🆕 Newsmakers — 2:30p ET, 2026-06-22 — new since last alert

📰 NEW MARKET THEMES: • Why Consumers Are Still Spending: Less Debt, More Stocks Lower debt burdens and rising stock holdings are helping support consumer spending, even as investors remain skeptical about the health of the U.S. consumer. — barrons.com · 06/22 2:09p https://www.barrons.com/articles/consumer-spending-less-debt-stock-market-wealth-effect-073f61f0 • AI-Services Startup Baseten Nabs $13 Billion Valuation Baseten, which provides software and computing capacity to companies tapping into lower-cost AI models, just closed a $1.5 billion Series F round at a $13 billion valuation. Baseten CEO Tuhin Srivastava and Apoorv Agrawal, partner at Altimeter, which co-lead this round, sit down… — youtube.com · 06/22 2:02p https://www.youtube.com/watch?v=_myzorDJMBU • Alan Greenspan, former Federal Reserve chairman, dies at 100 Long before social media influencers moved markets, there was Alan Greenspan. Yahoo Finance looks back at the life and legacy of the former Federal Reserve chairman, whose speeches, testimony, and policy decisions shaped markets for nearly two decades. — youtube.com · 06/22 2:00p https://www.youtube.com/watch?v=DRIiW7yROMc • Cross-Asset Volatilities Decline As Traders Pivot Away From Hawkish Fed Implied volatilities declined across the board last week as the markets pivoted away from a hawkish Fed to an intense but ultimately positive US-Iranian weekend negotiation to end hostilities. The VIX Index traded in line with the pre-established skew last week, declining 1 pt t… — seekingalpha.com · 06/22 1:57p https://seekingalpha.com/article/4916770-cross-asset-volatilities-decline-traders-pivot-away-hawkish-fed • Three key AI stocks to watch this week with traders expecting giant moves Micron and Cerebras report this week. Also there's heavy options activity in Super Micro. — cnbc.com · 06/22 1:54p https://www.cnbc.com/2026/06/22/three-key-ai-stocks-to-watch-this-week-with-traders-expecting-giant-moves.html

🐘 NEW BIG-CAP MOVERS:

1. SMCI +18% $36.27 (23B cap) Why Super Micro Computer Stock Is Skyrocketing Today Super Micro Computer stock is soaring today thanks to positive coverage from an analyst. GF Securities raised its rating on Supermicro from hold to buy and set a one-year price target of $48 per share on the stock. — fool.com · 06/22 1:14p https://www.fool.com/investing/2026/06/22/why-super-micro-computer-stock-is-skyrocketing-tod/

2. MU +5% $1195.04 (1348B cap) David Tepper's Most Ignored Trade of 2026 Is a $400 Million Bet on an Entire Country's Economy David Tepper added to his position in the iShares MSCI South Korea ETF (NYSEARCA:EWY) during the first quarter of 2026, building on a stake he first established in the fourth quarter of 2025. — 247wallst.com · 06/22 2:15p https://247wallst.com/investing/2026/06/22/david-teppers-most-ignored-trade-of-2026-is-a-400-million-bet-on-an-entire-countrys-economy/

3. JOBY +2% $10.25 (10B cap) Physical AI & Global Reshoring Beyond the Humanoid Hype Humanoid robots may grab the headlines, but they represent just one small piece of a much larger opportunity in the physical AI ecosystem. Autonomous robots, drones, collaborative robots (cobots), and electric vertical takeoff and landing (eVTOL) vehicles are rapidly transitioni… — etftrends.com · 06/22 1:17p https://www.etftrends.com/artificial-intelligence-content-hub/physical-ai-global-reshoring-beyond-humanoid-hype/

📈 NEW GAINERS:

1. GETY +81% $1.09 (459M cap) Getty Images stock is skyrocketing today thanks to a surprise deal with ChatGPT-maker OpenAI Shares in Getty Images Holdings, Inc. (NYSE: GETY) are surging in premarket trading this morning—up nearly a staggering 150% as of the time of this writing—after the stock photography giant announced an unexpected deal with ChatGPT-maker OpenAI. Here's what you need to know. — fastcompany.com · 06/22 2:05p https://www.fastcompany.com/91562788/getty-images-stock-price-skyrocketing-today-surprise-deal-with-openai

2. DFTX +54% $37.64 (4.1B cap) Definium Therapeutics shares surge on positive late-stage trial results for LSD-based depression therapy Definium Therapeutics (NASDAQ:DFTX) shares climbed about 53% on Monday after the biopharmaceutical company reported positive topline results from its Phase 3 Emerge study evaluating DT120, an orally disintegrating formulation of lysergide (LSD), in adults with major depressive d… — proactiveinvestors.com · 06/22 1:38p https://www.proactiveinvestors.com/companies/news/1094279

3. WYFI +21% $46.39 (1.8B cap) (no fresh news today — likely technical / low-coverage move)

4. SMCI +18% $36.26 (23B cap) Why Super Micro Computer Stock Is Skyrocketing Today Super Micro Computer stock is soaring today thanks to positive coverage from an analyst. GF Securities raised its rating on Supermicro from hold to buy and set a one-year price target of $48 per share on the stock. — fool.com · 06/22 1:14p https://www.fool.com/investing/2026/06/22/why-super-micro-computer-stock-is-skyrocketing-tod/

5. HIVE +18% $5.03 (1.3B cap) HIVE Stock Surges After Groundbreaking AI Project In Paraguay HIVE Digital Technologies Ltd (NASDAQ:HIVE) shares are soaring Monday after the company announced the completion of its AI research initiative using its GPU cluster in Asunción, Paraguay, in partnership with Columbia University. Here's what you need to know. — benzinga.com · 06/22 1:44p https://www.benzinga.com/trading-ideas/movers/26/06/60025120/hive-stock-surges-after-groundbreaking-ai-project-in-paraguay

6. NVCT +16% $15.99 (423M cap) Nuvectis Pharma, Inc. (NVCT) Discusses Strategic In-Licensing Deal and Expansion Into Complement-Mediated Diseases and Oncology Prepared Remarks Transcript Nuvectis Pharma, Inc. (NVCT) Discusses Strategic In-Licensing Deal and Expansion Into Complement-Mediated Diseases and Oncology Prepared Remarks Transcript — seekingalpha.com · 06/22 11:12a https://seekingalpha.com/article/4916710-nuvectis-pharma-inc-nvct-discusses-strategic-in-licensing-deal-and-expansion-into-complement

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