🗞 Newsmakers — 3PM ET, 2026-06-09

🔥 HOT SECTORS TODAY (the sectors to watch): Basic Materials +1.05% Financial Services +0.04% Real Estate +0.04% Healthcare +0.03%

📰 MARKET THEMES & CATALYSTS: • AI Investor Optimism Appears Intact Despite Recent Market Jitters Recent volatility in AI more tied to sentiment than business challenges. Long term, the trend still looks good. — seekingalpha.com · 06/09 2:45p https://seekingalpha.com/article/4913413-ai-investor-optimism-appears-intact-despite-recent-market-jitters • Trading the market downturn: The committee's next move The Investment Committee debate how to trade the losses in the NASDAQ. They reveal their next portfolio moves. — youtube.com · 06/09 1:50p https://www.youtube.com/watch?v=AQE5RXCKpIs • Wall Street Lunch: Hot Labor Market Defies Predictions Of AI-Led Job Losses AI adoption has not yet led to significant U.S. job losses, as labor market indicators remain resilient. OpenAI confidentially filed an IPO prospectus, retaining flexibility on public listing timing for strategic reasons. — seekingalpha.com · 06/09 12:50p https://seekingalpha.com/article/4913375-wall-street-lunch-hot-labor-market-defies-predictions-of-ai-led-job-losses • Labor Flexes Its Muscle Robust employment numbers should support equity market strength The job market is crushing it these days. In May, the U.S. economy added 172,000 new jobs, and newly updated numbers revealed stronger job growth in the two previous months than initially estimated. — etftrends.com · 06/09 12:49p https://www.etftrends.com/etf-strategists-content-hub/robust-employment-numbers-should-support-equity-market-strength/ • Why nobody agrees on anything amid market uncertainty & Bitcoin's sell-off June 9th, 2026 - In this episode of The Daily Wolf, Scott Melker breaks down why banks, analysts, investors, and policymakers all seem to have completely different views of what comes next. Melker explores Bitcoin, inflation, Michael Saylor, the economy, crypto markets, and why… — youtube.com · 06/09 12:27p https://www.youtube.com/watch?v=hy_7mCg9E6k

📈 TOP 5 GAINERS (small/mid-cap % leaders, with catalyst):

1. NUVL +39% $123.16 (9.1B cap) GSK to Strengthen Oncology Pipeline With $10.6B Nuvalent Buyout GSK buys Nuvalent for $10.6 billion, adding three lung cancer pipeline candidates and expanding its precision oncology presence. — zacks.com · 06/09 1:16p https://www.zacks.com/stock/news/2934742/gsk-to-strengthen-oncology-pipeline-with-10-6b-nuvalent-buyout?cid=CS-STOCKNEWSAPI-FT-analyst_blog|company_news_medical_sector-2934742

2. PAYO +26% $6.46 (2.2B cap) Nuvei Looks to Acquire X-Border Payments Firm Payoneer for $2.7 Billion Canadian payments company Nuvei is in talks to acquire Payoneer for approximately $2.7 billion, Reuters reported Tuesday (June 9). The purchase price includes Payoneer's cash, implying an enterprise value of roughly $2.3 billion, according to the report, which cited unnamed sour… — pymnts.com · 06/09 1:02p https://www.pymnts.com/acquisitions/2026/nuvei-acquire-cross-border-payments-firm-payoneer-3-billion-dollars/

3. ALHC +25% $19.20 (4.0B cap) Alignment Healthcare, Inc. (ALHC) Presents at Goldman Sachs 47th Annual Global Healthcare Conference 2026 Transcript Alignment Healthcare, Inc. (ALHC) Presents at Goldman Sachs 47th Annual Global Healthcare Conference 2026 Transcript — seekingalpha.com · 06/09 1:32p https://seekingalpha.com/article/4913381-alignment-healthcare-inc-alhc-presents-at-goldman-sachs-47th-annual-global-healthcare

4. VELO +24% $20.09 (392M cap) Velo3D and Aurelia Technologies Announce Strategic Partnership to Advance Additive Manufacturing for Next‑Generation Gas Turbine Systems FREMONT, Calif. and KATY, Texas, June 9, 2026 /PRNewswire/ -- Velo3D, Inc. (NASDAQ: VELO) ("Velo3D" or the "Company"), a leader in additive manufacturing ("AM") technology known for transforming aerospace and defense supply chains through world-class metal additive manufacturing… — prnewswire.com · 06/09 9:00a https://www.prnewswire.com/news-releases/velo3d-and-aurelia-technologies-announce-strategic-partnership-to-advance-additive-manufacturing-for-nextgeneration-gas-turbine-systems-302794912.html

5. BVC +18% $10.98 (1.8B 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.