AM Edition

    Premarket briefing for 2026-08-14

    Released 2026-08-14 14:03 UTC. This version is kept as released.

    Changed since 2026-08-13

    Newly exposed assetsAAPL, ACHR, BA, BIP, BLK, CVX, GOOGL, INTC, LMND, MU, SFTBY, SIRI, SNDK, SPCX
    No longer in focusFANUY, SLVP, WPM
    New event typessupply chain, market structure, credit, earnings
    #EventTypeExposed
    1Nvidia Secures Physical AI Coalition with 7 Japanese Industrial Giants
    Sources: Jensen Huang Just Signed 7 Japanese Industrial Giants Into Nvidia's Physical AI Coalition (2026-08-13)
    		supply chainNVDA, SFTBY
    2Hyperscaler 2026 Capex Projections Doubled to $733 Billion
    Sources: Nvidia Stock Investors Just Got Good News From Wall Street (2026-08-13)
    		market structureNVDA
    3SpaceX AI Revenue Projected to Surpass Launch Business by September
    Sources: Elon Musk Says AI Revenue Will Eclipse the Rest of SpaceX by September (2026-08-12)
    		corporateSPCX, GOOGL
    4Intel Completes $23 Billion Equity Offering for Fab Expansion
    Sources: Intel Is Raising Billions in Equity (2026-08-12)
    		corporateINTC, BIP
    5Tim Cook to Step Down as Apple CEO on September 1
    Sources: Tim Cook Is Handing Off Apple to John Ternus (2026-08-12)
    		corporateAAPL
    6Sandisk Authorizes $15.5 Billion Buyback After 429% YTD Gain
    Sources: Sandisk Is Up 429% This Year (2026-08-12)
    		corporateSNDK, MU
    7CoreWeave Reports $104 Billion Backlog Amid Heavy Cash Burn
    Sources: CoreWeave Has $104 Billion of Contracted Revenue (2026-08-13)
    		creditNVDA
    8BlackRock Assets Hit $15.3 Trillion with Record Margins
    Sources: Larry Fink's BlackRock Just Crossed $15.3 Trillion (2026-08-14)
    		earningsBLK
    9Chevron Reduces Debt by Record $8.4 Billion in Q2
    Sources: Chevron Just Paid Down $8.4 Billion in Debt (2026-08-12)
    		creditCVX
    10Archer Aviation Acquires Three Boeing Units for Equity Stake
    Sources: Archer Aviation Is Teaming Up With Boeing (2026-08-12)
    		corporateACHR, BA
    11SiriusXM Becomes Exclusive Audio Ad Rep for YouTube US
    Sources: Could This Company Berkshire Owns a 37% Stake in (2026-08-12)
    		corporateSIRI, GOOGL
    12Lemonade Projects First Positive EBITDA for Q4 2026
    Sources: Lemonade Cut Its Adjusted EBITDA Loss (2026-08-14)
    		earningsLMND
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    Only items that passed source verification are listed. Event descriptions are summaries of the cited reporting, not investment advice.