🆕 Newsmakers — 11:30a ET, 2026-06-23 — new since last alert

📰 NEW MARKET THEMES: • These stocks are falling the most on Tuesday as the tech sector comes under pressure Most of the day's biggest losers are still up tremendously for 2026. — marketwatch.com · 06/23 11:21a https://www.marketwatch.com/story/these-stocks-are-falling-the-most-on-tuesday-as-the-tech-sector-comes-under-pressure-33558ade • Dollarhide: Big Tech Seeking Direction in Directionless Stock Market "There is AI fatigue," says Jake Dollarhide, but he says the question lies in whether investors will buy the dip on the South Korean KOSPI's 10% sell-off. The tech trade also faces an environment tilting toward interest rate hikes, as Jake outlines the case for AI investors to f… — youtube.com · 06/23 11:00a https://www.youtube.com/watch?v=ropCKA1-KAY • Factory job cuts in June neared financial crisis and Covid levels, S&P says Job cuts at U.S. factories ran near their highest levels since the end of the global financial crisis in 2009 and the Covid-19 pandemic as worries grew over global demand and rising costs, S&P Global reported Tuesday. Broadly, the S&P manufacturing "flash" reading for its purcha… — cnbc.com · 06/23 10:49a https://www.cnbc.com/2026/06/23/factory-job-cuts-reported-around-financial-crisis-and-covid-levels-for-june-sp-says.html • Space Stocks Back Down To Earth The many space stocks that rocketed higher ahead of the SpaceX IPO earlier this month have since fallen back down to earth. On average, these stocks were up 99% year-to-date at the close on June 11th when SpaceX priced its shares at $135. Along with SpaceX still being up 14.5% f… — seekingalpha.com · 06/23 10:40a https://seekingalpha.com/article/4916995-space-stocks-back-down-to-earth • The U.S. mortgage market is locked in a tug of war, leaving home buyers and refinancers caught between a brief respite in geopolitical tensions and a hawkish Fed Rates eased briefly on ceasefire talks, but a hawkish Fed means the spring housing freeze is likely to stretch through the year. — wsj.com · 06/23 10:29a https://www.wsj.com/economy/housing/brief-drop-in-mortgage-rates-points-to-another-false-start-for-the-housing-market-d65a0cbd

🐘 NEW BIG-CAP MOVERS:

1. T +2% $22.64 (157B cap) AT&T Copper Network Retirement Faces Resistance From California Regulators: What Investors Need To Know AT&T Inc (NYSE:T) shares are trading flat Monday afternoon as investors continue to weigh California regulatory resistance to the company's copper-network retirement plans. — benzinga.com · 06/22 1:17p https://www.benzinga.com/trading-ideas/movers/26/06/60024188/att-copper-network-retirement-faces-resistance-from-california-regulators-what-investors-need-to-know

2. SPCX +2% $158.12 (2068B cap) Elon Musk loses billions as SpaceX shares slump in tech sell-off Elon Musk has seen $350bn (£264bn) shaved off his net worth as SpaceX share prices have slumped. — news.sky.com · 06/23 11:27a https://news.sky.com/story/elon-musk-loses-billions-as-spacex-shares-slump-in-tech-sell-off-13557098

📈 NEW GAINERS:

1. FBYD +12% $18.27 (715M cap) (no fresh news today — likely technical / low-coverage move)

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