🆕 Newsmakers — 1:30p ET, 2026-06-18 — new since last alert

📰 NEW MARKET THEMES: • Unstoppable Quant Stocks: 3 Longest-Running Strong Buys The market's appetite for risk has fluctuated amid stubborn inflation and geopolitical uncertainties, underscoring the importance of strong and durable fundamentals. Despite AI bubble concerns, the S&P 500 rallied to record highs this month, driven by robust earnings growth, a c… — seekingalpha.com · 06/18 1:07p https://seekingalpha.com/article/4916101-unstoppable-quant-stocks-3-longest-running-strong-buys • The postwar outlook: Why energy markets will never be the same The Iran war's legacy likely will be an urgent need to rethink energy security. — marketwatch.com · 06/18 1:02p https://www.marketwatch.com/story/the-postwar-outlook-why-energy-markets-will-never-be-the-same-108dc7aa • Warsh shocks Wall Street with hawkish turn as Fed rate hikes come back into play Dramatic shift in market sentiment came after Federal Open Market Committee left rates unchanged but signaled that inflation remains its top concern. — nypost.com · 06/18 12:54p https://nypost.com/2026/06/18/business/warsh-shocks-wall-street-with-hawkish-turn-as-fed-rate-hikes-come-back-into-play/ • Regional environmental agency to review complaint on oil well contamination in Mexico's Veracruz The Commission for Environmental Cooperation (CEC), which oversees environmental issues in the United States, Mexico ​and Canada, on Thursday said it will ‌review a complaint alleging Mexico failed to enforce environmental laws following hydrocarbon contamination caused by an in… — reuters.com · 06/18 12:38p https://www.reuters.com/business/energy/regional-environmental-agency-review-complaint-oil-well-contamination-mexicos-2026-06-18/

🐘 NEW BIG-CAP MOVERS:

1. MRVL +13% $326.23 (285B cap) Wall Street predicts Marvell stock price for next 12 months As Marvell Technology, Inc. (NASDAQ: MRVL) stock surges ahead of its confirmed June 22 entry into the S&P 500, KeyBanc has issued a bullish price target for the next 12 months. — finbold.com · 06/18 12:56p https://finbold.com/wall-street-predicts-marvell-stock-price-for-next-12-months/

2. INTC +11% $134.26 (674B cap) Intel stock is being valued as AMD or TSMC - but it's neither yet Intel (INTC) shares are extending gains this morning after President Donald Trump said Apple Inc has agreed to work with the multinational to design and build its chips in America. The semiconductor giant is now trading at a year-to-date of $134. — invezz.com · 06/18 1:15p https://invezz.com/news/2026/06/18/intel-stock-is-being-valued-as-amd-or-tsmc-but-its-neither-yet/

3. NVDA +3% $210.12 (5089B cap) Donald Trump's Q1 Portfolio Was Just Revealed. He Just Poured Millions Into These 3 Unstoppable AI Stocks. President Trump's May 2026 OGE Form 278-T disclosure revealed something genuinely unusual in volume, with more than 3,600 individual stock trades in the first quarter of 2026, with heavy concentration in AI infrastructure bought during the March selloff. — 247wallst.com · 06/18 12:43p https://247wallst.com/investing/2026/06/18/donald-trumps-q1-portfolio-was-just-revealed-he-just-poured-millions-into-these-3-unstoppable-ai-stocks/

📈 NEW GAINERS:

1. BFLY +43% $8.18 (2.1B cap) Butterfly Network Climbs On Midjourney Hype Despite FDA, Reimbursement Questions Butterfly Network Inc. (NYSE:BFLY) stock is trading higher on Thursday after it commented on Midjourney's announcement of Midjourney Medical and the Midjourney Scanner, a full-body tomographic imaging system. — benzinga.com · 06/18 12:59p https://www.benzinga.com/news/health-care/26/06/53284799/butterfly-network-climbs-on-midjourney-hype-despite-fda-reimbursement-questions

2. KARD +27% $20.27 (1.8B cap) Kardigan rises in Nasdaq debut after upsized $400 million IPO Kardigan's shares ​rose ‌1.6% in their ​Nasdaq ​debut on ⁠Thursday, ​after ​the heart drug developer ​raised $400 ​million in ‌an ⁠upsized U.S. initial public ​offering. — reuters.com · 06/18 12:49p https://www.reuters.com/business/healthcare-pharmaceuticals/kardigan-rises-nasdaq-debut-after-upsized-400-million-ipo-2026-06-18/

3. HQ +26% $29.70 (1.5B cap) (no fresh news today — likely technical / low-coverage move)

4. SOXL +20% $280.47 (83B cap) Why Direxion Daily Semiconductor Bull 3X ETF Jumped 20% Today The Direxion Daily Semiconductor Bull 3X ETF gained roughly 20% by midday on June 18, 2026. President Trump announced an Intel-Apple semiconductor partnership via social media, though neither company confirmed it immediately. — fool.com · 06/18 12:38p https://www.fool.com/investing/2026/06/18/why-direxion-daily-semiconductor-bull-3x-etf-jumpe/

5. ODD +17% $12.87 (733M cap) (no fresh news today — likely technical / low-coverage move)

6. MEI +17% $13.50 (478M cap) How To Earn $500 A Month From Methode Electronics Stock Ahead Of Q4 Earnings Ahead of Methode Electronics, Inc. (NYSE:MEI) fourth-quarter report on Wednesday, June 24, some investors may be eyeing potential gains from the company's dividends. — benzinga.com · 06/18 8:06a https://www.benzinga.com/trading-ideas/dividends/26/06/53271974/how-to-earn-500-a-month-from-methode-electronics-stock-ahead-of-q4-earnings

7. GRVY +16% $66.23 (461M cap) Gravity: One Of The Most Mispriced Stocks On The Market Gravity Co., Ltd. (GRVY) is deeply undervalued, trading below book and liquidation value despite strong profitability and a robust balance sheet. GRVY's Q1 2026 results showed 42.7% QoQ and 17.8% YoY revenue growth, driven by the new Ragnarok: The New World mobile game. Governan… — seekingalpha.com · 06/17 11:10a https://seekingalpha.com/article/4915693-gravity-one-of-the-most-mispriced-stocks-on-the-market

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