🆕 Newsmakers — 1:30p ET, 2026-06-24 — new since last alert

📰 NEW MARKET THEMES: • Everyone on Wall Street now believes in buying the dip. That is exactly why you should worry. A strategy that feels like free money actually lags the stock market over the long term. — marketwatch.com · 06/24 1:14p https://www.marketwatch.com/story/everyone-on-wall-street-now-believes-in-buying-the-dip-that-is-exactly-why-you-should-worry-44582465 • The tech stocks now leading this bull market are far more volatile than the old guard This new chapter started when the early AI stalwarts began serving as the next kingmakers of the market. — marketwatch.com · 06/24 1:00p https://www.marketwatch.com/story/the-tech-stocks-now-leading-this-bull-market-are-far-more-volatile-than-the-old-guard-fc802fc5 • Did the Trump White House just give Warsh the green light to hike interest rates? This analyst thinks so. Treasury Secretary Scott Bessent has floated the idea of a single “tap the brakes” rate hike. — marketwatch.com · 06/24 12:42p https://www.marketwatch.com/story/did-the-trump-white-house-just-give-warsh-the-green-light-to-hike-interest-rates-this-analyst-thinks-so-f03b29fd • The Semiconductor Mirage: Reflexivity, Cycles, And The Approaching Peak Invesco Semiconductors ETF exemplifies a reflexive bubble, with AI-driven optimism fueling unsustainable valuations and capital flows. Semiconductor sector is displaying classic late-cycle behavior, with investors ignoring historical cyclicality and pricing in perpetual peak con… — seekingalpha.com · 06/24 12:23p https://seekingalpha.com/article/4917378-the-semiconductor-mirage-reflexivity-cycles-and-the-approaching-peak

🐘 NEW BIG-CAP MOVERS:

1. RKT +12% $15.10 (43B cap) Rocket Companies Jumps 13%, Opendoor Climbs 5% on Refinancing-Driven Housing Rebound Rocket Companies (NYSE:RKT | RKT Price Prediction) stock is up 13% in midday trading Wednesday, changing hands near $15.21. — 247wallst.com · 06/24 12:48p https://247wallst.com/investing/2026/06/24/rocket-companies-jumps-13-opendoor-climbs-5-on-refinancing-driven-housing-rebound/

2. AAL +7% $17.27 (11B cap) US airline stocks rise as oil retreats to pre-Iran war levels U.S. airline stocks rose 3% ​to 7% on Wednesday after crude prices fell to their lowest since ‌before the Iran war, raising hopes that pressure on carriers' earnings could ease, though the benefits are unlikely to passed on to passengers immediately. — reuters.com · 06/24 12:26p https://www.reuters.com/business/energy/us-airline-stocks-rise-oil-retreats-pre-iran-war-levels-2026-06-24/

3. AMZN +2% $239.43 (2575B cap) Amazon Web Services CEO says half of white-collar jobs may 'change' due to AI — but it won't be a 'wipe-out' Amazon Web Services CEO Matt Garman argued AI will transform, not eliminate, jobs. Garman said half of white-collar jobs "may change" because of AI, but it won't be a "wipe out. — businessinsider.com · 06/24 1:19p https://www.businessinsider.com/amazon-aws-ceo-matt-garman-white-collar-jobs-change-ai-2026-6

📈 NEW GAINERS:

1. BUUU +15% $24.00 (281M cap) (no fresh news today — likely technical / low-coverage move)

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