🆕 Newsmakers — 4:30p ET, 2026-06-08 — new since last alert

📰 NEW MARKET THEMES: • CALF: Quality Small-Cap Exposure Lacking A Clear Performance Edge The Pacer US Small Cap Cash Cows ETF targets high free cash flow small caps, offering a differentiated, value-tilted portfolio. CALF recently broadened its eligible stock universe, but long-term alpha remains unproven. I assign CALF a 'Hold' rating due to its elevated expense ra… — seekingalpha.com · 06/08 3:49p https://seekingalpha.com/article/4913014-calf-quality-small-cap-exposure-lacking-a-clear-performance-edge

🐘 NEW BIG-CAP MOVERS:

1. INTC +11% $110.27 (554B cap) Cadence Announces Collaboration with Intel Foundry to Accelerate Intel 14A Process Optimization for HPC and Mobile Designs SAN JOSE, Calif.--(BUSINESS WIRE)--Cadence (Nasdaq: CDNS) today announced an expanded collaboration with Intel Foundry to advance Design Technology Co-Optimization (DTCO) targeting Intel's next-generation process technologies, beginning with Intel 14A. The new multi-year agreeme… — businesswire.com · 06/08 4:15p https://www.businesswire.com/news/home/20260608582061/en/Cadence-Announces-Collaboration-with-Intel-Foundry-to-Accelerate-Intel-14A-Process-Optimization-for-HPC-and-Mobile-Designs/

2. MRVL +10% $288.85 (253B cap) 2 AI Stocks Up 281% to Over 3600% That Could Be the Next NVIDIA SNDK and MRVL are emerging as AI winners, fueled by booming data center demand, strong revenue growth and expanding AI infrastructure. — zacks.com · 06/08 4:01p https://www.zacks.com/stock/news/2934154/2-ai-stocks-up-281-to-over-3600-that-could-be-the-next-nvidia?cid=CS-STOCKNEWSAPI-FT-analyst_blog|investment_ideas-2934154

📈 NEW GAINERS:

1. TNGX +53% $30.93 (3.6B cap) Tango Therapeutics Announces Proposed $500 Million Public Offering BOSTON, June 08, 2026 (GLOBE NEWSWIRE) -- Tango Therapeutics, Inc. (“Tango”) (Nasdaq: TNGX), a clinical-stage biotechnology company committed to discovering and delivering the next generation of precision cancer medicines, announced today the launch of an underwritten public off… — globenewswire.com · 06/08 4:01p https://www.globenewswire.com/news-release/2026/06/08/3308451/0/en/Tango-Therapeutics-Announces-Proposed-500-Million-Public-Offering.html

2. MPAA +35% $14.25 (274M cap) Motorcar Parts of America, Inc. (MPAA) Q4 2026 Earnings Call Transcript Motorcar Parts of America, Inc. (MPAA) Q4 2026 Earnings Call Transcript — seekingalpha.com · 06/08 4:08p https://seekingalpha.com/article/4912996-motorcar-parts-of-america-inc-mpaa-q4-2026-earnings-call-transcript

3. VACH +22% $12.90 (408M cap) (no fresh news today — likely technical / low-coverage move)

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