🆕 Newsmakers — 4:30p ET, 2026-06-18 — new since last alert

📰 NEW MARKET THEMES: • What The U.S.-Iran Memorandum Of Understanding Means For Macro And Markets The MoU between the US and Iran outlines the terms of their ceasefire, the reopening of the Strait of Hormuz, some financial relief for Iran, and Tehran's renewed pledge to never produce a nuclear weapon. The US and Iran have signed a preliminary MoU outlining a ceasefire, some… — seekingalpha.com · 06/18 4:05p https://seekingalpha.com/article/4916156-what-us-iran-memorandum-of-understanding-means-for-macro-and-markets • Stocks rally as US-Iran sign interim deal, oil prices drop Wall Street staged a comeback that saw stocks climbing as tech shares led gains and oil fell. Anastasia Amoroso, Chief Investment Strategist: Private Wealth at Partners Group, discusses the day's market moves and what to expect from tech investment optimism. — youtube.com · 06/18 4:04p https://www.youtube.com/watch?v=xH8L6FMWDtI • Warsh Rocks Bond Market in Debut, Sparks Surge in Hike Bets Traders piled into betting on interest-rate hikes as soon as next month after Kevin Warsh used his debut press conference as Federal Reserve chairman to make clear the central bank won't tolerate high inflation. Jennifer Lee, Senior Economist at BMO Capital Markets, discusses th… — youtube.com · 06/18 4:04p https://www.youtube.com/watch?v=jMKFGgkPMZs • Top AI Storage Stocks to Own In 2026 And Beyond AI is the trade of the year and it's still very much alive. — fxempire.com · 06/18 3:58p https://www.fxempire.com/forecasts/article/top-ai-storage-stocks-to-own-in-2026-and-beyond-1605352 • The Iran oil shock taught traders these key lessons about demand and China Global oil prices on Thursday touched their lowest level since the U.S.-Israeli war with Iran began almost four months ago. That marks a drop of more than 30% from their May peak and likely averts the disaster commodity experts had warned about as one of the largest crude supply… — marketwatch.com · 06/18 3:38p https://www.marketwatch.com/story/the-iran-oil-shock-taught-traders-these-key-lessons-about-demand-and-china-b03ad6a3

🐘 NEW BIG-CAP MOVERS:

1. SOFI +3% $17.91 (23B cap) SoFi Stock Is Rising Thursday: What's Driving The Move? SoFi Technologies Inc. (NASDAQ:SOFI) shares are trading higher on Thursday as investors react to continued insider buying from CEO Anthony Noto, with the broader tape also leaning risk-on in tech. — benzinga.com · 06/18 3:13p https://www.benzinga.com/trading-ideas/movers/26/06/53289460/sofi-stock-is-rising-thursday-whats-driving-the-move

📈 NEW GAINERS:

1. FCEL +20% $24.04 (1.3B cap) Is FuelCell Energy's Data Center Pivot Actually Working? FuelCell Energy Inc (NASDAQ:FCEL) shares are trading higher on Thursday as traders keep weighing the company's data-center-focused growth pitch against execution concerns. — benzinga.com · 06/18 10:30a https://www.benzinga.com/trading-ideas/movers/26/06/53278342/is-fuelcell-energys-data-center-pivot-actually-working

2. WOLF +18% $57.42 (2.8B cap) (no fresh news today — likely technical / low-coverage move)

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