🆕 Newsmakers — 12:30p ET, 2026-06-15 — new since last alert

📰 NEW MARKET THEMES: • Dow Jones: Industrial Average Hits Record as Fed Outlook Improves Dow Jones hit a record high as an Iran deal sent oil prices lower. See how falling crude boosted US stocks and tech shares. — fxempire.com · 06/15 12:18p https://www.fxempire.com/forecasts/article/dow-jones-industrial-average-hits-record-as-fed-outlook-improves-1604559 • The Market Is Experiencing A 'Jumping The Shark' Moment Equities are trading at extreme valuations, fueled by the AI boom and massive tech spending, echoing past market bubbles. Space Exploration Technologies debuted as the largest U.S. IPO ever Friday, reaching a $2.1T market cap despite $5B in 2025 losses and a 113x sales multiple. — seekingalpha.com · 06/15 12:11p https://seekingalpha.com/article/4915051-market-experiencing-jumping-the-shark-moment • Trump is giving Warsh room to reshape the Fed Kevin Warsh will chair his first meeting of the Fed's rate-setting committee this week, with a press conference set for Wednesday. That meeting is widely expected to produce no change in interest rates, despite President Donald Trump's demands that the Fed keep cutting. — cnbc.com · 06/15 12:09p https://www.cnbc.com/2026/06/15/trump-warsh-fed-reshape.html • Yields Resilient Despite U.S.-Iran Peace Hopes & What it Means for Fed Resiliency in treasury yields against hopes U.S.-Iran peace talks will manifest is something @CharlesSchwab's Collin Martin attributes to much more than crude oil prices. He makes the case that yields will stay in the upper end of a new trading range due to other geopolitical fa… — youtube.com · 06/15 12:00p https://www.youtube.com/watch?v=-RXDEHmZKuM • Apollo Global's Torsten Slok on Fed Chair Kevin Warsh's approach to interest rates Torsten Slok, chief economist at Apollo Global Management, joins ‘Squawk on the Street' to discuss the latest market trends, his expectations for the Fed, and more. — youtube.com · 06/15 11:23a https://www.youtube.com/watch?v=Q9ak3gAXpjs

🐘 NEW BIG-CAP MOVERS:

1. SPCX +11% $178.90 (2339B cap) Direxion Debuts Daily SpaceX Bull 2X ETF On June 15, Direxion expanded its leveraged single-stock ETF lineup with the introduction of the Direxion Daily SpaceX Bull 2X ETF (LOFF). The fund has an expense ratio of 97 basis points. — etftrends.com · 06/15 12:21p https://www.etftrends.com/direxion-debuts-daily-spacex-bull-2x-etf/

2. GRAB +8% $3.58 (14B cap) UBER vs. GRAB: Which Ride-Hailing Stock Has an Edge at Present? Uber's global scale, valuation edge and diversification help it stand out over Grab despite both ride-hailing players facing uncertainty. — zacks.com · 06/15 11:30a https://www.zacks.com/stock/news/2937348/uber-vs-grab-which-ride-hailing-stock-has-an-edge-at-present?cid=CS-STOCKNEWSAPI-FT-analyst_blog|most_popular_stocks-2937348

3. NVDA +4% $212.48 (5148B cap) AMD Jumps 7% to a Record High, NVIDIA Climbs 4%, Intel Rises 3% in a Risk-On Chip Surge Chip stocks are leading a broad risk-on move at midday on Monday, June 15. Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) stock is up 7% and just printed an intraday record near $558, pushing the company's market value above $900 billion for the first time. — 247wallst.com · 06/15 12:22p https://247wallst.com/investing/2026/06/15/amd-jumps-7-to-a-record-high-nvidia-climbs-4-intel-rises-3-in-a-risk-on-chip-surge/

4. INTC +3% $128.23 (644B cap) AMD Jumps 7% to a Record High, NVIDIA Climbs 4%, Intel Rises 3% in a Risk-On Chip Surge Chip stocks are leading a broad risk-on move at midday on Monday, June 15. Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) stock is up 7% and just printed an intraday record near $558, pushing the company's market value above $900 billion for the first time. — 247wallst.com · 06/15 12:22p https://247wallst.com/investing/2026/06/15/amd-jumps-7-to-a-record-high-nvidia-climbs-4-intel-rises-3-in-a-risk-on-chip-surge/

📈 NEW GAINERS:

1. NBIL +25% $52.47 (261M cap) (no fresh news today — likely technical / low-coverage move)

2. EH +20% $7.95 (295M cap) (no fresh news today — likely technical / low-coverage move)

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