🆕 Newsmakers — 3:30p ET, 2026-06-24 — new since last alert

📰 NEW MARKET THEMES: • Stock Market All About AI & Iran: Dale Smothers on Crude Oil's Critical Role Dale Smothers says he only needs five letters across three words to emphasis the important market movers: "AI and Iran." If there's another spike in tensions between Iran and the U.S., he sees crude oil retracing upside prices, which will raise risks in the AI trade. — youtube.com · 06/24 2:00p https://www.youtube.com/watch?v=AxuPIH63Ric • Bank of Canada Careful Not to Overreact to Inflation Pressure, Minutes Say The minutes showed an agreement among the top six senior policymakers that leaving the benchmark rate unchanged was appropriate to balance the risks of upward price pressures and a weak economy. — wsj.com · 06/24 1:47p https://www.wsj.com/economy/central-banking/bank-of-canada-careful-not-to-overreact-to-inflation-pressure-minutes-say-8206297a • Volatility Is Taking A Breather Ahead Of Micron Earnings All eyes are on Micron's earnings after the bell. WTI crude prices are falling, but maybe not fast enough. — seekingalpha.com · 06/24 1:36p https://seekingalpha.com/article/4917406-volatility-taking-breather-ahead-micron-earnings

🐘 NEW BIG-CAP MOVERS:

1. AAL +7% $17.28 (11B cap) American Airlines Jumps 7%, United Climbs 6%, JetBlue Rises 5% as Falling Fuel Costs Lift Airline Stocks Airline stocks are flying higher midday Wednesday as falling jet fuel costs spark a broad-based rally across the sector. — 247wallst.com · 06/24 1:38p https://247wallst.com/investing/2026/06/24/american-airlines-jumps-7-united-climbs-6-jetblue-rises-5-as-falling-fuel-costs-lift-airline-stocks/

📈 NEW GAINERS:

1. SLN +27% $9.26 (436M cap) This $300 Million Biotech May Be Deeply Mispriced: Analyst Silence Therapeutics Plc (NASDAQ:SLN) stock rose Wednesday after Cantor Fitzgerald initiated coverage with an Overweight rating and a positive outlook for its lead drug candidate. — benzinga.com · 06/24 2:22p https://www.benzinga.com/analyst-stock-ratings/initiation/26/06/60080853/this-300-million-biotech-may-be-deeply-mispriced-analyst

2. GALT +24% $3.88 (255M cap) Galectin De-Risks Belapectin Path With FDA Alignment - Sets Stage For Phase 3 Upside Galectin Therapeutics remains a buy as recent FDA alignment de-risks belapectin's Phase 3 path and clarifies regulatory endpoints. The FDA's endorsement of a single, well-controlled Phase 3 trial with a composite clinical outcome endpoint reduces uncertainty and shortens timelin… — seekingalpha.com · 06/24 2:02p https://seekingalpha.com/article/4917418-galectin-de-risks-belapectin-path-with-fda-alignment-sets-stage-for-phase-3-upside

3. WEN +24% $7.74 (1.5B cap) Wendy's Was a Turnaround Play. Now It's a Meme Stock The latest meme darling: the fast-food chain known for the Frosty and the four-cornered burger. — investopedia.com · 06/24 2:45p https://www.investopedia.com/wendy-s-was-a-turnaround-play-now-it-s-a-meme-stock-wen-12005898

4. KBH +17% $61.51 (3.9B cap) Why KB Home Could Reward Patient Investors Later KB Home NYSE: KBH is not out of the weeds, with its revenue contracting, orders and backlog declining, and margins under pressure, but these forces are already priced into its stock. Housing market woes, inflation, and high interest rates are no secret. — marketbeat.com · 06/24 2:11p https://www.marketbeat.com/articles/why-kb-home-could-reward-patient-investors-later/

5. RUN +16% $14.84 (3.5B cap) Solar Stock Soars On Power Pact With Tesla For AI Data Centers The companies are combining to create what they called the largest distributed power plant in the country. — investors.com · 06/24 2:34p https://www.investors.com/news/sunrun-solar-stock-tesla-ai-data-centers/

6. FOUR +14% $44.12 (4.0B cap) (no fresh news today — likely technical / low-coverage move)

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