🆕 Newsmakers — 1:30p ET, 2026-06-25 — new since last alert

📰 NEW MARKET THEMES: • Opinion | Hormuz Crisis? More Like Fossil Fuel Crisis The oil bottleneck showed that if policymakers want resilience, they should accelerate renewable energy deployment. — wsj.com · 06/25 1:15p https://www.wsj.com/opinion/hormuz-crisis-more-like-fossil-fuel-crisis-2bb9e496 • BlackBerry Limited (BB:CA) Q1 2027 Earnings Call Transcript BlackBerry Limited (BB:CA) Q1 2027 Earnings Call Transcript — seekingalpha.com · 06/25 1:12p https://seekingalpha.com/article/4917725-blackberry-limited-bb-ca-q1-2027-earnings-call-transcript • Rapid US grid growth could rival nation's largest system, report says U.S. electric grid's rapid buildout is expanding at a pace that could effectively add another grid as large as the country's biggest regional power system by 2030, global consulting firm ICF International ​said on Thursday. — reuters.com · 06/25 1:12p https://www.reuters.com/business/energy/rapid-us-grid-growth-could-rival-nations-largest-system-report-says-2026-06-25/ • Judge says lawsuit against Trump DOJ 'anti-weaponization' fund will proceed A federal judge said a lawsuit challenging the Department of Justice's creation of a $1.8 billion "Anti-Weaponization" fund will proceed. Judge Leonie Brinkema cited the DOJ's refusal to confirm in writing to her that the fund is dead. — cnbc.com · 06/25 1:10p https://www.cnbc.com/2026/06/25/trump-doj-fund-lawsuit-blanche.html • 4 Signs Of A Schizophrenic Market Equity markets remain near all-time highs despite sharp divergences between Wall Street and Main Street fundamentals. Retail investors are leveraging up as personal savings rates hit historic lows, while institutional players aggressively raise capital and reduce risk. — seekingalpha.com · 06/25 1:09p https://seekingalpha.com/article/4917780-4-signs-of-a-schizophrenic-market

🐘 NEW BIG-CAP MOVERS:

1. MU +17% $1228.29 (1385B cap) BofA Says Micron Is Trading Under 10x Earnings and Wall Street Is Completely Missing the Story Memory stocks just went from cyclical chip plays to AI-era essentials, and Bank of America's Vivek Arya thinks the market is still pricing them like the old version. — 247wallst.com · 06/25 1:15p https://247wallst.com/investing/2026/06/25/bofa-says-micron-is-trading-under-10x-earnings-and-wall-street-is-completely-missing-the-story/

2. F +3% $14.26 (56B cap) Ford says AI alone couldn't fix its quality problems. It needed to rehire veteran engineers to help. Ford says AI and automation helped its quality turnaround, but they were not enough on their own. Execs told reporters they hired or brought back 350 technical specialists to catch defects earlier. — businessinsider.com · 06/25 1:20p https://www.businessinsider.com/ford-ai-hiring-veteran-engineers-2026-6

📈 NEW GAINERS:

1. MULL +34% $1049.08 (253M cap) (no fresh news today — likely technical / low-coverage move)

2. AYI +22% $372.37 (11B cap) Acuity Inc. (AYI) Q3 2026 Earnings Call Transcript Acuity Inc. (AYI) Q3 2026 Earnings Call Transcript — seekingalpha.com · 06/25 12:32p https://seekingalpha.com/article/4917718-acuity-inc-ayi-q3-2026-earnings-call-transcript

3. SNDK +19% $2272.93 (337B cap) Are You Looking for a Top Momentum Pick? Why Sandisk Corporation (SNDK) is a Great Choice Does Sandisk Corporation (SNDK) have what it takes to be a top stock pick for momentum investors? Let's find out. — zacks.com · 06/25 1:01p https://www.zacks.com/stock/news/2943079/are-you-looking-for-a-top-momentum-pick-why-sandisk-corporation-sndk-is-a-great-choice?cid=CS-STOCKNEWSAPI-FT-tale_of_the_tape|yseop_template_10-2943079

4. MU +17% $1227.71 (1386B cap) BofA Says Micron Is Trading Under 10x Earnings and Wall Street Is Completely Missing the Story Memory stocks just went from cyclical chip plays to AI-era essentials, and Bank of America's Vivek Arya thinks the market is still pricing them like the old version. — 247wallst.com · 06/25 1:15p https://247wallst.com/investing/2026/06/25/bofa-says-micron-is-trading-under-10x-earnings-and-wall-street-is-completely-missing-the-story/

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