🆕 Newsmakers — 9:30a ET, 2026-06-12 — new since last alert

📰 NEW MARKET THEMES: • Mizuho Financial: Spotlight On Capital Preservation And Rate Hike Potential Mizuho Financial Group remains a Buy, based on my assessment of its rate sensitivity and capital return outlook. MFG stands to benefit most among Japanese megabanks from a likely Bank of Japan rate hike. Mizuho has prudently invested in Rakuten Bank via a share swap rather than… — seekingalpha.com · 06/12 9:08a https://seekingalpha.com/article/4914527-mizuho-financial-spotlight-on-capital-preservation-rate-hike-potential • Opportunities And Risks In The AI Ecosystem We are in a transformative AI investment cycle reminiscent of the 1990s internet buildout, with broad index exposure and risk of speculative excess. Vistra Energy offers a compelling entry point, trading at 11x forward earnings and positioned to benefit from surging AI-driven po… — seekingalpha.com · 06/12 9:00a https://seekingalpha.com/article/4914320-opportunities-and-risks-in-the-ai-ecosystem • SpaceX Debut Likely Marks An Intermediate Top The SpaceX IPO is expected to surge above $135, potentially reaching a $2 trillion market cap, but it may mark a short-term market top. Recent geopolitical headlines and market jawboning raise skepticism about sustained risk-asset rallies, especially as Iran rejected U.S. deal c… — seekingalpha.com · 06/12 8:59a https://seekingalpha.com/article/4914524-spacex-debut-likely-marks-intermediate-top • Week Ahead for FX, Bonds: Fed, BOE Among Slew of Central Bank Decisions The Fed and BOE are both expected to leave rates unchanged but the focus is on whether they will leave the door open to the possibility of hikes later this year. — wsj.com · 06/12 8:52a https://www.wsj.com/economy/week-ahead-for-fx-bonds-fed-boe-among-slew-of-central-bank-decisions-84aa152e • We May Have Peace In The Middle East But High Inflation Is Here To Stay A potential peace deal in the Hormuz oil crisis could trigger a sharp, short-term market rally. Despite a possible deal, inflation is expected to remain elevated and normalization of oil flows may take months. — seekingalpha.com · 06/12 8:50a https://seekingalpha.com/article/4914518-we-may-have-peace-in-middle-east-but-high-inflation-is-here-to-stay

📈 NEW GAINERS:

1. QH +128% $7.41 (673M cap) (no fresh news today — likely technical / low-coverage move)

2. VELO +35% $30.61 (524M cap) Liftoff: The Day the Orbital Economy Became a Public Market /PRNewswire/ -- Some market days are remembered less for what a stock did than for what they signified. As reported, today is one of them: SpaceX is set to — prnewswire.com · 06/12 8:00a https://www.prnewswire.com/news-releases/liftoff-the-day-the-orbital-economy-became-a-public-market-302798900.html

3. KORU +34% $842.01 (723M cap) (no fresh news today — likely technical / low-coverage move)

4. SOXL +24% $223.99 (65B cap) Dow jumps 246 points as chip stocks rebound despite Iran tensions US stocks opened higher on Thursday as investors returned to beaten-down technology shares following a sharp selloff, though gains were tempered by rising geopolitical tensions in the Middle East and higher oil prices. The Dow Jones Industrial Average added 246 points. — invezz.com · 06/11 9:42a https://invezz.com/news/2026/06/11/dow-jumps-246-points-as-chip-stocks-rebound-despite-iran-tensions/

5. NUAI +22% $5.46 (299M cap) (no fresh news today — likely technical / low-coverage move)

6. SPCE +22% $5.73 (311M cap) Space Stocks Rally as Adobe Slips Rocket Lab (RKLB) and Virgin Galactic (SPCE) jumped Friday as space stocks rallied ahead of SpaceX's expected IPO, while Adobe (ADBE) slipped despite raising it — gurufocus.com · 06/12 7:29a https://www.gurufocus.com/news/8913833/space-stocks-rally-as-adobe-slips

7. BVC +21% $13.72 (2.3B cap) (no fresh news today — likely technical / low-coverage move)

8. SPIR +21% $19.79 (627M cap) (no fresh news today — likely technical / low-coverage move)

9. MBX +20% $37.25 (1.1B cap) MBX Biosciences Announces One-Year Data Demonstrating Sustained Benefit of Once-Weekly Canvuparatide as a Potential PTH Replacement Therapy in Chronic Hypoparathyroidism Responder rate of 57% at one year in open-label extension (OLE) comparable to 63% at 12 weeks in Phase 2 Avail™ trial — globenewswire.com · 06/12 7:00a https://www.globenewswire.com/news-release/2026/06/12/3310975/0/en/MBX-Biosciences-Announces-One-Year-Data-Demonstrating-Sustained-Benefit-of-Once-Weekly-Canvuparatide-as-a-Potential-PTH-Replacement-Therapy-in-Chronic-Hypoparathyroidism.html

10. AADX +20% $22.09 (3.6B cap) (no fresh news today — likely technical / low-coverage move)

11. SATL +20% $7.52 (910M cap) (no fresh news today — likely technical / low-coverage move)

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