🆕 Newsmakers — 1:30p ET, 2026-06-26 — new since last alert

📰 NEW MARKET THEMES: • President Trump threatened to greatly increase tariffs on European nations if they follow through on plans to impose new taxes on U.S. tech companies The threat comes a day after the European Union approved tariff reductions on U.S. goods. — wsj.com · 06/26 1:11p https://www.wsj.com/economy/trade/trump-threatens-100-tariff-on-european-countries-that-impose-digital-services-tax-b642d12e • Iraq seeks quota review as OPEC restores output allocations Iraq's Oil Ministry said on Friday that OPEC has begun gradually restoring ​Iraq's pre-war production allocations, a move it said ‌would strengthen Iraq's output capacity and support recovery of its oil sector. — reuters.com · 06/26 1:04p https://www.reuters.com/business/energy/iraq-seeks-quota-review-opec-restores-output-allocations-2026-06-26/ • Stocks Test ‘Good News is Good News' Theory as Tech Rally Wobbles The Nasdaq is more than halfway into correction territory. And the bad news is mounting. — barrons.com · 06/26 1:01p https://www.barrons.com/articles/stocks-bonds-ai-risk-spacex-55bbaf75 • Tech Volatility Leads Stocks to Mixed Weekly Performance Tech— specifically, semiconductor — troubles started early in the week and never let up. — schaeffersresearch.com · 06/26 1:00p https://www.schaeffersresearch.com/content/news/2026/06/26/tech-volatility-leads-stocks-to-mixed-weekly-performance • The search for a new leader of the Federal Reserve Bank of Atlanta has stalled after an initial slate of finalists didn't yield a choice; White House advisers have taken an interest in a process they have no formal role in The process of selecting a new bank president stalled and has been restarted. White House advisers have taken an interest in a process they have no formal role in. — wsj.com · 06/26 1:00p https://www.wsj.com/economy/central-banking/atlanta-fed-search-for-new-leader-stalls-4f4d810f

🐘 NEW BIG-CAP MOVERS:

1. NU +6% $13.26 (64B cap) Nu Holdings' Rising ARPAC Shows Monetization Strength is Deepening NU's rising ARPAC signals stronger monetization as the company generates more revenue from each active customer over time. — zacks.com · 06/26 10:50a https://www.zacks.com/stock/news/2943663/nu-holdings-rising-arpac-shows-monetization-strength-is-deepening?cid=CS-STOCKNEWSAPI-FT-analyst_blog|quick_take-2943663

2. MSFT +5% $370.01 (2748B cap) Dow Green This Week, Nasdaq Down 4%, and Microsoft Doing All the Work Today Microsoft rose 4.9% on Friday, adding 107 Dow points and $136 billion in market cap. Oil fell for the sixth straight week as traders bet on more Iranian supply reaching global markets. — fool.com · 06/26 12:46p https://www.fool.com/investing/2026/06/26/dow-green-this-week-nasdaq-down-4/

3. NFLX +5% $74.11 (312B cap) Why is Netflix stock rising 5% on Friday? Netflix Inc. (NFLX) shares rose more than 5% on Friday, outperforming the broader market. Investors assessed the streaming giant's growing investments in live sports programming and artificial intelligence initiatives as potential drivers of long-term growth and user engagement. — invezz.com · 06/26 12:11p https://invezz.com/news/2026/06/26/why-is-netflix-stock-rising-5-on-friday/

4. TSLA +3% $385.86 (1449B cap) Tesla settles FSD crash lawsuit as federal investigations continue Tesla has settled a lawsuit connected to a fatal 2023 crash involving a vehicle using the company's advanced driver assistance system known as Full Self-Driving. — techcrunch.com · 06/26 12:32p https://techcrunch.com/2026/06/26/tesla-settles-fsd-crash-lawsuit-as-federal-investigations-continue/

5. GRAB +3% $3.56 (14B cap) Grab Holdings Limited (GRAB) is Attracting Investor Attention: Here is What You Should Know Grab (GRAB) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock. — zacks.com · 06/26 10:01a https://www.zacks.com/stock/news/2943494/grab-holdings-limited-grab-is-attracting-investor-attention-here-is-what-you-should-know?cid=CS-STOCKNEWSAPI-FT-tale_of_the_tape|most_searched_stocks_v1-2943494

6. SPCX +2% $156.35 (2045B cap) A 10-Year SpaceX Investor Says the $2 Trillion Price Tag Is Still Too Cheap Two weeks after the largest IPO in history priced, SpaceX (NASDAQ:SPCX) opened at $1.8 trillion valuation and has drifted to roughly $2 trillion, which Chad Anderson, managing partner at Space Capital and a decade-long SpaceX backer, calls cheap. — 247wallst.com · 06/26 1:23p https://247wallst.com/investing/2026/06/26/a-10-year-spacex-investor-says-the-2-trillion-price-tag-is-still-too-cheap/

📈 NEW GAINERS:

1. FCEL +26% $24.67 (1.3B cap) FuelCell Energy Rockets 24%, Bloom Energy Tumbles 14% in a Stunning Fuel Cell Divergence Shares of FuelCell Energy (NASDAQ:FCEL) are up 24% to $24.45 in midday trading Friday, while Bloom Energy (NYSE:BE) stock is down 13% to $268.65. — 247wallst.com · 06/26 12:58p https://247wallst.com/investing/2026/06/26/fuelcell-energy-rockets-24-bloom-energy-tumbles-14-in-a-stunning-fuel-cell-divergence/

2. OP +16% $8.72 (271M cap) (no fresh news today — likely technical / low-coverage move)

3. SWMR +15% $42.07 (457M cap) (no fresh news today — likely technical / low-coverage move)

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