🆕 Newsmakers — 2:30p ET, 2026-06-11 — new since last alert

📰 NEW MARKET THEMES: • The Stock Market Is Getting Volatile—Finally. What to Put on Your Buy List. The VIX has jumped as investors reassess AI spending, interest rates, and economic growth. That could create opportunities in semiconductor, industrial, and homebuilder stocks. — barrons.com · 06/11 2:14p https://www.barrons.com/articles/stock-market-volatility-vix-semiconductor-homebuilder-stocks-89819e8e • SEC Seeks to Scrap Best-Price Rule The Securities and Exchange Commission said it wants to scrap a 2005 rule that calls for trading platforms to execute buy and sell orders at the best possible price. — wsj.com · 06/11 1:58p https://www.wsj.com/finance/regulation/sec-seeks-to-scrap-best-price-rule-c05b4d83 • The AI Funding Paradox Captured In 2 Numbers This article uses two numbers to illustrate the fundamental divergence between the extreme expectation for AI-related stocks and the profit slowing down of stocks in traditional sectors. The first number is 73x, the P/E ratio of the iShares Semiconductor ETF, which exemplifies e… — seekingalpha.com · 06/11 1:54p https://seekingalpha.com/article/4914304-the-ai-funding-paradox-captured-in-2-numbers • Stocks and Bonds Are Moving Together. That's Bad News for Your Portfolio. “The biggest thing I see in the bond market — barrons.com · 06/11 1:43p https://www.barrons.com/articles/stocks-bonds-markets-investing-4391a80c

🐘 NEW BIG-CAP MOVERS:

1. INTC +7% $114.14 (574B cap) Intel Just Got a Rare Double Upgrade From Bank of America. The Stock Is Surging Intel's stock is soaring in the wake of a big vote of confidence from Bank of America. — investopedia.com · 06/11 2:07p https://www.investopedia.com/intel-just-got-a-rare-double-upgrade-from-bank-of-america-the-stock-is-surging-intc-11995642

2. LYG +3% $5.33 (78B cap) (no fresh news today — likely technical / low-coverage move)

3. NOK +3% $13.78 (74B cap) Nokia: AI, Optical Networking, And Margin Expansion Drive Upside Nokia Oyj is transitioning from traditional telecom to a leading AI and optical/IP network provider, with AI and cloud sales up 49% YoY in Q1. The Infinera acquisition and Nvidia's $1B investment position Nokia to capture accelerating AI data center demand, with management raisi… — seekingalpha.com · 06/11 1:57p https://seekingalpha.com/article/4914305-nokia-ai-optical-networking-and-margin-expansion-drive-upside

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