🆕 Newsmakers — 11:30a ET, 2026-06-26 — new since last alert

📰 NEW MARKET THEMES: • Drone startup Elroy Air to list on Nasdaq via $1 billion SPAC deal Cargo ‌drone startup Elroy Air has agreed to list in the U.S. through a merger with blank-check firm ​Columbus Circle Capital Corp II in a ​deal valued at roughly $1 billion, the companies ⁠said on Friday. — reuters.com · 06/26 11:12a https://www.reuters.com/business/aerospace-defense/drone-startup-elroy-air-list-nasdaq-via-1-billion-spac-deal-2026-06-26/ • Medexus Pharmaceuticals Inc. (MDP:CA) Q4 2026 Earnings Call Transcript Medexus Pharmaceuticals Inc. (MDP:CA) Q4 2026 Earnings Call Transcript — seekingalpha.com · 06/26 11:12a https://seekingalpha.com/article/4918081-medexus-pharmaceuticals-inc-mdp-ca-q4-2026-earnings-call-transcript • Americans Are Feeling Better About the Economy, Consumer Survey Shows Consumer sentiment rose in recent weeks after plummeting early this year as energy costs soared. — nytimes.com · 06/26 11:09a https://www.nytimes.com/2026/06/26/business/economy/consumer-sentiment.html • Polaris Renewable Energy Inc. (PIF:CA) Shareholder/Analyst Call Transcript Polaris Renewable Energy Inc. (PIF:CA) Shareholder/Analyst Call Transcript — seekingalpha.com · 06/26 11:02a https://seekingalpha.com/article/4918077-polaris-renewable-energy-inc-pif-ca-shareholder-analyst-call-transcript • OpenAI IPO Delay: A Symptom Of A Tech Bubble? OpenAI's potential IPO delay to 2027 signals a critical inflection point for AI valuations and public market absorption capacity. Current AI valuations, including OpenAI's ~$852B pre-money and 38x sales multiple, face scrutiny amid high cash burn and uncertain profitability. — seekingalpha.com · 06/26 10:56a https://seekingalpha.com/article/4918051-openai-ipo-delay-a-symptom-of-a-tech-bubble

🐘 NEW BIG-CAP MOVERS:

1. NFLX +5% $74.71 (315B cap) Netflix Bets Bigger on AI Strategy: Can It Strengthen User Retention? NFLX is betting on AI-driven personalization, creator tools and advertising tech to boost engagement, reduce churn and support long-term growth. — zacks.com · 06/26 11:11a https://www.zacks.com/stock/news/2943804/netflix-bets-bigger-on-ai-strategy-can-it-strengthen-user-retention?cid=CS-STOCKNEWSAPI-FT-analyst_blog|quick_take-2943804

2. PLTR +5% $112.85 (259B cap) Palantir's Valuation Problem Just Met 2 New Growth Catalysts It's been a rough first half of the year for Palantir Technologies NASDAQ: PLTR shareholders. The stock is down nearly 40% in 2026, with shares recently sliding again to test the $107 level. — marketbeat.com · 06/26 11:10a https://www.marketbeat.com/articles/palantirs-valuation-problem-just-met-2-new-growth-catalysts/

3. MSFT +5% $370.35 (2750B cap) Microsoft buy alert as Michael Burry goes long on MSFT stock On June 26, the blue-chip technology giant Microsoft (NASDAQ: MSFT) received a sudden buy signal in the form of the legendary short trader, Michael Burry, making a long bet on the stock. — finbold.com · 06/26 11:10a https://finbold.com/microsoft-buy-alert-as-michael-burry-goes-long-on-msft-stock/

4. AMZN +2% $232.39 (2500B cap) Wedbush brushes off tech sell-off as buying chance in multi-year AI bull run A sharp sell-off in leading technology stocks reflects short-term impatience rather than any breakdown in the artificial intelligence trade, according to Wedbush. The broker said core names driving what it calls the fourth industrial revolution, including Microsoft Corp (NASDAQ:… — proactiveinvestors.co.uk · 06/26 11:09a https://www.proactiveinvestors.co.uk/companies/news/1094563

5. SPCX +2% $156.59 (2047B cap) Quantum Cyber jumps 24% on plans to acquire strategic stake in SpaceX Shares of Quantum Cyber (NASDAQ: QUCY) surged 24% on Friday after the company announced that its board had approved pursuing the acquisition of an equity stake in SpaceX (NASDAQ: SPCX). The company said the proposed investment is driven by the strategic alignment between the two… — invezz.com · 06/26 11:21a https://invezz.com/news/2026/06/26/quantum-cyber-jumps-24-on-plans-to-acquire-strategic-stake-in-spacex/

📈 NEW GAINERS:

1. APOG +19% $50.35 (1.1B cap) Apogee Enterprises Posts Strong Q1 Earnings, Joins ACADIA Pharmaceuticals, Crocs And Other Big Stocks Moving Higher On Friday U.S. stocks were slightly lower, with the Dow Jones index falling around 0.1% on Friday. — benzinga.com · 06/26 10:18a https://www.benzinga.com/trading-ideas/movers/26/06/60127443/apogee-enterprises-posts-strong-q1-earnings-joins-acadia-pharmaceuticals-crocs-and-other-big-stocks-moving-higher-on-friday

2. ZURA +15% $5.23 (340M cap) (no fresh news today — likely technical / low-coverage move)

3. ACAD +15% $27.27 (4.7B cap) The Surprising Reversal That Drove Acadia Pharma Closer To A Breakout Acadia stock popped Friday after European regulators unexpectedly said they would recommend approval of the Rett syndrome drug, Daybu. — investors.com · 06/26 10:24a https://www.investors.com/news/technology/acadia-stock-chmp-decision-reversal-daybu-rett-syndrome/

4. SLS +14% $12.05 (1.7B cap) SELLAS Stock Hits New Highs: What's Happening Today? SELLAS Life Sciences Group Inc (NASDAQ:SLS) shares are pushing higher Friday morning, adding to Thursday's strong rally. — benzinga.com · 06/26 10:54a https://www.benzinga.com/trading-ideas/movers/26/06/60129193/sellas-stock-hits-new-highs-whats-happening-today

5. CABO +14% $46.17 (262M cap) (no fresh news today — likely technical / low-coverage move)

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