🆕 Newsmakers — 2:30p ET, 2026-06-08 — new since last alert

📰 NEW MARKET THEMES: • Market Downturn Narratives May Be Missing The Mark Downturn narratives include the Broadcom revenue "miss," SpaceX initial public offering, and strong jobs number. More plausible pullback explanation: The bar for tech, especially AI-linked tech, has risen dramatically. — seekingalpha.com · 06/08 2:20p https://seekingalpha.com/article/4912994-market-downturn-narratives-may-be-missing-the-mark • Silicon Valley's new buyout playbook is hitting Wall Street Venture firms are taking a new strategy in artificial intelligence, buying legacy companies and rebuilding them around AI. The bet puts VCs on offense and leaves traditional private equity on defense. — cnbc.com · 06/08 2:01p https://www.cnbc.com/2026/06/08/silicon-valleys-new-buyout-playbook-is-hitting-wall-street.html

🐘 NEW BIG-CAP MOVERS:

1. INTC +13% $112.33 (564B cap) Intel's Stock Is Soaring. Hopes of Chipmaking Deals With Google and Nvidia Are Lifting the Shares. Is Intel's stock ready to resume its winning streak? — investopedia.com · 06/08 2:17p https://www.investopedia.com/intel-s-stock-is-soaring-hopes-of-chipmaking-deals-with-google-and-nvidia-are-lifting-the-shares-intc-nvda-goog-11993112

2. NVDA +2% $209.32 (5069B cap) Wall Street Lunch: Intel Leads Chip And AI Rally On Google, Nvidia Foundry Report Intel (INTC) surges as Google and Nvidia consider it for advanced AI chip manufacturing, with Google reportedly ordering over 3M TPUs for 2028. Corning (GLW) rallies on a multiyear fiber-optic deal with Amazon to support U.S. datacenter growth and supply chain resilience. — seekingalpha.com · 06/08 2:08p https://seekingalpha.com/article/4912971-wall-street-lunch-intel-leads-chip-and-ai-stock-rally-on-google-nvidia-foundry-report

📈 NEW GAINERS:

1. MPAA +32% $13.98 (269M cap) Motorcar Parts of America Q4 Earnings Call Highlights Motorcar Parts of America NASDAQ: MPAA reported stronger fiscal fourth-quarter and full-year results, with management pointing to sales momentum, new business commitments and improving profitability as key drivers heading into fiscal 2027. — marketbeat.com · 06/08 2:12p https://www.marketbeat.com/instant-alerts/motorcar-parts-of-america-q4-earnings-call-highlights-2026-06-08/

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