🗞 Newsmakers — 3PM ET, 2026-06-04

🔥 HOT SECTORS TODAY (the sectors to watch): Communication Services +2.49% Financial Services +1.42% Technology +1.36% Industrials +0.84%

📰 MARKET THEMES & CATALYSTS: • A war-weary Treasury market faces a fresh test with Friday's jobs report The new worry on Wall Street is that investors are simply losing patience and demanding higher compensation to lend money to the U.S. government. — marketwatch.com · 06/04 12:46p https://www.marketwatch.com/story/a-war-weary-treasury-market-faces-a-fresh-test-with-fridays-jobs-report-73789d8a • Fed's Daly Says Forward Guidance Could Be Misleading Federal Reserve Bank of San Francisco President Mary Daly says monetary policy is in a good place, but there's too much uncertainty ahead. She's also bullish on artificial intelligence, but has seen no proof yet that it leads to productivity gains. — youtube.com · 06/04 12:44p https://www.youtube.com/watch?v=rUB9XUNEFyw • Trump to unveil $700 million coal support plan using emergency powers President Donald Trump is expected to announce on Thursday that he will invoke Cold War-era emergency powers to direct nearly $700 million to help the U.S. coal industry ship the carbon-intensive fuel to Asia and power companies ​to burn it domestically, a White House official a… — reuters.com · 06/04 12:21p https://www.reuters.com/legal/litigation/trump-unveil-700-million-coal-support-plan-using-emergency-powers-2026-06-04/ • Investors are selling stocks to buy new IPOs which is dangerous, says Ariel's Charles Bobrinskoy Charles Bobrinskoy, Ariel vice chairman, joins 'Squawk on the Street' to discuss the latest market action, market concentration and much more. — youtube.com · 06/04 12:13p https://www.youtube.com/watch?v=ev2Vmb20ZE8 • Fed Data Shows Consumer Divide Growing Wider The latest Beige Book from the Federal Reserve suggested that the consumer remains standing, but not on equal footing. While economic activity expanded in most Federal Reserve districts, the survey indicated that consumers are responding to the economy in fundamentally different… — pymnts.com · 06/04 12:08p https://www.pymnts.com/economy/2026/federal-reserve-data-shows-consumer-divide-growing-wider/

🐘 BIG-CAP MOVERS ON NEWS (≥$10B — the MRVL-class catalysts):

1. SNAP +5% $6.00 (10B cap) Snap Inc. Receives Credit Rating Upgrade from S&P Global Ratings SANTA MONICA, Calif.--(BUSINESS WIRE)--Snap Inc. (NYSE: SNAP) today announced that S&P Global Ratings has upgraded the company's issuer credit rating to BB- from B+, with a positive outlook. S&P also upgraded its issue-level ratings on Snap's unsecured notes to BB- from B+. In i… — businesswire.com · 06/03 5:30p https://www.businesswire.com/news/home/20260603573034/en/Snap-Inc.-Receives-Credit-Rating-Upgrade-from-SP-Global-Ratings/

2. NU +3% $12.04 (58B cap) Nu Launches $1 Billion Buyback As Growth Funding Stays Intact Nu Holdings (NU) is giving investors a fresh capital-return signal after its board approved a share repurchase program of up to $1 billion for the company's Cla — gurufocus.com · 06/04 12:14p https://www.gurufocus.com/news/8900933/nu-launches-1-billion-buyback-as-growth-funding-stays-intact

3. MRVL +3% $309.65 (271B cap) Marvell Technology, Inc. (MRVL) is Attracting Investor Attention: Here is What You Should Know Marvell (MRVL) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock. — zacks.com · 06/04 10:01a https://www.zacks.com/stock/news/2932119/marvell-technology-inc-mrvl-is-attracting-investor-attention-here-is-what-you-should-know?cid=CS-STOCKNEWSAPI-FT-tale_of_the_tape|most_searched_stocks-2932119

4. XLF +3% $52.20 (50B cap) Bank Regulators Hope to Sell Congress on Deregulation Bank regulators in the United States are headed to Congress to tout the benefits of deregulation. Their argument is that scaling back banking rules and oversight will spark economic activity without creating more systemic financial risks, Reuters reported Thursday (June 4). — pymnts.com · 06/04 10:30a https://www.pymnts.com/bank-regulation/2026/bank-regulators-hope-sell-congress-deregulation/

📈 TOP 14 GAINERS (small/mid-cap % leaders, with catalyst):

