AM Edition

    Premarket briefing for 2026-07-25

    Released 2026-07-25 09:20 UTC. This version is kept as released.

    Changed since 2026-07-24

    Newly exposed assetsBN, DGS10, IRDM, NVDA, PYPL, RKLB, SPY, USO
    No longer in focusAEM, AMZN, DGS2, DSDVY, DXY, MU, NLY, SKHY, SNY, SPCX, TLPH, VST
    New event typesgeopolitical
    #EventTypeExposed
    1Oil drops 4% to $95 on reports of U.S.-Iran peace negotiations
    Sources: S&P 500 Rises 0.6% at Midday on Easing Middle East Tensions (2026-07-24)
    		geopoliticalSPY, USO
    2Fed divided on AI impact; Warsh comments on inflation
    Sources: Kevin Warsh's Federal Reserve Is Split on Artificial Intelligence (2026-07-24)
    		central bankDGS10
    3NVIDIA and partners to expand Korea's AI factory infrastructure from 55MW to 200MW by 2028
    Sources: SK Group and NVIDIA Expand Strategic Partnership (2026-07-25)
    		supply chainNVDA, BN
    4Stripe and Advent propose $53B joint acquisition of PayPal
    Sources: Does PayPal Have a Buyer? (2026-07-25)
    		corporatePYPL
    5Rocket Lab to acquire Iridium for $8B in vertical integration move
    Sources: Huge News for Rocket Lab Investors (2026-07-24)
    		corporateRKLB, IRDM
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    Only items that passed source verification are listed. Event descriptions are summaries of the cited reporting, not investment advice.