🆕 Newsmakers — 12:30p ET, 2026-06-24 — new since last alert

📰 NEW MARKET THEMES: • Oil tankers with 35 million barrels exited Persian Gulf through Strait of Hormuz since Iran deal Oil shipments through the Strait of Hormuz have risen to around 4.8 million barrels per day since the U.S.-Iran deal, according to Kpler. Oil flows in June are the highest since the U.S. and Israel attacked Iran on Feb. 28 but remain well below prewar levels when 15 million bpd… — cnbc.com · 06/24 12:03p https://www.cnbc.com/2026/06/24/oil-tanker-strait-hormuz-iran-deal.html • Russia set to export record oil volumes from western ports in June, sources say Russia is set to ship record volumes of crude from its main western ports in June ​as refinery outages following Ukrainian drone attacks push more ‌barrels onto export markets, three trade and port sources said on Wednesday. — reuters.com · 06/24 11:59a https://www.reuters.com/business/energy/russia-set-export-record-oil-volumes-western-ports-june-sources-say-2026-06-24/ • The Market Still Has A Conscience The S&P 500 remains fundamentally strong, with rising profit margins and earnings supporting current and higher valuations. Recent tech and AI stock sell-offs are seen as short-term noise, not indicative of a broader market bubble. — seekingalpha.com · 06/24 11:22a https://seekingalpha.com/article/4917354-the-market-still-has-a-conscience

🐘 NEW BIG-CAP MOVERS:

1. AMZN +3% $240.79 (2590B cap) Amazon Strengthens Bedrock Ecosystem: What's Next for Enterprise AI? AMZN expands Bedrock with new AI capabilities as enterprise adoption accelerates, boosting AWS usage and intensifying competition in AI. — zacks.com · 06/24 12:00p https://www.zacks.com/stock/news/2942238/amazon-strengthens-bedrock-ecosystem-what-s-next-for-enterprise-ai?cid=CS-STOCKNEWSAPI-FT-analyst_blog|quick_take-2942238

2. SOFI +3% $17.77 (23B cap) SoFi Bets on Innovation and Scale While Ally Prioritizes Dividends and Auto Lending Discipline SoFi Technologies (NASDAQ: SOFI | SOFI Price Prediction) and Ally Financial (NYSE: ALLY) reported Q1 2026 results that read like opposite playbooks. — 247wallst.com · 06/24 11:40a https://247wallst.com/investing/2026/06/24/sofi-bets-on-innovation-and-scale-while-ally-prioritizes-dividends-and-auto-lending-discipline/

3. KVUE +2% $18.79 (36B cap) (no fresh news today — likely technical / low-coverage move)

📈 NEW GAINERS:

1. WEN +27% $7.92 (1.5B cap) Wendy's stock price today: WEN shares surge as the fast food burger chain reunites Potbelly's dynamic duo Many fast food chains have had a rough several years. — fastcompany.com · 06/24 11:31a https://www.fastcompany.com/91564204/wendys-stock-price-today-wen-surges-potbelly-dynamic-duo-reunited

2. RUN +25% $16.02 (3.8B cap) Sunrun Surges 26% on 16-Gigawatt Virtual Power Plant Deal With Tesla and Renew Home Sunrun (NASDAQ:RUN) stock is up 26% to $16.17 in midday trading Wednesday after the residential solar leader unveiled a sweeping virtual power plant (VPP) partnership with Tesla (NASDAQ:TSLA | TSLA Price Prediction) and Renew Home. — 247wallst.com · 06/24 11:47a https://247wallst.com/investing/2026/06/24/sunrun-surges-26-on-16-gigawatt-virtual-power-plant-deal-with-tesla-and-renew-home/

3. GALT +24% $3.88 (256M cap) GALT Jumps 11% on FDA Alignment for Belapectin Phase III Path in MASH Galectin stock rises following FDA alignment on key elements of belapectin's phase III MASH cirrhosis program, clarifying a potential path toward full approval. — zacks.com · 06/24 11:06a https://www.zacks.com/stock/news/2942194/galt-jumps-11-on-fda-alignment-for-belapectin-phase-iii-path-in-mash?cid=CS-STOCKNEWSAPI-FT-analyst_blog|company_news_medical_sector-2942194

4. KBH +18% $61.99 (3.9B cap) Housing Stocks Back in Spotlight Housing Stocks Back in Spotlight. — zacks.com · 06/24 12:06p https://www.zacks.com/stock/news/2942250/housing-stocks-back-in-spotlight?cid=CS-STOCKNEWSAPI-FT-economic_highlights-2942250

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