likely technical / low-coverage move)
β new items only (already-sent headlines filtered). Full list in the 10am/3pm digest.