🆕 Newsmakers — 2:25p ET, 2026-06-04 — new since last alert

📰 NEW MARKET THEMES: • AI Bubble Is Way Bigger Than Dot-Com Valuations of upcoming tech IPOs like SpaceX, OpenAI, and Anthropic signal bubble conditions surpassing the Dot-Com era. S&P is poised to relax index inclusion rules, enabling unprofitable mega caps like SpaceX to join the S&P 500 rapidly. — seekingalpha.com · 06/04 2:11p https://seekingalpha.com/article/4912079-ai-bubble-way-bigger-than-dot-com • Options Bears Are Betting Against Industrial Stocks The Industrial Select Sector SPDR Fund (XLI) exchange-traded fund (ETF)  is up 0.9% to trade at $175.58 today. — schaeffersresearch.com · 06/04 2:00p https://www.schaeffersresearch.com/content/options/2026/06/04/options-bears-are-betting-against-industrial-stocks • An Irrational Market: 8 Charts Equity markets are in an overbought mania stage driven by the AI Revolution, with downside risk outweighing continued rally potential. Valuation metrics across the board—Shiller PE, equity risk premium, and market concentration—are at or near historic extremes reminiscent of the… — seekingalpha.com · 06/04 1:58p https://seekingalpha.com/article/4912075-an-irrational-market-8-charts • Fed's Daly says AI is not for now driving inflation up or down San Francisco Federal Reserve President Mary ​Daly on Thursday said ‌that while she believes AI over a five- ​to 10-year window ​could be a deflationary ⁠force, the effect ​is "not a pressing issue" ​for monetary policy which operates on a 12-month horizon. — reuters.com · 06/04 1:47p https://www.reuters.com/business/feds-daly-says-ai-is-not-now-driving-inflation-up-or-down-2026-06-04/

🐘 NEW BIG-CAP MOVERS:

1. SOFI +3% $17.11 (22B cap) SoFi vs. Robinhood: Which Is the Better Buy Right Now? Bull Cases, Bear Cases, and a CFP's Verdict — fool.com · 06/04 1:26p https://www.fool.com/investing/2026/06/04/sofi-vs-robinhood-which-is-the-better-buy-right-no/

📈 NEW GAINERS:

1. HYLN +16% $7.52 (1.3B cap) (no fresh news today — likely technical / low-coverage move)

2. VERA +16% $36.31 (2.6B cap) $20 Billion: Inside Nvidia's VERA CPU Bet to Break the Intel-AMD Duopoly You can argue about almost every line in a NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) earnings release. — 247wallst.com · 06/04 9:29a https://247wallst.com/investing/2026/06/04/20-billion-inside-nvidias-vera-cpu-bet-to-break-the-intel-amd-duopoly/

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