🆕 Newsmakers — 11:30a ET, 2026-06-25 — new since last alert

📰 NEW MARKET THEMES: • As Ebola Bundibugyo outbreak rages, knowledge gaps still challenge response As scientists race to understand the growing Ebola Bundibugyo outbreak in Democratic Republic of Congo, ​medics say knowledge gaps are still hampering detection and care for sick patients. — reuters.com · 06/25 11:09a https://www.reuters.com/business/healthcare-pharmaceuticals/ebola-bundibugyo-outbreak-rages-knowledge-gaps-still-challenge-response-2026-06-25/ • First-quarter GDP gets big boost, but it's not really great news The official scorecard of the U.S. economy was updated to show the economy grew at a 2.1% annual pace in the first three months of the year, faster than the previously reported 1.6%. Good news, right? — marketwatch.com · 06/25 11:07a https://www.marketwatch.com/story/first-quarter-gdp-gets-big-boost-but-its-not-really-great-news-488bf948 • The Big3 wasn't supposed to last. Ice Cube proved them wrong Most people thought the Big3 wouldn't last. Brian Sozzi sits down with Ice Cube to discuss the decade-long journey of building a professional basketball league, why investors initially said no, and why he now wants everyday fans—not just wealthy insiders—to participate in its fu… — youtube.com · 06/25 11:00a https://www.youtube.com/watch?v=TvT4OlrPEDg • China pledges stronger water communication, cooperation with Bangladesh China offered to deepen water governance cooperation and policy ​communication with Bangladesh during talks ‌in Beijing on Thursday, as a major dam project in Tibet fuels downstream ​concerns over water security. — reuters.com · 06/25 10:53a https://www.reuters.com/business/environment/china-pledges-stronger-water-communication-cooperation-with-bangladesh-2026-06-25/ • Martin Leibowitz, a Math Whiz Who Transformed Bond Investing, Dies at Age 89 As a Salomon Brothers bond researcher, he came up with formulas that still drive financial markets. — wsj.com · 06/25 10:47a https://www.wsj.com/finance/investing/martin-leibowitz-dies-63eda49f

🐘 NEW BIG-CAP MOVERS:

1. MU +12% $1174.14 (1324B cap) Micron joins rivals pitching AI deals as cure for memory's boom-bust cycle Memory chipmakers have for decades been trapped in boom-bust cycles, with capacity buildouts hitting the market just as demand craters. Micron, Samsung and SK Hynix are now trying to convince investors this time is different, arguing ​long-term deals will keep cash flowing even… — reuters.com · 06/25 11:22a https://www.reuters.com/legal/transactional/micron-joins-rivals-pitching-ai-deals-cure-memorys-boom-bust-cycle-2026-06-25/

2. F +3% $14.24 (56B cap) Ford Recalls Continue to Cripple Brand Ford (NYSE: F | F Price Prediction) recalls this year have topped 1.2 million vehicles. — 247wallst.com · 06/25 10:08a https://247wallst.com/investing/2026/06/25/ford-recalls-continue-to-cripple-brand/

📈 NEW GAINERS:

1. AYI +21% $370.09 (11B cap) Acuity (AYI) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates While the top- and bottom-line numbers for Acuity (AYI) give a sense of how the business performed in the quarter ended May 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values. — zacks.com · 06/25 10:31a https://www.zacks.com/stock/news/2942768/acuity-ayi-q3-earnings-taking-a-look-at-key-metrics-versus-estimates?cid=CS-STOCKNEWSAPI-FT-fundamental_analysis|nfm-2942768

2. BB +19% $10.30 (6.0B cap) Why is Blackberry stock surging over 20% today? Shares of BlackBerry (BB) traded higher on Thursday morning after the company reported stronger-than-expected first-quarter results and raised its financial outlook for fiscal 2027. At the time of writing, BB stock was up more than 22% on the NYSE following the earnings release. — invezz.com · 06/25 11:04a https://invezz.com/news/2026/06/25/why-is-blackberry-stock-surging-over-20-today/

3. SNDK +15% $2200.50 (326B cap) Wall Street sets Sandisk stock price target Citi raised its price target on Sandisk (NASDAQ: SNDK) from $2,025 to $2,500, with a reiterated ‘Buy' rating on Thursday, June 25. — finbold.com · 06/25 10:49a https://finbold.com/wall-street-sets-sandisk-stock-price-target/

4. ATAI +15% $4.78 (1.8B cap) AtaiBeckley to join Russell 2000 and Russell 3000 indexes following annual reconstitution AtaiBeckley Inc. (NASDAQ:ATAI, XETRA:9VC) announced on Thursday that it will be added to the Russell 2000 Index and the Russell 3000 Index, effective at the open of US markets on June 29, as part of the 2026 Russell indexes reconstitution. The clinical-stage biotechnology compan… — proactiveinvestors.com · 06/25 9:05a https://www.proactiveinvestors.com/companies/news/1094503

5. WGO +14% $31.05 (878M cap) Winnebago (WGO) Reports Q3 Earnings: What Key Metrics Have to Say While the top- and bottom-line numbers for Winnebago (WGO) give a sense of how the business performed in the quarter ended May 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values. — zacks.com · 06/25 10:31a https://www.zacks.com/stock/news/2942779/winnebago-wgo-reports-q3-earnings-what-key-metrics-have-to-say?cid=CS-STOCKNEWSAPI-FT-fundamental_analysis|nfm-2942779

6. OABI +13% $2.58 (308M cap) (no fresh news today — likely technical / low-coverage move)

7. ABCL +13% $6.80 (2.1B cap) ABCELLERA BIOLG (ABCL) Surges 7.1%: Is This an Indication of Further Gains? ABCELLERA BIOLG (ABCL) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term. — zacks.com · 06/25 9:46a https://www.zacks.com/stock/news/2942655/abcellera-biolg-abcl-surges-7-1-is-this-an-indication-of-further-gains?cid=CS-STOCKNEWSAPI-FT-tale_of_the_tape|daily_price_change_5%-2942655

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