🆕 Newsmakers — 2:30p ET, 2026-06-26 — new since last alert

📰 NEW MARKET THEMES: • The Magnificent 7 Are Facing Magnificent Worries Amid a historic surge in chip stocks and a continued malaise for software, investors have all but forgotten about the once stalwart Mag Seven group of stocks. — barrons.com · 06/26 2:20p https://www.barrons.com/articles/mag-7-etf-roundhill-big-tech-stocks-a2eca38e • Integra Resources Corp. (ITR:CA) Discusses Updated Technical Report, Feasibility Study and Life of Mine Plan for Florida Canyon Mine Transcript Integra Resources Corp. (ITR:CA) Discusses Updated Technical Report, Feasibility Study and Life of Mine Plan for Florida Canyon Mine Transcript — seekingalpha.com · 06/26 2:12p https://seekingalpha.com/article/4918107-integra-resources-corp-itr-ca-discusses-updated-technical-report-feasibility-study-and-life • Mohamed El-Erian's Fed warning The biggest question facing the Federal Reserve may not be whether it cuts or raises rates. Mohamed El-Erian explains why he believes the Fed is undergoing a much bigger transformation after years of policy mistakes, what that means for investors, and why debates over interest r… — youtube.com · 06/26 2:00p https://www.youtube.com/watch?v=Q6wBbV2tyU4 • Trump Threatens 100% Tariffs on Europe Over Tech Taxes The president claimed the tariffs would override a trade deal with the European Union, which European officials finalized just days ago. — nytimes.com · 06/26 1:58p https://www.nytimes.com/2026/06/26/business/economy/trump-tariffs-europe.html • Information Services Corporation (ISC:CA) Shareholder/Analyst Call Prepared Remarks Transcript Information Services Corporation (ISC:CA) Shareholder/Analyst Call Prepared Remarks Transcript — seekingalpha.com · 06/26 1:42p https://seekingalpha.com/article/4918104-information-services-corporation-isc-ca-shareholder-analyst-call-prepared-remarks-transcript

🐘 NEW BIG-CAP MOVERS:

1. MSFT +5% $370.58 (2753B cap) A VC Says the ‘All Your Eggs in the AI Basket' Trade Is Finally Cracking — Here's Where the Money Goes Next Sarah Kunst of Cleo Capital went on CNBC Friday morning and said what a lot of portfolio managers have been muttering to themselves all week. — 247wallst.com · 06/26 2:25p https://247wallst.com/investing/2026/06/26/a-vc-says-the-all-your-eggs-in-the-ai-basket-trade-is-finally-cracking-heres-where-the-money-goes-next/

2. SOFI +2% $17.66 (23B cap) SoFi Stock Is Moving Higher: What's Going On? SoFi Technologies Inc (NASDAQ:SOFI) shares are trading higher by almost 4% Friday afternoon as traders keep leaning into the insider buying narrative and fresh product headlines. — benzinga.com · 06/26 1:00p https://www.benzinga.com/trading-ideas/movers/26/06/60134469/sofi-stock-is-moving-higher-whats-going-on

3. TSLA +2% $382.68 (1437B cap) Tesla: 2 Moonshots Have Now Become Medium-Term Catalysts (Rating Upgrade) Tesla, Inc. is upgraded to Strong Buy as medium-term catalysts, Cybercab and Optimus, move closer to commercialization. TSLA's unique manufacturing scale, FSD advancements, and brand value position it to dominate autonomous ride-hailing and robotics. Potential regulatory easing… — seekingalpha.com · 06/26 2:14p https://seekingalpha.com/article/4918122-tesla-2-moonshots-have-now-become-medium-term-catalysts-rating-upgrade

📈 NEW GAINERS:

1. APOG +16% $49.36 (1.1B cap) Why Apogee Enterprises Stock Is Skyrocketing Today Apogee Enterprises beat Wall Street's sales and earnings targets for fiscal Q1. After accounting for the company's upcoming acquisition of Kalwell, the company's forward guidance also came in well above Wall Street's targets. — fool.com · 06/26 1:32p https://www.fool.com/investing/2026/06/26/why-apogee-enterprises-stock-is-skyrocketing-today/

2. GALT +16% $4.89 (323M cap) (no fresh news today — likely technical / low-coverage move)

3. SLS +15% $12.10 (1.7B cap) What's driving SLS stock higher today and what comes next? Sellas Life Sciences (SLS) shares are extending gains on Jun. 26 following a key regulatory filing that disclosed a series of comprehensive corporate amendments regarding executive compensation and protection. Specifically, the board restructured change-of-control and severance… — invezz.com · 06/26 12:30p https://invezz.com/news/2026/06/26/whats-driving-sls-stock-higher-today-and-what-comes-next/

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