🆕 Newsmakers — 12:30p ET, 2026-06-26 — new since last alert

📰 NEW MARKET THEMES: • Central bank sees no need for extra measures as worried Russians withdraw cash Russia's central bank said on Friday there ​was no need for extra measures to stabilise the banking system, despite a rise in cash withdrawals ‌that some have blamed on worries about internet shutdowns and possible disruptions to payment systems. — reuters.com · 06/26 12:14p https://www.reuters.com/business/finance/central-bank-sees-no-need-extra-measures-worried-russians-withdraw-cash-2026-06-26/ • Cost of the AI Boom: Anxiety, Longer Hours One of the promises of AI was alleviating the burdens of work, but the workaholic culture in Silicon Valley hasn't disappeared. Bloomberg's Natasha Mascarenhas explains why round-the-clock managing of AI agents and intense competition are driving longer hours and heightened anxi… — youtube.com · 06/26 12:12p https://www.youtube.com/watch?v=ovMeoPB68dA • Let's Talk About Seeking Alpha's Favorite Preferred ETF: PFFA Virtus InfraCap U.S. Preferred Stock ETF targets income investors seeking high recurrent yield via active management and leverage. PFFA has outperformed passive peer PFF in total returns due to higher distributions, but both funds exhibit negative price returns and capital erosi… — seekingalpha.com · 06/26 12:11p https://seekingalpha.com/article/4917395-lets-talk-about-seeking-alphas-favorite-preferred-etf-pffa • Fed's Kashkari Sees One Rate Hike This Year Minneapolis Fed President Neel Kashkari said geopolitical risks and inflation uncertainty led him to project one interest-rate hike this year. — barrons.com · 06/26 12:11p https://www.barrons.com/articles/fed-kashkari-rate-hike-forecast-998264fe • Insurers shifted roof replacement costs onto homeowners thanks to a new federal rule — just in time for hail and hurricane season Those who find extensive damage to their roofs might be stuck between two options: File an insurance claim, which could trigger a premium increase, or cough up the cash for the necessary repairs or replacement. — marketwatch.com · 06/26 12:10p https://www.marketwatch.com/story/insurers-shifted-roof-replacement-costs-onto-homeowners-thanks-to-a-new-federal-rule-just-in-time-for-hail-and-hurricane-season-e86068df

🐘 NEW BIG-CAP MOVERS:

1. MSFT +4% $368.10 (2734B cap) Wedbush brushes off tech sell-off as buying chance in multi-year AI bull run A sharp sell-off in leading technology stocks reflects short-term impatience rather than any breakdown in the artificial intelligence trade, according to... — proactiveinvestors.com · 06/26 12:04p https://www.proactiveinvestors.com/companies/news/1094563/wedbush-brushes-off-tech-sell-off-as-buying-chance-in-multi-year-ai-bull-run-1094563.html

2. SOFI +3% $17.84 (23B cap) SoFi Stock Is Back Around $18. Has the Bull Case Finally Arrived? SoFi is back at a key price level, and a major macro shift may have just made the bull case stronger than ever. — fool.com · 06/26 11:15a https://www.fool.com/investing/2026/06/26/sofi-stock-is-back-around-18-has-the-bull-case-fin/

3. SPCX +3% $157.56 (2060B cap) Wall Street analyst initiates new coverage for SpaceX stock As Space Exploration Technologies Corp. (NASDAQ: SPCX) closes out two weeks of trading, Steve Silver, an analyst at Argus Research, has initiated coverage of SpaceX stock. — finbold.com · 06/26 12:08p https://finbold.com/wall-street-analyst-initiates-new-coverage-for-spacex-stock/

4. AMZN +2% $231.60 (2491B cap) Wedbush brushes off tech sell-off as buying chance in multi-year AI bull run A sharp sell-off in leading technology stocks reflects short-term impatience rather than any breakdown in the artificial intelligence trade, according to... — proactiveinvestors.com · 06/26 12:04p https://www.proactiveinvestors.com/companies/news/1094563/wedbush-brushes-off-tech-sell-off-as-buying-chance-in-multi-year-ai-bull-run-1094563.html

📈 NEW GAINERS:

1. FCEL +24% $24.41 (1.3B cap) EQNR Exits Japan Offshore Wind Business, Prioritizes Integrated Power Equinor exits Japan's offshore wind market, closing its Tokyo office as it refocuses on integrated power and oil and gas production. — zacks.com · 06/26 11:30a https://www.zacks.com/stock/news/2943747/eqnr-exits-japan-offshore-wind-business-prioritizes-integrated-power?cid=CS-STOCKNEWSAPI-FT-analyst_blog|company_news_energy_sector-2943747

2. APOG +17% $49.50 (1.1B cap) Apogee Enterprises, Inc. (APOG) Q1 2027 Earnings Call Transcript Apogee Enterprises, Inc. (APOG) Q1 2027 Earnings Call Transcript — seekingalpha.com · 06/26 12:02p https://seekingalpha.com/article/4918058-apogee-enterprises-inc-apog-q1-2027-earnings-call-transcript

3. ENRD +14% $7.40 (1.1B cap) (no fresh news today — likely technical / low-coverage move)

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