🆕 Newsmakers — 4:30p ET, 2026-06-22 — new since last alert

📰 NEW MARKET THEMES: • The bond market just did something unusual. Why its sudden volatility ‘is here to stay. New Fed Chair Kevin Warsh appears to be supportive of bond markets leading the way — so he doesn't have to hike interest rates — marketwatch.com · 06/22 4:03p https://www.marketwatch.com/story/the-bond-market-just-did-something-unusual-why-its-sudden-volatility-is-here-to-stay-a60205ff • Why The AI Bubble May Dwarf The Dot-Com Bust I see the current AI-driven rally as the most significant bubble in market history, with parabolic moves in stocks like Micron, SanDisk, Dell, Marvell, and many others. AI infrastructure spending is unprecedented, but eventual CapEx slowdowns and fierce competition could trigger… — seekingalpha.com · 06/22 4:02p https://seekingalpha.com/article/4916799-why-ai-bubble-may-dwarf-dot-com-bust • Trump may say he's banning Wall Street from buying homes. Does the bipartisan housing bill actually do that? The measure “will take time to meaningfully affect housing affordability and will not resolve voter frustration in that area,” analysts said. — marketwatch.com · 06/22 3:53p https://www.marketwatch.com/story/trump-may-say-hes-banning-wall-street-from-buying-homes-does-the-bipartisan-housing-bill-actually-do-that-14c8ee5f • Thursday's Hot Inflation Print Could Scare A Lot Of People Into The Wrong Trade I've been less hawkish on inflation lately. Thursday is the first print that could put real distance between the herd and me (or prove to me that I'm dead wrong). — seekingalpha.com · 06/22 3:43p https://seekingalpha.com/article/4916794-thursdays-hot-inflation-print-could-scare-a-lot-of-people-into-the-wrong-trade

🐘 NEW BIG-CAP MOVERS:

1. MU +7% $1211.38 (1366B cap) Should You Buy, Hold, or Sell Micron Stock Ahead of Q3 Earnings? MU heads into fiscal Q3 2026 earnings with expectations for sharp revenue growth, strong margins and continued AI-driven memory demand. — zacks.com · 06/22 4:01p https://www.zacks.com/stock/news/2941035/should-you-buy-hold-or-sell-micron-stock-ahead-of-q3-earnings?cid=CS-STOCKNEWSAPI-FT-analyst_blog|investment_ideas-2941035

2. INTC +5% $140.94 (708B cap) Intel's Surge on an Apple Chip Deal Means Investors Are Betting on Its Foundry, Says Bernstein's Stacy Rasgon Intel (NASDAQ:INTC | INTC Price Prediction) ripped higher last week after former President Donald Trump posted on Truth Social that Apple (NASDAQ:AAPL) had agreed to design and manufacture chips with Intel inside the United States. — 247wallst.com · 06/22 3:36p https://247wallst.com/investing/2026/06/22/intels-surge-on-an-apple-chip-deal-means-investors-are-betting-on-its-foundry-says-bernsteins-stacy-rasgon/

📈 NEW GAINERS:

1. DFTX +50% $36.67 (4.0B cap) Definium Therapeutics, Inc. Announces Proposed Public Offering NEW YORK--(BUSINESS WIRE)--Definium Therapeutics, Inc. (Nasdaq: DFTX) (the “Company” or “Definium”), a late-stage clinical biopharmaceutical company developing a new generation of therapeutics intended to address underlying causes of psychiatric and neurological disorders, today… — businesswire.com · 06/22 4:01p https://www.businesswire.com/news/home/20260622980137/en/Definium-Therapeutics-Inc.-Announces-Proposed-Public-Offering/

2. MGRT +17% $83.93 (1.2B cap) (no fresh news today — likely technical / low-coverage move)

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