AM Edition

    Premarket briefing for 2026-05-26

    Released 2026-05-26 09:42 UTC. This version is kept as released.

    Changed since 2026-05-22

    Newly exposed assetsABBV, AGNC, ARKK, ARKW, AVGO, BKLN, BLK, CBAT, CBRS, CVX, DGS10, DGS2, DXY, EEM, EWC, FLO, GS, HOOD, HXGBY, JPM, JPY, LLY, LQD, MRVL, MS, NIKKEI, NVO, OCTVV, OWL, QQQ, REM, SMH, T10Y2Y, T10YIE, TGB, TGT, USDILS, USDJPY, VIX, VKTX, WTI, XLP, XLY, XRT
    No longer in focusAMD, ARM, BRK.A, BRK.B, CME, COST, DAL, EL, GLW, GOOG, GOOGL, IBM, INTC, M, MGK, MSFT, MU, ROST, SOXX, SPOT, TSLA, TTWO, UBER, VONG, WDAY
    New event typescredit, macro data, corporate, policy
    #EventTypeExposed
    1Kevin Warsh sworn in as new Fed Chair, signaling potential policy shift
    Sources: The Market Does Have History of Testing New Fed Chairs (2026-05-25)
    		central bankDGS10, DXY, SPY
    2Oil tops $103 on Hormuz risk; Chevron CEO warns of 1970s-style crisis
    Sources: If Wirth Is Right About a 1970s-Style Oil Crisis, These Retail Stocks Could Take the Biggest Hit This Summer. (2026-05-25) · Five Things Moving Markets: Records, Record Lows, And $100 Oil All In One Week (2026-05-25) · BOJ Himino says Mideast developments will factor into rate decision (2026-05-26)
    		commoditiesWTI, XLY, CVX, T10YIE
    3JPMorgan comfortable with $50B private credit book as peers limit withdrawals
    Sources: JPMorgan Chase Says It Is Comfortable With $50 Billion in Private Credit Exposure. Should Investors Be? (2026-05-26)
    		creditJPM, OWL, BLK, BKLN
    4El-Erian warns investors can no longer rely on a 'central bank put'
    Sources: Mohamed El-Erian Warns Investors Can No Longer Count On Central Banks To Rescue Markets During Selloffs (2026-05-25)
    		central bankVIX, SPY, QQQ
    5Global central banks diverge: Sri Lanka hikes 100bp, Israel cuts rates
    Sources: Sri Lanka jolts markets with outsized 100 - bp rate hike to counter crisis in West Asia (2026-05-26) · Bank of Israel cuts interest rates , inflation stable despite Iran war (2026-05-25) · BOJ Himino says Mideast developments will factor into rate decision (2026-05-26)
    		central bankUSDILS, USDJPY, EEM
    6Goldman Sachs sees custom AI chips (ASICs) matching GPU demand by 2027
    Sources: Goldman Sachs Says ASICs Will Match GPU Demand by 2027. 2 AI Chip Stocks to Load Up on Right Now. (2026-05-25)
    		supply chainAVGO, MRVL, NVDA, SMH
    7Target beats Q1 estimates and raises full-year sales guidance
    Sources: Target Just Gave Its Investors Some Great News (2026-05-25)
    		earningsTGT, WMT, XRT
    8US consumer sentiment plummets to new record low in May
    Sources: State Street “Weekly Economic Perspectives – 25 May 2026” · Five Things Moving Markets: Records, Record Lows, And $100 Oil All In One Week (2026-05-25)
    		macro dataXLY, SPY, DGS2
    9BOJ Himino cites Mideast developments for rate decision.
    Sources: BOJ Himino says Mideast developments will factor into rate decision (2026-05-26)
    		central bankJPY, NIKKEI
    10Morgan Stanley highlights Eli Lilly's GLP-1 dominance over Novo Nordisk
    Sources: Eli Lilly Just Got a Huge Vote of Confidence From Morgan Stanley -- and It's All About Mounjaro (2026-05-25)
    		corporateLLY, NVO, VKTX
    11SpaceX IPO gains momentum with investor endorsement after Starship test
    Sources: Ross Gerber Backs SpaceX IPO Following Successful Starship V3 Test Launch: 'Perfect Timing For...' (2026-05-25)
    		corporateGS, MS, HOOD
    12Viking, AbbVie poised for obesity drug market growth.
    Sources: Prediction: These 2 Obesity Drug Stocks Could Double in 2026 (2026-05-26)
    		corporateVKTX, ABBV
    13Tech giants warn Canada's Bill C-22 could trigger investment exodus
    Sources: Yanik Guillemette Warns Bill C-22 Could Trigger a Major Tech Investment Exodus From Canada (2026-05-25)
    		policyAAPL, META, EWC
    14Hexagon completes Octave Intelligence spin-off.
    Sources: Octave Intelligence Plc Listed on Nasdaq Stockholm (2026-05-25)
    		corporateHXGBY, OCTVV
    15Flowers Foods flags margin pressure from oil-driven packaging costs
    Sources: Flowers Foods (FLO) Q1 2026 Earnings Transcript (2026-05-25)
    		earningsFLO, XLP, WTI
    16CBAK Energy targets Southeast Asia e-mobility with LFP batteries.
    Sources: CBAK Energy Powers Southeast Asia’s Electric Mobility with Innovative LFP Cylindrical Batteries (2026-05-26)
    		corporateCBAT
    17AGNC Investment highlights mREIT pressure as net interest spread shrinks
    Sources: Why AGNC Investment's Net Interest Spread Matters More Than Its 14% Dividend Yield (2026-05-25)
    		creditAGNC, REM, T10Y2Y
    18AI chipmaker Cerebras soars post-IPO; ARKK and ARKW noted as holders
    Sources: Gain Exposure to Innovative AI Chipmaker Cerebras With Less Risk Through These ETFs (2026-05-25)
    		corporateCBRS, ARKK, ARKW
    19Amazon offers lower-risk quantum computing exposure.
    Sources: This Is the Quantum Computing Stock I'd Buy Before Any Other Right Now (2026-05-26)
    		corporateAMZN
    20Finland's Municipality Finance issues $1B bond at 4.250% for 2031
    Sources: Municipality Finance issues USD 1 billion benchmark under its MTN programme (2026-05-26)
    		creditLQD, DGS10
    21Taseko Mines proposes name change to Trekor Metals.
    Sources: Taseko Proposes Name Change at Upcoming Annual General Meeting (2026-05-25)
    		corporateTGB
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    Only items that passed source verification are listed. Event descriptions are summaries of the cited reporting, not investment advice.