AM Edition

    Premarket briefing for 2026-08-25

    Released 2026-08-25 13:04 UTC. This version is kept as released.

    Changed since 2026-08-24

    Newly exposed assetsAVGO, BRK.B, IMAX, MP, MRVL, MU
    No longer in focusGEV
    New event typesmarket structure
    #EventTypeExposed
    1Nvidia reports Aug 26; analysts expect 97% YoY growth and $92B+ revenue
    Sources: Prediction: Nvidia Will Be a $6 Trillion Company Before 2026 Is Over (2026-08-23)
    		earningsNVDA, TSM
    2Alphabet expands custom AI chip partnership with Marvell, pressuring Broadcom
    Sources: Is Broadcom in Trouble Now That Alphabet Is Getting Chips From Marvell Too? (2026-08-25)
    		supply chainAVGO, MRVL
    3Amazon raises 2026 AI capital expenditure target to $220 billion
    Sources: Jeff Bezos' Amazon Just Raised Its AI Spending Target to $220 Billion for 2026 (2026-08-24)
    		corporateAMZN, MU
    4Anthropic expected to file for IPO by month-end with $2 trillion valuation target
    Sources: The One Line in Anthropic's S-1 That Amazon Investors Should Read First (2026-08-24)
    		corporateAMZN, GOOGL
    5AMD commits $10 billion to Taiwan for advanced packaging through 2029
    Sources: AMD Is Investing More Than $10 Billion in Taiwan to Build Advanced Chip Packaging (2026-08-23)
    		supply chainAMD, TSM
    6Vistra emerges as beneficiary of AI data center power demand
    Sources: Vistra Is the Quietest Big Winner of the AI Power Boom (2026-08-23)
    		market structureVST
    7Berkshire CEO Greg Abel signals shift in management style with $400B cash pile
    Sources: Berkshire CEO Greg Abel Is Sitting on Nearly $400 Billion in Cash (2026-08-23)
    		corporateBRK.B
    8MP Materials reports 89% revenue growth as it shifts to higher-margin products
    Sources: Is MP Materials Stock a Buy After Earnings? (2026-08-24)
    		earningsMP
    9IMAX reaches all-time high on record-breaking 'The Odyssey' release
    Sources: Why IMAX Stock Climbed to a New All-Time High Today (2026-08-25)
    		earningsIMAX
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    Only items that passed source verification are listed. Event descriptions are summaries of the cited reporting, not investment advice.