🆕 Newsmakers — 11:30a ET, 2026-06-16 — new since last alert

📰 NEW MARKET THEMES: • The Future of Forward Guidance Under Fed Chair Warsh Torsten Slok, chief economist at Apollo, looks at potential changes to Federal Reserve communication under Chair Kevin Warsh. -------- More on Bloomberg Television and Markets Like this video? — youtube.com · 06/16 11:09a https://www.youtube.com/watch?v=YPHSeySBv3g • Global Investors Are Looking Past Rate-Hike Bets and Still Betting on the AI Boom The world's biggest investors are still buying stocks, even as the U.S.-Iran war keeps inflation risks high. — barrons.com · 06/16 11:07a https://www.barrons.com/articles/stock-market-inflation-interest-rates-ai-ded74e6e • Warsh's First Test: Steering The Fed Through A Geopolitical Fog The macro outlook may still be precarious, but the Federal Reserve is expected to leave its target rate unchanged at tomorrow's policy announcement. The Warsh era begins during an unsettled period for central banks. — seekingalpha.com · 06/16 10:50a https://seekingalpha.com/article/4915346-warsh-first-test-steering-fed-through-geopolitical-fog • The Fed Steps Forward as the Oil Shock Steps Back The US/Iran agreement to reopen the Strait of Hormuz clears the geopolitical overhang that drove markets for the past several months, and attention shifts squarely to the most consequential event of the summer: the first FOMC meeting of the Warsh era. — etftrends.com · 06/16 10:34a https://www.etftrends.com/etf-strategist-content-hub/the-fed-steps-forward-as-the-oil-shock-steps-back/

🐘 NEW BIG-CAP MOVERS:

1. SPCX +10% $211.51 (2770B cap) SpaceX's 20% IPO Pop Signals Strong Demand Ahead of Megacap Listings CNBC's Leslie Picker walked viewers through the mechanics of last week's blockbuster listing on June 15. — 247wallst.com · 06/16 11:25a https://247wallst.com/investing/2026/06/16/spacexs-20-ipo-pop-signals-strong-demand-ahead-of-megacap-listings/

2. CRWV +8% $115.66 (63B cap) Compute As A Service: Buy CoreWeave And Sell Nebius On Valuation And Execution Risk CoreWeave is rated Buy and Nebius Sell, based on valuation and execution risk in the AI data center build-out. Both CRWV and NBIS operate a data center as a service model, assuming capex and operating risk with take-or-pay contracts from major hyperscalers. CRWV offers over 80%… — seekingalpha.com · 06/16 11:22a https://seekingalpha.com/article/4915357-coreweave-vs-nebius-compute-as-a-service-buy-crwv-sell-nbis

3. GRAB +4% $3.58 (14B cap) Forget Uber: As Macro Volatility Cracks Platform Multiples, This Profitable Digital Fortress Is The Better Buy Headlines are once again celebrating Uber (NYSE:UBER | UBER Price Prediction) for its 50 million Uber One members and a robotaxi roadmap CEO Dara Khosrowshahi calls “a clear path to becoming the largest facilitator of AV trips in the world. — 247wallst.com · 06/15 2:23p https://247wallst.com/investing/2026/06/15/forget-uber-as-macro-volatility-cracks-platform-multiples-this-profitable-digital-fortress-is-the-better-buy/

4. SOFI +2% $17.48 (22B cap) SoFi Could Be One of 2026’s Best Fintech Buys at Current Depressed Levels SoFi Technologies (NASDAQ: SOFI) has been one of 2026's most punished fintechs, with shares down 34.57% year to date even as the underlying business posted record numbers. After running the financials through our proprietary model, I think the selloff has overshot the fundamenta… — 247wallst.com · 06/16 10:42a https://247wallst.com/investing/2026/06/16/sofi-could-be-one-of-2026s-best-fintech-buys-at-current-depressed-levels/

📈 NEW GAINERS:

1. RXT +16% $6.84 (1.7B cap) Rackspace Technology, Inc. (RXT) Discusses Phased Deployment Agreement for AMD AI Compute and GPU-as-a-Service Collaboration Transcript Rackspace Technology, Inc. (RXT) Discusses Phased Deployment Agreement for AMD AI Compute and GPU-as-a-Service Collaboration Transcript — seekingalpha.com · 06/16 11:02a https://seekingalpha.com/article/4915341-rackspace-technology-inc-rxt-discusses-phased-deployment-agreement-for-amd-ai-compute-and-gpu

2. MOBI +14% $12.60 (419M cap) (no fresh news today — likely technical / low-coverage move)

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