🆕 Newsmakers — 11:30a ET, 2026-06-24 — new since last alert

📰 NEW MARKET THEMES: • A South Korean Margin Call Heard Around The World I wouldn't treat Korea's 10% crash this week as a memory chip obituary. I see a leveraged South Korean market, with forced selling doing most of the damage this week. — seekingalpha.com · 06/24 11:19a https://seekingalpha.com/article/4917353-a-south-korean-margin-call-heard-around-the-world • They Say Software Is Dead, But The Bears' Souls Will Get Taken Software is entering a new era driven by AI, with select dominant platforms poised for organic gross profit and free cash flow growth. Microsoft (MSFT), ServiceNow (NOW), and Palantir (PLTR) are elite AI-leveraged software names warranting aggressive allocation; NOW is already t… — seekingalpha.com · 06/24 10:41a https://seekingalpha.com/article/4917335-they-say-software-is-dead-but-the-bears-souls-will-get-taken • S&P 500 Outlook Update: More Upside Left Even with the geopolitical tumult seen in 2026 so far, along with its spillovers into the macroeconomy, the S&P 500 has risen by 8% YTD. There are good reasons for the rise. — seekingalpha.com · 06/24 10:39a https://seekingalpha.com/article/4917334-s-and-p-500-outlook-update-more-upside-left • The U.S. Dollar's Warning To Bulls (And My Game Plan) The S&P 500 remains a neutral hold as the US dollar's breakout signals persistent macro headwinds and risk-off sentiment. Rising interest rate expectations and a strong dollar threaten the debt-fueled AI trade, especially as hyperscalers increasingly rely on debt financing. — seekingalpha.com · 06/24 10:22a https://seekingalpha.com/article/4917326-us-dollars-warning-to-bulls-and-my-gameplan • Zero Fed Rate Hikes Baked Into S&P Forecast, Says Wells Fargo's Cronk Darrell Cronk, Wells Fargo Wealth and Investment Management CIO, says zero interest rate hikes by the Federal Reserve are baked into their forecast that says the S&P 500 will reach 7,900 by the end of this year. He says markets are not in a selloff, he says this is a "rotation w… — youtube.com · 06/24 10:17a https://www.youtube.com/watch?v=HL9mlYqu7Ms

🐘 NEW BIG-CAP MOVERS:

1. RKT +13% $15.26 (43B cap) Redfin Reports Flood-Prone Parts of America Are Losing Residents at Nearly Twice Last Year's Rate Flood-prone America lost far more residents than it gained in 2025, continuing and intensifying a trend that started in 2024, according to a new [url="]report[/ — gurufocus.com · 06/24 10:00a https://www.gurufocus.com/news/8929990/redfin-reports-floodprone-parts-of-america-are-losing-residents-at-nearly-twice-last-years-rate

2. AMZN +3% $241.88 (2600B cap) 3 Core Stocks to Buy at the Right Price Put these high-quality stocks on your watchlist. — youtube.com · 06/24 11:20a https://www.youtube.com/watch?v=jCU_a9P_JDM

📈 NEW GAINERS:

1. RUN +29% $16.47 (3.9B cap) Sunrun stock surges on Tesla and Renew Home partnership to power data centers Sunrun shares RUN surged 27% in early trading on Wednesday after the residential solar company unveiled a partnership with Tesla and home-energy management platform Renew Home. The partnership aims to supply electricity capacity to data centers and utilities grappling with soari… — invezz.com · 06/24 11:25a https://invezz.com/news/2026/06/24/sunrun-stock-surges-on-tesla-and-renew-home-partnership-to-power-data-centers/

2. WEN +25% $7.83 (1.5B cap) Wendy's gets the meme stock treatment after Reddit's WallStreetBets calls for a rescue The Wendy's Company (NASDAQ:WEN) shares soared Wednesday morning after a since-deleted post on Reddit's WallStreetBets forum urged members to "save Wendy's before it's too late," sending the stock sharply higher from near 20-year lows. The rally has the hallmarks of a classic re… — proactiveinvestors.com · 06/24 10:57a https://www.proactiveinvestors.com/companies/news/1094430

3. KBH +17% $61.78 (3.9B cap) KB Home Q2 Earnings Call Centers on Built-to-Order Reset KBH's built-to-order reset is giving management better visibility on deliveries, margins and backlog trends despite a tough spring housing market. — zacks.com · 06/24 11:01a https://www.zacks.com/stock/news/2942191/kb-home-q2-earnings-call-centers-on-built-to-order-reset?cid=CS-STOCKNEWSAPI-FT-analyst_blog_plus|earnings_call_takeaways-2942191

4. HOV +14% $145.20 (738M cap) (no fresh news today — likely technical / low-coverage move)

5. RKT +13% $15.28 (43B cap) Redfin Reports Flood-Prone Parts of America Are Losing Residents at Nearly Twice Last Year's Rate Flood-prone America lost far more residents than it gained in 2025, continuing and intensifying a trend that started in 2024, according to a new [url="]report[/ — gurufocus.com · 06/24 10:00a https://www.gurufocus.com/news/8929990/redfin-reports-floodprone-parts-of-america-are-losing-residents-at-nearly-twice-last-years-rate

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