🆕 Newsmakers — 9:30a ET, 2026-06-25 — new since last alert

📰 NEW MARKET THEMES: • 2 Preferred Shares Paying 7%+ When The Market Panics Equity markets are at historically high valuations, with the Shiller CAPE near dot-com bubble territory and broad market indices showing stretched multiples. Rising interest rates and a hawkish Fed are being ignored by markets, despite significant risks like private credit liqui… — seekingalpha.com · 06/25 9:15a https://seekingalpha.com/article/4917269-2-preferred-shares-paying-7-percent-plus-when-the-market-panics • U.S. Jobless Claims Fell Last Week The number of people who filed for unemployment benefits dropped to 215,000 in the week through June 25, lower than the upwardly revised 227,000 reported a week earlier. — wsj.com · 06/25 9:09a https://www.wsj.com/economy/jobs/u-s-jobless-claims-fell-last-week-a62436da • Fed's favored inflation gauge accelerated in May amid energy price shock The Commerce Department PCE inflation report for May showed the Federal Reserve's favored inflation gauge rose higher amid the energy price shock caused by the Iran war. — foxbusiness.com · 06/25 9:02a https://www.foxbusiness.com/economy/may-2026-pce-inflation • Fed's Preferred Inflation Gauge Climbs Above Target Range The personal-consumption expenditures price index climbed by 0.4% in May, maintaining the same growth of 0.4% in April, the Commerce Department said. — wsj.com · 06/25 8:58a https://www.wsj.com/economy/central-banking/feds-preferred-inflation-gauge-climbs-above-target-range-b2220751 • This Week's Plunge In Chip Stocks Is More Ammo For Bulls Recent risk-off sentiment triggered sharp declines in growth tech, space stocks, and cryptocurrencies amid forced deleveraging, but Micron's strong earnings may stabilize the sector. Oil prices dropped below $70 as improved Strait of Hormuz traffic created a supply glut, easing… — seekingalpha.com · 06/25 8:53a https://seekingalpha.com/article/4917680-this-weeks-plunge-in-chip-stocks-is-more-ammo-for-bulls

🐘 NEW BIG-CAP MOVERS:

1. MU +18% $1232.66 (1390B cap) Micron Soars 17%, SanDisk Jumps 15%, Western Digital Climbs 13% After Blowout Quarter Locks In $100B of AI Memory Demand Shares of Micron Technology (NASDAQ:MU | MU Price Prediction) stock are up 17% in early Thursday trading, changing hands near $1,229. — 247wallst.com · 06/25 9:20a https://247wallst.com/investing/2026/06/25/micron-soars-17-sandisk-jumps-15-western-digital-climbs-13-after-blowout-quarter-locks-in-100b-of-ai-memory-demand/

2. SOXL +15% $264.93 (78B cap) SK Hynix Stock Will List in the U.S. What That Means for South Korea and Chip Funds. SK Hynix will be easier for investors to buy. Will that hurt demand for South Korean funds and the DRAM ETF? — barrons.com · 06/24 3:15p https://www.barrons.com/articles/sk-hynix-stock-chips-south-korea-funds-1c2dcb12

3. TQQQ +6% $77.89 (28B cap) Can You Sell Covered Calls on Leveraged ETFs for Income? Yes, But The Yield Is Risky The Invesco QQQ Trust (QQQ) is one of the most popular ETFs among options traders. — 247wallst.com · 06/24 3:35p https://247wallst.com/investing/2026/06/24/can-you-sell-covered-calls-on-leveraged-etfs-for-income-yes-but-the-yield-is-risky/

4. INTC +6% $139.77 (702B cap) NVDA, AMD and INTC Forecasts – Chips Look to Rally on Thursday The market looks to recover on Thursday, and the following three chip stocks are going to be no different. — fxempire.com · 06/25 8:31a https://www.fxempire.com/forecasts/article/nvda-amd-and-intc-forecasts-chips-look-to-rally-on-thursday-1606578

5. IBIT +2% $34.62 (55B cap) Managing Bitcoin Volatility: The Case for Yield & Equity DRIPs Bitcoin is down 30% year to date, but the ETF market is maturing in interesting ways. As we near July and midyear portfolio checkpoints, it's a good time to face Bitcoin's challenging performance and ETF solutions that have been delivering much more than spot price pain. — etftrends.com · 06/25 7:29a https://www.etftrends.com/crypto-content-hub/managing-bitcoin-volatility-case-for-yield-equity-drips/

