🆕 Newsmakers — 12:30p ET, 2026-06-22 — new since last alert

📰 NEW MARKET THEMES: • How Will Wall Street Remember Alan Greenspan? Alan Greenspan has died at the age of 100. Greenspan's 18 years as Fed chief, from 1987 until his retirement at the start of 2006, were marked by a stock market boom and low unemployment. — youtube.com · 06/22 12:07p https://www.youtube.com/watch?v=JG9zlU_bnfA • These six fast-growing stocks sit at the cutting edge of space and military technology In the wake of the SpaceX IPO, investors can expect global communications and AI data processing — both via satellites — to be important themes for many years. — marketwatch.com · 06/22 12:02p https://www.marketwatch.com/story/these-six-fast-growing-stocks-sit-at-the-cutting-edge-of-space-and-military-technology-0a349e1b • QQQ: The AI Business Model Is Likely Collapsing Token price has been falling due to model substitution, GPU rents have been falling due to oversupply of chips and inference dynamics, while token volume has been capped. The AI capex builds infrastructure for premium models with expensive tokens, while the market needs cheap to… — seekingalpha.com · 06/22 11:56a https://seekingalpha.com/article/4916736-qqq-the-ai-business-model-is-collapsing

🐘 NEW BIG-CAP MOVERS:

1. SMCI +14% $35.01 (23B cap) Super Micro's stock is seeing its best run in a year thanks to Nvidia partnership Shares of Super Micro Computer are surging Monday morning as investors cheer new details about the company's relationship with artificial-intelligence giant Nvidia. — marketwatch.com · 06/22 12:24p https://www.marketwatch.com/story/super-micros-stock-is-seeing-its-best-run-in-a-year-thanks-to-nvidia-partnership-f619e58e

2. MU +6% $1198.28 (1352B cap) Micron Stock Jumps After Landmark AI Infrastructure Deal With Anthropic Micron Technology (MU) shares rose about 4% on Monday after the chipmaker said it had teamed up with Anthropic to develop and supply memory and storage infrastr — gurufocus.com · 06/22 12:13p https://www.gurufocus.com/news/8925480/micron-stock-jumps-after-landmark-ai-infrastructure-deal-with-anthropic

3. INTC +4% $139.43 (701B cap) Intel stock hits a new all-time high on Monday: here's why Intel INTC shares rose 3.9% on Monday, extending gains from the previous session after President Trump said on Truth Social that Apple AAPL had agreed to work with Intel to design and build chips in the United States. The stock had already surged sharply on Thursday, closing at… — invezz.com · 06/22 11:44a https://invezz.com/news/2026/06/22/intel-stock-hits-a-new-all-time-high-on-monday-heres-why/

📈 NEW GAINERS:

1. APGE +47% $132.65 (8.2B cap) Apogee Therapeutics, Definium Therapeutics, Baldwin Insurance And Other Big Stocks Moving Higher On Monday U.S. stocks were higher, with the Dow Jones index gaining more than 200 points on Monday. — benzinga.com · 06/22 12:08p https://www.benzinga.com/trading-ideas/movers/26/06/60021487/apogee-therapeutics-definium-therapeutics-baldwin-insurance-and-other-big-stocks-moving-higher-on-monday

2. HQ +32% $42.23 (2.2B cap) (no fresh news today — likely technical / low-coverage move)

3. BWIN +21% $24.47 (1.8B cap) The Baldwin Insurance Group (BWIN) Moves 16.8% Higher: Will This Strength Last? The Baldwin Insurance Group (BWIN) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road. — zacks.com · 06/22 12:06p https://www.zacks.com/stock/news/2941004/the-baldwin-insurance-group-bwin-moves-16-8-higher-will-this-strength-last?cid=CS-STOCKNEWSAPI-FT-tale_of_the_tape|daily_price_change_5%-2941004

4. HIVE +21% $5.14 (1.4B cap) Video gaming shake-out favours industry giants as GTA VI looms, says Bernstein The global video games industry is entering a period of consolidation that is likely to favour the biggest publishers and developers, according to analysts... — proactiveinvestors.com · 06/22 12:08p https://www.proactiveinvestors.com/companies/news/1094275/video-gaming-shake-out-favours-industry-giants-as-gta-vi-looms-says-bernstein-1094275.html

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