AM Edition

    Premarket briefing for 2026-08-04

    Released 2026-08-04 09:03 UTC. This version is kept as released.

    Changed since 2026-07-31

    Newly exposed assetsACI, CVX, DIA, ETHV, HOOD, INDV, JOBY, MSFT, SAFRY, SMR, SUPN, WTI
    No longer in focusAAPL, AG, ARM, BRK.B, CRM, HON, KYIV, LRCX, SNEX, SUBCY
    New event typesgeopolitical, policy
    #EventTypeExposed
    1Oil Prices Collapse as Trump Pursues Iran Diplomacy Over Military Action
    Sources: The Dow Adds 560 Points as Oil Prices Fall Off a Cliff (2026-08-03)
    		geopoliticalWTI, DIA
    2Hyperscaler AI Capex Spikes to $200B+ Amid Free Cash Flow Pressures
    Sources: Why Alphabet Stock Popped Today (2026-08-03)
    		earningsGOOGL, MSFT
    3Trump Demands Oil Giants Return 'Windfall Profits' Amid Iran War Gains
    Sources: "Too Much Money:" President Trump Just Lashed Out at ExxonMobil and Chevron (2026-08-04)
    		policyCVX
    4Microsoft Azure Revenue Hits $100B as AI Monetization Scales
    Sources: Microsoft Just Proved that AI Spending Can Pay Off (2026-08-03)
    		earningsMSFT
    5Bloom Energy Revenue Jumps 166% on AI Data Center Power Demand
    Sources: Down 38% From Its High, Is Bloom Energy Stock a Buy? (2026-08-03)
    		earningsBE
    6NuScale Power Positioned for SMR Deployment Amid AI Energy Demand
    Sources: Here's How a Small Bet on This Nuclear Stock Could Pay Off Big (2026-08-03)
    		policySMR
    7Supernus and Indivior Announce All-Stock Merger for Synergies
    Sources: Why Supernus Pharmaceuticals Stock Topped the Market Today (2026-08-03)
    		corporateSUPN, INDV
    8Joby Aviation Faces Certification Pressure Ahead of Q2 Earnings
    Sources: Joby Aviation's Next Earnings Report on Aug. 5 (2026-08-03)
    		earningsJOBY
    9Robinhood Ventures Fund II Sets IPO for August 13 at $25/Share
    Sources: Introducing Robinhood Ventures Fund II (RVII) (2026-08-03)
    		corporateHOOD
    10Commvault Surges 6% on Google Threat Intelligence Integration
    Sources: Why Commvault Systems Rocked the Market Today (2026-08-03)
    		corporateGOOGL
    11Robinson Helicopter Debuts R88 in Brazil to Target LatAm Market
    Sources: El R88 de Robinson hace su debut en Sudamérica (2026-08-03)
    		corporateSAFRY
    12Ethereum-Based Pepeto Raises $10.5M in Presale Amid DeFi Demand
    Sources: Crypto News: Ethereum-Based Pepeto Announces Its Crypto Presale (2026-08-03)
    		market structureETHV
    13Albertsons CEO Buys $450,000 in Shares Amid 41% Stock Decline
    Sources: Albertsons CEO Susan Morris Buys $450,000 on the Open Market (2026-08-03)
    		corporateACI
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    Only items that passed source verification are listed. Event descriptions are summaries of the cited reporting, not investment advice.