🆕 Newsmakers — 4:30p ET, 2026-06-04 — new since last alert

📰 NEW MARKET THEMES: • Dow hits record high as investors rotate out of AI chip stocks The Dow Jones Industrial Average climbed to a record closing high on Thursday as investors shifted money into healthcare and financial stocks, while a broad selloff in semiconductor shares weighed on the technology-heavy Nasdaq Composite. The blue-chip index rose 875.09 points,… — invezz.com · 06/04 4:19p https://invezz.com/news/2026/06/04/dow-hits-record-high-as-investors-rotate-out-of-ai-chip-stocks/ • Dow Gets a Healthy Boost Plus, Broadcom's AI chip boom isn't booming enough — wsj.com · 06/04 4:17p https://www.wsj.com/finance/stocks/dow-gets-a-healthy-boost-9e850f39 • Lundbeck's experimental drug cuts migraine days in mid-stage trial Denmark's Lundbeck said on Thursday its experimental drug bocunebart cut monthly migraine days in a mid-stage study, ​supporting further development of a new type of ‌treatment for migraine, one of the world's most common neurological disorders. — reuters.com · 06/04 4:02p https://www.reuters.com/business/healthcare-pharmaceuticals/lundbecks-experimental-drug-cuts-migraine-days-mid-stage-trial-2026-06-04/ • Jobs Report Will Not Help Fed: Berro Kelsey Berro, fixed income portfolio manager at JPMorgan Asset Management, joins Katie Greifeld on "Bloomberg Real Yield." They discuss Friday's US jobs report and the path forward for new Fed Chair Kevin Warsh. — youtube.com · 06/04 4:01p https://www.youtube.com/watch?v=-TSVuKjxaRY

🐘 NEW BIG-CAP MOVERS:

1. MRVL +5% $316.43 (277B cap) Stock Of The Day: Is The Marvell Technology Rally Over? Marvell Technology, Inc.  (NASDAQ:MRVL) shares are trading lower on Friday. They may be staging a reversal, and the move lower may continue, but it is too soon to tell. — benzinga.com · 06/04 3:45p https://www.benzinga.com/trading-ideas/long-ideas/26/06/53015603/stock-of-the-day-is-the-marvell-technology-rally-over

2. BAC +3% $54.17 (384B cap) Jamie Dimon Pitches SpaceX IPO To 2,500 Wealthy JPMorgan Clients Thursday Jamie Dimon will personally pitch the SpaceX IPO to 2,500 wealthy JPMorgan clients Thursday, while Robinhood traders face lottery odds for the same shares. — feeds.benzinga.com · 06/04 3:48p https://www.benzinga.com/markets/prediction-markets/26/06/53015665/jamie-dimon-pitches-spacex-ipo-to-2500-wealthy-jpmorgan-clients-thursday

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