🆕 Newsmakers — 9:30a ET, 2026-06-26 — new since last alert

📰 NEW MARKET THEMES: • Embrace The Rotation, Don't Fear It Geopolitical tensions in the Middle East triggered a spike in oil prices, but inflation appears to be peaking, with relief expected from lower fuel costs ahead. Market rotation is accelerating, with defensive sectors and cyclicals gaining while mega-cap tech stocks underperform;… — seekingalpha.com · 06/26 9:11a https://seekingalpha.com/article/4918008-embrace-the-rotation-dont-fear-it • Grab's Technical Support Breached - Selloff Triggers Dip Buying Opportunity Grab Holdings has breached the prior technical support established since the Q3 '22 bottom, given the notable commission rate changes in Indonesia. Otherwise, the management already reiterates their robust FY2026 guidance, attributed to the incremental growth opportunities throu… — seekingalpha.com · 06/26 9:10a https://seekingalpha.com/article/4917938-grabs-technical-support-breached-selloff-triggers-dip-buying-opportunity • Leon Black Tells Congress He Didn't Pay Epstein for Women The co-founder of Apollo said he was duped by the man he hired as a financial adviser, according to remarks prepared for Congress. — wsj.com · 06/26 9:07a https://www.wsj.com/finance/leon-black-tells-congress-he-didnt-pay-epstein-for-women-d7fee60c • Byju's lenders seek 30% stake in Indian education group in settlement, sources say Byju's global lenders are in talks to take a roughly ‌30% stake in one of its partly-owned education firms in return for dropping all legal action against the Indian company's founder Byju Raveendran, two sources with direct knowledge said. — reuters.com · 06/26 9:00a https://www.reuters.com/world/india/byjus-lenders-seek-30-stake-indian-education-group-settlement-sources-say-2026-06-26/ • Will Gamers Ignore GTA VI's Hefty $80 Price Tag? Grand Theft Auto VI's $79.99 launch price marks a new high for mainstream video games and signals a potential shift in industry pricing power. This segment examines how Rockstar's strategy could reshape revenue models and consumer expectations. — youtube.com · 06/26 9:00a https://www.youtube.com/watch?v=KVTwMUz11kA

📈 NEW GAINERS:

1. DPC +42% $46.88 (21B cap) DPC Holdings: Flying Higher Out Of The Gate DPC Holdings Limited manufactures complex engine products for aerospace and industrial gas turbines, targeting strong long-term growth markets. The IPO priced at $33/share raised $769 million, valuing DPC at over $4.7 billion in equity and $4.5 billion in enterprise value. Despi… — seekingalpha.com · 06/26 8:58a https://seekingalpha.com/article/4918005-dpc-holding-flying-higher-out-of-the-gate

2. 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/

3. BNED +20% $13.43 (480M cap) Why Barnes & Noble Education Stock Jumped 20% Today Barnes & Noble Education stock jumped nearly 20% after a mixed preliminary earnings report and a surprising dividend announcement The First Day Complete program bundles course materials into tuition and has grown from 14,000 students in 2019 to a projected 1.4 million this fall.… — fool.com · 06/25 4:41p https://www.fool.com/investing/2026/06/25/why-barnes-noble-education-stock-jumped-20-today/

4. ZIP +20% $3.97 (342M cap) ZipRecruiter Announces Partial Repurchase of Senior Notes SANTA MONICA, Calif.--(BUSINESS WIRE)--ZipRecruiter® (NYSE: ZIP), a leading online employment marketplace, today announced it has entered into separate, privately negotiated repurchase agreements with certain holders of its 5% senior unsecured notes due 2030 (the “Notes”) to rep… — businesswire.com · 06/25 9:00a https://www.businesswire.com/news/home/20260624679298/en/ZipRecruiter-Announces-Partial-Repurchase-of-Senior-Notes/

5. 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/

6. HONIV +17% $238.05 (151B cap) (no fresh news today — likely technical / low-coverage move)

7. NRIX +16% $22.46 (1.9B cap) (no fresh news today — likely technical / low-coverage move)

8. SLS +15% $10.53 (1.5B cap) Why SELLAS Life Sciences Stock Is Surging Thursday Shares of SELLAS Life Sciences Group Inc. (NASDAQ:SLS) are rallying sharply Thursday, hitting a fresh 52-week high of $11.06, up over 16% in midday trading. The clinical-stage biopharmaceutical company is experiencing a massive surge in volume following a regulatory filing. — benzinga.com · 06/25 2:07p https://www.benzinga.com/trading-ideas/movers/26/06/60110972/why-sellas-life-sciences-stock-is-surging-thursday

9. ONTX +14% $29.33 (616M cap) (no fresh news today — likely technical / low-coverage move)

10. CTEV +14% $34.72 (592M cap) (no fresh news today — likely technical / low-coverage move)

11. WGO +13% $30.88 (863M cap) Winnebago Q3 Earnings Call Takeaways: Demand Pressure & Outlook WGO's Q3 earnings miss as it faces demand softness, dealer caution and cuts guidance, while Motorhome shows resilience amid RV and marine weakness. — zacks.com · 06/26 7:16a https://www.zacks.com/stock/news/2943362/winnebago-q3-earnings-call-takeaways-demand-pressure-outlook?cid=CS-STOCKNEWSAPI-FT-analyst_blog_plus|earnings_call_takeaways-2943362

12. ALMR +13% $26.87 (251M cap) (no fresh news today — likely technical / low-coverage move)

13. CDNL +12% $91.97 (1.4B cap) (no fresh news today — likely technical / low-coverage move)

14. BLZE +12% $13.42 (768M cap) (no fresh news today — likely technical / low-coverage move)

15. KORU +12% $829.09 (647M cap) (no fresh news today — likely technical / low-coverage move)

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