🆕 Newsmakers — 1:30p ET, 2026-06-23 — new since last alert

📰 NEW MARKET THEMES: • S&P 500: The War Ends And The Risk Rotates The war's end in the Middle East has shifted market focus from geopolitical risk to oil flows and Fed policy, not outright relief. Oil prices have already normalized ahead of physical flows, but production and shipping continue to play catch-up. — seekingalpha.com · 06/23 1:19p https://seekingalpha.com/article/4917050-s-and-p-500-the-war-ends-and-the-risk-rotates • Atlanta Fed pick emerges as key opportunity for Warsh to reshape the central bank The presidency of the Federal Reserve Bank of Atlanta has been open since February when its occupant's term expired. That seat is the one immediate opportunity for new Chairman Kevin Warsh to reshape the Fed. — cnbc.com · 06/23 1:06p https://www.cnbc.com/2026/06/23/fed-warsh-atlanta-michael-faulkender.html • Nasdaq Index: Chip Stock Rout Sparks Bearish Analysis as Tech Stocks Diverge Nasdaq Index tumbles as a chip rout slams semiconductor stocks. Can Micron earnings and key technical support revive battered tech shares? — fxempire.com · 06/23 1:01p https://www.fxempire.com/forecasts/article/nasdaq-index-chip-stock-rout-sparks-bearish-analysis-as-tech-stocks-diverge-1606108 • This Could Break AI The three companies funding the entire AI buildout are now borrowing money to do it, and the market is punishing them for it. Analysts have never been this optimistic about earnings growth in history but history shows exactly what happens next. — seekingalpha.com · 06/23 12:46p https://seekingalpha.com/article/4917035-this-could-break-ai

📈 NEW GAINERS:

1. BLZE +39% $11.30 (679M cap) Backblaze jumps 30% on $335M CoreWeave AI storage deal Backblaze shares BLZE surged in trading on Tuesday after the company announced a $335 million, five-year storage agreement with AI-focused cloud provider CoreWeave. The deal underscores rising demand for large-scale data infrastructure tied to artificial intelligence workloads. — invezz.com · 06/23 12:29p https://invezz.com/news/2026/06/23/backblaze-jumps-30-on-335m-coreweave-ai-storage-deal/

2. TOYO +13% $13.19 (484M cap) (no fresh news today — likely technical / low-coverage move)

3. RGNX +13% $10.21 (528M cap) Regenxbio Shares Rise on Plans to Resubmit Navsunli BLA for MPS II RGNX shares jump after FDA alignment on next steps for Navsunli, paving the way for a planned MPS II BLA resubmission in Q3 2026. — zacks.com · 06/23 11:51a https://www.zacks.com/stock/news/2941573/regenxbio-shares-rise-on-plans-to-resubmit-navsunli-bla-for-mps-ii?cid=CS-STOCKNEWSAPI-FT-analyst_blog|company_news_medical_sector-2941573

4. FDMT +12% $11.70 (611M cap) Strength Seen in 4D Molecular Therapeutics (FDMT): Can Its 7.9% Jump Turn into More Strength? 4D Molecular Therapeutics (FDMT) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term. — zacks.com · 06/23 10:45a https://www.zacks.com/stock/news/2941428/strength-seen-in-4d-molecular-therapeutics-fdmt-can-its-7-9-jump-turn-into-more-strength?cid=CS-STOCKNEWSAPI-FT-tale_of_the_tape|daily_price_change_5%-2941428

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