🆕 Newsmakers — 9:30a ET, 2026-06-11 — new since last alert

📰 NEW MARKET THEMES: • Wholesale Prices Continued to Surge in May The producer-price index rose by 1.1% last month, following an equal increase in April. Analysts polled by The Wall Street Journal were expecting a 0.7% increase. — wsj.com · 06/11 9:12a https://www.wsj.com/economy/wholesale-prices-continued-to-surge-in-may-a07465a9 • Market Rotation Alert: The AI Bubble Is Showing Cracks Tech stocks just entered correction territory. I detail why this is likely taking place and what the outlook is moving forward for the market. — seekingalpha.com · 06/11 9:05a https://seekingalpha.com/article/4914101-market-rotation-alert-ai-bubble-is-showing-cracks • This Will Be The Impact Of The Largest Order To Purchase VLCCs Since 2008 I remain skeptical of assets tracking main American indices, reiterating a hold rating due to persistent inflationary pressures. The Iran War has driven VLCC hiring costs to all-time highs, significantly impacting inflation and steepening the U.S. Treasury yield curve. — seekingalpha.com · 06/11 9:00a https://seekingalpha.com/article/4914120-this-will-be-the-impact-of-the-largest-order-to-purchase-vlccs-since-2008 • The Summer Correction Is Here With A Lot Riding On The Stock Market The ongoing Iran war and surging energy prices are driving headline inflation higher, with CPI up 0.5% last month to a 4.2% annualized rate. Core inflation remains subdued at 2.9% annualized, reducing the likelihood of a Fed rate hike unless the conflict persists. — seekingalpha.com · 06/11 8:58a https://seekingalpha.com/article/4914184-the-summer-correction-is-here-with-a-lot-riding-on-the-stock-market • US producer prices increase more than expected in May amid jump in energy costs U.S. producer prices increased more than expected in May, leading to the largest annual gain in 3-1/2 years as the Middle East conflict ​drove up the cost of energy products. — reuters.com · 06/11 8:52a https://www.reuters.com/business/energy/us-producer-prices-increase-more-than-expected-may-amid-jump-energy-costs-2026-06-11/

🐘 NEW BIG-CAP MOVERS:

1. SOXL +7% $194.16 (57B cap) (no fresh news today — likely technical / low-coverage move)

2. INTC +6% $113.55 (571B cap) Intel Stock Pops on Rare Analyst Double Upgrade Intel Corp (NASDAQ:INTC) is up 4.6% at $111.99 in premarket trading, after Bank of America handed out a double upgrade to the semiconductor giant to "buy" from "underperform" and lifted its price target to $135 from $96. — schaeffersresearch.com · 06/11 9:27a https://www.schaeffersresearch.com/content/news/2026/06/11/intel-stock-pops-on-rare-analyst-double-upgrade

3. MRVL +3% $260.28 (228B cap) Photonics Is the New Hot Cake of AI Infrastructure Space: 5 Picks Photonics is powering AI infrastructure as data-center bandwidth surges, putting GLW, LITE, COHR, MTSI and MRVL in focus. — zacks.com · 06/11 9:06a https://www.zacks.com/stock/news/2935689/photonics-is-the-new-hot-cake-of-ai-infrastructure-space-5-picks?cid=CS-STOCKNEWSAPI-FT-analyst_blog|investment_ideas-2935689

4. TQQQ +2% $70.84 (25B cap) (no fresh news today — likely technical / low-coverage move)

📈 NEW GAINERS:

1. SI +17% $17.89 (371M cap) (no fresh news today — likely technical / low-coverage move)

2. VELO +17% $22.68 (440M cap) Velo3D Appoints Former Fremont Mayor Lily Mei as Independent Director to Board of Directors FREMONT, Calif., June 11, 2026 /PRNewswire/ -- Velo3D, Inc. (Nasdaq: VELO) ("Velo3D" or the "Company"), a leader in additive manufacturing ("AM") technology known for transforming aerospace and defense supply chains through world-class metal AM, today announced the appointment o… — prnewswire.com · 06/11 9:00a https://www.prnewswire.com/news-releases/velo3d-appoints-former-fremont-mayor-lily-mei-as-independent-director-to-board-of-directors-302797588.html

3. PLBL +16% $6.08 (2.2B cap) (no fresh news today — likely technical / low-coverage move)

4. GDXD +15% $60.27 (335M cap) (no fresh news today — likely technical / low-coverage move)

5. FAC +14% $24.96 (689M cap) Stellantis and Factorial Integrate Advanced Solid-State Battery into Stellantis Development Vehicle and Launch Road Testing AMSTERDAM and BOSTON, June 11, 2026 /PRNewswire/ -- Stellantis has incorporated Factorial's advanced solid-state battery cells into a Stellantis development vehicle - the first automotive integration of the technology in North America Road testing now underway to validate perfor… — prnewswire.com · 06/11 8:05a https://www.prnewswire.com/news-releases/stellantis-and-factorial-integrate-advanced-solid-state-battery-into-stellantis-development-vehicle-and-launch-road-testing-302798015.html

6. BBCQU +13% $12.50 (312M cap) (no fresh news today — likely technical / low-coverage move)

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