AM Edition
Premarket briefing for 2026-05-28
Released 2026-05-28 14:56 UTC. This version is kept as released.
Changed since 2026-05-27
| Newly exposed assets | AAPL, ALOY, BOTZ, BRK.A, DXY, GOOG, GOOGL, META, MGK, PANW, SHEL, WTI, XME |
| No longer in focus | AEHR, APP, APPS, ARM, BP, CENX, DCOILWTICO, DE10Y, EURUSD, EX1.DE, INTC, IVA, IVE, IVW, KALU, KSS, LCID, LLY, LMAHDS03, LPLA, LQD, MELI, MRAI, MU, NOK, ODV, QBTS, RKGRY, SCHW, TGT, TIP, TLT, TSCO, TSLA, UBER, VICR, VOO, VSTD, WDC, WMT, XBI, XLP, XLY, YMAT |
| New event types | supply chain |
| # | Event | Type | Exposed |
|---|---|---|---|
| 1 | Fed's Preferred Inflation Gauge Hits 3.8%, Highest Since May 2023 Sources: Fed's Favorite Inflation Gauge Hits 3.8%, Highest Since May 2023 (UPDATED) (2026-05-28) | macro data | DGS10, SPY, DXY, WTI |
| 2 | US-Iran Tensions Flare with Strikes, Stalled Talks; Hormuz Risk Rises Sources: Stock Market Today: S&P 500, Dow, Nasdaq Futures Fall As Hot PCE Inflation Clouds Fed Rate Cut Hopes - Snowflake, Salesforce In Focus (UPDATED) (2026-05-28) · kfyr.iheart.com (20260527T1) | geopolitical | WTI, XLE, SPY, SHEL |
| 3 | Berkshire Hathaway Triples Alphabet Stake, Threatening Nvidia's AI Dominance Sources: Warren Buffett's Successor, Greg Abel, Buys an AI Stock That Poses a Threat to Nvidia (2026-05-28) | corporate | GOOG, NVDA, BRK.A |
| 4 | North American Rare Earth Supply Chain Strengthened by Greenland Deal Sources: The Rare Earth Race Has a New Front-Runner (2026-05-28) | supply chain | ALOY, XME, AAPL |
| 5 | China-Aligned Groups Target AI, Energy, and Maritime Sectors Globally Sources: ESET Research APT Report: China-aligned groups spy in Venezuela and the Gulf, target AI robotics in S. Korea (2026-05-28) | geopolitical | PANW, XLE, BOTZ |
| 6 | Vanguard Mega Cap Growth ETF Heavily Concentrated in Top Tech Stocks Sources: Meet the Spectacular Vanguard ETF With 45.8% of Its Portfolio Parked in Nvidia, Alphabet, Apple, and Microsoft (2026-05-28) | market structure | MGK, NVDA, AAPL, MSFT, GOOG |
| 7 | Meta CEO Hints at Entering Public Cloud Market to Compete with AWS, Azure Sources: Mark Zuckerberg Drops Hints Cloud Wars With Amazon And Microsoft Is 'Definitely On The Table' For Meta - 'We Haven't Done That Yet Because…' (2026-05-28) | corporate | META, AMZN, MSFT, GOOGL |
| 8 | AMD Reports Strong Q1 with 57% Growth in Data Center Revenue Sources: AMD: Strong AI Sales, But the Win Is Already Priced In (2026-05-28) | earnings | AMD, NVDA, SMH |
| 9 | Semiconductor Sector Transitions to Sustainable AI Growth, SMH ETF Positioned Sources: Is the AI Trade Entering Its Second Wave? This ETF Could Be a Major Beneficiary. (2026-05-28) | corporate | SMH, NVDA |
| 10 | Nvidia CEO's China University Ties Questioned by Political Ally of Trump Sources: Trump Ally Laura Loomer Questions Nvidia CEO Jensen Huang's Chinese University Ties, Writes To Pentagon, Says It's A 'Massive Scandal' (2026-05-28) | geopolitical | NVDA |
Only items that passed source verification are listed. Event descriptions are summaries of the cited reporting, not investment advice.