🆕 Newsmakers — 2:30p ET, 2026-06-18 — new since last alert

📰 NEW MARKET THEMES: • Micron, Cisco & AT&T: Lessons From Dot Com Bust Micron Technology (MU) exemplifies the dangers of investing at cyclical peaks, with revenues collapsing 70% within a year after bullish analyst upgrades. Price-to-sales ratios serve as the most reliable indicator of cyclical industry tops, often preceding sharp revenue and stock… — seekingalpha.com · 06/18 1:59p https://seekingalpha.com/article/4916117-micron-cisco-att-lessons-from-dot-com-bust • The Fed's Warsh Tells Wall Street to Figure It Out. Well, OK Then. The central bank's new chairman had a blunt message for markets at his debut news conference. It is going to take time to adjust. — barrons.com · 06/18 1:57p https://www.barrons.com/articles/stocks-fed-kevin-warsh-rates-47b1426b • The Pullback In The NLR ETF Could Be A Buying Opportunity The VanEck Uranium and Nuclear ETF is rated a buy, supported by a robust uranium bull market and rising global nuclear demand. NLR offers diversified exposure to uranium producers and utilities, with Cameco Corporation as its largest holding at 8.21%. Despite a recent 31.5% corr… — seekingalpha.com · 06/18 1:35p https://seekingalpha.com/article/4916108-the-pullback-in-the-nlr-etf-could-be-a-buying-opportunity • Markets Move Higher To Recapture Gains After Selloff Investors took a breather and are back today. Intel and Apple share on the upside after pact. — seekingalpha.com · 06/18 1:27p https://seekingalpha.com/article/4916107-markets-move-higher-recapture-gains-after-selloff • Markets are set for a much more hawkish Warsh Fed than expected Fed Chairman Kevin Warsh's tough talk on inflation reverberated through financial markets, with traders expecting that the central bank could start jacking up interest rates in just a few months. A popular narrative that Warsh was sent to the Fed to ease monetary policy at all c… — cnbc.com · 06/18 1:24p https://www.cnbc.com/2026/06/18/markets-are-set-for-a-much-more-hawkish-warsh-fed-than-expected.html

🐘 NEW BIG-CAP MOVERS:

1. INTC +12% $135.05 (679B cap) Trump Says Intel Will Work With Apple to Make Chips in the US Intel Corp.'s stock surged Thursday after US President Donald Trump said the chipmaker will work with Apple Inc. to design and produce semiconductors domestically. Anurag Rana, Senior Tech Analyst for Bloomberg Intelligence, discusses the deal and what it means for both companie… — youtube.com · 06/18 1:26p https://www.youtube.com/watch?v=eA1j6VlhMvs

2. NVDA +3% $210.14 (5090B cap) Amazon hopes to challenge Nvidia more directly by selling its AI chips If Amazon Web Services has its way, the cloud giant is going to push even deeper into Nvidia's market, in what might be one of the biggest challenges to Nvidia's AI chip dominance we've seen so far. — techcrunch.com · 06/18 2:22p https://techcrunch.com/2026/06/18/amazon-hopes-to-challenge-nvidia-more-directly-by-selling-its-ai-chips/

📈 NEW GAINERS:

1. MGRT +18% $89.31 (1.2B cap) (no fresh news today — likely technical / low-coverage move)

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