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

📰 NEW MARKET THEMES: • Ashland: Undervaluation Draws Activist Attention I rate Ashland Inc. as a 'Buy,' considering the stock's upside potential after recent activist involvement. Activists Cruiser Capital and Ancora are pushing for a sale of ASH; Ancora's bull-case EV/EBITDA target of 13.8x is supported by the valuations of listed peers and recent… — seekingalpha.com · 06/30 11:12a https://seekingalpha.com/article/4918865-ashland-undervaluation-draws-activist-attention • U.S. Job Openings and Hires Remained Stable in May Available positions held steady at 7.6 million, and the hiring rate remained at 3.3% with about 5.2 million Americans landing new jobs. — wsj.com · 06/30 10:53a https://www.wsj.com/economy/jobs/u-s-job-openings-and-hires-remained-stable-in-may-70674c10 • Warsh Will Get More Leeway From Trump When It Comes to Rates, Rubenstein Says Federal Reserve Chairman Kevin Warsh will get more leeway than Jay Powell did when it comes to interest rates from President Donald Trump, David Rubenstein says. He says Warsh is independent, but clearly has a mandate not to raise rates "all that much. — youtube.com · 06/30 10:48a https://www.youtube.com/watch?v=zkZ5vgs6G_c • U.S. Consumer Sentiment Climbed in June, Conference Board Says The research group said its consumer confidence index rose to 91.2 in June from a downwardly revised 90.6 in May. Economists polled by The Wall Street Journal had expected a higher reading of 94.2. — wsj.com · 06/30 10:35a https://www.wsj.com/economy/central-banking/u-s-consumer-sentiment-climbed-in-june-conference-board-says-fbced3fb • Warsh says he's determined to slay inflation. Investors want to know if he really means it. New Federal Reserve Chairman Kevin Warsh isn't a stranger on Wall Street, but the mystery to investors is whether he's committed as he sounds to stamp out U.S. inflation. — marketwatch.com · 06/30 10:25a https://www.marketwatch.com/story/warsh-says-hes-determined-to-slay-inflation-investors-want-to-know-if-he-really-means-it-2ada8360

🐘 NEW BIG-CAP MOVERS:

1. SPCX +4% $171.12 (2237B cap) SpaceX stock is down this much since Jim Cramer called it a ‘monster' Just three days after the initial public offering (IPO) and during the initial rally, Jim Cramer opined on X that SpaceX (NASDAQ: SPCX) stock was a ‘monster' at $200. — finbold.com · 06/30 10:12a https://finbold.com/spacex-stock-is-down-this-much-since-jim-cramer-called-it-a-monster/

2. SMCI +3% $29.10 (19B cap) Super Micro, Dell Gain 4% a Day After Super Micro's Taiwan-Probe Plunge Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) stock is up 4% to $29.25 in mid-morning trading on Tuesday, clawing back part of yesterday's 8% drop tied to a Taiwan probe of alleged NVIDIA (NASDAQ:NVDA) AI chip smuggling. — 247wallst.com · 06/30 11:09a https://247wallst.com/investing/2026/06/30/super-micro-dell-gain-4-a-day-after-super-micros-taiwan-probe-plunge/

📈 NEW GAINERS:

1. FCEL +20% $35.67 (1.9B cap) Is FuelCell Energy Stock A Buy At 52-Week Highs? FuelCell Energy Inc (NASDAQ:FCEL) shares are trading higher by almost 20% on Tuesday, hitting a new 52-week high, as traders continue to react to a new financing update tied to a South Korean export project. — benzinga.com · 06/30 11:06a https://www.benzinga.com/trading-ideas/movers/26/06/60191115/is-fuelcell-energy-stock-a-buy-at-52-week-highs

2. INDI +16% $4.38 (924M cap) (no fresh news today — likely technical / low-coverage move)

3. AVAV +16% $160.84 (8.0B cap) These Analysts Slash Their Forecasts On AeroVironment After Q4 Results AeroVironment Inc. (NASDAQ:AVAV) reported better-than-expected financial results for the fourth quarter of fiscal 2026 after the market close on Monday. — benzinga.com · 06/30 10:58a https://www.benzinga.com/analyst-stock-ratings/price-target/26/06/60190613/these-analysts-slash-their-forecasts-on-aerovironment-after-q4-results

4. BUUU +15% $23.80 (278M cap) (no fresh news today — likely technical / low-coverage move)

5. PRLD +15% $5.66 (322M cap) (no fresh news today — likely technical / low-coverage move)

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