🆕 Newsmakers — 12:30p ET, 2026-06-17 — new since last alert

📰 NEW MARKET THEMES: • Political Spotlight Shines on Warsh for His First Fed Meeting as Chairman The new Fed chairman is bound to face the unyielding attention of the president that nominated him. — nytimes.com · 06/17 12:08p https://www.nytimes.com/2026/06/17/business/economy/political-spotlight-shines-on-warsh-for-his-first-fed-meeting-as-chair.html • Who is Kevin Warsh, the Fed's new chairman? Mr. Warsh will make his public debut as the Federal Reserve's chairman on Wednesday. — nytimes.com · 06/17 12:07p https://www.nytimes.com/live/2026/06/17/business/fed-meeting-warsh-interest-rates/who-is-kevin-warsh-the-feds-new-chairman • Fed Interest Rate Expectations, from Inflation Metrics to Fixed Income On his expectations for the Fed's interest rate decision and Kevin Warsh's press conference, @CharlesSchwab's Nathan Peterson tells investors, "not to expect much of a surprise." That said, pay attention to Warsh's language as he can offer a clear stance on what he wants the Fed… — youtube.com · 06/17 12:00p https://www.youtube.com/watch?v=f-DxtASu7_I • Retail Sales Come in Better-Than-Expected Mid-week, and off all-time closing highs for the blue-chip Dow index, we have lots on our plate in terms of economic news. The final day of the G-7 summit in Evian, France is today, we have series of economic reports both before and after today's opening bell, and this marks the… — zacks.com · 06/17 11:50a https://www.zacks.com/stock/news/2938787/retail-sales-come-in-better-than-expected?cid=CS-STOCKNEWSAPI-FT-economic_highlights-2938787 • Semiconductor Stocks May Be Creating A Stock Market Misalignment (Video) Markets are showing signs of overheating, with index implied volatility low versus elevated single-stock volatility. The spread between S&P 500 index and single-stock volatility has widened, historically preceding market volatility spikes and pullbacks. — seekingalpha.com · 06/17 11:45a https://seekingalpha.com/article/4915711-semiconductor-stocks-may-be-creating-a-stock-market-misalignment-video

🐘 NEW BIG-CAP MOVERS:

1. HOOD +12% $108.72 (98B cap) Robinhood's Bold Wealth Ambition May Be Bigger Than Trading Robinhood (HOOD +9.22%) is trying to move beyond trading and build a broader financial platform around assets, subscriptions, retirement accounts, advisory services, and AI tools. That shift could create a powerful long-term growth story if customers keep more of their financial… — fool.com · 06/17 11:15a https://www.fool.com/investing/2026/06/17/robinhoods-bold-wealth-ambition-may-be-bigger-than/

2. SOFI +5% $18.55 (24B cap) SOFI: The Market Distrusts The Book, The Numbers Say Otherwise SoFi Technologies (SOFI) delivered its tenth consecutive GAAP-profitable quarter, with record $1.1B sales and 41% YoY growth, yet shares remain pressured. SOFI's accounting recognizes loan profits upfront, making tangible book value and net interest margin (5.94%) key metrics am… — seekingalpha.com · 06/17 12:18p https://seekingalpha.com/article/4915728-sofi-market-distrusts-the-book-the-numbers-say-otherwise

3. INTC +4% $122.30 (614B cap) INTC 18A-P Begins Production: AAPL & NVDA Show Interest Marley Kayden talks about Intel (INTC) as it begins production of its advanced 18A-P chip node. Companies like Apple (AAPL) and Nvidia (NVDA) have already expressed interest as Intel builds up its portfolio of clients. — youtube.com · 06/17 11:30a https://www.youtube.com/watch?v=cXCkXqWuqeg

📈 NEW GAINERS:

1. QURE +76% $47.38 (3.0B cap) UniQure to seek FDA approval for Huntington's disease gene therapy after previous clash with agency UniQure said it plans to seek approval for its experimental gene therapy for Huntington's disease. The announcement comes months after UniQure became embroiled in a public debate with FDA leaders over the clinical trial data supporting its application. — cnbc.com · 06/17 12:12p https://www.cnbc.com/2026/06/17/huntingtons-disease-drugmaker-uniqure-to-seek-fda-ok-for-gene-therapy.html

2. LZB +19% $41.64 (1.7B cap) Why La-Z-Boy Stock Just Popped La-Z-Boy's focus on retail sales boosted profit margins significantly in Q4. La-Z-Boy parlayed this into an earnings beat last night. — fool.com · 06/17 11:13a https://www.fool.com/investing/2026/06/17/why-la-z-boy-stock-just-popped/

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