🆕 Newsmakers — 1:30p ET, 2026-06-10 — new since last alert

📰 NEW MARKET THEMES: • The market reacts to President Trump's Iran threats The Investment Committee react to the market dropping after President Trump pledges more attacks on Iran. — youtube.com · 06/10 1:15p https://www.youtube.com/watch?v=V-wbfjWMmK8 • Former NEC Director Gary Cohn: 'Kevin Warsh's Fed will look different than the Powell Fed' Gary Cohn, IBM vice chairman and former director of the National Economic Council, joins CNBC's 'Squawk on the Street' to discuss his take on the latest inflation report, his expectations for the Fed, and more. — youtube.com · 06/10 1:07p https://www.youtube.com/watch?v=2ZNcWLTFxBg • Wall Street Lunch: Inflation Rises In May, But Softer Core Prices Calms Fed Fears May CPI rose 4.2% year-over-year, matching expectations; core CPI increased 0.2%, below forecasts, easing immediate Fed rate hike concerns. Supermicro (SMCI) plans up to $7B in equity and equity-linked financing to support AI server demand, triggering a sharp stock decline. — seekingalpha.com · 06/10 12:56p https://seekingalpha.com/article/4913859-wall-street-lunch-inflation-rises-in-may-but-softer-core-prices-calms-fed-fears • Inflation Accelerates to Fastest Pace in 3 Years as Energy Prices Bite Companies appear hesitant to pass those price increases on to weary consumers, whose wages aren't keeping up. — nytimes.com · 06/10 12:48p https://www.nytimes.com/2026/06/10/business/economy/inflation-consumer-price-index.html

📈 NEW GAINERS:

1. CBRL +24% $45.06 (1.0B cap) These Analysts Increase Their Forecasts On Cracker Barrel Following Better-Than-Expected Q3 Earnings Cracker Barrel Old Country Store Inc (NASDAQ:CBRL) on Tuesday reported better-than-expected third-quarter financial results and raised its FY26 sales guidance above estimates. — benzinga.com · 06/10 12:49p https://www.benzinga.com/analyst-stock-ratings/price-target/26/06/53123251/these-analysts-increase-their-forecasts-on-cracker-barrel-following-better-than-expected-q3-earnings

2. FRMI +24% $6.97 (4.4B cap) (no fresh news today — likely technical / low-coverage move)

3. VELO +20% $23.32 (452M cap) The Space Economy Just Got an On-Ramp to Wall Street /PRNewswire/ -- There are two ways a company can find its way into the portfolios of the world's largest investors. The first is the one everyone talks about: — prnewswire.com · 06/10 11:49a https://www.prnewswire.com/news-releases/the-space-economy-just-got-an-on-ramp-to-wall-street-302796958.html

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