🆕 Newsmakers — 1:30p ET, 2026-06-19 — new since last alert

📰 NEW MARKET THEMES: • The Bond Market Is Too Hawkish Developed-market central banks went hawkish in unison, BOJ to a 31-year high, ECB hiking, the Fed talking tough. Stocks and gold sold off. — seekingalpha.com · 06/19 1:05p https://seekingalpha.com/article/4916355-the-bond-market-is-too-hawkish • Warsh's first test as Fed chairman will be reading the AI boom. Will the build-out cool or stoke price pressures? Will the build-out cool or stoke price pressures? The 1990s offer two different answers. — wsj.com · 06/19 1:00p https://www.wsj.com/economy/central-banking/federal-reserve-warsh-alan-greenspan-e50dc94e • The Bifurcated Market Is Creating Opportunities Meta and similar 'old-fashioned' tech stocks offer overlooked value as the market chases high-expectation names like Micron and SpaceX. There is a bifurcated market: AI infrastructure stocks are priced for perfection, while wide-moat compounders like MSFT, META, and NFLX trade a… — seekingalpha.com · 06/19 12:39p https://seekingalpha.com/article/4916353-the-bifurcated-market-is-creating-opportunities

🐘 NEW BIG-CAP MOVERS:

1. MRVL +7% $310.58 (272B cap) 3 Stocks to Buy Now Before Wall Street Catches On The AI infrastructure trade has broadened. NVIDIA (NASDAQ: NVDA) still owns the headline, but the second-derivative names that supply connectivity, power, and custom silicon to hyperscalers are where the cleaner setups now sit. Three semiconductor stocks fit that thesis heading… — 247wallst.com · 06/19 1:05p https://247wallst.com/investing/2026/06/19/3-stocks-to-buy-now-before-wall-street-catches-on/

2. NVDA +3% $210.69 (5103B cap) 3 Stocks to Buy Now Before Wall Street Catches On The AI infrastructure trade has broadened. NVIDIA (NASDAQ: NVDA) still owns the headline, but the second-derivative names that supply connectivity, power, and custom silicon to hyperscalers are where the cleaner setups now sit. Three semiconductor stocks fit that thesis heading… — 247wallst.com · 06/19 1:05p https://247wallst.com/investing/2026/06/19/3-stocks-to-buy-now-before-wall-street-catches-on/

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