1. CURR +20% $3.74 (286M cap) (no fresh news today — likely technical / low-coverage move)

2. ABSI +19% $7.05 (1.1B cap) (no fresh news today — likely technical / low-coverage move)

3. ICCM +19% $5.40 (363M cap) (no fresh news today — likely technical / low-coverage move)

4. BFLY +17% $5.14 (1.3B cap) (no fresh news today — likely technical / low-coverage move)

5. ALVO +17% $3.67 (1.1B cap) Alvotech announces resubmission of U.S. Biologics License Applications for AVT05, a proposed biosimilar to Simponi® and Simponi Aria®, and AVT06, a proposed biosimilar to Eylea® REYKJAVIK, Iceland, June 04, 2026 (GLOBE NEWSWIRE) -- Alvotech (NASDAQ: ALVO; ALVO-SDB), a global biotechnology company specializing in the development and manufacture of biosimilar medicines for patients worldwide, today announced the resubmission to the U.S. Food and Drug Admi… — globenewswire.com · 06/04 4:00a https://www.globenewswire.com/news-release/2026/06/04/3306550/0/en/Alvotech-announces-resubmission-of-U-S-Biologics-License-Applications-for-AVT05-a-proposed-biosimilar-to-Simponi-and-Simponi-Aria-and-AVT06-a-proposed-biosimilar-to-Eylea.html

6. ELTX +17% $14.62 (279M cap) (no fresh news today — likely technical / low-coverage move)

7. IOVA +17% $4.42 (1.6B cap) Iovance's Amtagvi® (lifileucel) Granted Approval for the Treatment of Advanced Melanoma in Australia First T cell therapy for a solid tumor cancer and first treatment option approved in Australia for advanced melanoma after anti-PD-1 and targeted therapy — globenewswire.com · 06/03 4:05p https://www.globenewswire.com/news-release/2026/06/03/3306385/0/en/Iovance-s-Amtagvi-lifileucel-Granted-Approval-for-the-Treatment-of-Advanced-Melanoma-in-Australia.html

8. LQDA +17% $64.92 (5.8B cap) Biotech ETFs: Which ETF Offers Lower Fees? IBBQ or XPH? Compare diversification strategies and see how each ETF's unique index focus shapes risk and return for healthcare sector investors. — fool.com · 06/04 11:16a https://www.fool.com/coverage/etfs/2026/06/04/biotech-etfs-which-etf-offers-lower-fees-ibbq-or-xph/

9. ABCL +17% $6.67 (2.0B cap) AbCellera Biologics Bets on Hot Flash Antibody as Pipeline Pivot Gains Steam AbCellera Biologics NASDAQ: ABCL is emphasizing its transition from a partner-based antibody discovery business to a proprietary drug development company, Chief Financial Officer Andrew Booth said during a company presentation focused on the biotech's pipeline and lead clinical… — marketbeat.com · 06/04 1:02p https://www.marketbeat.com/instant-alerts/abcellera-biologics-bets-on-hot-flash-antibody-as-pipeline-pivot-gains-steam-2026-06-04/

10. BTQ +16% $4.92 (690M cap) (no fresh news today — likely technical / low-coverage move)

11. BOT +16% $33.60 (681M cap) RoboStrategy, Inc. to Host Virtual Investor Presentation on June 10, 2026 NEW YORK, June 04, 2026 (GLOBE NEWSWIRE) -- RoboStrategy, Inc. (Nasdaq: BOT), a registered closed end fund providing exposure to private companies in robotics and physical AI, today announced it will host a Virtual Investor Presentation on June 10, 2026. The company listed on th… — globenewswire.com · 06/04 10:01a https://www.globenewswire.com/news-release/2026/06/04/3306901/0/en/RoboStrategy-Inc-to-Host-Virtual-Investor-Presentation-on-June-10-2026.html

12. AGL +16% $95.80 (1.6B cap) These ETFs Owned Russell 2000's Biggest Winners Before They Soared 400%+ In 2026 Investors searching for the biggest stock winners of 2026 may be surprised to learn they already own some of them through small-cap ETFs. — benzinga.com · 06/03 2:54p https://www.benzinga.com/etfs/broad-u-s-equity-etfs/26/06/52984025/these-etfs-owned-russell-2000s-biggest-winners-before-they-soared-400-in-2026

13. EGG +16% $11.00 (308M cap) (no fresh news today — likely technical / low-coverage move)

14. OSCR +15% $23.57 (6.1B cap) (no fresh news today — likely technical / low-coverage move)

— auto-generated, alert-only (not investment advice). 'No fresh news' = likely a technical/low-float move, not a catalyst.