AM Edition

    Premarket briefing for 2026-07-31

    Released 2026-07-31 16:04 UTC. This version is kept as released.

    Changed since 2026-07-30

    Newly exposed assetsAG, ARM, BE, BRK.B, CRM, HON, KYIV, LRCX, SNEX, SUBCY
    No longer in focusCOIN, COPPER, HOOD, INTC, MSFT, NGLOY, NVDA, SNY, TECK, TSLA
    New event typesmarket structure, supply chain, macro data
    #EventTypeExposed
    1Alphabet Faces Scrutiny Over $200B AI Capex Despite Cloud Growth
    Sources: Alphabet Stock Investors Need to Know This (2026-07-31)
    		earningsGOOGL
    2Berkshire Hathaway Cash Reaches $397B; Alphabet Becomes Top 5 Holding
    Sources: Why Berkshire's Cash Pile Keeps Growing (2026-07-31)
    		corporateGOOGL, BRK.B
    3Arm Holdings Reports AGI Chip Demand Double Expectations
    Sources: 1 Key Metric To Watch That Could Send Arm Stock Soaring (2026-07-31)
    		earningsARM
    4Silver Prices Drop 50% from Peak Amid AI Data Center Spending Concerns
    Sources: Silver Is Down Big From Its Peak (2026-07-31)
    		commoditiesAG
    5AI Power Demand Triggers Energy IPO Boom; 26% Surge Expected
    Sources: The Energy IPO Boom Is Just Getting Started (2026-07-31)
    		market structureBE
    6Lam Research Positioned for 340% Memory Capex Growth by 2027
    Sources: This Chip Stock Could Be the Biggest Winner of the AI Memory Boom (2026-07-31)
    		supply chainLRCX
    7Apple Launches Klarna Leasing Program to Drive Device Upgrades
    Sources: Apple's New Leasing Program Could Spur More Upgrades (2026-07-31)
    		corporateAAPL
    8Global SaaS Market Projected to Reach $650B by 2030
    Sources: SaaS Demand Generation Spend Analysis Report (2026-07-31)
    		macro dataCRM
    9Kyivstar Q2 Revenue Up 19%; Raises Full-Year Outlook
    Sources: Kyivstar Reports 2Q26 Results (2026-07-31)
    		earningsKYIV
    10Shinhan Bank Partners with StoneX for Cross-Border Payments
    Sources: Shinhan Bank 选定 StoneX Payments 作为战略性跨境支付合作伙伴 (2026-07-31)
    		corporateSNEX
    11Honeywell Executive Sells 89% of Direct Holdings
    Sources: Insider at Iconic Industrial Stock Sells $4.2 Million Worth of Shares (2026-07-31)
    		corporateHON
    12Subsea 7 Awarded $50-150M Offshore Brunei Contract
    Sources: Subsea7 awarded contract offshore Brunei (2026-07-31)
    		corporateSUBCY
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    Only items that passed source verification are listed. Event descriptions are summaries of the cited reporting, not investment advice.