AM Edition
Premarket briefing for 2026-08-26
Released 2026-08-26 21:52 UTC. This version is kept as released.
Changed since 2026-08-25
| Newly exposed assets | APPF, BAM, BE, BOX, DGS30, DUK, EIX, IGV, INTC, INTU, IONS, JPM, MERC, MSFT, ORCL, PCG, QQQ, RVMD, SDXAY, SMH, SOXX, SPY, TEVA, TLT, XBI, XLF |
| No longer in focus | AMZN, AVGO, BRK.B, IMAX, MP, TSM, VST |
| New event types | macro data, policy, regulation, credit, trade |
| # | Event | Type | Exposed |
|---|---|---|---|
| 1 | July Inflation Rises to 3.7% as Q2 GDP Slows to 1.5% and Core PCE Stalls at 3.3% Sources: Stock Market Midday, Aug. 26: Markets Muted as Investors Await Nvidia Earnings (2026-08-26) | macro data | SPY, QQQ |
| 2 | Treasury Doubles Bond Buyback to $4B as 30-Year Yield Hits 5.23% Amid $40T Debt Sources: U.S. Treasury Secretary Scott Bessent's Plan to Calm the Bond Market Could Have Unintended Consequences for Fed Chair Kevin Warsh (2026-08-26) · The 30-Year U.S. Treasury Bond Now Has a Higher Yield Than Ford and Coca-Cola (2026-08-26) | policy | TLT, DGS30 |
| 3 | Nvidia Reports Post-Close as Data Center Revenue Surges 92% to $75.2B Sources: The Stock Market Faces a Critical Test on Wednesday -- Nvidia Earnings, Inflation, and GDP on the Same Day (2026-08-26) · Nvidia's Huge AI Infrastructure Push: A Critical Moat Beyond Chips (2026-08-26) | earnings | NVDA, SMH |
| 4 | Microsoft P/E Compresses to 27x From 37x as Capex Concerns Offset 31% Net Income Gain Sources: Microsoft Earns 31% More Than It Did a Year Ago and Is Worth Less (2026-08-26) | earnings | MSFT, QQQ |
| 5 | Marvell Clinches $12.2B Custom AI Chip Deal with Google Ahead of Q2 Print Sources: Marvell Technology's Next Earnings Report on Aug. 27 Could Send the Stock Soaring (2026-08-26) | supply chain | MRVL, GOOGL |
| 6 | AMD Projects Over 80% Server CPU Revenue Growth on Agentic AI Infrastructure Shift Sources: 1 Wall Street Analyst Just Upgraded AMD Stock and Estimates 30% Upside (2026-08-26) | earnings | AMD, INTC |
| 7 | Micron CEO Cites 50% Data Center Memory Supply Deficit as AI Drives Structural Demand Sources: Micron Technology Has Fantastic News for Memory Stock Investors (2026-08-26) | supply chain | MU, SOXX |
| 8 | JPMorgan Commits $750 Billion to U.S. Housing Financing and Preservation Through 2035 Sources: Jamie Dimon Committed JPMorgan to $750 Billion of Housing Investment Through 2035 (2026-08-26) | corporate | JPM, XLF |
| 9 | Bloom Energy Expands Solid Oxide Fuel Cell Backlog to $20B on Data Center Power Bottlenecks Sources: I'd Rather Own Bloom Energy Than Nvidia Right Now. Here's My Case. (2026-08-26) | supply chain | BE, BAM |
| 10 | Oracle Advances 4.5% as Citigroup Identifies Entry Point Following 54% Peak Pullback Sources: Why Oracle Stock Popped Today (2026-08-26) | corporate | ORCL, IGV |
| 11 | FDA Approves Revolution Medicines' RASONQUE as First Targeted RAS Inhibitor Sources: U.S. FDA Approves Revolution Medicines' RASONQUE (daraxonrasib) (2026-08-26) | regulation | RVMD, XBI |
| 12 | Intuit Drops 4% on FY2027 Revenue Guidance Deceleration to 9-10% Despite Q4 Beat Sources: Why Intuit Stock Dropped Today (2026-08-26) | earnings | INTU, IGV |
| 13 | Sodexo Prices €1.1B Dual-Tranche Bond at 4.00% and 4.50% to Refinance 2027 Debt Sources: Sodexo completes a euro-denominated bond issuance of EUR 1,100,000,000 (2026-08-26) | credit | SDXAY |
| 14 | Camus Energy Enters Google Accelerator to Deploy Grid AI with Duke, EIX, and PG&E Sources: Camus Energy Selected for Google for Startups Accelerator Program (2026-08-26) | corporate | DUK, PCG, EIX |
| 15 | Canada Commits C$20M in Tariff Response Funding to Mercer Pulp Subsidiary Sources: Mercer International Inc. Announces C$20 Million in Government of Canada Support (2026-08-26) | trade | MERC |
| 16 | Box Gains 1.2% on Q2 Revenue of $321M and FY2027 Top-Line Target Increase to $1.29B Sources: Why Box Stock Ticked Higher on Wednesday (2026-08-26) | earnings | BOX |
| 17 | AppFolio Secures Enterprise Expansion as PURE HomeRiver Scales Toward 60,000 Units Sources: PURE HomeRiver Deepens Its Commitment to AppFolio to Power the Next Phase of Its Growth (2026-08-26) | corporate | APPF |
| 18 | Multiple System Atrophy Drug Pipeline Expands to 24 Clinical Candidates Across 22 Firms Sources: Multiple System Atrophy Clinical Trial Pipeline Gains Momentum: 22+ Companies Lead the Charge in Pioneering New Treatments | DelveInsight (2026-08-26) | regulation | IONS, TEVA, XBI |
Only items that passed source verification are listed. Event descriptions are summaries of the cited reporting, not investment advice.