🆕 Newsmakers — 12:30p ET, 2026-06-08 — new since last alert

📰 NEW MARKET THEMES: • ENERGY WATCH: Mideast flare-up Breaking down what matters today in global energy markets — reuters.com · 06/08 12:18p https://www.reuters.com/commentary/reuters-open-interest/energy-watch-mideast-flare-up-2026-06-08/ • Case for "Extended Pause" in Fed Interest Rates as Inflation & Jobs Gap Widens "We still expect the Fed to be on an extended pause," says @CharlesSchwab's Collin Martin. Persistent inflation and a stronger-than-expected jobs market create a tricky situation for a Kevin Warsh-led Fed, though Collin believes jobs need to show more weakness for an interest ra… — youtube.com · 06/08 12:00p https://www.youtube.com/watch?v=cMzKw-y_mnw • Brookfield's Rashid Not Surprised by the Selloff in Tech Stocks Brookfield Head of AI Infrastructure and Head of Europe Sikander Rashid joins Bloomberg's Tom Mackenzie to kick off London Tech Week as part of Bloomberg Brief. -------- More on Bloomberg Television and Markets Like this video? — youtube.com · 06/08 11:51a https://www.youtube.com/watch?v=c7Qbz3KnTRY • The Warsh-Trump Honeymoon Is Officially Over. No Matter What Happens Next, the Stock Market Will Probably Lose The stock market has spent much of 2026 climbing a wall of optimism. — 247wallst.com · 06/08 11:48a https://247wallst.com/investing/2026/06/08/the-warsh-trump-honeymoon-is-officially-over-no-matter-what-happens-next-the-stock-market-will-probably-lose/

🐘 NEW BIG-CAP MOVERS:

1. SOXL +19% $216.71 (64B cap) Chip rebound has one trader buying protection Chip stocks are bounding back Monday, but the rebound doesn't mean tech investors are in the clear, according to Mike Khouw. — cnbc.com · 06/08 12:02p https://www.cnbc.com/2026/06/08/chip-rebound-has-one-trader-buying-protection.html

2. MRVL +13% $298.74 (261B cap) Marvell's S&P 500 Inclusion Could Spark Fresh ETF Buying Despite Valuation Concerns Marvell Technology Inc.'s  (NASDAQ:MRVL) upcoming inclusion in the S&P 500 Index  could create a new source of demand for the AI networking chipmaker just days after a sharp sell-off exposed investor concerns about stretched valuations in the semiconductor sector. — benzinga.com · 06/08 11:46a https://www.benzinga.com/etfs/broad-u-s-equity-etfs/26/06/53063946/marvells-sp-500-inclusion-could-spark-fresh-etf-buying-despite-valuation-concerns

3. INTC +12% $111.39 (560B cap) Intel vs. Lattice Semiconductor: Which AI Chip Stock is a Better Buy? INTC is revamping for AI PCs and data centers, but LSCC's low-power FPGA focus and growth outlook tip the scales. — zacks.com · 06/08 12:21p https://www.zacks.com/stock/news/2933953/intel-vs-lattice-semiconductor-which-ai-chip-stock-is-a-better-buy?cid=CS-STOCKNEWSAPI-FT-analyst_blog|most_popular_stocks-2933953

📈 NEW GAINERS:

1. MPAA +38% $14.62 (281M cap) Crude Oil Gains Over 1%; Motorcar Parts Of America Shares Surge After Q4 Earnings U.S. stocks traded higher midway through trading, with the Nasdaq Composite gaining more than 1% on Monday. — benzinga.com · 06/08 12:11p https://www.benzinga.com/markets/market-summary/26/06/53064915/crude-oil-gains-over-1-motorcar-parts-of-america-shares-surge-after-q4-earnings

2. SOXL +19% $216.51 (64B cap) Chip rebound has one trader buying protection Chip stocks are bounding back Monday, but the rebound doesn't mean tech investors are in the clear, according to Mike Khouw. — cnbc.com · 06/08 12:02p https://www.cnbc.com/2026/06/08/chip-rebound-has-one-trader-buying-protection.html

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