🆕 Newsmakers — 9:30a ET, 2026-06-22 — new since last alert

📰 NEW MARKET THEMES: • The Technical Backdrop: When Flows Meet A Hawkish Fed The next two weeks trade on plumbing, not earnings. We just cleared the largest options expiration on record, with quarter-end pension selling and a July 1 reallocation wave still ahead. — seekingalpha.com · 06/22 9:00a https://seekingalpha.com/article/4916686-technical-backdrop-flows-meet-hawkish-fed • The Economy Does Not Depend on Fed Policy, Roubini Says Nouriel Roubini, Roubini Macro Associates chairman and Hudson Bay Capital senior economic strategist, says he expects US inflation to slow down and the economy is being powered by the tech boom and not Federal Reserve policy. He speaks on "Bloomberg Surveillance. — youtube.com · 06/22 8:54a https://www.youtube.com/watch?v=sXjD9eyWkkA • Canada Inflation Heats Up to 3.2% in May The consumer-price index climbed 1% in May, pushing the annual rate to 3.2%, the highest level since the end of 2023, Statistics Canada said. — wsj.com · 06/22 8:52a https://www.wsj.com/economy/central-banking/canada-inflation-heats-up-to-3-2-in-may-9c623b37 • Nasdaq tipped to rise after long weekend of Iran talks progress, hawkish Fed still looms US futures were pointing higher at the start of the week as investors return from the Juneteenth holiday weekend, with technology stocks expected to lead gains despite lingering uncertainty over the Middle East and the prospect of further Federal Reserve tightening. — proactiveinvestors.com · 06/22 8:50a https://www.proactiveinvestors.com/companies/news/1094261 • Nasdaq 100, Dow Jones 30 and S&P 500 Forecasts – US Indices Continue to Grind US indices continue to look very well supported just below. This continues to be an area that is trying to ignore the Middle East as much as possible, but still sees interest rates causing issues at times as well. — fxempire.com · 06/22 8:42a https://www.fxempire.com/forecasts/article/nasdaq-100-dow-jones-30-and-sp-500-forecasts-us-indices-continue-to-grind-1605828

🐘 NEW BIG-CAP MOVERS:

1. SMCI +5% $32.30 (21B cap) Supermicro Delivers NVIDIA Vera Rubin NVL4 End-to-End DCBBS Blueprint with Native FP64 Performance for Converged HPC and AI Infrastructure Total solution includes up to 1,152 NVIDIA Rubin GPUs and 576 NVIDIA Vera CPUs in liquid-cooled racks—3.2MW Scalable Unit delivers next-generation performance for AI workloads and FP64 simulation, scalable to research clusters of any size DLC-2 Direct Liquid Cooling supports 362… — prnewswire.com · 06/22 9:05a https://www.prnewswire.com/news-releases/supermicro-delivers-nvidia-vera-rubin-nvl4-end-to-end-dcbbs-blueprint-with-native-fp64-performance-for-converged-hpc-and-ai-infrastructure-302806051.html

2. MU +5% $1190.19 (1341B cap) Micron and Anthropic Announce Strategic Agreement to Scale Next-Generation AI Infrastructure BOISE, Idaho, June 22, 2026 (GLOBE NEWSWIRE) -- Micron Technology, Inc. (Nasdaq: MU) today announced a strategic agreement with Anthropic that spans memory and storage AI architecture design, supply and demand, enterprise adoption of Claude across Micron and a strategic investme… — globenewswire.com · 06/22 9:00a https://www.globenewswire.com/news-release/2026/06/22/3315307/14450/en/Micron-and-Anthropic-Announce-Strategic-Agreement-to-Scale-Next-Generation-AI-Infrastructure.html

3. INTC +4% $139.26 (700B cap) Wall Street analysts update Intel stock price target Mizuho Securities raised its Intel (NASDAQ: INTC) price target from $128 to $135 on Sunday, June 21, reiterating a ‘Neutral.' — finbold.com · 06/22 6:26a https://finbold.com/wall-street-analysts-update-intel-stock-price-target/

4. NOK +3% $13.85 (75B cap) (no fresh news today — likely technical / low-coverage move)

5. FLEX +3% $151.45 (56B cap) Inverite Launches Default IQ Flex to Expand Transaction-Based Risk Intelligence Coverage Vancouver, British Columbia--(Newsfile Corp. - June 22, 2026) - Inverite Insights Inc. (CSE: INVR) (OTC Pink: INVRF) (FSE: 2V0) ("Inverite" or the "Company"), a Canadian risk infrastructure company specializing in real-time financial data and AI-driven decisioning signals, today… — newsfilecorp.com · 06/22 8:00a https://www.newsfilecorp.com/release/302298/Inverite-Launches-Default-IQ-Flex-to-Expand-TransactionBased-Risk-Intelligence-Coverage

📈 NEW GAINERS:

1. MEI +21% $14.02 (504M cap) (no fresh news today — likely technical / low-coverage move)

2. ODD +19% $13.07 (734M cap) (no fresh news today — likely technical / low-coverage move)

3. QS +17% $8.04 (4.8B cap) (no fresh news today — likely technical / low-coverage move)

4. NUCL +16% $11.25 (318M cap) (no fresh news today — likely technical / low-coverage move)

5. OABI +15% $2.34 (279M cap) (no fresh news today — likely technical / low-coverage move)

6. GRVY +15% $65.52 (462M cap) (no fresh news today — likely technical / low-coverage move)

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