🆕 Newsmakers — 12:30p ET, 2026-06-23 — new since last alert

📰 NEW MARKET THEMES: • Are falling tech stocks the start of an overdue selloff — or a well-deserved pause? After weeks of large-scale alarms that turned out to be false starts, equities finally found a real problem — the one they spent two years celebrating. — marketwatch.com · 06/23 12:19p https://www.marketwatch.com/story/are-falling-tech-stocks-the-start-of-an-overdue-selloff-or-a-well-deserved-pause-44bc5391 • Where Are The Dip Buyers Now? The recent market selloff reflects excessive concentration, stretched valuations, and overreliance on AI-related stocks, not just isolated news events. I maintain a 50% equity allocation and a near-term Sell rating, prioritizing risk management over buying the dip amid absent di… — seekingalpha.com · 06/23 12:17p https://seekingalpha.com/article/4917020-where-are-the-dip-buyers-now • Traders are loving this cheap way to make big bets against chip stocks Just a day after making new all-time records, the semiconductor sector is down almost 7% and traders are finding a cheap way to bet on a bigger pivot. — cnbc.com · 06/23 12:10p https://www.cnbc.com/2026/06/23/traders-are-loving-this-cheap-way-to-make-big-bets-against-chip-stocks.html • Fed's Hawkish Outlook: Impact on Interest Rates, Bitcoin & Crypto-Tied Options @CharlesSchwab's Collin Martin offers more insight into the Fed's hawkish stance on interest rates, saying he was surprised but isn't changing his stance on projections for the year despite chances of a rate hike increasing. Jim Ferraioli keeps the Fed in mind when he says he's… — youtube.com · 06/23 12:00p https://www.youtube.com/watch?v=SrfmDq7hQ0s • Sharplink: Where The Market Sees Risk, I See Mispricing Sharplink trades at a steep discount to NAV, driven by concentrated ETH exposure and a smaller non-ETH asset base versus top peers. SBET's recent $75M capital raise at a ~41% premium strengthens its cash position, offering accretive potential for NAV per share. Around 67% of SBE… — seekingalpha.com · 06/23 11:49a https://seekingalpha.com/article/4917004-sharplink-where-the-market-sees-risk-i-see-mispricing

🐘 NEW BIG-CAP MOVERS:

1. SPCX +6% $163.76 (2141B cap) SpaceX Plummets 16.4% Yesterday: Bull Trap or Buying Opportunity? SPCX's 16.4% plunge wiped out $400.8 billion as note issuance, AI deals and dilution fears tested confidence after its blockbuster IPO. — zacks.com · 06/23 12:26p https://www.zacks.com/stock/news/2941620/spacex-plummets-16-4-yesterday-bull-trap-or-buying-opportunity?cid=CS-STOCKNEWSAPI-FT-analyst_blog|investment_ideas-2941620

📈 NEW GAINERS:

1. INFQ +14% $16.24 (2.8B cap) What's helping Infleqtion stock defy a broader tech rout today? Infleqtion (INFQ) shares are ripping higher, defying a broader tech rout that's hurting the likes of Intel, SanDisk, Micron, AMD, and even Nvidia this morning (Jun. 23). The INFQ rally on Tuesday is being driven by a perfect storm of landmark federal policy updates and a massive… — invezz.com · 06/23 12:19p https://invezz.com/news/2026/06/23/whats-helping-infleqtion-stock-defy-a-broader-tech-rout-today/

2. ECX +14% $1.17 (390M cap) ECARX Honoured with Volkswagen Brazil's Partnership Connectivity Award at The One 2026 RIO DE JANEIRO, June 23, 2026 /PRNewswire/ -- ECARX Holdings Inc. (Nasdaq: ECX), a global leader in intelligent automotive computing and software-defined vehicle technology, has been presented with the Partnership Connectivity Award at Volkswagen Brazil's (Volkswagen do Brasil)… — prnewswire.com · 06/23 6:00a https://www.prnewswire.com/news-releases/ecarx-honoured-with-volkswagen-brazils-partnership-connectivity-award-at-the-one-2026-302807506.html

3. WWNPX +12% $133.02 (935M cap) (no fresh news today — likely technical / low-coverage move)

4. VRNS +11% $36.40 (4.3B cap) (no fresh news today — likely technical / low-coverage move)

5. LILA +11% $5.87 (1.7B cap) (no fresh news today — likely technical / low-coverage move)

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