AM Edition

    Premarket briefing for 2026-05-22

    Released 2026-05-22 12:39 UTC. This version is kept as released.

    Changed since 2026-05-20

    Newly exposed assetsARM, BRK.A, BRK.B, CME, COST, DAL, EL, GLW, IBM, M, MGK, ROST, SOXX, SPOT, TSLA, TTWO, UBER, VONG, WDAY, WMT
    No longer in focusAAOI, ACM, AVGO, BX, CAVA, CRM, DIA, GS, GSpA, GSpC, GSpD, IWM, JIVE, LRCX, MRVL, NKE, NOK, NVT, ORCL, ORCLpD, PYPL, QQQ, TLT, WOLF
    New event typessupply chain
    #EventTypeExposed
    1The AI Token Pricing Crisis Behind OpenAI and Anthropic’s Revenue Race
    Sources: The AI Token Pricing Crisis Behind OpenAI and Anthropic’s Revenue Race (2026-05-22)
    earningsGOOG, GOOGL, MSFT, UBER, NVDA
    2Nvidia's Latest AI Partner Was a Bargain Hiding in Plain Sight. Is It Still a Buy?
    Sources: Nvidia's Latest AI Partner Was a Bargain Hiding in Plain Sight. Is It Still a Buy? (2026-05-22)
    market structureGLW, NVDA, AMZN, GOOG, GOOGL
    3Did New Berkshire Hathaway CEO Greg Abel Repeat Past Warren Buffett Mistakes?
    Sources: Did New Berkshire Hathaway CEO Greg Abel Repeat Past Warren Buffett Mistakes? (2026-05-22)
    geopoliticalBRK.A, BRK.B, DAL, M, GOOG
    4Audiencerate : Riccardo Fabbri rejoint l’équipe en tant que directeur technique. Début
    Sources: Audiencerate : Riccardo Fabbri rejoint l’équipe en tant que directeur technique. Début (2026-05-21)
    central bankGOOG, GOOGL, MSFT
    5Samba TV Launches Project Gravity, an Independent Data Activation Platform for the Age
    Sources: Samba TV Launches Project Gravity, an Independent Data Activation Platform for the Age (2026-05-21)
    market structureGOOG, GOOGL, META, AMZN
    6Vanguard Mega Cap Growth ETF vs. Russell 1000 Growth ETF: Which Is the Better Buy Righ
    Sources: Vanguard Mega Cap Growth ETF vs. Russell 1000 Growth ETF: Which Is the Better Buy Righ (2026-05-21)
    market structureMGK, VONG, AAPL, MSFT, NVDA
    7Stock Market Today: Dow Jones, S&P 500 Futures Gain As Investors Eye US-Iran Peace Tal
    Sources: Stock Market Today: Dow Jones, S&P 500 Futures Gain As Investors Eye US-Iran Peace Tal (2026-05-22)
    geopoliticalROST, TTWO, WDAY, EL, SPY
    8Markets Whipsaw as Nvidia, Iran Headlines, and Oil Volatility Drive Uncertainty
    Sources: Markets Whipsaw as Nvidia, Iran Headlines, and Oil Volatility Drive Uncertainty (2026-05-22)
    commoditiesNVDA
    9Is Nvidia a Buy After Its Blowout Earnings Report? History Offers a Strikingly Clear A
    Sources: Is Nvidia a Buy After Its Blowout Earnings Report? History Offers a Strikingly Clear A (2026-05-21)
    earningsNVDA
    10A New Chipmaker Just Topped Micron's 2026 Return, Thanks To Nvidia
    Sources: A New Chipmaker Just Topped Micron's 2026 Return, Thanks To Nvidia (2026-05-21)
    supply chainARM, NVDA, MU, INTC, SOXX
    11Why Investors May Be Paying for Illiquidity Instead of Being Compensated for It
    Sources: Why Investors May Be Paying for Illiquidity Instead of Being Compensated for It (2026-05-21)
    market structureMSFT, GOOG, GOOGL
    12Stock Market Today, May 21: Markets Edge Upwards Again on Iran Peace Hopes
    Sources: Stock Market Today, May 21: Markets Edge Upwards Again on Iran Peace Hopes (2026-05-21)
    geopoliticalNVDA, IBM, WMT, COST, SPOT
    13India Social Commerce Market Intelligence and Future Growth Dynamics Databook 2026-203
    Sources: India Social Commerce Market Intelligence and Future Growth Dynamics Databook 2026-203 (2026-05-22)
    market structureAMZN
    14Greg Abel Just Bought Delta Airlines for Berkshire Hathaway's Portfolio. Here's the Bi
    Sources: Greg Abel Just Bought Delta Airlines for Berkshire Hathaway's Portfolio. Here's the Bi (2026-05-22)
    supply chainDAL, BRK.A, BRK.B
    15Silicon Shake-Up: The AI Trade Is Moving Beyond Nvidia
    Sources: Silicon Shake-Up: The AI Trade Is Moving Beyond Nvidia (2026-05-22)
    tradeINTC, AMD, NVDA
    16Warren Buffett's Successor, Greg Abel, Could Have Bought Any of 478 S&P 500 Companies
    Sources: Warren Buffett's Successor, Greg Abel, Could Have Bought Any of 478 S&P 500 Companies (2026-05-22)
    geopoliticalBRK.A, BRK.B
    17Stock Market: Will S&P 500 Open Up Or Down Today?
    Sources: Stock Market: Will S&P 500 Open Up Or Down Today? (2026-05-22)
    market structureTSLA
    18Uh-Oh! The Probability of an FOMC Rate Hike Is Rapidly Climbing.
    Sources: Uh-Oh! The Probability of an FOMC Rate Hike Is Rapidly Climbing. (2026-05-22)
    central bankCME
    Full editionTransmission paths, scenarios and how each event connects to your portfolio are in the product.Get the daily AM Edition (Desk)

    Only items that passed source verification are listed. Event descriptions are summaries of the cited reporting, not investment advice.