🆕 Newsmakers — 4:30p ET, 2026-06-25 — new since last alert

📰 NEW MARKET THEMES: • Fed's Williams: Current Monetary Policy Stance Well Positioned to Restore Inflation To 2% New York Fed President John Williams said he expects inflation readings to edge down in the coming quarters, although substantial risks remain. — wsj.com · 06/25 4:10p https://www.wsj.com/economy/central-banking/feds-williams-current-monetary-policy-stance-well-positioned-to-restore-inflation-to-2-ca78c142 • On the streets and in hospitals, Venezuelans scramble to save lives after quake Nearly 24 hours after devastating twin earthquakes in Venezuela, people in the coastal city of La Guaira were still using their hands to dig through ​rubble, trying to rescue their neighbors. — reuters.com · 06/25 4:07p https://www.reuters.com/world/americas/streets-hospitals-venezuelans-scramble-save-lives-after-quake-2026-06-25/ • Bitcoin Breaks Key Technical Level as Crypto Awaits Regulatory Clarity @CharlesSchwab's Adam Lynch discusses the latest moves in Bitcoin, highlighting that the cryptocurrency has broken its 200-week moving average. He also examines the factors weighing on cryptocurrencies, what investors should know about the Clarity Act, and its potential impact o… — youtube.com · 06/25 4:00p https://www.youtube.com/watch?v=LlWWbb2baPk • Binance to suspend crypto services in several EU countries Cryptocurrency exchange Binance said Thursday it will suspend services in several European countries from next week as it has been unable to secure regulatory approval to operate in the European Union. — techxplore.com · 06/25 4:00p https://techxplore.com/news/2026-06-binance-crypto-eu-countries.html • Japanese stocks are on fire. Here's what's driving the hot streak. Japanese equities have hit all-time highs at a pace not seen since 1989. — marketwatch.com · 06/25 3:53p https://www.marketwatch.com/story/japanese-stocks-are-on-fire-heres-whats-driving-the-hot-streak-526a6914

🐘 NEW BIG-CAP MOVERS:

1. MU +16% $1213.56 (1369B cap) Melius Research: “Buy the chip dip, skip hyperscalers” until AI payoff becomes clear Melius Research's head of tech research, Ben Reitzes, told CNBC to lean into chip-stock weakness and stay clear of the cloud giants paying for the buildout. — 247wallst.com · 06/25 4:19p https://247wallst.com/investing/2026/06/25/melius-research-buy-the-chip-dip-skip-hyperscalers-until-ai-payoff-becomes-clear/

📈 NEW GAINERS:

1. MEI +38% $18.00 (638M cap) Why Methode Electronics Stock Jumped 40% Today Methode Electronics stock jumped after Q4 2026 earnings crushed Wall Street's estimates. Contract safeguards helped Methode collect $19 million in customer recoveries during a tough quarter, with more recoveries expected over the next 3-4 years. — fool.com · 06/25 3:55p https://www.fool.com/investing/2026/06/25/why-methode-electronics-stock-jumped-40-today/

2. BNED +20% $13.43 (461M cap) Barnes & Noble Education, Inc. (BNED) Analyst/Investor Day Transcript Barnes & Noble Education, Inc. (BNED) Analyst/Investor Day Transcript — seekingalpha.com · 06/25 3:42p https://seekingalpha.com/article/4917790-barnes-and-noble-education-inc-bned-analyst-investor-day-transcript

3. BB +20% $10.34 (6.1B cap) BlackBerry Announces Election Results for the Company's Board of Directors WATERLOO, ON / ACCESS Newswire / June 25, 2026 / BlackBerry Limited (NYSE:BB)(TSX:BB) announced today that the eight nominees listed in the company's management proxy circular dated May 1, 2026, for the company's annual and special meeting of shareholders held on June 25, 2026,… — accessnewswire.com · 06/25 3:32p https://www.accessnewswire.com/newsroom/en/computers-technology-and-internet/blackberry-announces-election-results-for-the-companys-board-of-d-1182581

4. AYI +18% $359.39 (11B cap) Why Acuity Brands Stock Is Soaring Today Acuity reported Q3 2026 financial results. Shares have reached a level not attained since earlier this year. — fool.com · 06/25 3:11p https://www.fool.com/investing/2026/06/25/why-acuity-brands-stock-is-soaring-today/

5. MU +16% $1213.56 (1369B cap) Melius Research: “Buy the chip dip, skip hyperscalers” until AI payoff becomes clear Melius Research's head of tech research, Ben Reitzes, told CNBC to lean into chip-stock weakness and stay clear of the cloud giants paying for the buildout. — 247wallst.com · 06/25 4:19p https://247wallst.com/investing/2026/06/25/melius-research-buy-the-chip-dip-skip-hyperscalers-until-ai-payoff-becomes-clear/

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