AM Edition

    Premarket briefing for 2026-06-28

    Released 2026-06-28 21:36 UTC. This version is kept as released.

    Changed since 2026-06-27

    Newly exposed assetsACN, AGNC, BRK.B, COP, CRCL, D, F, NEE, USO
    No longer in focusAVGO, INTC, META, QCOM, RKLB, VEON
    New event typessupply chain, central bank, commodities, policy, regulation
    #EventTypeExposed
    1AI Infrastructure Shift: CoreWeave Backlog Hits $99B; Tesla Tapes Out AI5
    Sources: This Nvidia-Backed AI Infrastructure Stock Has Multibagger Potential (2026-06-28)
    		supply chainNVDA, MU
    2Fed Hawkish Shift Pressures Mortgage REIT Book Values
    Sources: What a Kevin Warsh-Led Fed Could Mean for Mortgage REITs (2026-06-27)
    		central bankAGNC
    3Micron Q3 Revenue Beats Guidance by $8B on AI Memory Demand
    Sources: The AI Memory Supercycle Could Last Longer Than Investors Expect (2026-06-28)
    		earningsMU
    4NextEra Energy Pursues $67B Acquisition of Dominion Energy
    Sources: The Ultimate AI Power Supercycle Winner (2026-06-28)
    		corporateNEE, D
    5Berkshire Hathaway Cash Hits Record $397B; Net Seller of Stocks
    Sources: Warren Buffett's Berkshire Hathaway Is Sitting on Nearly $400 Billion in Cash (2026-06-27)
    		corporateBRK.B
    6Crude Oil Falls to $70; Geopolitical Risk vs. Supply Surplus
    Sources: 2 Oil Stocks Still Worth Buying With Oil Down to $70 a Barrel (2026-06-27)
    		commoditiesCOP, USO
    7SpaceX Joins Russell 1000 and Nasdaq-100; Valuation Concerns Persist
    Sources: Millions of Investors Are About to Own SpaceX Stock Indirectly (2026-06-28)
    		market structureSPCX
    8Accenture Shares Down 50% on DOGE-Driven Federal Contract Cuts
    Sources: Accenture Shares Plunged 50% This Year (2026-06-27)
    		policyACN
    9Fed Proposes New Stablecoin AML Rules; Circle Positioned as Winner
    Sources: The Federal Reserve Has New Rules for Stablecoins (2026-06-28)
    		regulationCRCL
    10Ford Pivots to AI Data Center Battery Storage; $2B Investment
    Sources: 1 Unstoppable Trend That Could Supercharge Ford Stock by 2030 (2026-06-28)
    		supply chainF
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    Only items that passed source verification are listed. Event descriptions are summaries of the cited reporting, not investment advice.