🆕 Newsmakers — 12:00p ET, 2026-06-08 — new since last alert

📰 NEW MARKET THEMES: • Why I Still Don't Use A 60-40 Amid 5% Treasury Bond Yield As treasury yields push to decade highs, I caution against significant allocation to treasury bonds such as the level in the 60-40 template. Current real treasury yields are deeply negative, with inflation pressures and geopolitical risks likely to further erode real yield. — seekingalpha.com · 06/08 11:30a https://seekingalpha.com/article/4912911-why-i-still-dont-use-a-60-40-amid-5-percent-treasury-bond-yield • Is The Market Pricing For A 1970s Replay? Let me be clear: no, I don't think the pullback at the end of last week has anything to do with stagflation. Yes, the May payroll data was hot, and this closes the door on the labor market justification for a cut this year. — seekingalpha.com · 06/08 11:30a https://seekingalpha.com/article/4912910-is-the-market-pricing-for-1970s-replay

🐘 NEW BIG-CAP MOVERS:

1. MRVL +14% $300.80 (263B cap) Is Marvell the Next Nvidia? Marvell is emerging as a hot chip stock amid booming investments in AI infrastructure. Nvidia and Advanced Micro Devices both have strategic investments in Marvell. — fool.com · 06/08 11:30a https://www.fool.com/investing/2026/06/08/is-marvell-the-next-nvidia/

2. INTC +12% $111.54 (561B cap) Intel stock rallies on reports of foundry wins from Google and Nvidia Intel (INTC) shares are pushing higher on Monday after The Information said Google and Nvidia are turning to the semiconductor firm as a vital manufacturing backup to TSMC. INTC now looks headed to challenge is 20-day moving average (MA), with a decisive break above $115 expecte… — invezz.com · 06/08 11:45a https://invezz.com/news/2026/06/08/intel-stock-rallies-on-reports-of-foundry-wins-from-google-and-nvidia/

📈 NEW GAINERS:

1. CBRS +18% $237.75 (52B cap) Cerebras jumps 17% as Wall Street backs the Nvidia challenger's AI strategy Shares of Cerebras Systems CBRS surged more than 17% on Monday after a wave of Wall Street firms initiated coverage of the AI chipmaker. Analysts largely endorse the company's unconventional approach to artificial intelligence computing and highlight its potential to challenge e… — invezz.com · 06/08 11:25a https://invezz.com/news/2026/06/08/cerebras-jumps-17-as-wall-street-backs-the-nvidia-challengers-ai-strategy/

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