🆕 Newsmakers — 3:30p ET, 2026-06-25 — new since last alert

📰 NEW MARKET THEMES: • How To Find And Analyze Stocks To Buy Most investors think stock analysis starts with research. It doesn't. It starts with a decision about how you make decisions. The dividend triangle is not three financial metrics. It is a ten-year story about a business. The best business in the world bought at a crazy price wil… — seekingalpha.com · 06/25 3:16p https://seekingalpha.com/article/4917824-how-find-analyze-stocks-buy • Brazil: The Next Target Of The Donroe Doctrine I reiterate my buy rating on Brazilian equities, specifically EWZ, FLBR, and Petrobras (PBR), driven by upcoming political catalysts. The Donroe Doctrine's influence in Latin America, with Brazil as the next target, could trigger a significant rally in Brazilian equities. — seekingalpha.com · 06/25 3:12p https://seekingalpha.com/article/4917837-brazil-the-next-target-of-the-donroe-doctrine • Natural Gas, WTI Oil, Brent Oil Forecasts – Oil Markets Gain Ground Amid Signs Of Problems In U.S. – Iran Talks Oil prices are moving higher as traders react to comments from U.S. and Iranian officials. — fxempire.com · 06/25 3:07p https://www.fxempire.com/forecasts/article/natural-gas-wti-oil-brent-oil-forecasts-oil-markets-gain-ground-amid-signs-of-problems-in-u-s-iran-talks-1606748 • Ukrainian air defence units repel Russian missile attack on Kyiv, officials say Ukrainian air defence units repelled a Russian ​missile attack on Thursday ‌evening on Kyiv, local officials said, noting that ​debris had landed in ​at least one district. — reuters.com · 06/25 3:07p https://www.reuters.com/business/aerospace-defense/ukrainian-air-defence-units-repel-russian-missile-attack-kyiv-officials-say-2026-06-25/ • Chicago Fed President Goolsbee says inflation is too high, calls Warsh 'a serious guy' Chicago Federal Reserve President Austan Goolsbee said Thursday that inflation is still trending the wrong way though there has been a few bright spots. Markets expect the Fed could raise its benchmark rate in September, but Goolsbee wouldn't commit to where he would stand. — cnbc.com · 06/25 3:04p https://www.cnbc.com/2026/06/25/chicago-fed-president-goolsbee-says-inflation-is-too-high-calls-warsh-a-serious-guy.html

🐘 NEW BIG-CAP MOVERS:

1. TECH +20% $70.60 (11B cap) Are TECH, APGE, BOLD, REFI Obtaining Fair Deals for their Shareholders? Are TECH, APGE, BOLD, REFI Obtaining Fair Deals for their Shareholders? PR Newswire NEW YORK, June 25, 2026 — gurufocus.com · 06/25 2:00p https://www.gurufocus.com/news/8932237/are-tech-apge-bold-refi-obtaining-fair-deals-for-their-shareholders

2. MU +15% $1206.96 (1361B cap) Micron surges to new highs on blockbuster earnings: Jim Lebenthal buys the stock The Investment Committee debate Micron's rise and what it means for the rotation and how you should trade it. Jim Lebenthal, Chief Market Strategist at Cerity Partners, joins CNBC's "Halftime Report" to explain why he's buying it here. — youtube.com · 06/25 3:06p https://www.youtube.com/watch?v=ujMQ9jqM_qk

📈 NEW GAINERS:

1. MEI +36% $17.80 (631M cap) Methode Electronics, Inc. (MEI) Q4 2026 Earnings Call Transcript Methode Electronics, Inc. (MEI) Q4 2026 Earnings Call Transcript — seekingalpha.com · 06/25 3:02p https://seekingalpha.com/article/4917796-methode-electronics-inc-mei-q4-2026-earnings-call-transcript

2. BB +20% $10.35 (6.1B cap) Forget the Cellphones: BlackBerry Shares Jump 23% as an AI Play BlackBerry stock soars after reporting earnings as investors view the company known for obsolete cellphones as an AI play. — barrons.com · 06/25 3:13p https://www.barrons.com/articles/blackberry-stock-ai-2be27207

3. TECH +20% $70.58 (11B cap) Are TECH, APGE, BOLD, REFI Obtaining Fair Deals for their Shareholders? Are TECH, APGE, BOLD, REFI Obtaining Fair Deals for their Shareholders? PR Newswire NEW YORK, June 25, 2026 — gurufocus.com · 06/25 2:00p https://www.gurufocus.com/news/8932237/are-tech-apge-bold-refi-obtaining-fair-deals-for-their-shareholders

4. HONIV +15% $233.69 (148B cap) (no fresh news today — likely technical / low-coverage move)

5. MU +15% $1205.14 (1362B cap) Micron surges to new highs on blockbuster earnings: Jim Lebenthal buys the stock The Investment Committee debate Micron's rise and what it means for the rotation and how you should trade it. Jim Lebenthal, Chief Market Strategist at Cerity Partners, joins CNBC's "Halftime Report" to explain why he's buying it here. — youtube.com · 06/25 3:06p https://www.youtube.com/watch?v=ujMQ9jqM_qk

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