AM Edition

    Premarket briefing for 2026-07-11

    Released 2026-07-11 09:18 UTC. This version is kept as released.

    Changed since 2026-07-10

    Newly exposed assetsAAPL, APO, AVGO, BX, CIEN, HNUC, LLY, MSFT, NVO, PBF, RKLB, TSLA, TSM, VST, VZ, WDFC
    No longer in focusALLY, AMD, AMZN, BYDDY, DLTR, ENSG, JPNPY, MARA, SCRYY, SNDK, TTD, WTI
    New event typestrade
    #EventTypeExposed
    1Micron Announces $250 Billion AI Memory Investment Through 2035
    Sources: Micron CEO Sanjay Mehrotra Announces $250 Billion Investment (2026-07-11)
    		supply chainMU
    2Apple and Broadcom Sign $30 Billion Deal for 15 Billion Custom Chips
    Sources: Apple CEO Tim Cook Announces $30 Billion Broadcom Deal (2026-07-11)
    		corporateAVGO, AAPL
    3Meta Triggers AI Price War with Muse Spark 1.1 API Launch
    Sources: AI Price War Breaks Out as Meta Tries to Buy Its Way Into the Frontier (2026-07-10)
    		market structureMETA, MSFT
    4SK Hynix Completes Record $26.5 Billion US IPO on Nasdaq
    Sources: SK Hynix IPO: Everything You Need to Know (2026-07-10)
    		market structureNVDA
    5Micron CEO Identifies Humanoid Robots as 10x Memory Growth Driver
    Sources: Micron's Biggest Long-Term Growth Catalyst Has Nothing to Do With AI Data Centers (2026-07-11)
    		supply chainMU, TSLA
    6Alphabet Replaces Verizon in Dow Jones Industrial Average
    Sources: Alphabet Is the Dow's Newest Member. This One Has Been Raising Its Dividend Since Before Google Existed. (2026-07-10)
    		market structureGOOGL, VZ
    7Refining Stocks Rise as US-Iran Tensions Widen Crack Spreads
    Sources: Why PBF Energy Stock Gushed Higher This Week (2026-07-10)
    		geopoliticalPBF
    8Holtec Nuclear Files for Nasdaq IPO Under Symbol 'HNUC'
    Sources: Holtec Nuclear Corporation Announces Public Filing of Registration Statement for Proposed Initial Public Offering (2026-07-10)
    		corporateHNUC, VST
    9Ciena Stock Doubles in H1 2026 on AI Optical Demand
    Sources: Why Ciena Stock More Than Doubled in the First Half of 2026 (2026-07-10)
    		market structureCIEN
    10Private Credit Set to Enter $14 Trillion 401(k) Market
    Sources: Private Credit Is Coming to 401(k) Plans. These Are the Alternative Asset Managers Set to Cash In. (2026-07-11)
    		market structureBX, APO
    11Novo Nordisk Down 75% from Peak Amid Value Trap Debate
    Sources: Novo Nordisk’s $50 Price Frames a Value Versus Value Trap Debate (2026-07-10)
    		market structureNVO, LLY
    12Japan's Rapidus Aims to Undercut TSMC on 2nm Chip Pricing
    Sources: A Potential New Rival Wants to Undercut TSMC. Here's What Investors Need to Know. (2026-07-10)
    		tradeTSM
    13WD-40 Surges 10% on Q3 Earnings Beat and Raised Guidance
    Sources: Why WD-40 Stock Popped Today (2026-07-11)
    		earningsWDFC
    14Rocket Lab Unveils 'Hungry Hippo' Fairing for Neutron Rocket
    Sources: Rocket Lab Just Unveiled a Game-Changing New Technology Worth Watching (2026-07-11)
    		supply chainRKLB
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    Only items that passed source verification are listed. Event descriptions are summaries of the cited reporting, not investment advice.