🆕 Newsmakers — 11:30a ET, 2026-06-18 — new since last alert

📰 NEW MARKET THEMES: • Nine Hawks Chasing A Storm That May Already Be Gone Nine FOMC members penciled in rate hikes this week on an energy shock that a US-Iran MoU appears to already be unwinding. The 10-year yield barely moved, which tells me that the market believes the Fed may keep the current inflation contained. — seekingalpha.com · 06/18 11:20a https://seekingalpha.com/article/4916061-nine-hawks-chasing-a-storm-that-may-already-be-gone • Data Vs. Debate: Will The Bond Market Embrace Warsh's New Tone Whatever the motivation or strategy, Fed Chair Kevin Warsh, in his public debut on Wednesday, said that “This Committee will deliver price stability,” signaling that a hawkish tilt was possible—perhaps even likely—in the near term. The policy-sensitive 2-year yield rose to 4.20%… — seekingalpha.com · 06/18 11:13a https://seekingalpha.com/article/4916059-data-vs-debate-bond-market-embrace-warsh-new-tone • Three Saudi oil tankers carrying 6 million barrels cross Strait of Hormuz The three Saudi tankers switched their transponders on Thursday after hiding their location for more than two months. President Donald Trump and Iranian President Masoud Pezeshkian signed a deal Wednesday that is supposed to reopen Hormuz. — cnbc.com · 06/18 11:00a https://www.cnbc.com/2026/06/18/iran-deal-strait-hormuz-oil-tanker-saudi-arabia-traffic.html • The New Fed Just Showed Its Teeth: Post FOMC Market Reaction Analysis Kevin Warsh's Fed killed forward guidance, signaled inflation-fighting resolve, and cast doubt on the dot plot's future, triggering broad market repricing. Rates will remain higher-for-longer, with only one cut expected by end-2026 and a glacial easing pace into 2027, pressuring… — seekingalpha.com · 06/18 10:39a https://seekingalpha.com/article/4916045-the-new-fed-just-showed-its-teeth-post-fomc-market-reaction-analysis • New bill would ban lawmakers, their families from betting on prediction markets The Stop Lawmakers From Predicting Act would ban members of Congress from placing bets on prediction markets related to policy and elections. — foxbusiness.com · 06/18 10:31a https://www.foxbusiness.com/politics/new-bill-would-ban-lawmakers-families-from-betting-prediction-markets

🐘 NEW BIG-CAP MOVERS:

1. INTC +9% $132.19 (664B cap) Financials Rose, Tech Fell Before Kevin Warsh Fed Debut Investors moved money into banking and finance stocks and away from technology on Tuesday, as markets turned their attention to the first Federal Reserve policy meeting under Chairman Kevin Warsh. Key Takeaways: XLF gained 1.5% Tuesday while XLK fell 2.8%, as investors moved int… — etftrends.com · 06/18 11:20a https://www.etftrends.com/sector-investing-content-hub/financials-rose-tech-fell-kevin-warsh-fed-debut/

2. SMCI +9% $30.27 (18B cap) Can SMCI's $7 Billion Capital Raise Plan Help it Sustain AI Growth? Super Micro Computer's planned capital raise aims to fund AI server demand, debt repayment and expansion as it scales datacenter infrastructure capacity. — zacks.com · 06/18 11:25a https://www.zacks.com/stock/news/2939445/can-smci-s-7-billion-capital-raise-plan-help-it-sustain-ai-growth?cid=CS-STOCKNEWSAPI-FT-analyst_blog|quick_take-2939445

3. AAL +4% $15.97 (11B cap) Berenberg downgrades Anglo American but stays bullish on miners Berenberg has downgraded Anglo American PLC (LSE:AAL), the FTSE 100 mining group, to 'hold' from 'buy', taking what it called a breather after a strong run in the shares. The broker said it sat below market consensus for Anglo's first-half results and expected a more neutral sha… — proactiveinvestors.co.uk · 06/18 10:37a https://www.proactiveinvestors.co.uk/companies/news/1094114

4. SOFI +2% $17.80 (23B cap) SoFi Technologies: I'm Buying Because I Like To Make Money SoFi Technologies is rated a strong buy, driven by robust revenue growth, expanding margins, and significant upselling potential within its member base. SOFI's net revenues grew 42.5% YoY, with forecasts of 14–30% annual growth through 2030 and a projected $7.8B in revenues by t… — seekingalpha.com · 06/18 10:03a https://seekingalpha.com/article/4916036-sofi-technologies-i-am-buying-because-i-like-to-make-money

📈 NEW GAINERS:

1. SWBI +20% $16.50 (733M cap) Stock Market Today: S&P 500, Dow, Nasdaq 100 Futures Jump After Sharp Sell-Off On Fed Rates Pause— Freecast, Smith & Wesson In Focus (UPDATED) U.S. stock futures rose on Thursday, as the Dow Jones, Nasdaq 100, and S&P 500 indices advanced, following Tuesday's sharp sell-off. — feeds.benzinga.com · 06/18 8:47a https://www.benzinga.com/markets/equities/26/06/53268949/stock-market-today-dow-jones-nasdaq-100-futures-surge-following-sharp-sell-off-as-fed-kept-rates

2. QS +16% $8.00 (4.9B cap) QuantumScape Stock Jumps on Honda Solid-State Battery Agreement Honda is working with QuantumScape on advanced lithium battery technology. — barrons.com · 06/18 10:06a https://www.barrons.com/articles/quantumscape-stock-honda-solid-state-battery-agreement-da135f30

3. FRMI +15% $9.96 (6.3B cap) Why Fermi Rallied Today The speculative AI data center play received positive attention this week, with OpenAI in the spotlight. — fool.com · 06/17 4:19p https://www.fool.com/investing/2026/06/17/why-fermi-rallied-today/

4. VELO +14% $29.23 (570M cap) (no fresh news today — likely technical / low-coverage move)

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