🆕 Newsmakers — 4:30p ET, 2026-06-15 — new since last alert

📰 NEW MARKET THEMES: • Oil prices plunge to lowest levels since early March after Trump signs Iran deal Oil prices fell to lowest levels since early March after President Donald Trump announced a preliminary U.S.-Iran agreement aimed at ending the war and reopening Hormuz. — foxbusiness.com · 06/15 4:07p https://www.foxbusiness.com/economy/oil-prices-plunge-lowest-levels-since-early-march-after-trump-signs-iran-deal • What The U.S.-Iran Ceasefire Really Means For Washington, Tehran, Israel, China And The Gulf Brent crude fell below $83 a barrel on June 15 as traders rushed to price in a tentative U.S.-Iran framework to reopen the Strait of Hormuz and extend the ceasefire. Wall Street rallied. — forbes.com · 06/15 4:05p https://www.forbes.com/sites/guneyyildiz/2026/06/15/what-the-us-iran-ceasefire-really-means-for-washington-tehran-israel-china-and-the-gulf/ • 'Biggest defeat since Vietnam': why David Woo says the AI bubble, not Iran, is the real threat to the dollar As Wall Street cheered an interim deal between Washington and Tehran to reopen the Strait of Hormuz, sending oil to a two-month low and lifting stocks, one of the most respected voices in global macro used his appearance on Kitco News to argue that investors are celebrating the… — kitco.com · 06/15 4:04p https://www.kitco.com/news/article/2026-06-15/biggest-defeat-vietnam-why-david-woo-says-ai-bubble-not-iran-real-threat • Iran deal could expand market gains, with consumer shares, small caps seen benefiting A deal to end the Middle East war could strengthen a broad swath of stocks as lower oil prices stand to bolster consumer spending and relieve pressure on inflation and Treasury ​yields. — reuters.com · 06/15 3:59p https://www.reuters.com/business/energy/iran-deal-could-expand-market-gains-with-consumer-shares-small-caps-seen-2026-06-15/ • Every Worry About The AI Trade Is Real, But None Of Them Are A Catalyst Funding is weakening across hyperscalers, but Microsoft, Alphabet, and Meta still generate enough free cash flow to sustain AI spending without externally imposed discipline. AI inflows remain the dominant variable; ETF unit creation continues rising across memory, semis, and br… — seekingalpha.com · 06/15 3:50p https://seekingalpha.com/article/4915118-every-worry-about-ai-trade-is-real-but-none-of-them-are-catalyst

🐘 NEW BIG-CAP MOVERS:

1. NVDA +4% $212.45 (5146B cap) The Magnificent 7 Just Got Too Small For The AI Boom — Meet The FAB 10 Wall Street's favorite market shorthand may need an upgrade. A new framework called the FAB 10 — Frontier AI & Big Tech 10 — is gaining traction among investors, and it could be the defining investing construct of the AI era. — benzinga.com · 06/15 4:01p https://www.benzinga.com/trading-ideas/movers/26/06/53210159/the-magnificent-7-just-got-too-small-for-the-ai-boom-meet-the-fab-10

2. INTC +3% $127.86 (643B cap) AMD vs Intel: Both Are Positioned for AI Data Center Growth But There Will Be Only One Winner Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) and Intel (NASDAQ:INTC) both reported Q1 2026 results that reframe how investors should think about the AI compute race. — 247wallst.com · 06/15 3:39p https://247wallst.com/investing/2026/06/15/amd-vs-intel-both-are-positioned-for-ai-data-center-growth-but-there-will-be-only-one-winner/

📈 NEW GAINERS:

1. NTLA +23% $14.92 (1.7B cap) Intellia's One-Time Gene Editing Therapy Gains Ground Against Rivals In Rare Swelling Disorder Intellia Therapeutics, Inc. (NASDAQ:NTLA) stock is trading higher on Monday on additional positive findings from its global Phase 3 HAELO trial evaluating lonvo-z, its investigational CRISPR-based treatment for hereditary angioedema (HAE). — benzinga.com · 06/15 9:39a https://www.benzinga.com/analyst-stock-ratings/analyst-color/26/06/53194250/intellias-one-time-gene-editing-therapy-gains-ground-against-rivals-in-rare-swelling-disorder

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