6. NOK +2% $14.10 (76B cap) Nokia Rises 3% On Finnish Counter-Drone Consortium Nokia (NOK) gained 3% after the company was set to join a consortium led by the Finnish Border Guard to develop next-generation counter-drone capabilities for p — gurufocus.com · 06/25 8:26a https://www.gurufocus.com/news/8931344/nokia-rises-3-on-finnish-counterdrone-consortium

📈 NEW GAINERS:

1. NVCT +39% $24.48 (649M cap) (no fresh news today — likely technical / low-coverage move)

2. ABSI +36% $10.07 (1.7B cap) ABSCI CORP (ABSI) Soars 36.0%: Is Further Upside Left in the Stock? ABSCI CORP (ABSI) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road. — zacks.com · 06/25 7:20a https://www.zacks.com/stock/news/2942555/absci-corp-absi-soars-36-0-is-further-upside-left-in-the-stock?cid=CS-STOCKNEWSAPI-FT-tale_of_the_tape|daily_price_change_5%-2942555

3. SLN +26% $9.16 (435M cap) Silence Therapeutics (SLN) Surges 26.0%: Is This an Indication of Further Gains? Silence Therapeutics (SLN) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term. — zacks.com · 06/25 8:51a https://www.zacks.com/stock/news/2942613/silence-therapeutics-sln-surges-26-0-is-this-an-indication-of-further-gains?cid=CS-STOCKNEWSAPI-FT-tale_of_the_tape|daily_price_change_5%-2942613

4. GALT +26% $3.92 (261M cap) Galectin De-Risks Belapectin Path With FDA Alignment - Sets Stage For Phase 3 Upside Galectin Therapeutics remains a buy as recent FDA alignment de-risks belapectin's Phase 3 path and clarifies regulatory endpoints. The FDA's endorsement of a single, well-controlled Phase 3 trial with a composite clinical outcome endpoint reduces uncertainty and shortens timelin… — seekingalpha.com · 06/24 2:02p https://seekingalpha.com/article/4917418-galectin-de-risks-belapectin-path-with-fda-alignment-sets-stage-for-phase-3-upside

5. OPTU +19% $1.61 (733M cap) (no fresh news today — likely technical / low-coverage move)

6. LIFE +19% $18.10 (1.1B cap) Aduro Clean Technologies Announces Closing of LIFE Offering LONDON, Ontario, June 24, 2026 (GLOBE NEWSWIRE) -- Aduro Clean Technologies Inc . (“Aduro” or the “Company”) (Nasdaq: ADUR) (TSX: ACT) (FSE: 9D5), a clean technology company using the power of chemistry to transform lower value feedstocks, like waste plastics, heavy bitumen, and… — globenewswire.com · 06/24 8:00a https://www.globenewswire.com/news-release/2026/06/24/3316787/0/en/aduro-clean-technologies-announces-closing-of-life-offering.html

7. CCXIU +17% $12.50 (524M cap) (no fresh news today — likely technical / low-coverage move)

8. KBH +17% $61.51 (3.9B cap) Why KB Home Stock Jumped Today Persistently high mortgage rates continue to weigh on the U.S. housing industry. KB Home has a smart strategy to limit risk, reduce costs, and boost profits. — fool.com · 06/24 7:15p https://www.fool.com/investing/2026/06/24/why-kb-home-stock-is-up-today/

9. DFTX +16% $42.13 (4.6B cap) (no fresh news today — likely technical / low-coverage move)

10. JACK +15% $13.35 (255M cap) (no fresh news today — likely technical / low-coverage move)

11. CCXI +15% $11.99 (524M cap) Humanoid robot startup Agility Robotics is going public at a $2.5 billion valuation via a SPAC Agility Robotics plans to go public via a SPAC at a $2.5 billion valuation. Agility has deployed Digit robots at Amazon, Toyota, and the logistics firm GXO. — businessinsider.com · 06/24 5:00p https://www.businessinsider.com/agility-robotics-spac-merger-go-public-2-5-b-valuation-2026-6

12. FOUR +14% $44.22 (4.0B cap) (no fresh news today — likely technical / low-coverage move)

13. ENRD +14% $6.96 (995M cap) (no fresh news today — likely technical / low-coverage move)

14. DFH +13% $16.73 (1.6B cap) (no fresh news today — likely technical / low-coverage move)

15. MANE +13% $117.29 (4.9B cap) Can Veradermics (MANE) Climb 27.65% to Reach the Level Wall Street Analysts Expect? The mean of analysts' price targets for Veradermics (MANE) points to a 27.7% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock. — zacks.com · 06/24 10:55a https://www.zacks.com/stock/news/2942179/can-veradermics-mane-climb-27-65-to-reach-the-level-wall-street-analysts-expect?cid=CS-STOCKNEWSAPI-FT-tale_of_the_tape|consensus_price_target-2942179

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