AM Edition

    Premarket briefing for 2026-07-13

    Released 2026-07-13 15:04 UTC. This version is kept as released.

    Changed since 2026-07-11

    Newly exposed assetsAMAT, AMD, AMZN, ANFIF, BLK, BVNRY, DXY, JPM, KO, PEP, SOXX, SPCX, TPL, WFC, WRD
    No longer in focusAAPL, APO, AVGO, BX, CIEN, GOOGL, HNUC, META, MSFT, NVO, PBF, RKLB, VST, VZ, WDFC
    New event typescentral bank, commodities, macro data, regulation
    #EventTypeExposed
    1Fed Chair Warsh Signals Hawkish Stance; Markets Price September Rate Hike
    Sources: Kevin Warsh Just Sent the Clearest Signal Yet (2026-07-13)
    		central bankDXY
    2AI Trade Enters 'Eye of the Storm' as Focus Shifts to Profitability
    Sources: The AI Trade Enters the Eye of the Storm (2026-07-13)
    		market structureNVDA, MU
    3Major US Banks Report Q2; Net Interest Income and Asset Caps in Focus
    Sources: 5 of America's Biggest Banks Report Q2 Earnings Tuesday (2026-07-13)
    		earningsWFC, JPM
    4AI Data Center Capex Projected to Hit $750B in 2026, Outpacing GS Estimates
    Sources: AI Data Center Spending Is Outpacing Every Forecast (2026-07-13)
    		supply chainMU, TSM
    5Five Major U.S. Banks to Report Q2 Earnings; NII and Credit Provisions in Focus
    Sources: 5 of America's Biggest Banks Report Q2 Earnings Tuesday (2026-07-13)
    		earningsJPM
    6SpaceX Market Cap Drops $1T Post-IPO; Analysts Target $220 Recovery
    Sources: How Low Can SpaceX Stock Go? (2026-07-13)
    		market structureSPCX, TSLA
    7Wells Fargo Targets $50B NII for 2026 Following Fed Asset Cap Removal
    Sources: Wells Fargo Reports Q2 Earnings Tuesday Morning (2026-07-13)
    		earningsWFC
    8Memory Giants Face Cyclical Peak Risk Despite AI Demand Surge
    Sources: Will Memory Giants Micron, Sandisk, and SK Hynix Continue to Soar? (2026-07-13)
    		market structureMU
    9Nvidia Kyber NVL144 Rack Delayed to 2028; Opens Window for AMD and Google
    Sources: Did Nvidia's 2028 Rack Delay Open a Door for AMD? (2026-07-13)
    		supply chainNVDA, AMD
    10Amazon Explores External Sales of Custom AI Chips; Challenges Nvidia Pricing
    Sources: Amazon's AI Chip Bet Could Be Bigger Than Investors Realize (2026-07-13)
    		tradeAMZN, NVDA
    11Eli Lilly Raises 2026 Guidance to $82-85B on Mounjaro/Zepbound Growth
    Sources: How Much Eli Lilly's Weight-Loss Drugs Are Worth (2026-07-13)
    		earningsLLY
    12Michael Burry Shorts AI and Semis; Signals 'Beginning of the End' for Trade
    Sources: Does Michael Burry Know Something Wall Street Doesn't? (2026-07-13)
    		market structureSOXX, AMAT
    13Texas Pacific Land (TPL) Surges 52% in H1 on Permian Oil and AI Data Centers
    Sources: Why Texas Pacific Land Corporation Rallied Over 50% (2026-07-13)
    		commoditiesTPL
    14Software Defined Vehicle Market Projected to Reach $1.7T by 2035
    Sources: Software Defined Vehicle Market to Grow to USD 1,707.36 billion by 2035 (2026-07-13)
    		macro dataTSLA
    15Solana Network Activity Surges; 1B Weekly Transactions and New Stablecoin Launch
    Sources: Is the "Solana Summer" Finally Here? (2026-07-12)
    		market structureBLK
    16Coca-Cola Trades at Widest Premium to Pepsi in Years; Mean Reversion Risk
    Sources: Coke Is Trading at Its Steepest Premium to Pepsi in Years (2026-07-13)
    		market structureKO, PEP
    17WeRide Accelerates Global Expansion of Intelligent Driving Solution with Bosch
    Sources: WeRide Accelerates Global Expansion (2026-07-13)
    		tradeWRD
    18Bavarian Nordic Submits Chikungunya Vaccine for Regulatory Approval in Brazil
    Sources: Bavarian Nordic’s Chikungunya Vaccine Submitted for Regulatory Approval in Brazil (2026-07-13)
    		regulationBVNRY
    19India Packaged Rice Market Projected to Grow to 21M Tons by 2034
    Sources: India Packaged Rice Market Report Just Released (2026-07-13)
    		macro dataANFIF
    20J.P. Morgan Calls Potential SpaceX-Tesla Merger 'Strategically Coherent'
    Sources: J.P. Morgan Called a Potential Elon Musk SpaceX-Tesla Merger Strategically Coherent (2026-07-12)
    		corporateTSLA
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    Only items that passed source verification are listed. Event descriptions are summaries of the cited reporting, not investment advice.