AM Edition

    Premarket briefing for 2026-08-17

    Released 2026-08-17 14:06 UTC. This version is kept as released.

    Changed since 2026-08-14

    Newly exposed assetsADBE, AMD, BRK.B, BTC, CCJ, CEG, DJT, GS, KO, NU, RIVN, SKHY, SQ, TSM, VWAGY, XLP
    No longer in focusAAPL, BIP, BLK, CVX, INTC, LMND, MU, SFTBY, SIRI, SNDK
    New event typescommodities
    #EventTypeExposed
    1Hyperscalers Signal $600B AI Capex; Alphabet Raises Guidance to $205B
    Sources: Sundar Pichai Raised Alphabet's Capex Guidance to $205 Billion (2026-08-16)
    		earningsTSM, GOOGL
    2Nvidia Partners with Goldman, BlackRock for $500B AI Infrastructure Fund
    Sources: Jensen Huang Explained $500 Billion of Wall Street Money (2026-08-15)
    		market structureNVDA, GS
    3Berkshire CEO Greg Abel Deploys $4.2B in Buybacks; $20B into Alphabet
    Sources: Greg Abel Just Plowed $4.2 Billion Into Warren Buffett's All-Time Favorite Stock (2026-08-15)
    		corporateBRK.B, GOOGL
    4Nuclear Power Renaissance Driven by AI Data Center Energy Needs
    Sources: 2 Best Nuclear Power Stocks Right Now (2026-08-17)
    		commoditiesCEG, CCJ
    5Archer Aviation Acquires Boeing Subsidiaries; Boeing Takes 16.5% Stake
    Sources: Archer Aviation Has $6.9 Million of Revenue. It's Buying a Boeing Business (2026-08-15)
    		corporateACHR, BA
    6SK Hynix Surges 20% on Temasek Investment and Market Share Gains
    Sources: Why SK Hynix Stock Skyrocketed This Week (2026-08-16)
    		corporateSKHY
    7SpaceX Transitions to AI Infrastructure; Musk Projects $1T Revenue by 2030
    Sources: SpaceX Stock Is Down 33% From Its High. Elon Musk Expects Revenue to Rise (2026-08-15)
    		corporateSPCX
    8AMD Completes Record $4.75B Bond Sale to Fund AI Expansion
    Sources: AMD Just Borrowed $4.75 Billion (2026-08-16)
    		creditAMD
    9Coca-Cola Hits All-Time High as Investors Rotate to Defensive Value
    Sources: This Dividend King Has Raised Its Payout for 64 Straight Years (2026-08-16)
    		market structureKO, XLP
    10Rivian Beats Q2 Estimates with $180M Gross Profit; Liquidity Hits $14B
    Sources: 3 Critical Things Investors Overlooked in Rivian's Strong Q2 (2026-08-17)
    		earningsRIVN, VWAGY
    11Nu Holdings Hits $1B Quarterly Net Income; Serves 50% of Brazil Adults
    Sources: Nu Holdings Banks More Than Half the Adults in Brazil (2026-08-15)
    		earningsNU
    12Adobe Trades at 10x Forward Earnings Despite Record Q2 Revenue
    Sources: Adobe Trades at 10 Times Next Year's Earnings (2026-08-16)
    		market structureADBE
    13Block Stock Slumps 6% as Cash App User Growth Slows to 3%
    Sources: Block Stock Slumps Despite Earnings Rising by 65% (2026-08-15)
    		earningsSQ
    14Trump Media Abandons Bitcoin Strategy After $190M Paper Loss
    Sources: After Nearly $200 Million in Crypto Losses, Trump Media Will Pivot (2026-08-17)
    		corporateDJT, BTC
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    Only items that passed source verification are listed. Event descriptions are summaries of the cited reporting, not investment advice.