AM Edition

    Premarket briefing for 2026-08-11

    Released 2026-08-11 17:05 UTC. This version is kept as released.

    Changed since 2026-08-07

    Newly exposed assetsASML, FANUY, MSFT, SPY
    No longer in focusABBV, GOOGL, IMC, JXHLY, LLY, MGNI, O, OKLO, SITM, SMR, SOUN, SPGI, TAP
    New event typespolicy, trade
    #EventTypeExposed
    1S&P 500 Hits 7,800 Record High with Shiller PE at Dotcom-Era Levels
    Sources: The S&P 500 Is at Record Highs and Hasn't Been This Expensive in Decades (2026-08-11)
    		market structureSPY
    2Microsoft Directs Employees to Curb 'Tokenmaxxing' and AI Spending
    Sources: A Recent Email Within Microsoft Seems to Confirm Tech Companies Are Overspending on AI (2026-08-11)
    		corporateMSFT, NVDA
    3Proposed GUARD Act Targets Chinese Dominance in Global Robotics Market
    Sources: New Report Examines GUARD Act, U.S. Robotics Security (2026-08-10)
    		policyTSLA, FANUY
    4ASML Faces Domestic DUV Competition in China as Revenue Share Shrinks
    Sources: ASML Faces a Fresh Threat Out of China (2026-08-10)
    		tradeASML
    5Tesla and SpaceX Commit $16.8B to 'Terafab' Chip Plant in Texas
    Sources: Tesla and SpaceX Committed $16.8 Billion to One Chip Plant (2026-08-11)
    		corporateTSLA, NVDA
    Full editionTransmission paths, scenarios and how each event connects to your portfolio are in the product.Get the daily AM Edition (Desk)

    Only items that passed source verification are listed. Event descriptions are summaries of the cited reporting, not investment advice.