🆕 Newsmakers — 12:30p ET, 2026-06-18 — new since last alert

📰 NEW MARKET THEMES: • These stocks are in trouble now that Kevin Warsh removed the market's guardrails If you were to take Federal Reserve Chair Kevin Warsh at face value following his press conference on Wednesday, you'd realize that this is no “dove” leading the U.S. central bank. — marketwatch.com · 06/18 12:19p https://www.marketwatch.com/story/these-stocks-are-in-trouble-now-that-kevin-warsh-removed-the-markets-guardrails-f7f1e51c • One Massive Hole In The AI Narrative Goldman Sachs forecasts hyperscaler capex could reach $1.1 trillion in FY2027, with Oracle projecting up to $95 billion in capex for FY2027. AI data center buildout dwarfs prior tech cycles, but GPUs' short useful life (2–3 years) for mission-critical tasks creates higher ongoin… — seekingalpha.com · 06/18 12:18p https://seekingalpha.com/article/4916081-one-massive-hole-in-the-ai-narrative • ‘Warsh Fooled Trump' and the Market Is Already Reacting Markets spend a lot of time trying to predict what central bankers will do next. — 247wallst.com · 06/18 12:07p https://247wallst.com/investing/2026/06/18/warsh-fooled-trump-and-the-market-is-already-reacting/ • Fed Chair Kevin Warsh wants to get inflation under control. That could be bad news for home buyers seeking lower mortgage rates. The Federal Reserve is in a “new era,” but home buyers are facing the same old affordability challenges. — marketwatch.com · 06/18 12:05p https://www.marketwatch.com/story/fed-chair-kevin-warsh-wants-to-get-inflation-under-control-that-could-be-bad-news-for-home-buyers-seeking-lower-mortgage-rates-99fb4aad • AI Trade Leads on Quadruple Witching Day, Bitcoin Can't Catch Bid A bounce in the semiconductor stocks is pulling everything up with it on a quadruple witching day, says @CharlesSchwab's Joe Mazzola. As he explains, pay attention to Thursday's moves, as it will likely highlight the stock market's next momentum shift. — youtube.com · 06/18 12:00p https://www.youtube.com/watch?v=PNzgfePk6Gs

🐘 NEW BIG-CAP MOVERS:

1. MRVL +13% $326.15 (285B cap) Marvell Technology Skyrocketed on a Stunning Nvidia Endorsement: Could It Be the Next Trillion-Dollar AI Stock? Marvell and Nvidia are partners in one area. Marvell's growth rate is projected to accelerate. — fool.com · 06/18 11:29a https://www.fool.com/investing/2026/06/18/marvell-technology-skyrocketed-on-stunning-nvidia/

2. INTC +10% $132.88 (668B cap) Trump Says Apple to Buy Computer Chips from Intel While neither company has publicly discussed the deal, it would be a big break for Intel, which sold a 10 percent stake to the U.S. government last year. — nytimes.com · 06/18 12:02p https://www.nytimes.com/2026/06/18/technology/apple-intel-trump-chips.html

3. NVDA +3% $209.90 (5087B cap) Nvidia stock is rebounding 2% today: are competition threats getting serious? Nvidia stock (NVDA) moved higher on Thursday, recovering some ground after two consecutive losing sessions. Shares of the chipmaker rose 1.5% to $206.99 in early trading. — invezz.com · 06/18 12:07p https://invezz.com/news/2026/06/18/nvidia-stock-is-rebounding-2-today-are-competition-threats-getting-serious/

📈 NEW GAINERS:

1. WYFI +20% $40.06 (1.5B cap) Bit Digital Announces 2026 Annual General Meeting of Shareholders NEW YORK, June 17, 2026 /PRNewswire/ -- Bit Digital, Inc. (Nasdaq: BTBT) ("Bit Digital" or the "Company") today announced that its 2026 Annual General Meeting of Shareholders ("AGM") will be held on July 29, 2026 at 9:00 a.m. Eastern Time and that it has filed its Definitive Pro… — prnewswire.com · 06/17 4:39p https://www.prnewswire.com/news-releases/bit-digital-announces-2026-annual-general-meeting-of-shareholders-302803581.html

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