AM Edition

    Premarket briefing for 2026-06-12

    Released 2026-06-12 17:06 UTC. This version is kept as released.

    Changed since 2026-06-11

    Newly exposed assetsARKX, CL1!, GOOGL, MSFT, NVDA, ORCL, SPY
    No longer in focusBAMLH0A0HYM2, DFF, DGS10, DGS2, GDX, INTC, MU, NEM, T10Y2Y, UNRATE
    New event typesgeopolitical, earnings, supply chain
    #EventTypeExposed
    1SpaceX Prices Largest IPO in History at $135 Per Share
    Sources: SpaceX IPO: First Indicative Price At $174 Per Share (2026-06-12)
    market structureSPCX, ARKX
    2Mega-Cap Tech Plans Massive Equity Supply for AI Capex
    Sources: A Supply Tsunami Is Coming (2026-06-12)
    market structureGOOGL, MSFT
    3Oil Prices Hit 2-Month Lows on U.S.-Iran Peace Hopes
    Sources: S&P 500 Recovery Depends on Whether Peace Hopes Can Lower Oil Risk (2026-06-12)
    geopoliticalCL1!, SPY
    4Oracle RPO Surges 363% to $640B Despite 10% Stock Drop
    Sources: Why Oracle’s 10% Drop May Be Telling the Wrong Story (2026-06-12)
    earningsORCL
    5Conflict Minerals Infiltrate Nvidia and Microsoft Supply Chains
    Sources: Conflict Minerals Are Allegedly Reaching NVIDIA, Microsoft Supply Chains: Report (2026-06-12)
    supply chainNVDA, MSFT
    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.