🆕 Newsmakers — 3:30p ET, 2026-06-26 — new since last alert

📰 NEW MARKET THEMES: • The BILLION-dollar bet EVERYONE is suddenly questioning ‘The Big Money Show' panel discuss AI spending questions rattling investors & how tech stocks are reacting to market uncertainty, memory costs and potential government intervention. — youtube.com · 06/26 3:00p https://www.youtube.com/watch?v=82kJ8Yxqutc • Trading the tech wreck: Investor's next moves The Investment Committee debate how to trade around the bumpy ride in the NASDAQ. The desk share their market strategy. — youtube.com · 06/26 2:42p https://www.youtube.com/watch?v=Cyn1gloqwEM • Healthcare stocks have become a haven for investors ditching tech Shares of AbbVie, Eli Lilly and Johnson & Johnson were on track to hit all-time highs Friday, in the latest signal that investor appetite for the biopharmaceutical sector is back. — marketwatch.com · 06/26 2:39p https://www.marketwatch.com/story/healthcare-stocks-have-become-a-haven-for-investors-ditching-tech-81c544d0 • Tech Took a Header. The Rest of the Market Marched On. The market's breadth—the number of advancing stocks versus declining ones—has still been positive, even on days when tech is a mess. — barrons.com · 06/26 2:39p https://www.barrons.com/articles/tech-stocks-market-8598c997 • Fed will not raise rates this year, says EY-Parthenon's Greg Daco CNBC's Matt Peterson and EY-Parthenon's Greg Daco join 'The Exchange' to discuss the economy's standing, the President's hope for rate cuts and much more. — youtube.com · 06/26 2:31p https://www.youtube.com/watch?v=_niL5TxPUTY

📈 NEW GAINERS:

1. FUBO +16% $9.37 (1.0B cap) (no fresh news today — likely technical / low-coverage move)

2. ARMP +16% $7.51 (276M cap) (no fresh news today — likely technical / low-coverage move)

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